Investor
Chesapeake Wealth Management
CIK 0001730383 · filed 2026-05-18 · SEC filing
13F book
$325.7M
Positions
159
10 new · 9 sold
Largest name
5.9%
Ishares Tr
Est. mark
−$8.31M
Price effect on 149 names still held. Flow −$1.73M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 194K | $19.3M | 5.9% | −$113.2K | Added$724.8K |
| Vanguard Scottsdale Fds | — | 143.2K | $11.4M | 3.5% | −$65.3K | Added$43.2K |
| Apple Inc. | AAPL | 44.6K | $11.3M | 3.5% | −$805.5K | Cut−$1.16M |
| Ishares Tr | — | 16.5K | $10.8M | 3.3% | −$497K | Added$36.1K |
| Select Sector Spdr Tr | — | 80.1K | $10.6M | 3.3% | −$886.7K | Cut−$1.09M |
| Microsoft Corp | MSFT | 28.2K | $10.4M | 3.2% | −$3.2M | Cut−$3.31M |
| Schwab Strategic Tr | — | 402.9K | $9.97M | 3.1% | $283.7K | Added$365.2K |
| Nvidia Corp | NVDA | 52.2K | $9.1M | 2.8% | −$631.4K | Cut−$1.2M |
| Ishares Tr | — | 74.9K | $8.17M | 2.5% | −$87.7K | Added$111.8K |
| Ishares Tr | — | 74.5K | $7.23M | 2.2% | $81.9K | Cut−$25.1K |
| Spdr Series Trust | — | 316.8K | $7.09M | 2.2% | −$7.66K | Added$228.4K |
| Ishares Tr | — | 69.2K | $6.73M | 2.1% | $66.5K | Cut−$27.1K |
| Alphabet Inc | — | 22.7K | $6.51M | 2.0% | −$576.3K | Cut−$1.1M |
| Vanguard Charlotte Fds | — | 129.9K | $6.24M | 1.9% | −$35.1K | Cut−$43.5K |
| Dbx Etf Tr | — | 113.8K | $5.62M | 1.7% | $136.4K | Added$532K |
| Schwab Strategic Tr | — | 184.6K | $5.38M | 1.7% | −$644.2K | Cut−$711.9K |
| Ishares Tr | — | 144.6K | $5.33M | 1.6% | −$78.1K | Added$63.2K |
| Schwab Strategic Tr | — | 178.2K | $5.18M | 1.6% | $106.6K | Added$119.6K |
| Schwab Strategic Tr | — | 192K | $4.82M | 1.5% | −$216.9K | Cut−$274.8K |
| Spdr S&P 500 Etf Tr | — | 7.37K | $4.79M | 1.5% | −$229.3K | Added−$161.7K |
| Amazon Com Inc | AMZN | 20.2K | $4.22M | 1.3% | −$456.4K | Cut−$572.3K |
| Broadcom Inc. | AVGO | 13.5K | $4.18M | 1.3% | −$494K | Cut−$613.1K |
| Ishares Tr | — | 10.3K | $3.83M | 1.2% | −$166.9K | Cut−$205.2K |
| Schwab Strategic Tr | — | 109.8K | $3.37M | 1.0% | $332.9K | Added$559.9K |
| Mcdonalds Corp | MCD | 10.7K | $3.32M | 1.0% | $54.5K | Added$90.8K |
| AbbVie Inc. | ABBV | 15.2K | $3.31M | 1.0% | −$165.4K | Added−$127.1K |
| Select Sector Spdr Tr | — | 29.4K | $3.26M | 1.0% | −$201.8K | Cut−$293.1K |
| Schwab Us Aggregate Bond | — | 134.8K | $3.13M | 1.0% | −$20.2K | Cut−$77.7K |
| Select Sector Spdr Tr | — | 62.8K | $3.1M | 1.0% | −$339.4K | Cut−$556.3K |
| Chevron Corp New | CVX | 14.9K | $3.09M | 0.9% | $813.7K | Cut$752.9K |
| Berkshire Hathaway Inc Del | — | 6.33K | $3.04M | 0.9% | −$148.6K | Cut−$170.7K |
| Eli Lilly & Co | LLY | 3.14K | $2.89M | 0.9% | −$486.7K | Cut−$659.8K |
| Walmart Inc. | WMT | 23K | $2.85M | 0.9% | $295.6K | Cut$60K |
| Meta Platforms, Inc. | META | 4.91K | $2.81M | 0.9% | −$416.4K | Added−$314.6K |
| Select Sector Spdr Tr | — | 17.4K | $2.81M | 0.9% | $114.8K | Cut−$93.1K |
| Ishares Tr | — | 11.3K | $2.81M | 0.9% | $20.8K | Cut−$140.9K |
