Chemistry Wealth Management Llc Investment Activity in Q2 2026

As part of its investment strategy for Chemistry Wealth Management Llc, the firm observed substantial activity in Q2 2026. The portfolio, valued at $567.8 million as of June 30th, saw a mix of buying and selling across its holdings.

Significant Purchases This Quarter

The investor demonstrated strong conviction in certain areas by significantly increasing their positions during Q2:

• They notably boosted their stake in Vanguard Scottsdale Fund (VGSH), adding 46,122 shares representing a 4.35% increase from the previous quarter.
• There was also substantial buying in Berkshire Hathaway Inc (BRK-B), increasing its position by just over 10,000 shares or approximately 1.02%.
• Additionally, Chemistry Wealth Management Llc purchased a significant number of shares in the Tidal Trust, adding over 171,000 shares to this position.

Major Sales and Reductions This Quarter

The investor also strategically reduced exposure in certain sectors during the quarter:

• A large sale was recorded for Micron Technology (MU), where they sold over 7,803 shares.
• They also exited a position in the fund tracked by symbol KF.
• The investor reduced their stake in Mohawk Industries Inc (MOH) by over 7,803 shares.

Tactical Adjustments and New Positions

Beyond the major transactions, Chemistry Wealth Management Llc made several tactical adjustments:

• The fund increased its position in Booking Holdings Inc (BKNG) by over 18,000 shares.
• They also added to their holdings of ZOETIS Inc, increasing the position by nearly 16,437 shares.
• The investor purchased a small number of shares in several other funds and trusts during Q2, including RBB Fund Trust, Vanguard Index Funds (VO), and the IShares TR (TIP).

Overall Portfolio Changes

The portfolio experienced a net increase in holdings this quarter, with 153 changes observed. The investor's focus appears to remain on large-cap financials and technology stocks.