Chicago Wealth Management, Inc. Diversified Active

Location: Chicago, IL

CIK: 0001592178 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $251M (100.0% shares, 0.0% debt)

Holdings (59)

ITA ISHARES TR 6.5%
Value $16.26M Shares 74,340 Est. Cost $115.17 Unrealized
SOXX ISHARES TR 6.0%
Value $15.11M Shares 45,978 Est. Cost $274.49 Unrealized
XLI SELECT SECTOR SPDR TR 5.6%
Value $14.15M Shares 87,483 Est. Cost $103.05 Unrealized
IGF ISHARES TR 5.6%
Value $14.02M Shares 209,248 Est. Cost $60.11 Unrealized
IDV ISHARES TR 5.5%
Value $13.85M Shares 325,363 Est. Cost $35.78 Unrealized
REMX VANECK ETF TRUST 5.2%
Value $13.05M Shares 148,254 Est. Cost $65.93 Unrealized
ILF ISHARES TR 5.2%
Value $13.02M Shares 366,676 Est. Cost $35.52 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 4.7%
Value $11.72M Shares 142,205 Est. Cost $77.77 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 4.4%
Value $10.95M Shares 112,084 Est. Cost $97.73 Unrealized
PAVE GLOBAL X FDS 4.0%
Value $9.926M Shares 195,365 Est. Cost $50.81 Unrealized
QQQ INVESCO QQQ TR 3.9%
Value $9.811M Shares 16,998 Est. Cost $397.09 Unrealized
GDX VANECK ETF TRUST 3.7%
Value $9.204M Shares 100,298 Est. Cost $47.37 Unrealized
SLV ISHARES SILVER TR 3.6%
Value $8.968M Shares 131,611 Est. Cost $30.78 Unrealized
LIT GLOBAL X FDS 2.9%
Value $7.341M Shares 98,740 Est. Cost $66.88 Unrealized
IEMG ISHARES INC 2.8%
Value $6.928M Shares 99,330 Est. Cost $69.75 Unrealized
EMXC ISHARES INC 2.7%
Value $6.83M Shares 86,833 Est. Cost $78.66 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 2.6%
Value $6.559M Shares 206,971 Est. Cost $31.69 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 2.5%
Value $6.205M Shares 9,542 Est. Cost $613.90 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.4%
Value $5.977M Shares 208,195 Est. Cost $28.71 Unrealized
XME SPDR SERIES TRUST 2.2%
Value $5.566M Shares 51,529 Est. Cost $105.81 Unrealized
XOP SPDR SERIES TRUST 2.1%
Value $5.158M Shares 28,368 Est. Cost $181.83 Unrealized
COMT ISHARES U S ETF TR 2.0%
Value $4.981M Shares 147,321 Est. Cost $33.81 Unrealized
EEM ISHARES TR 1.5%
Value $3.835M Shares 67,528 Est. Cost $56.79 Unrealized
AAPL APPLE INC 1.4%
Value $3.463M Shares 13,645 Est. Cost $100.89 Unrealized +160.5%
SHV ISHARES TR 1.1%
Value $2.694M Shares 24,400 Est. Cost $110.26 Unrealized
GLD SPDR GOLD TR 0.9%
Value $2.359M Shares 5,483 Est. Cost $401.14 Unrealized
MAR MARRIOTT INTL INC NEW 0.9%
Value $2.221M Shares 6,792 Est. Cost $110.17 Unrealized +200.3%
ALL ALLSTATE CORP 0.7%
Value $1.706M Shares 8,227 Est. Cost $86.64 Unrealized +134.2%
GOOG ALPHABET INC 0.6%
Value $1.58M Shares 5,508 Est. Cost $126.78 Unrealized +155.3%
IVV ISHARES TR 0.5%
Value $1.219M Shares 1,866 Est. Cost $397.88 Unrealized
MS MORGAN STANLEY 0.4%
Value $1.027M Shares 6,243 Est. Cost $65.58 Unrealized +174.0%
TSLA TESLA INC 0.4%
Value $1.006M Shares 2,705 Est. Cost $222.57 Unrealized +91.4%
SVXY PROSHARES TR II 0.4%
Value $929K Shares 20,294 Est. Cost $45.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $834K Shares 5,686 Est. Cost $121.34 Unrealized
AMZN AMAZON COM INC 0.3%
Value $745K Shares 3,576 Est. Cost $110.25 Unrealized +105.7%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $743K Shares 3,870 Est. Cost $146.79 Unrealized
STBF TRUST FOR PROFESSIONAL MANAG 0.3%
Value $738K Shares 29,129 Est. Cost $25.29 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $728K Shares 4,175 Est. Cost $98.09 Unrealized +90.3%
XLC SELECT SECTOR SPDR TR 0.3%
Value $675K Shares 6,091 Est. Cost $98.26 Unrealized
COWZ PACER FDS TR 0.3%
Value $647K Shares 10,343 Est. Cost $53.48 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $646K Shares 2,013 Est. Cost $262.90 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value $562K Shares 3,081 Est. Cost $185.05 Unrealized +20.6%
IEFA ISHARES TR 0.2%
Value $562K Shares 6,204 Est. Cost $67.07 Unrealized
IWD ISHARES TR 0.2%
Value $560K Shares 2,621 Est. Cost $122.78 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $551K Shares 1,487 Est. Cost $244.35 Unrealized +77.9%
IWP ISHARES TR 0.2%
Value $545K Shares 4,256 Est. Cost $98.10 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $484K Shares 3,641 Est. Cost $211.40 Unrealized
AVGO BROADCOM INC 0.2%
Value $474K Shares 1,533 Est. Cost $323.71 Unrealized +3.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value $431K Shares 8,723 Est. Cost $43.83 Unrealized
PALC PACER FDS TR 0.2%
Value $398K Shares 7,680 Est. Cost $39.70 Unrealized
CBZ CBIZ INC 0.2%
Value $376K Shares 14,000 Est. Cost $26.02 Unrealized +55.5%
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $344K Shares 2,229 Est. Cost $97.53 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $314K Shares 629 Est. Cost $339.57 Unrealized +58.7%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value $314K Shares 6,935 Est. Cost $45.50 Unrealized
WTFC WINTRUST FINL CORP 0.1%
Value $300K Shares 2,161 Est. Cost $82.67 Unrealized +81.5%
IWM ISHARES TR 0.1%
Value $282K Shares 1,139 Est. Cost $246.16 Unrealized
IAI ISHARES TR 0.1%
Value $214K Shares 1,306 Est. Cost $119.86 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value $210K Shares 1,060 Est. Cost $198.05 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value $205K Shares 1,638 Est. Cost $130.28 Unrealized