Data as of Q4 2025 (Dec 31, 2025)

Chicago Wealth Management, Inc.

•CIK: 1592178•Filing: Q4 2025

**Chicago Wealth Management, Inc.** manages $249M across a diversified portfolio of 53 positions. The strategy shows notable allocations to commodities and technology, led by SLV at $19.3M and ITA* at $16.2M. Further concentration is evident in sector exposure, with IAI ($14.2M), SOXX ($13.9M), and XLI ($13.5M) representing significant weights. This structure suggests a tactical approach balancing precious metals, technology, and industrial sectors.

Total AUM
$248.8M
QoQ Performance
+8.4%
Positions
32
Top 10 Concentration
54.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SLV
ITA*
IAI
SOXX
XLI
SLV7.8%
ITA*6.5%
IAI5.7%
SOXX5.6%
XLI5.4%
SPHQ4.8%
VGK4.6%
IGF4.6%

📈 Biggest Buys

RSPT
INVESCO EXCHANGE TRADED FD T
NEW
4.0% of portfolio
XLK
SELECT SECTOR SPDR TR
+104.5%
4.3% of portfolio
LIT
GLOBAL X FDS
NEW
2.0% of portfolio
XME
SPDR SERIES TRUST
NEW
1.1% of portfolio
GQ9
SPDR GOLD TR
NEW
0.7% of portfolio

📉 Biggest Sells

IGV
ISHARES TR
-89.1%
0.5% of portfolio
SLV
ISHARES SILVER TR
-1.3%
7.8% of portfolio
MSFT
MICROSOFT CORP
-22.7%
0.3% of portfolio
IWP
ISHARES TR
-14.6%
0.2% of portfolio
AMZN
AMAZON COM INC
-4.2%
0.3% of portfolio

Sector Breakdown

Other92.8%
Technology2.9%
ETF2.1%
Consumer1.7%
Financial0.4%

🚪 Exited Positionssold since Q3 2025

XLY
SELECT SECTOR SPDR TR
SOLD
$4.7M
CLIP
GLOBAL X FDS
SOLD
$4.6M
BAC
VERIZON COMMUNICATIONS INC
SOLD
$330.8K

Changes from Q3 2025

NEW6 new positions
↑26 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SLV7.8%
ISHARES SILVER TR
$19.3M
ITA*6.5%
ISHARES TR
$16.2M
IAI5.7%
ISHARES TR
$14.2M
SOXX5.6%
ISHARES TR
$13.9M
XLI5.4%
SELECT SECTOR SPDR TR
$13.5M

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