Arkolith/Funds/Chevy Chase Trust Holdings, LLC

Chevy Chase Trust Holdings, LLC

CIK 1462020Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Chevy Chase Trust Holdings, LLC holds a diversified book of 642 stocks worth $34.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show Chevy Chase Trust Holdings, LLC's latest
holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
51
existing
Trimmed
535
reduced
Sold out
15
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
36%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
40%
Financials
14%
Consumer Discretionary
11%
Health Care
9%
Industrials
7%
Energy
4%
Utilities
4%
Materials
4%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

642 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$2.6B14.89M
7.5%
−2.9%
Reduced · −442K sh
2Apple Inc
COM
$2.3B8.98M
6.6%
−2.9%
Reduced · −267K sh
3Microsoft Corp
COM
$1.6B4.39M
4.7%
−3.0%
Reduced · −134K sh
4Amazon Com Inc
COM
$1.2B5.96M
3.6%
−2.2%
Reduced · −133K sh
5Alphabet Inc
CAP STK CL A
$1.0B3.59M
3.0%
−3.8%
Reduced · −140K sh
6Alphabet Inc
CAP STK CL C
$918.8M3.20M
2.6%
−2.7%
Reduced · −89K sh
7Broadcom Inc
COM
$836.5M2.70M
2.4%
−0.8%
Reduced · −22K sh
8Berkshire Hathaway Inc Del
CL B NEW
$640.6M1.34M
1.8%
−2.6%
Reduced · −36K sh
9Meta Platforms Inc
CL A
$619.8M1.08M
1.8%
−2.4%
Reduced · −26K sh
10JPMorgan Chase & Co
COM
$569.7M1.94M
1.6%
−3.6%
Reduced · −72K sh
11Tesla Inc
COM
$516.2M1.39M
1.5%
−2.7%
Reduced · −39K sh
12Visa Inc
COM CL A
$417.1M1.38M
1.2%
−2.4%
Reduced · −34K sh
13Costco Wholesale Corporation
COM
$392.8M394.2K
1.1%
+0.2%
Added · +864 sh
14Exxon Mobil Corp
COM
$368.2M2.17M
1.1%
−4.1%
Reduced · −92K sh
15Eli Lilly & Co
COM
$366.0M397.9K
1.1%
−3.1%
Reduced · −13K sh
16Goldman Sachs Group Inc
COM
$352.9M417.1K
1.0%
−6.3%
Reduced · −28K sh
17Johnson & Johnson
COM
$319.2M1.31M
0.9%
−3.6%
Reduced · −48K sh
18Walmart Inc
COM
$271.5M2.18M
0.8%
−2.8%
Reduced · −63K sh
19TJX Cos Inc New
COM
$253.4M1.59M
0.7%
−0.8%
Reduced · −13K sh
20Mastercard Incorporated
CL A
$212.3M424.9K
0.6%
−3.1%
Reduced · −14K sh
21Netflix Inc.
COM
$202.6M2.11M
0.6%
−3.1%
Reduced · −68K sh
22Abbvie Inc
COM
$196.7M904.4K
0.6%
−2.7%
Reduced · −25K sh
23Chevron Corporation
COM
$194.8M941.6K
0.6%
−3.8%
Reduced · −37K sh
24Verizon Communications Inc
COM
$193.6M3.86M
0.6%
+5.0%
Added · +183K sh
25NextEra Energy Inc
COM
$189.9M2.04M
0.5%
−0.6%
Reduced · −12K sh
26Micron Technology Inc
COM
$189.2M560.0K
0.5%
−2.6%
Reduced · −15K sh
27Vertex Pharmaceuticals Inc
COM
$182.0M407.6K
0.5%
−0.2%
Reduced · −748 sh
28Procter & Gamble Co
COM
$172.0M1.19M
0.5%
−3.3%
Reduced · −40K sh
29Caterpillar Inc
COM
$165.1M233.1K
0.5%
−3.9%
Reduced · −9K sh
30Home Depot Inc
COM
$164.9M501.3K
0.5%
−2.7%
Reduced · −14K sh
