Chevy Chase Trust Holdings, LLC

Comprehensive Analysis of SEC 13F Filing: Chevy Chase Trust Holdings, LLC

1. Portfolio Overview

Chevy Chase Trust Holdings, LLC manages a substantial, diversified investment portfolio totaling $36.35 billion as of September 30, 2025. The firm experienced positive growth over the quarter, with the portfolio value increasing by 5.7% (up from $34.38B in the previous quarter). The portfolio consists of 1,144 holdings, indicating a strategy that relies on broad diversification rath...