Chemistry Wealth Management LLC
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$568.5M
Holdings
206
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
10.9%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
9.4%
03
$AKRE
PROFESIONALLY MANAGED PORTFO
Held since at least Q1 2024
8.3%
04
$GOOG
ALPHABET INC
Held since at least Q1 2024
5.4%
05
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
5.4%
06
$AAPL
APPLE INC
Held since at least Q1 2024
4.1%
07
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
3.2%
08
$BN
BROOKFIELD CORP
Held since at least Q1 2024
3.1%
09
$AXP
AMERICAN EXPRESS CO
Held since at least Q1 2024
2.9%
10
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.