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Chesapeake Wealth Management

Q1 2026 · 13F-HR

Chesapeake Wealth Managementholdings as filed

Filed 2026-05-18 · accession 0001730383-26-000002

$325.7M
Reported value
159
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Chesapeake Wealth Management · Q1 2026

AI · grounded in 13F

Chesapeake Wealth Management closed its position in Adobe Inc ADBE, reducing its holdings by $795,526. The fund established a new position in iShares TR SHV valued at $570,053. Other activity included increasing shares of Schwab Strategic TR SCHD by 7.22% and trimming holdings in Alphabet Inc GOOGL by 6.93%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$19.3M5.91%193,951CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$11.4M3.49%143,221CommonSOLE
037833100AAPLAPPLE INC$11.3M3.47%44,577CommonSOLE
464287200IVVISHARES TR$10.8M3.30%16,478CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$10.6M3.27%80,101CommonSOLE
594918104MSFTMICROSOFT CORP$10.4M3.21%28,203CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$10.0M3.06%402,899CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.1M2.79%52,182CommonSOLE
464287242LQDISHARES TR$8.2M2.51%74,943CommonSOLE
464287465EFAISHARES TR$7.2M2.22%74,484CommonSOLE
78464A383SPMBSPDR SERIES TRUST$7.1M2.18%316,789CommonSOLE
464287499IWRISHARES TR$6.7M2.07%69,242CommonSOLE
02079K305GOOGLALPHABET INC$6.5M2.00%22,653CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$6.2M1.92%129,907CommonSOLE
233051200DBEFDBX ETF TR$5.6M1.73%113,752CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$5.4M1.65%184,572CommonSOLE
46435U853USHYISHARES TR$5.3M1.64%144,568CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$5.2M1.59%178,183CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$4.8M1.48%191,976CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.8M1.47%7,366CommonSOLE
023135106AMZNAMAZON COM INC$4.2M1.29%20,241CommonSOLE
11135F101AVGOBROADCOM INC$4.2M1.28%13,501CommonSOLE
464287689IWVISHARES TR$3.8M1.17%10,320CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.4M1.03%109,837CommonSOLE
580135101MCDMCDONALDS CORP$3.3M1.02%10,674CommonSOLE
00287Y109ABBVABBVIE INC$3.3M1.02%15,211CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$3.3M1.00%29,412CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$3.1M0.96%134,817CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.1M0.95%62,843CommonSOLE
166764100CVXCHEVRON CORPORATION$3.1M0.95%14,933CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.93%6,335CommonSOLE
532457108LLYELI LILLY & CO$2.9M0.89%3,142CommonSOLE
931142103WMTWALMART INC$2.9M0.88%22,967CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M0.86%4,912CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.8M0.86%17,361CommonSOLE
464287655IWMISHARES TR$2.8M0.86%11,313CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.8M0.86%9,505CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.7M0.83%24,802CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.81%18,101CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.7M0.81%28,542CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.6M0.80%15,415CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$2.6M0.80%78,778CommonSOLE
68389X105ORCLORACLE CORP$2.5M0.75%16,687CommonSOLE
75513E101RTXRTX CORPORATION$2.3M0.72%12,102CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.70%6,919CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.1M0.66%14,842CommonSOLE
617446448MSMORGAN STANLEY$2.1M0.65%12,831CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.0M0.62%8,290CommonSOLE
149123101CATCATERPILLAR INC$2.0M0.61%2,822CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.58%24,441CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.56%3,703CommonSOLE
872540109TJXTJX COS INC NEW$1.8M0.55%11,244CommonSOLE
58933Y105MRKMERCK & CO INC$1.8M0.54%14,755CommonSOLE
191216100KOCOCA COLA CO$1.7M0.52%22,273CommonSOLE
33939L605TDTFFLEXSHARES TR$1.6M0.50%67,287CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.6M0.48%4,551CommonSOLE
907818108UNPUNION PAC CORP$1.6M0.48%6,410CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.5M0.48%5,120CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.5M0.47%24,977CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.5M0.45%4,602CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.5M0.45%17,783CommonSOLE
060505104BACBANK OF AMER CORP$1.4M0.44%29,382CommonSOLE
872590104TMUST-MOBILE US INC$1.3M0.40%6,230CommonSOLE
882508104TXNTEXAS INSTRS INC$1.3M0.40%6,660CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.39%17,347CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.39%6,416CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.2M0.38%1,757CommonSOLE
031162100AMGNAMGEN INC$1.2M0.36%3,334CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.36%2,315CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.35%2,481CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.34%3,255CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$1.1M0.33%34,628CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.1M0.33%35,100CommonSOLE
