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Chicago Wealth Management, Inc.
Chicago Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Chicago, Illinois. Founded in 2011, the firm specializes in providing personalized wealth management and investment advisory services primarily to high net worth individuals, families, and select institutions. With a small boutique team of around 5 employees, CWM is dedicated to offering tailored financial strategies to its clients, leveraging its experience in diverse asset classes and long-term planning.
Investment Strategy
Chicago Wealth Management, Inc. employs an actively managed, client-centric investment approach that focuses on delivering comprehensive wealth management solutions. The firm primarily serves high net worth individuals and families, constructing diversified portfolios that may include equities, fixed income, mutual funds, and ETFs. CWM utilizes a combination of fundamental research, asset allocation, and risk management practices, aiming to optimize returns and meet clients’ long-term financial objectives through prudent, customized strategies.
Latest 13F Filing Activity
Chicago Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $210M. The fund increased holdings in Ishares TR, Vanguard Intl Equity Index F, Ishares TR among other positions. Chicago Wealth Management, Inc. reduced exposure to SPDR Ser TR, Invesco Exchange Traded FD T, Global X FDS among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITA | ISHARES TR | 6.78% | $14.2M | 75,455 | $115.61 | $188.64 | +$2.6M |
I IAI | ISHARES TR | 6.32% | $13.3M | 78,408 | $120.09 | $169.14 | +$2.2M |
X XLI | SELECT SECTOR SPDR TR | 6.15% | $12.9M | 87,416 | $103.06 | $147.52 | +$1.3M |
I IGV | ISHARES TR | 5.55% | $11.6M | 106,316 | $100.04 | $109.50 | +$2.2M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 5.30% | $11.1M | 156,118 | $52.37 | $71.26 | +$735.2K |
Industry Allocation
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