13F Insight
DOSSIER · 13F-HR · Q2 2026

Chesapeake Wealth Management

$357M in tracked AUM across 275 positions as of Q2 2026.

CW
CIK 0001730383 · last filed Jun 30, 2026
Total AUM
$357M
as of Q2 2026
Holdings
275
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Chesapeake Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$20M202K5.6%02
XLK
SELECT SECTOR SPDR TR
$15M78K4.2%03
AAPL
APPLE INC
$13M44K3.6%04
VCSH
VANGUARD SCOTTSDALE FDS
$12M154K3.4%05
IVV
ISHARES TR
$12M16K3.3%06
SCHF
SCHWAB STRATEGIC TR
$11M408K3.2%07
MSFT
MICROSOFT CORP
$11M28K3.0%08
NVDA
NVIDIA CORPORATION
$10M49K2.7%09
LQD
ISHARES TR
$9M80K2.5%10
IWR
ISHARES TR
$8M70K2.2%

Filing history

2026Q2Jun 30
$357M▲ 9.5%
275 positionsView →2026Q1Mar 31
$326M▼ 3.0%
262 positionsView →2025Q4Dec 31
$336M▲ 2.4%
255 positionsView →2025Q3Sep 30
$328M▲ 9.3%
266 positionsView →2025Q2Jun 30
$300M▲ 7.0%
259 positionsLocked2025Q1Mar 31
$280M▼ 3.9%
258 positionsLocked2024Q4Dec 31
$292M▼ 0.5%
262 positionsLocked2024Q3Sep 30
$293M▲ 6.3%
260 positionsLocked2024Q2Jun 30
$276M▲ 0.5%
256 positionsLocked2024Q1Mar 31
$274M▲ 5.9%
257 positionsLocked2023Q4Dec 31
$259M▲ 8.0%
253 positionsLocked2023Q3Sep 30
$240M▼ 5.5%
251 positionsLocked
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