Chesapeake Wealth Management

Est. AUM

$69.9M

13F long equity, this entity only

Positions

159

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$10.8M	16478	15.41%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.8M	191976	6.90%	SOLE
3	BROADCOM INC	COM	$4.2M	13501	5.98%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.4M	109837	4.82%	SOLE
5	SCHWAB STRATEGIC TR	US AGGREGATE B	$3.1M	134817	4.48%	SOLE
6	CATERPILLAR INC	COM	$2.0M	2822	2.86%	SOLE
7	TJX COS INC NEW	COM	$1.8M	11244	2.57%	SOLE
8	MERCK & CO INC	COM	$1.8M	14755	2.54%	SOLE
9	AMERICAN EXPRESS CO	COM	$1.5M	5120	2.22%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4602	2.11%	SOLE
11	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	17347	1.83%	SOLE
12	MASTERCARD INCORPORATED	CL A	$1.2M	2315	1.66%	SOLE
13	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	34628	1.53%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.1M	35100	1.53%	SOLE
15	TESLA INC	COM	$1.0M	2791	1.49%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$957K	1602	1.37%	SOLE
17	CONOCOPHILLIPS	COM	$916K	6938	1.31%	SOLE
18	MICROSOFT CORP	COM	$820K	2215	1.17%	OTR
19	LINDE PLC	SHS	$815K	1643	1.17%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$794K	30975	1.14%	SOLE
21	PHILIP MORRIS INTL INC	COM	$735K	4448	1.05%	SOLE
22	NORFOLK SOUTHN CORP	COM	$733K	2555	1.05%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$668K	670	0.96%	SOLE
24	ISHARES TR	SHRT NAT MUN ETF	$642K	6028	0.92%	SOLE
25	ALPHABET INC	CAP STK CL C	$592K	2065	0.85%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$585K	5890	0.84%	OTR
27	INTERCONTINENTAL EXCHANGE IN	COM	$575K	3655	0.82%	SOLE
28	ISHARES TR	NATIONAL MUN ETF	$542K	5110	0.78%	SOLE
29	KLA CORP	COM NEW	$499K	339	0.71%	SOLE
30	STRYKER CORPORATION	COM	$475K	1447	0.68%	SOLE
31	LOWES COS INC	COM	$471K	1994	0.67%	SOLE
32	NEXTERA ENERGY INC	COM	$462K	4975	0.66%	OTR
33	SYNOPSYS INC	COM	$459K	1157	0.66%	SOLE
34	GENERAL DYNAMICS CORP	COM	$429K	1250	0.61%	OTR
35	EXXON MOBIL CORP	COM	$409K	2410	0.59%	OTR
36	ECOLAB INC	COM	$407K	1531	0.58%	SOLE
37	GILEAD SCIENCES INC	COM	$405K	2905	0.58%	SOLE
38	ISHARES TR	MSCI EAFE ETF	$382K	3932	0.55%	OTR
39	SPDR SERIES TRUST	STATE STREET SPD	$381K	17000	0.55%	OTR
40	WASTE MGMT INC DEL	COM	$378K	1644	0.54%	SOLE
41	HOME DEPOT INC	COM	$375K	1140	0.54%	OTR
42	PNC FINL SVCS GROUP INC	COM	$368K	1767	0.53%	SOLE
43	APPLE INC	COM	$359K	1415	0.51%	OTR
44	ISHARES TR	RUS 1000 ETF	$357K	1000	0.51%	SOLE
45	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$343K	7138	0.49%	OTR
46	VANGUARD INDEX FDS	GROWTH ETF	$336K	770	0.48%	SOLE
47	ISHARES TR	BROAD USD HIGH	$334K	9065	0.48%	OTR
48	DOMINION ENERGY INC	COM	$326K	5278	0.47%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$322K	11065	0.46%	OTR
50	ISHARES TR	IBOXX HI YD ETF	$315K	3955	0.45%	SOLE

1–50 of 159

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.