Chemistry Wealth Management LLC

CIK

1910183

Location

NEW YORK, NY

Portfolio Value

Micro $1,528,570

Diversification

Diversified

Filing Date

Global Rank

#3,278 / 8,586 ▼ 22

Top Industry

Insurance - Diversified 18.9%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

18 quarters · since Dec 2021

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

+63.9%

SPY

+78.1%

Annualised alpha

-3.3%

Max drawdown

−15.9%

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

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

Top Position

16.3%

+0.1 pts

Top 5

42.9%

+0.2 pts

Top 10

58.6%

−0.6 pts

HHI

536

Diversified+5

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.0%	$131,809,882	29
Technology	13.6%	$44,960,412	18
Unclassified	11.8%	$39,008,697	8
Consumer Cyclical	10.8%	$35,654,554	19
Communication Services	7.3%	$23,957,120	9
Healthcare	6.6%	$21,863,673	15
Energy	4.4%	$14,399,276	8
Industrials	2.7%	$8,733,846	13
Consumer Defensive	2.0%	$6,587,944	8
Basic Materials	0.5%	$1,528,570	4
Utilities	0.3%	$996,037	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+14,401	37,801	$1,765,306
CMCSA	Comcast Corp	+10,926	26,577	$763,025
NKE	NIKE, Inc.	+7,850	43,466	$2,295,874
OXY	Occidental Petroleum Corp /De/	+7,227	46,728	$3,037,320
ABNB	Airbnb, Inc.	+5,964	28,388	$3,584,836
BN	BROOKFIELD Corp /ON/	+4,147	441,767	$17,878,310
BDX	Becton Dickinson & Co	+3,889	12,908	$2,029,524
PYPL	PayPal Holdings, Inc.	+3,799	10,495	$474,688
AMZN	Amazon Com Inc	+3,645	63,060	$13,133,506
FISV	Fiserv Inc	+3,555	6,666	$371,962
NICE	NICE Ltd.	+3,078	6,568	$724,187
V	Visa Inc.	+2,558	4,664	$1,409,647
CRM	Salesforce, Inc.	+2,310	8,092	$1,510,533
AXP	American Express Co	+2,198	53,731	$16,252,552
LEN	Lennar Corp /New/	+1,858	5,783	$502,195
UNH	Unitedhealth Group Inc	+1,072	17,086	$4,623,300
ACGL	Arch Capital Group Ltd.	+558	9,969	$956,924
MGM	MGM Resorts International	+504	27,746	$1,026,879
CHTR	Charter Communications, Inc. /Mo/	+435	2,006	$433,055
MSFT	Microsoft Corp	+423	19,443	$7,197,215
ELV	Elevance Health, Inc.	+366	15,306	$4,480,831
DHI	Horton D R Inc /De/	+343	3,007	$412,620
RTX	RTX Corp	+272	10,872	$2,097,208
XOM	Exxon Mobil Corp	+231	48,179	$8,174,049
NVDA	Nvidia Corp	+213	17,104	$2,982,937
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−27,301	3,386	$498,114
PLTR	Palantir Technologies Inc.	−8,765	3,337	$488,136
SOR	Source Capital /De/	−5,290	15,696	$727,038
DLTR	Dollar Tree, Inc.	−4,308	6,302	$690,132
IAU	Ishares Gold Trust	−3,645	345,594	$30,467,567
WBD	Warner Bros. Discovery, Inc.	−3,515	24,891	$683,506
BAC	Bank Of America Corp /De/	−3,075	76,455	$3,727,181
IAC	IAC Inc.	−2,098	15,169	$607,215
DIS	Walt Disney Co	−2,072	10,298	$992,521
GOOGL	Alphabet Inc.	−1,894	25,490	$7,329,904
TECK	Teck Resources Ltd	−1,656	13,039	$674,768
EPD	Enterprise Products Partners L.P.	−1,577	6,257	$236,764
KMX	Carmax Inc	−1,251	6,178	$256,881
ABBV	AbbVie Inc.	−1,111	6,732	$1,464,142
SBUX	Starbucks Corp	−930	8,914	$798,605
AIG	American International Group, Inc.	−873	3,427	$257,881
IBKR	Interactive Brokers Group, Inc.	−687	4,601	$308,589
MU	Micron Technology Inc	−633	11,975	$4,045,634
AAPL	Apple Inc.	−613	91,533	$23,230,160
DHR	Danaher Corp /De/	−612	5,815	$1,102,524
B	Barrick Mining Corp	−460	11,373	$463,904
RY	Royal Bank Of Canada	−437	2,431	$393,287
WFC	Wells Fargo & Company/Mn	−414	24,336	$1,937,388
BHF	Brighthouse Financial, Inc.	−383	5,710	$341,914
INTC	Intel Corp	−361	9,416	$415,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MOH	Molina Healthcare, Inc.	10,178	$1,356,727
UBER	Uber Technologies, Inc	7,213	$518,831
WAT	Waters Corp /De/	1,372	$408,581
ZTS	Zoetis Inc.	3,259	$385,246
IBIT	iShares Bitcoin Trust ETF	7,935	$304,862
KMB	Kimberly Clark Corp	2,711	$261,530
APPF	Appfolio Inc	1,604	$253,143
GEV	GE Vernova Inc.	284	$247,903
CROX	Crocs, Inc.	2,788	$231,459
ADBE	Adobe Inc.	830	$201,756
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
STLA	Stellantis N.V.	48,180	$524,680
ACN	Accenture plc	970	$260,251
NOW	ServiceNow, Inc.	1,535	$235,146
CRBG	Corebridge Financial, Inc.	7,258	$218,973
AMD	Advanced Micro Devices Inc	979	$209,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $1,528,570 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AREC	American Resources Corp Basic Materials	Held	10,000	0	$24,200	−2.4%	1.58%
VMC	Vulcan Materials CO Basic Materials	Held	1,343	0	$365,698	−4.5%	23.92%
B	Barrick Mining Corp Basic Materials	Reduced	11,373	-460	$463,904	−10.0%	30.35%
TECK	Teck Resources Ltd Basic Materials	Reduced	13,039	-1,656	$674,768	−4.1%	44.14%