Top 50 Chesapeake Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.91% | 194.0K | $19.3M | +4.55%(+8.44K) | $105.29(-6.34%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.49% | 143.2K | $11.4M | +0.96%(+1.37K) | $79.96(-1.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.47% | 44.6K | $11.3M | -2.83%(-1.30K) | $48.60(+535.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.3% | 16.5K | $10.8M | +5.21%(+816) | $564.91(+32.49%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.27% | 80.1K | $10.6M | -1.69%(-1.38K) | $54.11(+233.72%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 28.2K | $10.4M | -0.77%(-219) | $115.05(+239.40%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.06% | 402.9K | $10.0M | +0.82%(+3.29K) | $17.23(+59.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 52.2K | $9.1M | -5.51%(-3.04K) | $13.55(+1337.72%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.51% | 74.9K | $8.2M | +2.50%(+1.83K) | $117.78(-7.76%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.22% | 74.5K | $7.2M | -1.47%(-1.11K) | $68.39(+52.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.67% | +43.02% |
| Top 20 Holdings Unweighted | +14.88% | +51.61% |
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