Chicago Wealth Management, Inc.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 281,906
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 63 | 281,906 | 13F-HR | Chicago Wealth Management, Inc. |
| Q1 2026 | 5/11/2026 | 59 | 250,511 | 13F-HR | Chicago Wealth Management, Inc. |
| Q4 2025 | 2/17/2026 | 53 | 248,834 | 13F-HR | Chicago Wealth Management, Inc. |
| Q3 2025 | 11/13/2025 | 50 | 229,453 | 13F-HR | Chicago Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 48 | 209,838 | 13F-HR | Chicago Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.78 K | 8.8% | 1.623 K | 0 | 1.623 K |
| ETFs | 257.1 K | 91.2% | 29.77 K | 0 | 29.77 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
281,906
Holdings
63
QoQ value change ($000)
31,395
(12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.