| Jpmorgan Chase & Co. | — | 9.51K | $2.8M | 0.9% | −$266.7K | Cut−$363.4K |
| Select Sector Spdr Tr | — | 24.8K | $2.7M | 0.8% | −$258.7K | Cut−$362.3K |
| Select Sector Spdr Tr | — | 18.1K | $2.65M | 0.8% | −$148.2K | Cut−$275.2K |
| Nextera Energy Inc | — | 28.5K | $2.65M | 0.8% | $352.7K | Added$404K |
| Exxon Mobil Corp | — | 15.4K | $2.62M | 0.8% | $743.7K | Added$800.6K |
| Schwab Strategic Tr | — | 78.8K | $2.6M | 0.8% | $15.4K | Added$67.4K |
| Oracle Corp | — | 16.7K | $2.45M | 0.8% | −$673.5K | Added−$291.5K |
| RTX Corp | RTX | 12.1K | $2.33M | 0.7% | $115K | Cut−$33K |
| Home Depot, Inc. | HD | 6.92K | $2.28M | 0.7% | −$103.9K | Added−$76K |
| Procter And Gamble Co | PG | 14.8K | $2.14M | 0.7% | $16.8K | Cut−$32.2K |
| Morgan Stanley | — | 12.8K | $2.11M | 0.6% | −$166.3K | Cut−$311.3K |
| Johnson & Johnson | JNJ | 8.29K | $2.03M | 0.6% | $302.8K | Added$354.7K |
| Caterpillar Inc | CAT | 2.82K | $2M | 0.6% | $382.6K | Cut$256K |
| Cisco Sys Inc | — | 24.4K | $1.9M | 0.6% | $13.2K | Added$87K |
| Thermo Fisher Scientific Inc. | TMO | 3.7K | $1.82M | 0.6% | −$325.6K | Cut−$326.1K |
| Tjx Cos Inc New | — | 11.2K | $1.8M | 0.6% | $68.5K | Cut−$6.64K |
| Merck & Co., Inc. | MRK | 14.8K | $1.77M | 0.5% | $221.5K | Added$223.3K |
| Coca Cola Co | KO | 22.3K | $1.69M | 0.5% | $136.8K | Cut$134.3K |
| Flexshares Tr | — | 67.3K | $1.62M | 0.5% | $8.95K | Added$142.6K |
| L3harris Technologies Inc | — | 4.55K | $1.57M | 0.5% | $234.7K | Cut$222.7K |
| Union Pac Corp | — | 6.41K | $1.56M | 0.5% | $72.4K | Cut−$139.5K |
| American Express Co | AXP | 5.12K | $1.55M | 0.5% | −$345.4K | Cut−$467.5K |
| Select Sector Spdr Tr | — | 25K | $1.53M | 0.5% | $413.4K | Cut$392.1K |
| Vanguard Index Fds | — | 4.6K | $1.48M | 0.5% | −$66.5K | Cut−$183.9K |
| Select Sector Spdr Tr | — | 17.8K | $1.46M | 0.4% | $76.5K | Cut−$9.06K |
| Bank America Corp | — | 29.4K | $1.43M | 0.4% | −$183.6K | Cut−$251.4K |
| T-Mobile Us Inc | — | 6.23K | $1.31M | 0.4% | $42.2K | Added$81.7K |
| Texas Instrs Inc | — | 6.66K | $1.29M | 0.4% | $137.5K | Cut$124.5K |
| Vanguard Bd Index Fds | — | 17.3K | $1.28M | 0.4% | −$7.37K | Added$7.13K |
| Accenture Plc Ireland | — | 6.42K | $1.27M | 0.4% | −$449.2K | Cut−$467.7K |
| Vanguard World Fd | — | 1.76K | $1.23M | 0.4% | −$98.5K | Held |
| Amgen Inc | AMGN | 3.33K | $1.17M | 0.4% | $81.8K | Cut$54K |
| Mastercard Inc | MA | 2.31K | $1.16M | 0.4% | −$164.9K | Cut−$240.2K |
| Intuitive Surgical Inc | ISRG | 2.48K | $1.14M | 0.4% | −$256.2K | Added−$233.1K |
| General Dynamics Corp | GD | 3.25K | $1.12M | 0.3% | $21.4K | Cut−$5.58K |
| Schwab Strategic Tr | — | 34.6K | $1.07M | 0.3% | $30.8K | Cut$22.6K |
| Schwab Strategic Tr | — | 35.1K | $1.07M | 0.3% | $30.2K | Added$67.2K |
| Tesla, Inc. | TSLA | 2.79K | $1.04M | 0.3% | −$217.6K | Held |
| Spdr Gold Tr | — | 2.4K | $1.03M | 0.3% | $81.7K | Held |
| Select Sector Spdr Tr | — | 22.5K | $1.03M | 0.3% | $72K | Cut$39.4K |
