Top Institutional Investors

Chicago Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 1592178 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Chicago Wealth Management, Inc. manages $281.9M in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SOXX (8.00%), XLI (5.80%), IDV (4.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 7; 36 existing positions rose in reported value and 6 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$281.9M

Long-equity book

Holdings
63

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+11 / −7 / ↑36 / ↓6

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SOXX8.0% · -24%XLI5.8% · +1%IDV4.9% · +2%LIT4.8% · +75%REMX4.7% · +2%VPL4.7% · +2%CLIP4.6% · newQQQ4.5% · +2%VGK4.5% · +1%XBI4.4% · newXME4.2% · +116%PAVE4.2% · +3%SGOV3.9% · newEMXC3.8% · +19%IEMG3.0% · +3%SPY2.7% · +8%SPHB2.6% · newIGV2.5% · newIGE2.2% · newFTGC2.0% · +1%RSPT1.9% · +1084%COMT1.7% · +4%EEM1.6% · +0%XLE1.6% · newAAPL1.4% · +0%MAR0.9% · 0%ALL0.7% · 0%GOOG0.7% · -1%IVV0.5% · 0%MS0.5% · 0%SVXY0.4% · +8%IGF0.4% · -91%TSLA0.4% · 0%AMZN0.3% · +6%NVDA0.3% · -2%RSP0.3% · -5%VTI0.3% · 0%STBF0.3% · 0%AVGO0.2% · +21%XLK0.2% · -0%XLV0.2% · -26%COWZ0.2% · -1%IWD0.2% · 0%IWP0.2% · -0%IEFA0.2% · -0%XLC0.2% · -9%MSFT0.2% · 0%ITA0.2% · -97%COF0.2% · -26%CBZ0.2% · 0%XLF0.2% · -5%PALC0.2% · -4%FTC0.2% · 0%WTFC0.1% · 0%IWM0.1% · 0%MA0.1% · 0%GSLC0.1% · 0%XOM0.1% · newIAI0.1% · -6%SPHQ0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 28, 2026.

Assets Under Management
$365.7M
Discretionary
$365.7M
Employees
6
Accounts
1,037
Address
TWO NORTH RIVERSIDE PLAZA
SUITE 1620
CHICAGO, IL 60606
Phone
(312) 376-8350
Website
Name Title / Status Ownership Type
CRIBBS, JEFFREY, GEORGE ControlMANAGING PRINCIPAL
since Jun 2004
Less than 5%Individual
Ribbens, Whitney, Harris ControlPRINCIPAL
since Jan 2019
10–25%Individual
THOMPSON, NICHOLAS, J. ControlCHIEF COMPLIANCE OFFICER
since Jan 2014
50–75%Individual
Ownership & leadership changes · 3 filings with changes since Mar 26, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2023 filing
  • ChangedCRIBBS, JEFFREY, GEORGE · ownership 50–75% → Less than 5%
  • ChangedRibbens, Whitney, Harris · ownership 5–10% → 10–25%
  • ChangedTHOMPSON, NICHOLAS, J. · ownership 25–50% → 50–75%
Mar 29, 2020 filing
  • AddedRibbens, Whitney, Harris · PRINCIPAL · 5–10% · control person
  • ChangedCRIBBS, JEFFREY, GEORGE · ownership 75% or more → 50–75%
Mar 30, 2015 filing
  • AddedTHOMPSON, NICHOLAS, J. · CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ChangedCRIBBS, JEFFREY, GEORGE · title CHIEF COMPLIANCE OFFICER → MANAGING PRINCIPAL
Mar 26, 2012 filing (earliest on record)
  • ListedCRIBBS, JEFFREY, GEORGE · CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 36 →

