CWM
AKRE

Chemistry Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Chemistry Wealth Management’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49M Buy
921,681
+29,664
+3% +$1.6M 7.84% 3
2026
Q1 		$47.1M Buy
+892,017
New +$51.8M 8.29% 3

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Chemistry Wealth Management's AKRE Position: Q2 2026 in Review

Chemistry Wealth Management increased its Akre Focus ETF (AKRE) stake by 3.3% in Q2 2026, buying an estimated $1.6M and bringing the position to 921,681 shares worth $49M. The position accounts for 7.84% of the portfolio, ranked #3.

Chemistry Wealth Management first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Chemistry Wealth Management held 921,681 shares of Akre Focus ETF worth $49M as of Q2 2026.
  • Chemistry Wealth Management bought 29,664 Akre Focus ETF shares in Q2 2026, an estimated $1.6M.
  • Akre Focus ETF made up 7.84% of Chemistry Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Chemistry Wealth Management first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.