13F Filings History of Chicago Wealth Management, Inc.

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$229,453,489
Signature - Title
Nicholas Thompson - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Chicago Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Chicago Wealth Management, Inc. reported 50 stock holdings with total value $229,453,489 as of Q3 2025. Top holdings included ITA, IAI, XLI, SLV, and SOXX.

Notify me when Chicago Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 50 $229,453,489 +$38,811,964 -$35,408,816 +$3,403,148 ITA, IAI, XLI, SLV, SOXX 13F-HR 12 Nov 2025, 19:36
Q2 2025 48 $209,838,021 +$37,637,023 -$35,851,941 +$1,785,082 ITA, IAI, XLI, IGV, SPHQ 13F-HR 14 Aug 2025, 17:08
Q1 2025 48 $190,843,337 +$27,531,714 -$22,462,676 +$5,069,038 ITA, XLI, IAI, RSP, SPHQ 13F-HR 14 May 2025, 13:09
Q4 2024 50 $192,503,820 +$29,236,162 -$25,281,960 +$3,954,202 XLI, IAI, ITA, KRE, IGV 13F-HR 07 Feb 2025, 18:18
Q3 2024 49 $187,386,969 +$21,590,972 -$20,053,421 +$1,537,551 XHB, XLI, ITA, INDA, COWZ 13F-HR 12 Nov 2024, 12:35
Q2 2024 49 $173,895,069 +$29,365,464 -$23,162,965 +$6,202,499 SOXX, IGV, XLI, COWZ, INDA 13F-HR 14 Aug 2024, 17:40
Q1 2024 48 $168,308,311 +$30,115,863 -$6,359,498 +$23,756,365 XHB, XLI, COWZ, IGV, SOXX 13F-HR 15 May 2024, 12:54
Q4 2023 44 $146,324,217 +$29,142,584 -$26,137,779 +$3,004,805 XHB, IGV, XLI, ILF, SOXX 13F-HR 14 Feb 2024, 17:30
Q3 2023 44 $126,926,673 +$32,117,965 -$32,700,440 -$582,475 XHB, COWZ, IEFA, IWP, XLI 13F-HR 13 Nov 2023, 19:42
Q2 2023 50 $131,206,924 +$51,928,726 -$49,201,219 +$2,727,507 XHB, XLV, IEFA, IWP, XLI 13F-HR 15 Aug 2023, 16:49
Q1 2023 43 $125,861,220 +$70,096,774 -$31,304,358 +$38,792,416 XLE, AMLP, XLV, IEFA, XLI 13F-HR 12 May 2023, 12:32
Q4 2022 40 $116,003,269 +$45,476,407 -$23,792,905 +$21,683,502 SHV, SHY, XLE, XLV, AMLP 13F-HR 14 Feb 2023, 17:45
Q3 2022 32 $104,432,000 +$33,463,838 -$11,529,016 +$21,934,822 DVY, SHY, SPLV, AMLP, XLE 13F-HR 14 Nov 2022, 16:07
Q2 2022 30 $111,977,000 +$45,309,628 -$6,410,749 +$38,898,879 DVY, SHV, SCHO, SPLV, GSG 13F-HR 15 Aug 2022, 17:37
Q1 2022 45 $148,937,000 +$21,684,925 -$17,712,956 +$3,971,969 SPLV, IWF, XLE, XLF, XLV 13F-HR 13 May 2022, 14:13
Q4 2021 46 $149,111,000 +$21,885,046 -$18,741,692 +$3,143,354 IEFA, IWF, SPLV, SOXX, XLF 13F-HR 11 Feb 2022, 20:21
Q3 2021 40 $137,152,000 +$30,682,313 -$31,336,794 -$654,481 IEFA, SHV, IWN, IWF, XLF 13F-HR 10 Nov 2021, 13:23
Q2 2021 43 $139,036,000 +$23,508,906 -$17,034,275 +$6,474,631 IEFA, IEMG, IWN, IWF, XLF 13F-HR 16 Aug 2021, 14:14
Q1 2021 39 $125,805,000 +$28,612,268 -$16,730,619 +$11,881,649 IEFA, IEMG, IWM, IWN, IWF 13F-HR 22 Apr 2021, 21:49
Q4 2020 28 $108,056,000 +$22,469,664 -$646,679 +$21,822,985 IEFA, IEMG, XLP, IWP, IWM 13F-HR 02 Feb 2021, 18:12
Q3 2020 26 $88,471,000 +$9,923,784 -$5,081,452 +$4,842,332 IEFA, XLP, IWF, IWP, GDX 13F-HR 05 Oct 2020, 20:15
Q2 2020 25 $81,834,000 +$60,420,269 -$64,862,866 -$4,442,597 IEFA, XLP, IWF, GDX, IWP 13F-HR 20 Jul 2020, 14:39
Q1 2020 10 $84,641,000 +$56,686,973 -$142,062 +$56,544,911 SHV, XLV, XLP, BSV, AAPL 13F-HR 24 Apr 2020, 13:49
Q4 2019 31 $103,970,000 $0 IDV, XLV, DVY, XLP, VUG 13F-HR 21 Feb 2020, 17:36