Top Trims

Show all 6 →

New Positions

Show all 11 →

Exited Positions

Show all 7 →

Chicago Wealth Management, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR SOXX 464287523 $22.5M 8.00% 35,178 SH
2 SELECT SECTOR SPDR TR XLI 81369Y704 $16.4M 5.80% 88,271 SH
3 ISHARES TR IDV 464288448 $13.8M 4.89% 332,842 SH
4 GLOBAL X FDS LIT 37954Y855 $13.5M 4.80% 172,824 SH
5 VANECK ETF TRUST REMX 92189H805 $13.4M 4.74% 150,936 SH
6 VANGUARD INTL EQUITY INDEX F VPL 922042866 $13.3M 4.70% 114,546 SH
7 GLOBAL X FDS CLIP 37960A438 $13.0M 4.62% 129,887 SH
8 INVESCO QQQ TR QQQ 46090E103 $12.8M 4.54% 17,361 SH
9 VANGUARD INTL EQUITY INDEX F VGK 922042874 $12.7M 4.52% 143,857 SH
10 SPDR SERIES TRUST XBI 78464A870 $12.5M 4.42% 78,688 SH
11 SPDR SERIES TRUST XME 78464A755 $11.9M 4.22% 111,146 SH
12 GLOBAL X FDS PAVE 37954Y673 $11.8M 4.20% 200,760 SH
13 ISHARES TR SGOV 46436E718 $10.9M 3.87% 108,427 SH
14 ISHARES INC EMXC 46434G764 $10.6M 3.76% 103,633 SH
15 ISHARES INC IEMG 46434G103 $8.5M 3.02% 102,719 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.7M 2.72% 10,284 SH
17 INVESCO EXCH TRADED FD TR II SPHB 46138E370 $7.3M 2.58% 46,706 SH
18 ISHARES TR IGV 464287515 $7.0M 2.47% 76,747 SH
19 ISHARES TR IGE 464287374 $6.2M 2.19% 109,862 SH
20 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $5.7M 2.02% 210,441 SH
21 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $5.3M 1.88% 82,101 SH
22 ISHARES U S ETF TR COMT 46431W853 $4.7M 1.65% 153,213 SH
23 ISHARES TR EEM 464287234 $4.6M 1.64% 67,569 SH
24 SELECT SECTOR SPDR TR XLE 81369Y506 $4.4M 1.57% 83,157 SH
25 APPLE INC AAPL 037833100 $4.0M 1.41% 13,690 SH
26 MARRIOTT INTL INC NEW MAR 571903202 $2.5M 0.89% 6,792 SH
27 ALLSTATE CORP ALL 020002101 $2.0M 0.69% 8,227 SH
28 ALPHABET INC GOOG 02079K107 $1.9M 0.68% 5,431 SH
29 ISHARES TR IVV 464287200 $1.4M 0.50% 1,866 SH
30 MORGAN STANLEY MS 617446448 $1.3M 0.46% 6,243 SH
31 PROSHARES TR II SVXY 74347W130 $1.3M 0.45% 21,934 SH
32 ISHARES TR IGF 464288372 $1.2M 0.43% 18,390 SH
33 TESLA INC TSLA 88160R101 $1.1M 0.40% 2,705 SH
34 AMAZON COM INC AMZN 023135106 $902.8K 0.32% 3,788 SH
35 NVIDIA CORPORATION NVDA 67066G104 $816.8K 0.29% 4,082 SH
36 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $783.1K 0.28% 3,680 SH
37 VANGUARD INDEX FDS VTI 922908769 $745.0K 0.26% 2,013 SH
38 TRUST FOR PROFESSIONAL MANAG STBF 89834G570 $739.5K 0.26% 29,137 SH
39 BROADCOM INC AVGO 11135F101 $700.4K 0.25% 1,854 SH
40 SELECT SECTOR SPDR TR XLK 81369Y803 $692.7K 0.25% 3,636 SH
41 SELECT SECTOR SPDR TR XLV 81369Y209 $662.8K 0.24% 4,177 SH
42 PACER FDS TR COWZ 69374H881 $635.7K 0.23% 10,220 SH
43 ISHARES TR IWD 464287598 $635.4K 0.23% 2,621 SH
44 ISHARES TR IWP 464287481 $621.7K 0.22% 4,246 SH
45 ISHARES TR IEFA 46432F842 $598.0K 0.21% 6,192 SH
46 SELECT SECTOR SPDR TR XLC 81369Y852 $592.0K 0.21% 5,526 SH
47 MICROSOFT CORP MSFT 594918104 $554.8K 0.20% 1,487 SH
48 ISHARES TR ITA 464288760 $493.5K 0.18% 2,036 SH
49 CAPITAL ONE FINL CORP COF 14040H105 $457.4K 0.16% 2,280 SH
50 CBIZ INC CBZ 124805102 $449.1K 0.16% 14,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $281.9M 63 0001592178-26-000004
2026-03-31 2026-05-12 $250.5M 59 0001592178-26-000003
2025-12-31 2026-02-17 $248.8M 53 0001592178-26-000002
2025-09-30 2025-11-13 $229.5M 50 0001592178-25-000008
Filer Information
Address
TWO N RIVERSIDE PLAZA
SUITE 1620
CHICAGO, IL 60540
Phone
(312) 376-8350
Filing Manager
Chicago Wealth Management, Inc.
CHICAGO, IL
Signatory
Nicholas Thompson
Chief Compliance Officer