Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Chesapeake Wealth Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Chesapeake Wealth Management (CIK 1730383) reported $356.5M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($20.0M, 5.61%), XLK ($14.9M, 4.17%), AAPL ($12.8M, 3.59%), VCSH ($12.1M, 3.40%), IVV ($11.9M, 3.35%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AGGISHARES TR$20.0M5.61%202,075Added
2XLKSELECT SECTOR SPDR TR$14.9M4.17%77,961Trimmed
3AAPLAPPLE INC$12.8M3.59%44,187Trimmed
4VCSHVANGUARD SCOTTSDALE FDS$12.1M3.40%153,501Added
5IVVISHARES TR$11.9M3.35%15,939Trimmed
6SCHFSCHWAB STRATEGIC TR$11.3M3.17%408,074Added
7MSFTMICROSOFT CORP$10.6M2.98%28,489Added
8NVDANVIDIA CORPORATION$9.7M2.73%48,650Trimmed
9LQDISHARES TR$8.7M2.45%80,152Added
10IWRISHARES TR$7.7M2.17%70,111Added
11EFAISHARES TR$7.7M2.16%74,182Trimmed
12GOOGLALPHABET INC$7.6M2.14%21,348Trimmed
13SPMBSPDR SERIES TRUST$7.1M1.99%318,400Added
14SCHASCHWAB STRATEGIC TR$6.6M1.84%181,371Added
15BNDXVANGUARD CHARLOTTE FDS$6.5M1.81%133,371Added
16DBEFDBX ETF TR$6.3M1.77%115,430Added
17SCHGSCHWAB STRATEGIC TR$6.3M1.76%185,701Added
18SPYSTATE STR SPDR S&P 500 ETF T$5.5M1.56%7,426Added
19SCHBSCHWAB STRATEGIC TR$5.6M1.56%192,369Added
20USHYISHARES TR$5.5M1.54%148,097Added
21AVGOBROADCOM INC$4.9M1.36%12,881Trimmed
22AMZNAMAZON COM INC$4.8M1.34%20,006Trimmed
23IWVISHARES TR$4.1M1.16%9,714Trimmed
24SCHDSCHWAB STRATEGIC TR$3.6M1.02%114,578Added
25LLYELI LILLY & CO$3.6M1.02%3,031Trimmed

Source: SEC Form 13F filings · as of 2026-06-30