Chesapeake Wealth Management holds a diversified book of 159 stocks worth $325.7M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Ishares 0-1 Year Treasury Bo and trimmed Apple Inc. Their largest long position is Ishares Core U.S. Aggregate at 6% of the equity book. Cloning the disclosed picks since 2018 would be +105% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730383/holdings"
Use Arkolith to show Chesapeake Wealth Management's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +119.5%, a 14.2-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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.
44% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Chesapeake Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $770.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $621.5B |
| MORGAN STANLEY | 80 / 80 | $621.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $451.9B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $296.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $191.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $179.1B |
| UBS Group AG | 80 / 80 | $166.1B |
Ranked by how many of Chesapeake Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | $19.3M | 194.0K | 5.9% | ▲+4.5% Added · +8K sh | |
| 2 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $11.4M | 143.2K | 3.5% | ▲+1.0% Added · +1K sh | |
| 3 | Apple Inc COM | $11.3M | 44.6K | 3.5% | ▼−2.8% Reduced · −1K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $10.8M | 16.5K | 3.3% | ▲+5.2% Added · +816 sh | |
| 5 | Select Sector SPDR TR STATE STREET TEC | $10.6M | 80.1K | 3.3% | ▼−1.7% Reduced · −1K sh | |
| 6 | Microsoft Corp COM | $10.4M | 28.2K | 3.2% | ▼−0.8% Reduced · −219 sh | |
| 7 | Schwab Strategic TR INTL EQTY ETF | $10.0M | 402.9K | 3.1% | ▲+0.8% Added · +3K sh | |
| 8 | Nvidia Corporation COM | $9.1M | 52.2K | 2.8% | ▼−5.5% Reduced · −3K sh | |
| 9 | Ishares TR IBOXX INV CP ETF | $8.2M | 74.9K | 2.5% | ▲+2.5% Added · +2K sh | |
| 10 | Ishares TR MSCI EAFE ETF | $7.2M | 74.5K | 2.2% | ▼−1.5% Reduced · −1K sh | |
| 11 | SPDR Series Trust STATE STREET SPD | $7.1M | 316.8K | 2.2% | ▲+3.4% Added · +11K sh | |
| 12 | Ishares TR RUS MID CAP ETF | $6.7M | 69.2K | 2.1% | ▼−1.4% Reduced · −972 sh | |
| 13 | Alphabet Inc CAP STK CL A | $6.5M | 22.7K | 2.0% | ▼−6.9% Reduced · −2K sh | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $6.2M | 129.9K | 1.9% | ▼−0.1% Reduced · −175 sh | |
| 15 | DBX ETF TR XTRACK MSCI EAFE | $5.6M | 113.8K | 1.7% | ▲+7.6% Added · +8K sh | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $5.4M | 184.6K | 1.7% | ▼−1.1% Reduced · −2K sh | |
| 17 | Ishares TR BROAD USD HIGH | $5.3M | 144.6K | 1.6% | ▲+2.7% Added · +4K sh | |
| 18 | Schwab Strategic TR US SML CAP ETF | $5.2M | 178.2K | 1.6% | ▲+0.3% Added · +445 sh | |
| 19 | Schwab Strategic TR US BRD MKT ETF | $4.8M | 192.0K | 1.5% | ▼−1.1% Reduced · −2K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $4.8M | 7.4K | 1.5% | ▲+1.4% Added · +104 sh | |
| 21 | Amazon Com Inc COM | $4.2M | 20.2K | 1.3% | ▼−2.4% Reduced · −502 sh | |
| 22 | Broadcom Inc COM | $4.2M | 13.5K | 1.3% | ▼−2.5% Reduced · −344 sh | |
| 23 | Ishares TR RUSSELL 3000 ETF | $3.8M | 10.3K | 1.2% | ▼−0.9% Reduced · −99 sh | |
| 24 | Schwab Strategic TR US DIVIDEND EQ | $3.4M | 109.8K | 1.0% | ▲+7.2% Added · +7K sh | |
| 25 | McDonalds Corp COM | $3.3M | 10.7K | 1.0% | ▲+1.1% Added · +117 sh | |
| 26 | Abbvie Inc COM | $3.3M | 15.2K | 1.0% | ▲+1.2% Added · +176 sh | |
| 27 | Select Sector SPDR TR STATE STREET COM | $3.3M | 29.4K | 1.0% | ▼−2.6% Reduced · −776 sh | |
