Chesapeake Wealth Management Portfolio Holdings
Chesapeake Wealth Management
- $326 Million
- Q3 2025
Chesapeake Wealth Management has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $326 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $17.5M, Microsoft Corp with a value of $14.7M, Apple Inc. with a value of $11.9M, Vanguard Sht Term Corp Bd ETF with a value of $10.9M, and Technology Sector Spdr with a value of $10.9M.
Examining the 13F form we can see an increase of $28.2M in the current position value, from $297M to 326M.
Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$326 Million
ETFs: $178 Million
Technology: $53.4 Million
Financial Services: $17.6 Million
Healthcare: $15.5 Million
Consumer Cyclical: $14.6 Million
Communication Services: $13.1 Million
Industrials: $11.6 Million
Consumer Defensive: $9.05 Million
Other: $12.5 Million