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CHICAGO WEALTH MANAGEMENT, INC. 13F portfolio summary

CHICAGO WEALTH MANAGEMENT, INC. of CHICAGO WEALTH MANAGEMENT, INC. has 58 current stock holdings with a reported portfolio value of $250.5M. The portfolio 1 year return is +22.84%. Top holdings include QQQ (0.00%), SPY (0.00%), ITA (6.96%), SOXX (6.46%), XLI (6.05%).

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CHICAGO WEALTH MANAGEMENT, INC.

CHICAGO WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

CHICAGO WEALTH MANAGEMENT, INC. runs CHICAGO WEALTH MANAGEMENT, INC. and currently holds 58 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $250.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHICAGO WEALTH MANAGEMENT, INC. ranks #649 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHICAGO WEALTH MANAGEMENT, INC.'s portfolio at CHICAGO WEALTH MANAGEMENT, INC. has delivered returns of +22.84%. Their 3-year annualized return is +56.02%. Looking at the 5-year horizon, CHICAGO WEALTH MANAGEMENT, INC. has achieved +68.20% annualized returns at CHICAGO WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.84%
#547/1000
3 Year
+56.02%
#733/1000
5 Year
+68.20%
#552/1000

Portfolio Value

$250.51M

Alpha Score

48.7

#649 of 1000

Holdings

58

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change