Chemistry Wealth Management
Chemistry Wealth Management reported 207 stocks worth $635M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VGSH (10.4%), BRK.B (8.9%) and AKRE (7.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to VGSH, BRK.B and AKRE, trimmed AAPL, META and JPM and sold out of XOM, KF and PEG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGSH Vanguard Scottsdale Fds | $65.9M | 10.4% | 1.1M | +37K (+3%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $56.8M | 8.9% | 114K | +885 (+1%) | 8 of 8 | |
| 3 |  AKRE Akre Focus ETF | $49M | 7.7% | 931K | +9,245 (+1%) | 3 of 8 | |
| 4 |  GOOG Alphabet Inc | $38M | 6.0% | 112K | No change | 8 of 8 | |
| 5 |  AAPL Apple Inc | $30.2M | 4.8% | 91K | −1,112 (−1%) | 8 of 8 | |
| 6 |  IAU Ishares Gold TR | $27.2M | 4.3% | 348K | +1,671 (+0%) | 8 of 8 | |
| 7 |  VTIP Vanguard Shrt Inf Prot | $23.9M | 3.8% | 485K | +63K (+15%) | 8 of 8 | |
| 8 |  BN Brookfield Corp Fclass A | $16.5M | 2.6% | 452K | +7,023 (+2%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $16.2M | 2.5% | 65K | +381 (+1%) | 8 of 8 | |
| 10 |  AXP American Express Co | $15.4M | 2.4% | 51K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chemistry Wealth Management 13F FAQ
What does Chemistry Wealth Management own?
Chemistry Wealth Management reported 207 stocks worth $635M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VGSH (10.4%), BRK.B (8.9%) and AKRE (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Chemistry Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 71 added to, 48 trimmed and 5 sold out. New positions include XOM. It sold all of XOM, KF and PEG.
When will Chemistry Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Chemistry Wealth Management's portfolio worth?
The Q3 2026 filing reports $635M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.