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Chesapeake Wealth Management

Portfolio Manager
Chesapeake Wealth Management
Performance
-4.37% (2026 Q1)
AUM (13F)
$325.70M
# of Holdings
159
Performance Rank
Allocation (Top 20)
50.96%

Chesapeake Wealth Management Holdings Map

Top 50 Chesapeake Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AGG
ISHARES TR
5.91%194.0K$19.3M
+4.55%(+8.44K)
2025-Q1: 161.3K shares2025-Q2: 160.9K shares2025-Q3: 174.6K shares2025-Q4: 185.5K shares2026-Q1: 194.0K shares
$105.29(-6.34%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
3.49%143.2K$11.4M
+0.96%(+1.37K)
2025-Q1: 128.1K shares2025-Q2: 130.5K shares2025-Q3: 136.9K shares2025-Q4: 141.9K shares2026-Q1: 143.2K shares
$79.96(-1.46%)
2026-03-31
AAPL
APPLE INC
3.47%44.6K$11.3M
-2.83%(-1.30K)
2025-Q1: 47.5K shares2025-Q2: 47.2K shares2025-Q3: 46.9K shares2025-Q4: 45.9K shares2026-Q1: 44.6K shares
$48.60(+535.08%)
2026-03-31
IVV
ISHARES TR
3.3%16.5K$10.8M
+5.21%(+816)
2025-Q1: 11.2K shares2025-Q2: 11.3K shares2025-Q3: 14.1K shares2025-Q4: 15.7K shares2026-Q1: 16.5K shares
$564.91(+32.49%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.27%80.1K$10.6M
-1.69%(-1.38K)
2025-Q1: 37.3K shares2025-Q2: 36.8K shares2025-Q3: 38.7K shares2025-Q4: 81.5K shares2026-Q1: 80.1K shares
$54.11(+233.72%)
2026-03-31
MSFT
MICROSOFT CORP
3.21%28.2K$10.4M
-0.77%(-219)
2025-Q1: 28.9K shares2025-Q2: 28.5K shares2025-Q3: 28.4K shares2025-Q4: 28.4K shares2026-Q1: 28.2K shares
$115.05(+239.40%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
3.06%402.9K$10.0M
+0.82%(+3.29K)
2025-Q1: 373.9K shares2025-Q2: 381.5K shares2025-Q3: 396.1K shares2025-Q4: 399.6K shares2026-Q1: 402.9K shares
$17.23(+59.47%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.79%52.2K$9.1M
-5.51%(-3.04K)
2025-Q1: 59.4K shares2025-Q2: 58.7K shares2025-Q3: 56.8K shares2025-Q4: 55.2K shares2026-Q1: 52.2K shares
$13.55(+1337.72%)
2026-03-31
LQD
ISHARES TR
2.51%74.9K$8.2M
+2.50%(+1.83K)
2025-Q1: 61.7K shares2025-Q2: 62.1K shares2025-Q3: 70.4K shares2025-Q4: 73.1K shares2026-Q1: 74.9K shares
$117.78(-7.76%)
2026-03-31
EFA
ISHARES TR
2.22%74.5K$7.2M
-1.47%(-1.11K)
2025-Q1: 75.0K shares2025-Q2: 75.0K shares2025-Q3: 74.5K shares2025-Q4: 75.6K shares2026-Q1: 74.5K shares
$68.39(+52.61%)
2026-03-31

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