Chemistry Wealth Management LLC
CIK 1910183 · Holdings on Dec 31, 2025 · First reported Jan 6, 2026
Top ten holdings
Q4 2025- VGSH11.34%
- BRK.B10.56%
- GOOG6.28%
- IAU5.30%
- AAPL4.69%
- BN3.76%
- AXP3.57%
- VTIP3.18%
- META2.57%
- AMZN2.57%
Share classes counted separately53.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight increased · +1.22 pp5.06% → 6.28%Shares -755 (-0.70%)
- ORCLWeight decreased · -0.70 pp1.82% → 1.12%Shares -2.86K (-8.52%)
- METAWeight decreased · -0.46 pp3.03% → 2.57%Shares -600 (-2.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $60.60M | 11.34% | 1.03M shares | 11.37% → 11.34%-0.03 pp +30.28K (+3.02%) | Added | ▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $56.46M | 10.56% | 112.33K shares | 10.88% → 10.56%-0.32 pp +179 (+0.16%) | Added | ▾ |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $33.57M | 6.28% | 106.97K shares | 5.06% → 6.28%+1.22 pp -755 (-0.70%) | Reduced | ▾ |
| 04 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $28.35M | 5.30% | 349.24K shares | 4.88% → 5.30%+0.42 pp +1.73K (+0.50%) | Added | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $25.05M | 4.69% | 92.15K shares | 4.80% → 4.69%-0.11 pp -5.59K (-5.72%) | Reduced | ▾ |
| 06 | BNBROOKFIELD CORPCL A LTD VT SH View history and evidence | $20.08M | 3.76% | 437.62K shares | 3.82% → 3.76%-0.06 pp +148.89K (+51.57%) | Added | ▾ |
| 07 | AXPAMERICAN EXPRESS CO View history and evidence | $19.06M | 3.57% | 51.53K shares | 3.31% → 3.57%+0.26 pp -96 (-0.19%) | Reduced | ▾ |
| 08 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $17.01M | 3.18% | 343.86K shares | 3.08% → 3.18%+0.10 pp +28.84K (+9.15%) | Added | ▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $13.74M | 2.57% | 20.82K shares | 3.03% → 2.57%-0.46 pp -600 (-2.80%) | Reduced | ▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $13.71M | 2.57% | 59.41K shares | 2.51% → 2.57%+0.06 pp +86 (+0.14%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KMB KIMBERLY-CLARK CORP | Non-derivative | -2,664 | -$331.24K | SEC filing ↗ | SEC filing ↗ |
| HYD VANECK HIGH YIELD MUNI ETF | Non-derivative | -6,445 | -$328.05K | SEC filing ↗ | SEC filing ↗ |
| PFF ISHARES PREFERRED & INCOME S | Non-derivative | -10,365 | -$327.74K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910183 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 534523552
}Research all 200 reported holdings.
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