account_balance
Investment manager · 13F filer · SEC CIK 1730383
Chesapeake Wealth Management
Reported value$350Mas of Sep 30, 2026
Positions157 1 new, 12 sold out
Top 10 weight35.6%AGG alone is 5%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
5.5%
XLKSelect Sector SPDR Tr
4.3%Trimmed −3%
AAPLApple Inc.
4.1%Trimmed −3%
MSFTMicrosoft Corp
3.9%Trimmed −7%
IVViShares Tr
3.6%Added +2%
VCSHVanguard Scottsdale FDS
3.5%Added +3%
SCHFSchwab Strategic Tr
3.2%
NVDANVIDIA Corp
3.0%Trimmed −4%
LQDiShares Tr
2.4%
EFAiShares Tr
2.2%
IWRiShares Tr
2.1%
GOOGLAlphabet Inc.
2.0%−6%
AGGiShares Tr
5.5%
XLKSelect Sector SPDR Tr
4.3%
AAPLApple Inc.
4.1%
MSFTMicrosoft Corp
3.9%Trimmed −7%
IVViShares Tr
3.6%+2%
VCSHVanguard Scottsdale FDS
3.5%+3%
SCHFSchwab Strategic Tr
3.2%
NVDANVIDIA Corp
3.0%
LQDiShares Tr
2.4%
EFA2.2%
IWRiShares Tr
2.1%
GOOGLAlphabet Inc.
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 5.5% Held
XLK Select Sector SPDR Tr 4.3% Trimmed −3%
AAPL Apple Inc. 4.1% Trimmed −3%MSFT Microsoft Corp 3.9% Trimmed −7%IVV iShares Tr 3.6% Added +2%
VCSH Vanguard Scottsdale FDS 3.5% Added +3%
SCHF Schwab Strategic Tr 3.2% Held
NVDA NVIDIA Corp 3.0% Trimmed −4%LQD iShares Tr 2.4% Held
EFA iShares Tr 2.2% Held
IWR iShares Tr 2.1% Held
GOOGL Alphabet Inc. 2.0% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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