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 $325.7M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($19.3M, 5.91%), VCSH ($11.4M, 3.49%), AAPL ($11.3M, 3.47%), IVV ($10.8M, 3.30%), XLK ($10.6M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $19.3M | 5.91% | 193,951 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $11.4M | 3.49% | 143,221 | Added |
| 3 | AAPL | APPLE INC | $11.3M | 3.47% | 44,577 | Trimmed |
| 4 | IVV | ISHARES TR | $10.8M | 3.30% | 16,478 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $10.6M | 3.27% | 80,101 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $10.4M | 3.21% | 28,203 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $10.0M | 3.06% | 402,899 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $9.1M | 2.79% | 52,182 | Trimmed |
| 9 | LQD | ISHARES TR | $8.2M | 2.51% | 74,943 | Added |
| 10 | EFA | ISHARES TR | $7.2M | 2.22% | 74,484 | Trimmed |
| 11 | SPMB | SPDR SERIES TRUST | $7.1M | 2.18% | 316,789 | Added |
| 12 | IWR | ISHARES TR | $6.7M | 2.07% | 69,242 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $6.5M | 2.00% | 22,653 | Trimmed |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $6.2M | 1.92% | 129,907 | Trimmed |
| 15 | DBEF | DBX ETF TR | $5.6M | 1.73% | 113,752 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $5.4M | 1.65% | 184,572 | Trimmed |
| 17 | USHY | ISHARES TR | $5.3M | 1.64% | 144,568 | Added |
| 18 | SCHA | SCHWAB STRATEGIC TR | $5.2M | 1.59% | 178,183 | Added |
| 19 | SCHB | SCHWAB STRATEGIC TR | $4.8M | 1.48% | 191,976 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 1.47% | 7,366 | Added |
| 21 | AMZN | AMAZON COM INC | $4.2M | 1.29% | 20,241 | Trimmed |
| 22 | AVGO | BROADCOM INC | $4.2M | 1.28% | 13,501 | Trimmed |
| 23 | IWV | ISHARES TR | $3.8M | 1.17% | 10,320 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $3.4M | 1.03% | 109,837 | Added |
| 25 | ABBV | ABBVIE INC | $3.3M | 1.02% | 15,211 | Added |
Source: SEC Form 13F filings · as of 2026-03-31