Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chicago Wealth Management, Inc. (CIK 1592178) reported $250.5M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITA ($16.3M, 6.49%), SOXX ($15.1M, 6.03%), XLI ($14.1M, 5.65%), IGF ($14.0M, 5.60%), IDV ($13.8M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITA | ISHARES TR | $16.3M | 6.49% | 74,340 | Trimmed |
| 2 | SOXX | ISHARES TR | $15.1M | 6.03% | 45,978 | Trimmed |
| 3 | XLI | SELECT SECTOR SPDR TR | $14.1M | 5.65% | 87,483 | Added |
| 4 | IGF | ISHARES TR | $14.0M | 5.60% | 209,248 | Added |
| 5 | IDV | ISHARES TR | $13.8M | 5.53% | 325,363 | Added |
| 6 | REMX | VANECK ETF TRUST | $13.0M | 5.21% | 148,254 | Trimmed |
| 7 | ILF | ISHARES TR | $13.0M | 5.20% | 366,676 | New |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | $11.7M | 4.68% | 142,205 | Added |
| 9 | VPL | VANGUARD INTL EQUITY INDEX F | $11.0M | 4.37% | 112,084 | New |
| 10 | PAVE | GLOBAL X FDS | $9.9M | 3.96% | 195,365 | New |
| 11 | QQQ | INVESCO QQQ TR | $9.8M | 3.92% | 16,998 | Added |
| 12 | GDX | VANECK ETF TRUST | $9.2M | 3.67% | 100,298 | Trimmed |
| 13 | SLV | ISHARES SILVER TR | $9.0M | 3.58% | 131,611 | Trimmed |
| 14 | LIT | GLOBAL X FDS | $7.3M | 2.93% | 98,740 | Added |
| 15 | IEMG | ISHARES INC | $6.9M | 2.77% | 99,330 | New |
| 16 | EMXC | ISHARES INC | $6.8M | 2.73% | 86,833 | New |
| 17 | FCG | FIRST TR EXCHANGE-TRADED FD | $6.6M | 2.62% | 206,971 | New |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 2.48% | 9,542 | Added |
| 19 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $6.0M | 2.39% | 208,195 | New |
| 20 | XME | SPDR SERIES TRUST | $5.6M | 2.22% | 51,529 | Added |
| 21 | XOP | SPDR SERIES TRUST | $5.2M | 2.06% | 28,368 | New |
| 22 | COMT | ISHARES U S ETF TR | $5.0M | 1.99% | 147,321 | New |
| 23 | EEM | ISHARES TR | $3.8M | 1.53% | 67,528 | New |
| 24 | AAPL | APPLE INC | $3.5M | 1.38% | 13,645 | Added |
| 25 | SHV | ISHARES TR | $2.7M | 1.08% | 24,400 | Added |
Source: SEC Form 13F filings · as of 2026-03-31