Chicago Wealth Management, Inc.

CIK

1592178

Location

CHICAGO, IL

Portfolio Value

Micro $40,817,218

Diversification

Diversified

Filing Date

Global Rank

#6,724 / 8,232 ▼ 9

Top Industry

Consumer Electronics 25.7%

3Y Alpha vs SPY

+7.4%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+110.6%

SPY

+76.3%

Annualised alpha

+7.4%

Max drawdown

−25.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.0%

−14.6 pts

Top 5

75.5%

−3.1 pts

Top 10

91.9%

−0.1 pts

HHI

1,470

Diversified−624

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.0%	$27,343,702	4
Technology	12.8%	$5,216,004	4
Consumer Cyclical	9.7%	$3,971,815	3
Financial Services	9.6%	$3,909,797	5
Industrials	0.9%	$375,900	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+3,723	9,542	$6,205,544
GLD	Spdr Gold Trust	+780	5,483	$2,359,280
AVGO	Broadcom Inc.	+284	1,533	$474,478
QQQ	Invesco Qqq Trust, Series 1	+268	16,998	$9,810,905
MSFT	Microsoft Corp	+99	1,487	$550,442
AAPL	Apple Inc.	+10	13,645	$3,462,964
AMZN	Amazon Com Inc	+2	3,576	$744,773
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−168,773	131,611	$8,967,973
ALL	Allstate Corp	−2	8,227	$1,705,786
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $40,817,218 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	16,998	+268	$9,810,905	−4.5%	24.04%
SLV	iShares Silver Trust	Reduced	131,611	-168,773	$8,967,973	−53.7%	21.97%
SPY	Spdr S&P 500 ETF Trust	Added	9,542	+3,723	$6,205,544	+56.4%	15.20%
AAPL	Apple Inc. Technology	Added	13,645	+10	$3,462,964	−6.6%	8.48%
GLD	Spdr Gold Trust	Added	5,483	+780	$2,359,280	+26.6%	5.78%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	6,792	0	$2,221,459	+5.4%	5.44%
ALL	Allstate Corp Financial Services	Reduced	8,227	-2	$1,705,786	−0.4%	4.18%
MS	Morgan Stanley Financial Services	Held	6,243	0	$1,027,410	−7.3%	2.52%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,705	0	$1,005,583	−17.3%	2.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,576	+2	$744,773	−9.7%	1.82%
NVDA	Nvidia Corp Technology	Held	4,175	0	$728,120	−6.5%	1.78%
COF	Capital One Financial Corp Financial Services	Held	3,081	0	$562,066	−24.7%	1.38%
MSFT	Microsoft Corp Technology	Added	1,487	+99	$550,442	−18.0%	1.35%
AVGO	Broadcom Inc. Technology	Added	1,533	+284	$474,478	+9.8%	1.16%
CBZ	CBIZ, Inc. Industrials	Held	14,000	0	$375,900	−46.8%	0.92%
MA	Mastercard Inc Financial Services	Held	629	0	$314,286	−12.5%	0.77%
WTFC	Wintrust Financial Corp Financial Services	Held	2,161	0	$300,249	−0.6%	0.74%