Chesapeake Wealth Management holds a diversified book of 168 reported positions worth $356.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Parker Hannifin Corp and trimmed SS Technology Select Sector. Their largest long position is Ishares Core U.S. Aggregate at 6% of the reported non-option book. Cloning the disclosed picks since 2018 would be +117% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Chesapeake Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +122.0%, a 4.6-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Chesapeake Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chesapeake Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 40 / 80 | $1.0B |
| Prospect Hill Management, LLC | 11 / 80 | $241.2M |
| Uhlmann Price Securities, LLC | 38 / 80 | $2.5B |
| New World Advisors LLC | 41 / 80 | $530.3M |
| Agave Capital Management Ltd | 8 / 80 | $793.3M |
| IMZ Advisory Inc | 26 / 80 | $271.7M |
| Constitution Capital LLC | 35 / 80 | $163.0M |
| Trust Asset Management LLC | 34 / 80 | $1.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Chesapeake Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $20.0M | 202.1K | 5.6% | ▲+4.2% Added · +8K sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $14.9M | 78.0K | 4.2% | ▼−2.7% Reduced · −2K sh | |
| 3 | Apple Inc COM | $12.8M | 44.2K | 3.6% | ▼−0.9% Reduced · −390 sh | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $12.1M | 153.5K | 3.4% | ▲+7.2% Added · +10K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $11.9M | 15.9K | 3.3% | ▼−3.3% Reduced · −539 sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $11.3M | 408.1K | 3.2% | ▲+1.3% Added · +5K sh | |
| 7 | Microsoft Corp COM | $10.6M | 28.5K | 3.0% | ▲+1.0% Added · +286 sh | |
| 8 | Nvidia Corporation COM | $9.7M | 48.6K | 2.7% | ▼−6.8% Reduced · −4K sh | |
| 9 | Ishares TR IBOXX INV CP ETF | $8.7M | 80.2K | 2.5% | ▲+7.0% Added · +5K sh | |
| 10 | Ishares TR RUS MID CAP ETF | $7.7M | 70.1K | 2.2% | ▲+1.3% Added · +869 sh | |
| 11 | Ishares TR MSCI EAFE ETF | $7.7M | 74.2K | 2.2% | ▼−0.4% Reduced · −302 sh | |
| 12 | Alphabet Inc CAP STK CL A | $7.6M | 21.3K | 2.1% | ▼−5.8% Reduced · −1K sh | |
| 13 | SPDR Series Trust ST STR BACKE ETF | $7.1M | 318.4K | 2.0% | ▲+0.5% Added · +2K sh | |
| 14 | Schwab Strategic TR US SML CAP ETF | $6.6M | 181.4K | 1.8% | ▲+1.8% Added · +3K sh | |
| 15 | Vanguard Charlotte FDS TOTAL INT BD ETF | $6.5M | 133.4K | 1.8% | ▲+2.7% Added · +3K sh | |
| 16 | DBX ETF TR XTRACK MSCI EAFE | $6.3M | 115.4K | 1.8% | ▲+1.5% Added · +2K sh | |
| 17 | Schwab Strategic TR US LCAP GR ETF | $6.3M | 185.7K | 1.8% | ▲+0.6% Added · +1K sh | |
| 18 | Schwab Strategic TR US BRD MKT ETF | $5.6M | 192.4K | 1.6% | ▲+0.2% Added · +393 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $5.5M | 7.4K | 1.6% | ▲+0.8% Added · +60 sh | |
| 20 | Ishares TR BROAD USD HIGH | $5.5M | 148.1K | 1.5% | ▲+2.4% Added · +4K sh | |
| 21 | Broadcom Inc COM | $4.9M | 12.9K | 1.4% | ▼−4.6% Reduced · −620 sh | |
| 22 | Amazon Com Inc COM | $4.8M | 20.0K | 1.3% | ▼−1.2% Reduced · −235 sh | |
| 23 | Ishares TR RUSSELL 3000 ETF | $4.1M | 9.7K | 1.2% | ▼−5.9% Reduced · −606 sh | |
| 24 | Eli Lilly & Co COM | $3.6M | 3.0K | 1.0% | ▼−3.5% Reduced · −111 sh | |
| 25 | Schwab Strategic TR US DIVIDEND EQ | $3.6M | 114.6K | 1.0% | ▲+4.3% Added · +5K sh | |
| 26 | Abbvie Inc COM | $3.6M | 14.4K | 1.0% | ▼−5.6% Reduced · −854 sh | |
| 27 | Select Sector SPDR TR ST STR FINL ETF | $3.5M | 65.2K | 1.0% | ▲+3.7% Added · +2K sh | |
| 28 | Select Sector SPDR TR ST STR INDL ETF | $3.3M | 17.7K | 0.9% | ▲+2.2% Added · +379 sh | |
