Chemistry Wealth Management LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q1 2026
Holdings value ($000)
568,547
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
Q1 2026 4/9/2026 204 568,547 13F-HR Chemistry Wealth Management LLC
Q4 2025 1/6/2026 200 534,524 13F-HR Chemistry Wealth Management LLC
Q3 2025 10/20/2025 202 518,309 13F-HR Chemistry Wealth Management LLC
Q2 2025 7/8/2025 196 466,180 13F-HR Chemistry Wealth Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 340.9 K 60.0% 0 136.6 K -136.6 K
ETFs 227.3 K 40.0% 170.6 K 0 170.6 K
Debt 337 0.1% 0 2 -2
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Fund Snapshot

Q1 2026
Latest filed
4/9/2026
Total value ($000)
568,547
Holdings
204
QoQ value change ($000)
34,023 (6.4%)
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.