Chicago Wealth Management, Inc.
Chicago Wealth Management, Inc. reported 63 holdings worth US$282M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Chicago Wealth Management, Inc. reported 63 holdings worth US$282M as of Jun 30, 2026. Largest: Apple Inc, Marriott International and Allstate Corporation (the). Filed Aug 11, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$282M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,690 | US$3.96M | 1.4% |
| Marriott International | 6,792 | US$2.52M | 0.89% |
| Allstate Corporation (the) | 8,227 | US$1.96M | 0.69% |
| Alphabet Inc (google) Class C | 5,370 | US$1.92M | 0.68% |
| Morgan Stanley | 6,243 | US$1.31M | 0.46% |
| Tesla, Inc. | 2,705 | US$1.14M | 0.40% |
| Amazon.com, Inc. | 3,788 | US$903K | 0.32% |
| Nvidia Corporation | 4,082 | US$817K | 0.29% |
| Broadcom Inc. | 1,854 | US$700K | 0.25% |
| Microsoft Corp. | 1,487 | US$555K | 0.20% |
| Capital One Financial Corporation | 2,280 | US$457K | 0.16% |
| Cbiz, Inc. | 14,000 | US$449K | 0.16% |
| Wintrust Financial Corporation | 2,161 | US$347K | 0.12% |
| Mastercard Incorporated | 629 | US$323K | 0.11% |
| Exxon Mobil Corporation | 1,676 | US$229K | 0.08% |