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Cheung Chan

Chemistry Wealth Management Llc

Assets Managed
$568.547M
Holdings
204
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
6.37%(2Q avg: 4.75%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Chemistry Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 204 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 568.547M in assets, with a quarterly growth rate of 6.37% and a 2-quarter average growth rate of 4.75%. The portfolio is managed by Cheung Chan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.84%
10.93%
$62.113M
1.061M shares@ $58.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.29%
9.44%
$53.669M
111,998 shares@ $479.21 avg price
AKRE
Akre Focus Etf
Recent Activity
New Position
8.3%
$47.143M
892,017 shares@ $52.85 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.44%
5.38%
$30.549M
106,494 shares@ $286.87 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.04%
5.36%
$30.468M
345,594 shares@ $88.16 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.66%
4.09%
$23.23M
91,533 shares@ $253.79 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 6.71%
3.23%
$18.327M
366,902 shares@ $49.96 avg price
BN
Brookfield Corp
Recent Activity
Increased 0.95%
3.15%
$17.878M
441,767 shares@ $40.47 avg price
AXP
American Express Co
Recent Activity
Increased 4.27%
2.86%
$16.253M
53,731 shares@ $302.49 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.14%
2.32%
$13.134M
63,060 shares@ $208.27 avg price

1-10 of 204