Universe · entity
Chesapeake Wealth Management
Institutional manager (13F) · CIK 1730383
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $251M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $19M | 193,951 |
| 2 | VANGUARD SCOTTSDALE FDS | $11M | 143,221 |
| 3 | APPLE INC | $11M | 44,577 |
| 4 | ISHARES TR | $11M | 16,478 |
| 5 | SELECT SECTOR SPDR TR | $11M | 80,101 |
| 6 | MICROSOFT CORP | $10M | 28,203 |
| 7 | SCHWAB STRATEGIC TR | $10M | 402,899 |
| 8 | NVIDIA CORPORATION | $9M | 52,182 |
| 9 | ISHARES TR | $8M | 74,943 |
| 10 | ISHARES TR | $7M | 74,484 |
| 11 | SPDR SERIES TRUST | $7M | 316,789 |
| 12 | ISHARES TR | $7M | 69,242 |
| 13 | ALPHABET INC | $7M | 22,653 |
| 14 | VANGUARD CHARLOTTE FDS | $6M | 129,907 |
| 15 | DBX ETF TR | $6M | 113,752 |
| 16 | SCHWAB STRATEGIC TR | $5M | 184,572 |
| 17 | ISHARES TR | $5M | 144,568 |
| 18 | SCHWAB STRATEGIC TR | $5M | 178,183 |
| 19 | SCHWAB STRATEGIC TR | $5M | 191,976 |
| 20 | STATE STR SPDR S&P 500 ETF T | $5M | 7,366 |
| 21 | AMAZON COM INC | $4M | 20,241 |
| 22 | BROADCOM INC | $4M | 13,501 |
| 23 | ISHARES TR | $4M | 10,320 |
| 24 | SCHWAB STRATEGIC TR | $3M | 109,837 |
| 25 | MCDONALDS CORP | $3M | 10,674 |
| 26 | ABBVIE INC | $3M | 15,211 |
| 27 | SELECT SECTOR SPDR TR | $3M | 29,412 |
| 28 | SCHWAB STRATEGIC TR | $3M | 134,817 |
| 29 | SELECT SECTOR SPDR TR | $3M | 62,843 |
| 30 | CHEVRON CORPORATION | $3M | 14,933 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,335 |
| 32 | ELI LILLY & CO | $3M | 3,142 |
| 33 | WALMART INC | $3M | 22,967 |
| 34 | META PLATFORMS INC | $3M | 4,912 |
| 35 | SELECT SECTOR SPDR TR | $3M | 17,361 |
| 36 | ISHARES TR | $3M | 11,313 |
| 37 | JPMORGAN CHASE & CO | $3M | 9,505 |
| 38 | SELECT SECTOR SPDR TR | $3M | 24,802 |
| 39 | SELECT SECTOR SPDR TR | $3M | 18,101 |
| 40 | NEXTERA ENERGY INC | $3M | 28,542 |
| 41 | EXXON MOBIL CORP | $3M | 15,415 |
| 42 | SCHWAB STRATEGIC TR | $3M | 78,778 |
| 43 | ORACLE CORP | $2M | 16,687 |
| 44 | RTX CORPORATION | $2M | 12,102 |
| 45 | HOME DEPOT INC | $2M | 6,919 |
| 46 | PROCTER & GAMBLE CO | $2M | 14,842 |
| 47 | MORGAN STANLEY | $2M | 12,831 |
| 48 | JOHNSON & JOHNSON | $2M | 8,290 |
| 49 | CATERPILLAR INC | $2M | 2,822 |
| 50 | CISCO SYS INC | $2M | 24,441 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.