Chicago Wealth Management, Inc.

RIA/Wealth

Chicago Wealth Management, Inc. is a RIA/Wealth based in Eugene, OR led by Jeffrey George Cribbs, reporting $307.4M in AUM as of Q3 2025 with 88% ETF concentration and 54% concentrated in top 10 holdings.

Managing PartnerJeffrey George Cribbs

Portfolio Value: $229.5M
Positions: 50
Top Holding: ITA at 6.84%
Last Reported: Q3 2025

Address4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401, United States

Top Holdings

Largest long holdings in Chicago Wealth Management, Inc.'s portfolio (54.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares U.S. Aerospace & Defense ITA	ETF ETF	$15.7M	6.84%	-$95.4K Sold	— 75.0K shares	Q4 2022 Held for 2y 11m
2 iShares U.S. Broker-Dealers & Securities Exchanges IAI	ETF ETF	$13.8M	6.02%	-$55.5K Sold	— 78.1K shares	Q2 2024 Held for 1y 5m
3 Industrial Select Sector SPDR Fund XLI	ETF ETF	$13.4M	5.84%	-$73.7K Sold	— 86.9K shares	Q1 2023 Held for 2y 8m
4 SLV iShares Silver Trust SLV	Unknown Unknown	$12.9M	5.62%	-$61.0K Sold	— 304.2K shares	Q3 2023 Held for 2y 2m
5 iShares Semiconductor SOXX	ETF ETF	$12.3M	5.36%	+$11.8M Bought	— 45.4K shares	Q4 2023 Held for 1y 11m
6 iShares Expanded Tech-Software Sector IGV	ETF ETF	$12.3M	5.35%	+$48.9K Bought	— 106.7K shares	Q2 2023 Held for 2y 5m
7 SPHQ Invesco S&P 500 Quality ETF SPHQ	ETF ETF	$11.5M	4.99%	+$16.7K Bought	— 156.3K shares	Q3 2023 Held for 2y 2m
8 iShares Global Infrastructure IGF	ETF ETF	$11.1M	4.84%	+$119.9K Bought	— 181.8K shares	Q2 2025 Held for 5 months
9 Financial Select Sector SPDR Fund XLF	ETF ETF	$10.9M	4.76%	+$133.2K Bought	— 202.8K shares	Q1 2024 Held for 1y 8m
10 Vanguard FTSE Europe VGK	ETF ETF	$10.8M	4.70%	+$41.6K Bought	— 135.1K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Chicago Wealth Management, Inc.'s latest filing

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Market Value

$229.5M

Prior: $209.8M

Q/Q Change

+9.35%

+$19.6M

Net Flows % of MV

-3.01%

Turnover Ratio

13.98%

New Purchases

5 stocks

$15.1M

Added To

20 stocks

+$13.4M

Sold Out Of

4 stocks

$24.1M

Reduced Holdings

10 stocks

-$11.3M

Increased Positions

Position	Shares Δ	Change
1 VanEck Rare Earth and Strategic Metals REMX	New	0 → 146.7K +$9.7M
2 Global X 1-3 Month T-Bill CLIP	New	0 → 46.1K +$4.6M
3 Verizon Communications VZ	New	0 → 7.5K +$330.8K
4 Broadcom Inc. AVGO	New	0 → 869.0 +$286.7K
5 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	New	0 → 1.6K +$213.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares Short Treasury Bond SHV	Sold	85.4K → 0 −$9.4M
2 SPDR S&P Insurance ETF KIE	Sold	140.1K → 0 −$8.4M
3 Invesco S&P 500 Low Volatility SPLV	Sold	60.2K → 0 −$4.4M
4 iShares U.S. Insurance IAK	Sold	14.3K → 0 −$1.9M
5 Invesco S&P 500 Equal Weight ETF RSP	-93.54%	60.9K → 3.9K −$10.8M