Chemistry Wealth Management LLC
Top Portfolio Positions
135 positions ·
$329,500,011 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
111,998 | $53,669,441 | 16.29% | |
| IAU |
Ishares Gold Trust
|
345,594 | $30,467,567 | 9.25% | |
| AAPL |
Apple Inc.
Technology
|
91,533 | $23,230,160 | 7.05% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
441,767 | $17,878,310 | 5.43% | |
| AXP |
American Express Co
Financial Services
|
53,731 | $16,252,552 | 4.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,060 | $13,133,506 | 3.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,999 | $12,014,157 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,234 | $10,952,753 | 3.32% | |
| XOM |
Exxon Mobil Corp
Energy
|
48,179 | $8,174,049 | 2.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,490 | $7,329,904 | 2.22% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,765,306 | 37,801 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,005,966 | 23,400 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $637,752 | 16,565 | Shares | Sole | 2025-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||