Chemistry Wealth Management LLC

RIA/Wealth

Chemistry Wealth Management LLC is a RIA/Wealth based in New York, NY led by Mark Chemtob, reporting $1.0B in AUM as of Q3 2025 with 53% concentrated in top 10 holdings.

CEOMark Chemtob

Portfolio Value: $517.4M
Positions: 201
Top Holding: VGSH at 11.39%
Last Reported: Q3 2025

Address111 Broadway, Room 602, New York, NY, 10006, United States

Top Holdings

Largest long holdings in Chemistry Wealth Management LLC's portfolio (52.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Short-Term Treasury VGSH	ETF ETF	$58.9M	11.39%	+$1.6M Bought	— 1.0M shares	Q1 2022 Held for 3y 8m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$56.4M	10.90%	+$164.9K Bought	0.01% 112.1K shares	Q4 2021 Held for 3y 11m
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$26.2M	5.07%	+$202.1K Bought	0.00% 107.7K shares	Q4 2021 Held for 3y 11m
4 IAU iShares Gold Trust IAU	Unknown Unknown	$25.3M	4.89%	+$452.8K Bought	— 347.5K shares	Q4 2022 Held for 2y 11m
5 Apple AAPL	Consumer Electronics Technology	$24.9M	4.81%	-$1.0M Sold	0.00% 97.7K shares	Q4 2021 Held for 3y 11m
6 Brookfield BN	Asset Management Financial Services	$19.8M	3.83%	+$885.7K Bought	0.02% 288.7K shares	Q4 2022 Held for 2y 11m
7 American Express AXP	Financial - Credit Services Financial Services	$17.1M	3.31%	-$96.7K Sold	0.01% 51.6K shares	Q4 2021 Held for 3y 11m
8 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$15.9M	3.08%	+$987.5K Bought	— 315.0K shares	Q1 2022 Held for 3y 8m
9 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$15.7M	3.04%	+$275.4K Bought	0.00% 21.4K shares	Q1 2022 Held for 3y 8m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$13.0M	2.52%	+$725.7K Bought	0.00% 59.3K shares	Q4 2021 Held for 3y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Chemistry Wealth Management LLC's latest filing

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GthenC

Market Value

$517.4M

Prior: $466.2M

Q/Q Change

+10.99%

+$51.2M

Net Flows % of MV

+2.82%

Turnover Ratio

2.69%

New Purchases

10 stocks

$5.2M

Added To

80 stocks

+$15.9M

Sold Out Of

6 stocks

$1.3M

Reduced Holdings

46 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Vanguard ESG U.S. Stock ESGV	New	0 → 10.8K +$1.3M
2 Becton, Dickinson and Company BDX	New	0 → 6.3K +$1.2M
3 IAUM iShares Gold Trust Micro IAUM	New	0 → 16.6K +$637.8K
4 NICE NICE NICE	New	0 → 3.7K +$531.8K
5 VSGX Vanguard ESG International Stock VSGX	New	0 → 7.5K +$521.4K

Decreased Positions

Position	Shares Δ	Change
1 Prudential Financial PRU	Sold	4.2K → 0 −$456.1K
2 Revvity RVTY	Sold	3.3K → 0 −$315.8K
3 Adobe ADBE	Sold	537.0 → 0 −$207.8K
4 Angi Inc. ANGI	Sold	12.6K → 0 −$191.5K
5 Liberty Global LBTYK	Sold	13.9K → 0 −$143.1K