| 28 | Schwab Strategic TR US AGGREGATE B | $3.1M | 134.8K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 29 | Select Sector SPDR TR STATE STREET FIN | $3.1M | 62.8K | 1.0% | ▼−5.9% Reduced · −4K sh | |
| 30 | Chevron Corporation COM | $3.1M | 14.9K | 0.9% | ▼−2.6% Reduced · −399 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $3.0M | 6.3K | 0.9% | ▼−0.7% Reduced · −44 sh | |
| 32 | Eli Lilly & Co COM | $2.9M | 3.1K | 0.9% | ▼−4.9% Reduced · −161 sh | |
| 33 | Walmart Inc COM | $2.9M | 23.0K | 0.9% | ▼−8.4% Reduced · −2K sh | |
| 34 | Meta Platforms Inc CL A | $2.8M | 4.9K | 0.9% | ▲+3.8% Added · +178 sh | |
| 35 | Select Sector SPDR TR STATE STREET IND | $2.8M | 17.4K | 0.9% | ▼−7.2% Reduced · −1K sh | |
| 36 | Ishares TR RUSSELL 2000 ETF | $2.8M | 11.3K | 0.9% | ▼−5.5% Reduced · −657 sh | |
| 37 | JPMorgan Chase & Co COM | $2.8M | 9.5K | 0.9% | ▼−3.0% Reduced · −300 sh | |
| 38 | Select Sector SPDR TR STATE STREET CON | $2.7M | 24.8K | 0.8% | ▼−3.4% Reduced · −868 sh | |
| 39 | Select Sector SPDR TR STATE STREET HEA | $2.7M | 18.1K | 0.8% | ▼−4.3% Reduced · −820 sh | |
| 40 | NextEra Energy Inc COM | $2.7M | 28.5K | 0.8% | ▲+2.0% Added · +553 sh | |
| 41 | Exxon Mobil Corp COM | $2.6M | 15.4K | 0.8% | ▲+2.2% Added · +335 sh | |
| 42 | Schwab Strategic TR EMRG MKTEQ ETF | $2.6M | 78.8K | 0.8% | ▲+2.0% Added · +2K sh | |
| 43 | Oracle Corp COM | $2.5M | 16.7K | 0.8% | ▲+18% Added · +3K sh | |
| 44 | RTX Corporation COM | $2.3M | 12.1K | 0.7% | ▼−6.3% Reduced · −807 sh | |
| 45 | Home Depot Inc COM | $2.3M | 6.9K | 0.7% | ▲+1.2% Added · +85 sh | |
| 46 | Procter & Gamble Co COM | $2.1M | 14.8K | 0.7% | ▼−2.3% Reduced · −342 sh | |
| 47 | Morgan Stanley COM NEW | $2.1M | 12.8K | 0.6% | ▼−6.0% Reduced · −817 sh | |
| 48 | Johnson & Johnson COM | $2.0M | 8.3K | 0.6% | ▲+2.6% Added · +212 sh | |
| 49 | Caterpillar Inc COM | $2.0M | 2.8K | 0.6% | ▼−7.3% Reduced · −221 sh | |
| 50 | Cisco Sys Inc COM | $1.9M | 24.4K | 0.6% | ▲+4.0% Added · +952 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 262 | $325.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 255 | $335.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 266 | $327.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 259 | $299.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 258 | $280.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 262 | $291.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 260 | $293.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 256 | $275.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 257 | $274.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 253 | $259.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 251 | $239.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 259 | $253.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 266 | $239.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 23, 2023 | 283 | $228.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 28, 2022 | 292 | $219.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 21, 2022 | 303 | $233.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 19, 2022 | 334 | $275.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 345 | $297.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 352 | $279.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 383 | $308.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 379 | $298.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 358 | $293.6M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 320 | $267.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 298 | $251.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.