§ 13F · FUND PROFILE
Chesapeake Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328M (13F)Positions · 266Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 188K | $19M | 5.7% | +5% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 139K | $11M | 3.4% | +1% |
| 3 | AAPL | APPLE INC | 43K | $11M | 3.4% | −3% |
| 4 | IVV | ISHARES TR | 16K | $11M | 3.3% | +5% |
| 5 | XLK | SELECT SECTOR SPDR TR | 80K | $11M | 3.2% | −2% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 400K | $10M | 3.0% | +1% |
| 7 | MSFT | MICROSOFT CORP | 26K | $10M | 3.0% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 52K | $9M | 2.8% | −6% |
| 9 | LQD | ISHARES TR | 73K | $8M | 2.5% | +3% |
| 10 | EFA | ISHARES TR | 71K | $7M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHESAPEAKE SIGNAL
AC read
Chesapeake Wealth Management is a Other fund managing $328 million in assets. The fund runs a broad portfolio of 266 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed