Chesapeake Wealth Management: 13F holdings
CIK 17303832026Q2
| Positions | 168 |
|---|
| Reported value | $356.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 168 (+9 vs prior quarter) |
|---|
| Reported value | $356.5m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 202,075 | $20.0m | 5.6% |
| XLK SELECT SECTOR SPDR TR | 77,961 | $14.9m | 4.2% |
| AAPL APPLE INC | 44,187 | $12.8m | 3.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 153,501 | $12.1m | 3.4% |
| IVV ISHARES TR | 15,939 | $11.9m | 3.3% |
| SCHF SCHWAB STRATEGIC TR | 408,074 | $11.3m | 3.2% |
| MSFT MICROSOFT CORP | 28,489 | $10.6m | 3.0% |
| NVDA NVIDIA CORPORATION | 48,650 | $9.7m | 2.7% |
| LQD ISHARES TR | 80,152 | $8.7m | 2.5% |
| IWR ISHARES TR | 70,111 | $7.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730383")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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