StockDriftsStockDriftsTop 50 Chicago Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | 8% | 35.2K | $22.5M | -23.49%(-10.80K) | $251.83(+123.94%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 5.8% | 88.3K | $16.4M | +0.90%(+788) | $103.33(+81.30%) | 2026-06-30 | |
| IDV | ISHARES TR | 4.89% | 332.8K | $13.8M | +2.30%(+7.48K) | $34.33(+30.22%) | 2026-06-30 | |
| LIT | GLOBAL X FDS | 4.8% | 172.8K | $13.5M | +75.03%(+74.08K) | $68.15(+9.55%) | 2026-06-30 | |
| REMX | VANECK ETF TRUST | 4.74% | 150.9K | $13.4M | +1.81%(+2.68K) | $54.02(+45.41%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 4.7% | 114.5K | $13.3M | +2.20%(+2.46K) | $94.30(+21.66%) | 2026-06-30 | |
| CLIP | GLOBAL X FDS | 4.62% | 129.9K | $13.0M | new | $100.37(-0.15%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.54% | 17.4K | $12.8M | +2.14%(+363) | $382.84(+91.34%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.52% | 143.9K | $12.7M | +1.16%(+1.65K) | $74.78(+23.29%) | 2026-06-30 | |
| XBI | SPDR SERIES TRUST | 4.42% | 78.7K | $12.5M | new | $138.51(+14.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.88% | +72.29% | +9.54% | +57.71% |
| Top 20 Holdings Unweighted | +19.00% | +68.54% | +9.83% | +59.79% |
Chicago Wealth Management INC reports $281.91M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are SOXX (8.0%), XLI (5.8%) and IDV (4.9%). The top 20 holdings account for 82.08% of reported assets. Its disclosed equity book has returned +72.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Chicago Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Chicago Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1592178). View Chicago Wealth Management INC’s 13F filings on SEC