StockDriftsStockDriftsTop 50 Chemistry Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 10.37% | 1.14M | $65.9M | +3.38%(+37.39K) | $59.12(-2.50%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.94% | 114.0K | $56.8M | +0.78%(+885) | $327.57(+62.48%) | 2026-09-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 7.72% | 930.9K | $49.0M | +1.00%(+9.24K) | $58.91(-3.10%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.98% | 111.5K | $38.0M | +0.05%(+56) | $147.64(+130.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.75% | 90.6K | $30.2M | -1.21%(-1.11K) | $172.13(+99.24%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 4.28% | 347.8K | $27.2M | +0.48%(+1.67K) | $39.44(+97.38%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.76% | 485.3K | $23.9M | +14.90%(+62.93K) | $50.04(-2.80%) | 2026-09-30 | |
| BN | BROOKFIELD CORP | 2.6% | 452.5K | $16.5M | +1.58%(+7.02K) | $26.45(+37.82%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.54% | 64.8K | $16.2M | +0.59%(+381) | $161.14(+62.87%) | 2026-09-30 | |
| AXP | AMERICAN EXPRESS CO | 2.43% | 50.7K | $15.4M | -0.03%(-14) | $199.77(+58.39%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.92% | +51.79% | — | — | +38.83% |
| Top 20 Holdings Unweighted | +18.74% | +67.41% | — | — | +48.70% |
Chemistry Wealth Management LLC reports $638.60M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (10.4%), BRK.B (8.9%) and AKRE (7.7%). The top 20 holdings account for 67.12% of reported assets. Its disclosed equity book has returned +51.79% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chemistry Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910183). View Chemistry Wealth Management LLC’s 13F filings on SEC