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Cheung Chan

Chemistry Wealth Management Llc

Assets Managed
$625.155M
Holdings
210
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.96%(2Q avg: 8.17%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Chemistry Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Chemistry Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 625.155M in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 8.17%. The portfolio is managed by Cheung Chan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 4.35%
10.31%
$64.437M
1.107M shares@ $58.2 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.02%
9.06%
$56.614M
113,140 shares@ $500.4 avg price
AKRE
Akre Focus Etf
Recent Activity
Increased 3.33%
7.85%
$49.024M
921,681 shares@ $53.19 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 4.65%
6.3%
$39.376M
111,444 shares@ $353.33 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.19%
4.25%
$26.534M
91,699 shares@ $289.36 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.15%
4.19%
$26.135M
346,112 shares@ $75.51 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 15.14%
3.4%
$21.218M
422,416 shares@ $50.23 avg price
BN
Brookfield Corp
Recent Activity
Increased 0.84%
3.04%
$18.971M
445,436 shares@ $42.6 avg price
AXP
American Express Co
Recent Activity
Decreased -5.67%
2.75%
$17.144M
50,684 shares@ $338.25 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.22%
2.46%
$15.363M
64,459 shares@ $238.35 avg price

1-10 of 210