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Chicago Wealth Management, Inc.

Portfolio Manager
Chicago Wealth Management, Inc.
Performance
+1.15% (2026 Q1)
AUM (13F)
$250.51M
# of Holdings
59
Performance Rank
Allocation (Top 20)
82.03%

Chicago Wealth Management, Inc. Holdings Map

Top 50 Chicago Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITA
ISHARES TR
6.49%74.3K$16.3M
-1.20%(-904)
2025-Q1: 75.9K shares2025-Q2: 75.5K shares2025-Q3: 75.0K shares2025-Q4: 75.2K shares2026-Q1: 74.3K shares
$110.55(+124.51%)
2026-03-31
SOXX
ISHARES TR
6.03%46.0K$15.1M
-0.12%(-56)
2025-Q1: 3.2K shares2025-Q2: 1.7K shares2025-Q3: 45.4K shares2025-Q4: 46.0K shares2026-Q1: 46.0K shares
$251.83(+124.88%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
5.65%87.5K$14.1M
+0.51%(+440)
2025-Q1: 88.5K shares2025-Q2: 87.4K shares2025-Q3: 86.9K shares2025-Q4: 87.0K shares2026-Q1: 87.5K shares
$102.72(+79.04%)
2026-03-31
IGF
ISHARES TR
5.6%209.2K$14.0M
+12.12%(+22.62K)
2025-Q1: 0 shares2025-Q2: 179.8K shares2025-Q3: 181.8K shares2025-Q4: 186.6K shares2026-Q1: 209.2K shares
$57.76(+15.77%)
2026-03-31
IDV
ISHARES TR
5.53%325.4K$13.8M
+15.36%(+43.32K)
2025-Q1: 0 shares2025-Q2: 263.9K shares2025-Q3: 272.4K shares2025-Q4: 282.0K shares2026-Q1: 325.4K shares
$34.16(+22.39%)
2026-03-31
REMX
VANECK ETF TRUST
5.21%148.3K$13.0M
-0.31%(-464)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 146.7K shares2025-Q4: 148.7K shares2026-Q1: 148.3K shares
$53.42(+62.33%)
2026-03-31
ILF
ISHARES TR
5.2%366.7K$13.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 366.7K shares
$32.99(+2.14%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
4.68%142.2K$11.7M
+3.27%(+4.50K)
2025-Q1: 0 shares2025-Q2: 134.6K shares2025-Q3: 135.1K shares2025-Q4: 137.7K shares2026-Q1: 142.2K shares
$74.67(+19.66%)
2026-03-31
VPL
VANGUARD INTL EQUITY INDEX F
4.37%112.1K$11.0M
-18.61%(-25.62K)
2025-Q1: 0 shares2025-Q2: 134.6K shares2025-Q3: 135.1K shares2025-Q4: 137.7K shares2026-Q1: 112.1K shares
$94.07(+19.02%)
2026-03-31
PAVE
GLOBAL X FDS
3.96%195.4K$9.9M
+151.38%(+117.65K)
2025-Q1: 225.8K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 77.7K shares2026-Q1: 195.4K shares
$32.34(+76.69%)
2026-03-31

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