31Palantir Technologies Inc
CL A
$164.8M1.13M
0.5%
−2.9%
Reduced · −33K sh
32Advanced Micro Devices Inc
COM
$163.7M804.5K
0.5%
−2.7%
Reduced · −22K sh
33Bank America Corp
COM
$162.4M3.33M
0.5%
−4.2%
Reduced · −144K sh
34Cisco Sys Inc
COM
$160.8M2.07M
0.5%
−2.5%
Reduced · −53K sh
35Novartis AG
SPONSORED ADR
$160.4M1.05M
0.5%
−1.1%
Reduced · −12K sh
36Regeneron Pharmaceuticals
COM
$159.0M205.8K
0.5%
+2.5%
Added · +5K sh
37Banco Santander Sa
ADR
$155.8M13.82M
0.4%
−1.0%
Reduced · −145K sh
38Shell PLC
SPON ADS
$155.3M1.67M
0.4%
−0.8%
Reduced · −14K sh
39ASML Hldg NV
N Y REGISTRY SHS
$154.7M117.1K
0.4%
−2.0%
Reduced · −2K sh
40American Elec PWR Co Inc
COM
$153.7M1.17M
0.4%
−0.9%
Reduced · −11K sh
41Unitedhealth Group Inc
COM
$152.7M564.3K
0.4%
−4.8%
Reduced · −28K sh
42Intuitive Surgical Inc
COM NEW
$152.5M330.8K
0.4%
−4.8%
Reduced · −17K sh
43Thermo Fisher Scientific Inc
COM
$152.4M310.0K
0.4%
+3.2%
Added · +10K sh
44Coca Cola Co
COM
$152.1M2.00M
0.4%
−2.9%
Reduced · −60K sh
45Merck & Co Inc
COM
$150.7M1.25M
0.4%
−3.0%
Reduced · −38K sh
46Ge Aerospace
COM NEW
$148.5M523.1K
0.4%
−3.4%
Reduced · −18K sh
47Applied Matls Inc
COM
$141.0M412.6K
0.4%
−6.2%
Reduced · −27K sh
48Ishares Gold TR
ISHARES NEW
$138.9M1.58M
0.4%
−2.3%
Reduced · −37K sh
49SLB Limited
COM STK
$137.6M2.68M
0.4%
+12%
Added · +294K sh
50Cadence Design System Inc
COM
$134.8M485.1K
0.4%
−0.9%
Reduced · −4K sh
Showing 50 of 642 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,154$34.7B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,152$37.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,144$36.3B13F-HR
Q2 2025Jun 30, 2025Jul 29, 20251,147$34.4B13F-HR
Q1 2025Mar 31, 2025Apr 23, 20251,146$31.3B13F-HR
Q4 2024Dec 31, 2024Jan 30, 20251,146$32.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,139$32.6B13F-HR
Q2 2024Jun 30, 2024Jul 22, 20241,123$31.3B13F-HR
Q1 2024Mar 31, 2024May 3, 20241,122$30.6B13F-HR
Q4 2023Dec 31, 2023Jan 24, 20241,127$27.9B13F-HR
Q3 2023Sep 30, 2023Oct 23, 20231,126$25.3B13F-HR
Q2 2023Jun 30, 2023Jul 25, 20231,130$26.7B13F-HR
Q1 2023Mar 31, 2023May 17, 20231,141$25.3B13F-HR/A
Q4 2022Dec 31, 2022Feb 9, 20231,157$23.5B13F-HR
Q3 2022Sep 30, 2022Nov 4, 20221,143$23.4B13F-HR
Q2 2022Jun 30, 2022Aug 10, 20221,140$24.2B13F-HR
Q1 2022Mar 31, 2022Apr 27, 20221,153$29.0B13F-HR
Q4 2021Dec 31, 2021Jan 31, 20221,179$31.0B13F-HR
Q3 2021Sep 30, 2021Oct 20, 20211,171$28.7B13F-HR
Q2 2021Jun 30, 2021Jul 20, 20211,186$29.4B13F-HR
Q1 2021Mar 31, 2021Apr 22, 20211,188$28.0B13F-HR
Q4 2020Dec 31, 2020Feb 12, 20211,162$28.1B13F-HR
Q3 2020Sep 30, 2020Nov 6, 20201,064$25.3B13F-HR
Amended / restated
  • Q1 2023 · filed May 16, 202313F-HR · superseded

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.