Chicago Wealth Management, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.3% | $21,720,362 |
| Technology | 15.4% | $6,033,133 |
| Consumer Cyclical | 11.6% | $4,557,601 |
| Financial Services | 11.2% | $4,390,350 |
| Communication Services | 4.9% | $1,918,935 |
| Industrials | 1.1% | $449,120 |
| Energy | 0.6% | $229,142 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGQ | ProShares Trust II | +1,640 | 21,934 | $1,255,940 | |
| SPY | Spdr S&P 500 ETF Trust | +742 | 10,284 | $7,679,782 | |
| QQQ | Invesco Qqq Trust, Series 1 | +363 | 17,361 | $12,784,640 | |
| AVGO | Broadcom Inc. | +321 | 1,854 | $700,348 | |
| AMZN | Amazon Com Inc | +212 | 3,788 | $902,831 | |
| AAPL | Apple Inc. | +45 | 13,690 | $3,961,338 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,676 | $229,142 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 17,361 | $12,784,640 | 32.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,284 | $7,679,782 | 19.54% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,690 | $3,961,338 | 10.08% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 6,792 | $2,517,047 | 6.40% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 8,227 | $1,957,532 | 4.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,431 | $1,918,935 | 4.88% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 6,243 | $1,305,036 | 3.32% | |
| AGQ |
ProShares Trust II
|
Added | 21,934 | $1,255,940 | 3.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,705 | $1,137,723 | 2.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,788 | $902,831 | 2.30% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,082 | $816,767 | 2.08% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,854 | $700,348 | 1.78% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,487 | $554,680 | 1.41% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 2,280 | $457,413 | 1.16% | |
| CBZ |
CBIZ, Inc.
Industrials
|
Held | 14,000 | $449,120 | 1.14% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Held | 2,161 | $347,315 | 0.88% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 629 | $323,054 | 0.82% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 1,676 | $229,142 | 0.58% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.