88160R101TSLATESLA INC$1.0M0.32%2,791CommonSOLE
78463V107GLDSPDR GOLD TR$1.0M0.32%2,403CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.0M0.32%22,506CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$983,1260.30%3,067CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$961,3220.30%19,238CommonSOLE
922908363VOOVANGUARD INDEX FDS$957,2750.29%1,602CommonSOLE
91913Y100VLOVALERO ENERGY CORP$956,1980.29%3,870CommonSOLE
464287788IYFISHARES TR$955,6330.29%8,122CommonSOLE
20825C104COPCONOCOPHILLIPS$915,8160.28%6,938CommonSOLE
464287234EEMISHARES TR$877,2340.27%15,447CommonSOLE
09290D101BLKBLACKROCK INC$875,1550.27%910CommonSOLE
842587107SOSOUTHERN CO$869,7410.27%9,011CommonSOLE
922908553VNQVANGUARD INDEX FDS$865,8000.27%9,761CommonSOLE
G54950103LINLINDE PLC$814,5330.25%1,643CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$794,1990.24%30,975CommonSOLE
713448108PEPPEPSICO INC$772,1010.24%4,972CommonSOLE
718172109PMPHILIP MORRIS INTL INC$735,4320.23%4,448CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$733,2850.23%2,555CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$699,0350.21%13,925CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$697,1130.21%2,876CommonSOLE
00206R102TAT&T INC$696,3970.21%24,022CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$683,7800.21%2,527CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$667,6080.20%670CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$647,6440.20%15,862CommonSOLE
464288158SUBISHARES TR$641,9820.20%6,028CommonSOLE
464287721IYWISHARES TR$612,4730.19%3,376CommonSOLE
02079K107GOOGALPHABET INC$592,3650.18%2,065CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$574,8580.18%3,655CommonSOLE
464288679SHVISHARES TR$570,0530.18%5,164CommonSOLE
921909768VXUSVANGUARD STAR FDS$558,2750.17%7,240CommonSOLE
464288414MUBISHARES TR$542,4260.17%5,110CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$529,5690.16%1,955CommonSOLE
482480100KLACKLA CORP$499,1460.15%339CommonSOLE
002824100ABTABBOTT LABORATORIES$498,4620.15%4,855CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$487,0020.15%1,871CommonSOLE
001055102AFLAFLAC INC$475,4820.15%4,334CommonSOLE
863667101SYKSTRYKER CORPORATION$475,4690.15%1,447CommonSOLE
56585A102MPCMARATHON PETE CORP$473,4640.15%1,939CommonSOLE
548661107LOWLOWES COS INC$471,1420.14%1,994CommonSOLE
74340W103PLDPROLOGIS INC.$468,0480.14%3,541CommonSOLE
871607107SNPSSYNOPSYS INC$458,7270.14%1,157CommonSOLE
92826C839VVISA INC$422,2290.13%1,397CommonSOLE
88579Y101MMM3M CO$421,1670.13%2,900CommonSOLE
278865100ECLECOLAB INC$407,2760.13%1,531CommonSOLE
375558103GILDGILEAD SCIENCES INC$404,8690.12%2,905CommonSOLE
053332102AZOAUTOZONE INC$401,9540.12%119CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$386,2180.12%6,368CommonSOLE
94106L109WMWASTE MGMT INC DEL$377,7740.12%1,644CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$367,6950.11%1,767CommonSOLE
464287622IWBISHARES TR$356,5600.11%1,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$347,5670.11%4,078CommonSOLE
949746101WMT2WELLS FARGO & CO$338,6600.10%4,254CommonSOLE
922908736VUGVANGUARD INDEX FDS$336,3280.10%770CommonSOLE
254687106DISDISNEY WALT CO$329,9080.10%3,423CommonSOLE
25746U109DDOMINION ENERGY INC$326,3020.10%5,278CommonSOLE
79466L302CRMSALESFORCE INC$321,8180.10%1,724CommonSOLE
464288513HYGISHARES TR$314,6590.10%3,955CommonSOLE
464289867AORISHARES TR$299,2270.09%4,650CommonSOLE
464287580IYCISHARES TR$289,8870.09%2,991CommonSOLE
464287754IYJISHARES TR$285,4880.09%1,935CommonSOLE
464287408IVEISHARES TR$277,2390.09%1,313CommonSOLE
369604301GEGE AEROSPACE$276,6750.08%975CommonSOLE
458140100INTCINTEL CORP$272,8110.08%6,182CommonSOLE
038222105AMATAPPLIED MATLS INC$265,5700.08%777CommonSOLE
464287309IVWISHARES TR$264,7900.08%2,341CommonSOLE
020002101ALLALLSTATE CORP$264,1510.08%1,274CommonSOLE
46435G425ESGUISHARES TR$263,7480.08%1,865CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$258,8680.08%1,977CommonSOLE
03076C106AMPAMERIPRISE FINL INC$257,7520.08%580CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$247,8750.08%293CommonSOLE
46090E103QQQINVESCO QQQ TR$244,1470.07%423CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$236,2340.07%2,385CommonSOLE
02209S103MOALTRIA GROUP INC$235,9140.07%3,575CommonSOLE
438516106HONHONEYWELL INTL INC$235,5220.07%1,042CommonSOLE
464287614IWFISHARES TR$231,9610.07%544CommonSOLE
018802108LNTALLIANT ENERGY CORP$231,0670.07%3,220CommonSOLE
46432F842IEFAISHARES TR$227,9540.07%2,518CommonSOLE
45259A209NACPTIDAL TRUST III$219,1630.07%4,532CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$217,5920.07%2,688CommonSOLE
464285204IAUISHARES GOLD TR$215,3740.07%2,443CommonSOLE
172908105CTASCINTAS CORP$210,0710.06%1,242CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$209,7230.06%347CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$207,5320.06%965CommonSOLE
743315103PGRPROGRESSIVE CORP$207,3590.06%1,046CommonSOLE
36828A101GEVGE VERNOVA INC$206,8760.06%237CommonSOLE
219350105GLWCORNING INC$200,5550.06%1,475CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.