| Sherwin Williams Co | SHW | 3.07K | $983.1K | 0.3% | −$10.7K | Cut−$20.1K |
| Select Sector Spdr Tr | — | 19.2K | $961.3K | 0.3% | $88.9K | Cut$39K |
| Vanguard Index Fds | — | 1.6K | $957.3K | 0.3% | −$45.3K | Added−$2.86K |
| Valero Energy Corp | — | 3.87K | $956.2K | 0.3% | $326.2K | Cut$294.1K |
| Ishares Tr | — | 8.12K | $955.6K | 0.3% | −$91.5K | Cut−$180.8K |
| Conocophillips | COP | 6.94K | $915.8K | 0.3% | $266.4K | Cut$245.6K |
| Ishares Tr | — | 15.4K | $877.2K | 0.3% | $32.1K | Cut$26.8K |
| BlackRock, Inc. | BLK | 910 | $875.2K | 0.3% | −$98.9K | Cut−$145.9K |
| Southern Co | — | 9.01K | $869.7K | 0.3% | $84K | Cut$82.5K |
| Vanguard Index Fds | — | 9.76K | $865.8K | 0.3% | $2.05K | Cut$546 |
| Linde Plc | LIN | 1.64K | $814.5K | 0.3% | $113.6K | Added$116.5K |
| Schwab Strategic Tr | — | 31K | $794.2K | 0.2% | −$39.3K | Held |
| Pepsico Inc | PEP | 4.97K | $772.1K | 0.2% | $57.1K | Added$75.7K |
| Philip Morris Intl Inc | — | 4.45K | $735.4K | 0.2% | $21.9K | Added$23.3K |
| Norfolk Southn Corp | — | 2.56K | $733.3K | 0.2% | −$4.39K | Cut−$8.72K |
| Verizon Communications Inc | VZ | 13.9K | $699K | 0.2% | $131.9K | Cut$115.6K |
| International Business Machs | — | 2.88K | $697.1K | 0.2% | −$154.5K | Added−$153.3K |
| At&T Inc | — | 24K | $696.4K | 0.2% | $99.4K | Added$101.5K |
| Unitedhealth Group Inc | UNH | 2.53K | $683.8K | 0.2% | −$150.4K | Cut−$584.5K |
| Costco Whsl Corp New | — | 670 | $667.6K | 0.2% | $80.6K | Added$149.3K |
| Select Sector Spdr Tr | — | 15.9K | $647.6K | 0.2% | $7.61K | Cut−$110.3K |
| Ishares Tr | — | 6.03K | $642K | 0.2% | −$1.05K | Added$81.8K |
| Ishares Tr | — | 3.38K | $612.5K | 0.2% | −$61.6K | Cut−$67.2K |
| Alphabet Inc | — | 2.06K | $592.4K | 0.2% | −$50.8K | Added$852 |
| Intercontinental Exchange In | — | 3.65K | $574.9K | 0.2% | −$17.1K | Held |
| Ishares Tr | — | 5.16K | $570.1K | 0.2% | — | New |
| Vanguard Star Fds | — | 7.24K | $558.3K | 0.2% | $12.1K | Cut−$5.64K |
| Ishares Tr | — | 5.11K | $542.4K | 0.2% | −$4.56K | Added$33.7K |
| Public Storage Oper Co | — | 1.96K | $529.6K | 0.2% | $22.2K | Cut$20.7K |
| Kla Corp | KLAC | 339 | $499.1K | 0.2% | — | New |
| Abbott Labs | ABT | 4.86K | $498.5K | 0.2% | −$109.8K | Cut−$115.5K |
| Illinois Tool Wks Inc | — | 1.87K | $487K | 0.1% | $26.2K | Held |
| Aflac Inc | AFL | 4.33K | $475.5K | 0.1% | −$2.43K | Cut−$27.7K |
| Stryker Corp | SYK | 1.45K | $475.5K | 0.1% | −$31K | Added−$1.48K |
| Marathon Pete Corp | — | 1.94K | $473.5K | 0.1% | $158.1K | Cut$152.3K |
| Lowes Cos Inc | — | 1.99K | $471.1K | 0.1% | −$9.73K | Held |
| Prologis Inc. | — | 3.54K | $468K | 0.1% | $16K | Cut−$27.9K |
| Synopsys Inc | SNPS | 1.16K | $458.7K | 0.1% | −$84.7K | Cut−$129.4K |
| Visa Inc. | V | 1.4K | $422.2K | 0.1% | −$67.7K | Cut−$75.8K |
| 3M CO | MMM | 2.9K | $421.2K | 0.1% | −$43.1K | Held |
| Ecolab Inc. | ECL | 1.53K | $407.3K | 0.1% | $5.02K | Added$30.8K |
