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§ 13F · FUND PROFILE

Chevy Chase Trust Holdings, LLC.

Family office, Chevy Chase Trust
AUM · $34.4B (13F)Positions · 1147Turnover · 53% · Q1Filed · May 15, 2026
BIG MOVE · Q1
Technology cut 2pp. Other lifted 3pp.
CONCENTRATION
35%
Top 10 holdings
NEW BUYS
+21
+$140M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +3pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026
#TickerNameShares$ value% portΔ Q1
1NVDANVIDIA CORPORATION14.51M$2.5B7.3%−3%
2AAPLAPPLE INC8.71M$2.2B6.4%−3%
3MSFTMICROSOFT CORP4.25M$1.6B4.5%−3%
4AMZNAMAZON COM INC5.81M$1.2B3.5%−2%
5GOOGLALPHABET INC3.50M$1.0B2.9%−4%
6GOOGALPHABET INC3.09M$887M2.6%−3%
7AVGOBROADCOM INC2.63M$813M2.3%−1%
8BRK/BBERKSHIRE HATHAWAY INC DEL1.29M$620M1.8%−3%
9METAMETA PLATFORMS INC1.05M$600M1.7%−2%
10JPMJPMORGAN CHASE & CO1.89M$557M1.6%−4%
§ 02 · SECTOR ALLOCATION

Where the money is

Other44.4% (+3pp)
Technology16.0% (2pp)
Semiconductors14.0% (±0)
Media8.7% (1pp)
Retail7.7% (±0)
Financial Services6.1% (1pp)
§ 03 · THE CHEVY SIGNAL

AC read

Chevy Chase Trust Holdings, LLC is a Other fund managing $34.4 billion in assets. The fund runs a massive portfolio of 1,147 positions, broad diversification across holdings, with the top 10 accounting for 35%. Trading activity is aggressive at 53% quarterly turnover, with 21 new positions and 0 exits last quarter. Top sector allocations: Other (44%), Technology (16%), Semiconductors (14%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Busy quarter
+21 buys · 0 exits · 586 changed
Q4 2025
Busy quarter
+638 buys · 0 exits · 0 changed
Q2 2025
Busy quarter
+10 buys · 0 exits · 587 changed
Q1 2025
Busy quarter
+633 buys · 0 exits · 0 changed
Chevy Chase Trust Holdings, LLC 13F Holdings & Portfolio Analysis | Acid Capitalist