| 29 | Select Sector SPDR TR ST STR SVC ETF | $3.2M | 30.2K | 0.9% | ▲+2.6% Added · +769 sh | |
| 30 | Ishares TR RUSSELL 2000 ETF | $3.2M | 10.7K | 0.9% | ▼−5.0% Reduced · −564 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.3K | 0.9% | ▼−0.5% Reduced · −34 sh | |
| 32 | Schwab Strategic TR US AGGREGATE B | $3.1M | 133.6K | 0.9% | ▼−0.9% Reduced · −1K sh | |
| 33 | Select Sector SPDR TR ST STR CARE ETF | $3.0M | 19.1K | 0.8% | ▲+5.3% Added · +960 sh | |
| 34 | JPMorgan Chase & Co COM | $3.0M | 9.2K | 0.8% | ▼−3.6% Reduced · −340 sh | |
| 35 | Select Sector SPDR TR ST STR DISCR ETF | $3.0M | 25.2K | 0.8% | ▲+1.7% Added · +431 sh | |
| 36 | Schwab Strategic TR EMRG MKTEQ ETF | $2.9M | 80.9K | 0.8% | ▲+2.7% Added · +2K sh | |
| 37 | Cisco Sys Inc COM | $2.9M | 24.8K | 0.8% | ▲+1.4% Added · +334 sh | |
| 38 | Caterpillar Inc COM | $2.8M | 2.7K | 0.8% | ▼−5.9% Reduced · −166 sh | |
| 39 | McDonalds Corp COM | $2.8M | 10.3K | 0.8% | ▼−3.7% Reduced · −394 sh | |
| 40 | Meta Platforms Inc CL A | $2.7M | 4.7K | 0.7% | ▼−3.9% Reduced · −193 sh | |
| 41 | Morgan Stanley COM NEW | $2.6M | 12.6K | 0.7% | ▼−1.7% Reduced · −219 sh | |
| 42 | Walmart Inc COM | $2.6M | 23.0K | 0.7% | ▼~0% Reduced · −10 sh | |
| 43 | NextEra Energy Inc COM | $2.5M | 28.4K | 0.7% | ▼−0.6% Reduced · −172 sh | |
| 44 | Chevron Corporation COM | $2.5M | 14.9K | 0.7% | ▼−0.4% Reduced · −64 sh | |
| 45 | Home Depot Inc COM | $2.3M | 6.5K | 0.6% | ▼−5.8% Reduced · −404 sh | |
| 46 | Oracle Corp COM | $2.3M | 15.7K | 0.6% | ▼−6.0% Reduced · −1K sh | |
| 47 | Procter & Gamble Co COM | $2.2M | 14.7K | 0.6% | ▼−0.7% Reduced · −106 sh | |
| 48 | RTX Corporation COM | $2.0M | 10.7K | 0.6% | ▼−12% Reduced · −1K sh | |
| 49 | Flexshares TR IBOXX 5YR TRGT | $2.0M | 83.3K | 0.6% | ▲+24% Added · +16K sh | |
| 50 | Kla Corp COM NEW | $1.9M | 6.4K | 0.5% | ▲19× Added · +6K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Chesapeake Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 275 | $356.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 262 | $325.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 34d | 255 | $335.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 266 | $327.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 259 | $299.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 258 | $280.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 262 | $291.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 38d | 260 | $293.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 256 | $275.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 37d | 257 | $274.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 253 | $259.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 47d | 251 | $239.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 32d | 259 | $253.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 25d | 266 | $239.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 23, 2023 | 54d | 283 | $228.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 28, 2022 | 28d | 292 | $219.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 21, 2022 | 21d | 303 | $233.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 19, 2022 | 19d | 334 | $275.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 34d | 345 | $297.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 26d | 352 | $279.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 29d | 383 | $308.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 26d | 379 | $298.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 36d | 358 | $293.6M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 43d | 320 | $267.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.