Universe · entity

Chesapeake Wealth Management

Institutional manager (13F) · CIK 1730383
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $251M
#IssuerValueShares
1ISHARES TR$19M193,951
2VANGUARD SCOTTSDALE FDS$11M143,221
3APPLE INC$11M44,577
4ISHARES TR$11M16,478
5SELECT SECTOR SPDR TR$11M80,101
6MICROSOFT CORP$10M28,203
7SCHWAB STRATEGIC TR$10M402,899
8NVIDIA CORPORATION$9M52,182
9ISHARES TR$8M74,943
10ISHARES TR$7M74,484
11SPDR SERIES TRUST$7M316,789
12ISHARES TR$7M69,242
13ALPHABET INC$7M22,653
14VANGUARD CHARLOTTE FDS$6M129,907
15DBX ETF TR$6M113,752
16SCHWAB STRATEGIC TR$5M184,572
17ISHARES TR$5M144,568
18SCHWAB STRATEGIC TR$5M178,183
19SCHWAB STRATEGIC TR$5M191,976
20STATE STR SPDR S&P 500 ETF T$5M7,366
21AMAZON COM INC$4M20,241
22BROADCOM INC$4M13,501
23ISHARES TR$4M10,320
24SCHWAB STRATEGIC TR$3M109,837
25MCDONALDS CORP$3M10,674
26ABBVIE INC$3M15,211
27SELECT SECTOR SPDR TR$3M29,412
28SCHWAB STRATEGIC TR$3M134,817
29SELECT SECTOR SPDR TR$3M62,843
30CHEVRON CORPORATION$3M14,933
31BERKSHIRE HATHAWAY INC DEL$3M6,335
32ELI LILLY & CO$3M3,142
33WALMART INC$3M22,967
34META PLATFORMS INC$3M4,912
35SELECT SECTOR SPDR TR$3M17,361
36ISHARES TR$3M11,313
37JPMORGAN CHASE & CO$3M9,505
38SELECT SECTOR SPDR TR$3M24,802
39SELECT SECTOR SPDR TR$3M18,101
40NEXTERA ENERGY INC$3M28,542
41EXXON MOBIL CORP$3M15,415
42SCHWAB STRATEGIC TR$3M78,778
43ORACLE CORP$2M16,687
44RTX CORPORATION$2M12,102
45HOME DEPOT INC$2M6,919
46PROCTER & GAMBLE CO$2M14,842
47MORGAN STANLEY$2M12,831
48JOHNSON & JOHNSON$2M8,290
49CATERPILLAR INC$2M2,822
50CISCO SYS INC$2M24,441
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.