Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $20.0M | 5.61% | 202,075 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $14.9M | 4.17% | 77,961 | Trimmed |
| 3 | AAPL | APPLE INC | $12.8M | 3.59% | 44,187 | Trimmed |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $12.1M | 3.40% | 153,501 | Added |
| 5 | IVV | ISHARES TR | $11.9M | 3.35% | 15,939 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $11.3M | 3.17% | 408,074 | Added |
| 7 | MSFT | MICROSOFT CORP | $10.6M | 2.98% | 28,489 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $9.7M | 2.73% | 48,650 | Trimmed |
| 9 | LQD | ISHARES TR | $8.7M | 2.45% | 80,152 | Added |
| 10 | IWR | ISHARES TR | $7.7M | 2.17% | 70,111 | Added |
| 11 | EFA | ISHARES TR | $7.7M | 2.16% | 74,182 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $7.6M | 2.14% | 21,348 | Trimmed |
| 13 | SPMB | SPDR SERIES TRUST | $7.1M | 1.99% | 318,400 | Added |
| 14 | SCHA | SCHWAB STRATEGIC TR | $6.6M | 1.84% | 181,371 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 1.81% | 133,371 | Added |
| 16 | DBEF | DBX ETF TR | $6.3M | 1.77% | 115,430 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $6.3M | 1.76% | 185,701 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.56% | 7,426 | Added |
| 19 | SCHB | SCHWAB STRATEGIC TR | $5.6M | 1.56% | 192,369 | Added |
| 20 | USHY | ISHARES TR | $5.5M | 1.54% | 148,097 | Added |
| 21 | AVGO | BROADCOM INC | $4.9M | 1.36% | 12,881 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $4.8M | 1.34% | 20,006 | Trimmed |
| 23 | IWV | ISHARES TR | $4.1M | 1.16% | 9,714 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $3.6M | 1.02% | 114,578 | Added |
| 25 | LLY | ELI LILLY & CO | $3.6M | 1.02% | 3,031 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30