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Home > Institutional Investor > Chemistry Wealth Management Llc > Profile

Instuitional Investor - Chemistry Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Chemistry Wealth Management Llc
Portfolio Value $568,546,951
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,061,040 $62,113,310 10.92%
2.
Berkshire Hathaway Inc
 BRK.A 111,998 $53,669,442 9.44%
3.
Profesionally Managed Portfo - AKRE FOCUS ETF
 892,017 $47,143,098 8.29%
4.
Alphabet Inc.
 GOOGL 106,494 $30,548,977 5.37%
5.
Ishares Trust
 IAU 345,594 $30,467,567 5.36%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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