Long-term investor

Chicago Wealth Management, Inc. @chicagowealthmanagementi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001592178).

Record

  • Tracked since 2025-06-30 (477 days), 81 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.2% · 6 months -2.9% · 1 year +10.8% · all +10.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287523 · 8.0% · long · since 2025-06-30
  • 81369Y704 · 5.8% · long · since 2025-06-30
  • 464288448 · 4.9% · long · since 2025-06-30
  • 37954Y855 · 4.8% · long · since 2025-12-31
  • 92189H805 · 4.7% · long · since 2025-09-30
  • 922042866 · 4.7% · long · since 2026-03-31
  • 37960A438 · 4.6% · long · since 2025-09-30
  • 46090E103 · 4.5% · long · since 2025-06-30
  • 922042874 · 4.5% · long · since 2025-06-30
  • 78464A870 · 4.4% · long · since 2026-06-30
  • 78464A755 · 4.2% · long · since 2025-12-31
  • 37954Y673 · 4.2% · long · since 2026-03-31

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