| Gilead Sciences, Inc. | GILD | 2.9K | $404.9K | 0.1% | $48.3K | Held |
| Autozone Inc | AZO | 119 | $402K | 0.1% | −$1.63K | Cut−$11.8K |
| Bristol-Myers Squibb Co | — | 6.37K | $386.2K | 0.1% | $42.7K | Cut$37.3K |
| Waste Mgmt Inc Del | — | 1.64K | $377.8K | 0.1% | $12.9K | Added$96.8K |
| Pnc Finl Svcs Group Inc | — | 1.77K | $367.7K | 0.1% | −$935 | Added$62.7K |
| Ishares Tr | — | 1K | $356.6K | 0.1% | −$16.9K | Held |
| Colgate Palmolive Co | CL | 4.08K | $347.6K | 0.1% | $25.3K | Cut$19.1K |
| Wells Fargo Co New | — | 4.25K | $338.7K | 0.1% | −$57.6K | Added−$56.5K |
| Vanguard Growth Etf | — | 770 | $336.3K | 0.1% | −$39.2K | Added−$37.9K |
| Disney Walt Co | — | 3.42K | $329.9K | 0.1% | −$57.5K | Added−$46.2K |
| Dominion Energy, Inc | D | 5.28K | $326.3K | 0.1% | $17K | Cut$15.7K |
| Salesforce, Inc. | CRM | 1.72K | $321.8K | 0.1% | — | New |
| Ishares Tr | — | 3.96K | $314.7K | 0.1% | −$3.48K | Added$52.3K |
| Ishares Tr | — | 4.65K | $299.2K | 0.1% | −$3.07K | Held |
| Ishares Tr | — | 2.99K | $289.9K | 0.1% | −$18.6K | Cut−$43.7K |
| Ishares Tr | — | 1.94K | $285.5K | 0.1% | −$1.22K | Cut−$18.3K |
| Ishares Tr | — | 1.31K | $277.2K | 0.1% | −$1.21K | Cut−$12.2K |
| Ge Aerospace | — | 975 | $276.7K | 0.1% | −$23.5K | Added−$22.1K |
| Intel Corp | INTC | 6.18K | $272.8K | 0.1% | $43.4K | Added$51.4K |
| Applied Matls Inc | — | 777 | $265.6K | 0.1% | $65.9K | Cut$53K |
| Ishares Tr | — | 2.34K | $264.8K | 0.1% | −$23.8K | Cut−$53.2K |
| Allstate Corp | — | 1.27K | $264.2K | 0.1% | −$1.03K | Cut−$7.07K |
| Ishares Tr | — | 1.86K | $263.7K | 0.1% | −$14.1K | Cut−$118.4K |
| Duke Energy Corp New | — | 1.98K | $258.9K | 0.1% | — | New |
| Ameriprise Finl Inc | — | 580 | $257.8K | 0.1% | −$26.6K | Cut−$43.8K |
| Goldman Sachs Group Inc | — | 293 | $247.9K | 0.1% | −$9.67K | Cut−$28.1K |
| Invesco Qqq Tr | — | 423 | $244.1K | 0.1% | −$15.7K | Held |
| Marvell Technology, Inc. | MRVL | 2.38K | $236.2K | 0.1% | $33.6K | Held |
| Altria Group, Inc. | MO | 3.58K | $235.9K | 0.1% | — | New |
| Honeywell Intl Inc | — | 1.04K | $235.5K | 0.1% | $32.2K | Cut$29.1K |
| Ishares Tr | — | 544 | $232K | 0.1% | −$25.5K | Held |
| Alliant Energy Corp | LNT | 3.22K | $231.1K | 0.1% | $21.7K | Cut$18.5K |
| Ishares Tr | — | 2.52K | $228K | 0.1% | — | New |
| Tidal Trust Iii | — | 4.53K | $219.2K | 0.1% | −$4.13K | Held |
| Public Svc Enterprise Grp In | — | 2.69K | $217.6K | 0.1% | $1.75K | Cut−$12.3K |
| Ishares Gold Tr | — | 2.44K | $215.4K | 0.1% | — | New |
| Cintas Corp | CTAS | 1.24K | $210.1K | 0.1% | −$23.5K | Cut−$50.8K |
| Lockheed Martin Corp | LMT | 347 | $209.7K | 0.1% | — | New |
| Vanguard Specialized Funds | — | 965 | $207.5K | 0.1% | −$4.55K | Held |
| Progressive Corp | — | 1.05K | $207.4K | 0.1% | −$30.8K | Cut−$39.7K |
| GE Vernova Inc. | GEV | 237 | $206.9K | 0.1% | — | New |
| Corning Inc | — | 1.48K | $200.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.