Chesapeake Wealth Management Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Chesapeake Wealth Management disclosed 168 stock positions valued at approximately $356.53M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SELECT SECTOR SPDR TR, and APPLE INC.

Report Period
June 30, 2026
No. of Stocks
168
Portfolio Value
$356.53M
Holdings by Sector
Chesapeake Wealth Management Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRAGGOther5.61%202,075+8,124+4.19%$20,001,382
SELECT SECTOR SPDR TRXLKOther4.17%77,961-2,140-2.67%$14,853,129
APPLE INCAAPLTechnology3.59%44,187-390-0.87%$12,785,950
VANGUARD SCOTTSDALE FDSVCSHOther3.40%153,501+10,280+7.18%$12,131,183
ISHARES TRIVVOther3.35%15,939-539-3.27%$11,936,557
SCHWAB STRATEGIC TRSCHFOther3.17%408,074+5,175+1.28%$11,303,649
MICROSOFT CORPMSFTTechnology2.98%28,489+286+1.01%$10,626,966
NVIDIA CORPORATIONNVDATechnology2.73%48,650-3,532-6.77%$9,734,378
ISHARES TRLQDOther2.45%80,152+5,209+6.95%$8,742,178
ISHARES TRIWROther2.17%70,111+869+1.26%$7,734,644
ISHARES TREFAOther2.16%74,182-302-0.41%$7,706,025
ALPHABET INCGOOGLCommunication Services2.14%21,348-1,305-5.76%$7,629,133
SPDR SERIES TRUSTSPMBOther1.99%318,400+1,611+0.51%$7,103,503
SCHWAB STRATEGIC TRSCHAOther1.84%181,371+3,188+1.79%$6,552,933
VANGUARD CHARLOTTE FDSBNDXOther1.81%133,371+3,464+2.67%$6,459,156
DBX ETF TRDBEFOther1.77%115,430+1,678+1.48%$6,305,940
SCHWAB STRATEGIC TRSCHGOther1.76%185,701+1,129+0.61%$6,284,121
SCHWAB STRATEGIC TRSCHBOther1.56%192,369+393+0.20%$5,571,006
STATE STR SPDR S&P 500 ETF TSPYOther1.56%7,426+60+0.81%$5,545,513
ISHARES TRUSHYOther1.54%148,097+3,529+2.44%$5,482,550
BROADCOM INCAVGOTechnology1.36%12,881-620-4.59%$4,865,797
AMAZON COM INCAMZNConsumer Cyclical1.34%20,006-235-1.16%$4,768,229
ISHARES TRIWVOther1.16%9,714-606-5.87%$4,142,048
ELI LILLY & COLLYHealthcare1.02%3,031-111-3.53%$3,635,471
SCHWAB STRATEGIC TRSCHDOther1.02%114,578+4,741+4.32%$3,633,268
ABBVIE INCABBVHealthcare1.01%14,357-854-5.61%$3,612,794
SELECT SECTOR SPDR TRXLFOther0.98%65,197+2,354+3.75%$3,495,211
SELECT SECTOR SPDR TRXLIOther0.92%17,740+379+2.18%$3,285,979
SELECT SECTOR SPDR TRXLCOther0.91%30,181+769+2.61%$3,233,290
ISHARES TRIWMOther0.91%10,749-564-4.99%$3,229,536
Showing 30 of 168 holdings in the latest reporting period.