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Chesapeake Wealth Management
Chesapeake Wealth Management is an institution, managing $327.8M across 162 long positions as of Q3 2025 with 54% ETF concentration.
- Portfolio Value
- $327.8M
- Positions
- 162
- Top Holding
- AGG at 5.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chesapeake Wealth Management's portfolio (33.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.5M | 5.34% | +$1.4M Bought | — 174.6K shares | |
Software - Infrastructure Technology | $14.7M | 4.48% | -$91.7K Sold | 0.00% 28.4K shares | |
Consumer Electronics Technology | $11.9M | 3.64% | -$96.3K Sold | 0.00% 46.9K shares | |
ETF ETF | $10.9M | 3.34% | +$504.5K Bought | — 136.9K shares | |
ETF ETF | $10.9M | 3.33% | +$541.7K Bought | — 38.7K shares | |
Semiconductors Technology | $10.6M | 3.23% | -$346.1K Sold | 0.00% 56.8K shares | |
ETF ETF | $9.4M | 2.88% | +$1.8M Bought | — 14.1K shares | |
ETF ETF | $9.2M | 2.81% | +$340.6K Bought | — 396.1K shares | |
ETF ETF | $7.9M | 2.40% | +$928.8K Bought | — 70.4K shares | |
ETF ETF | $7.0M | 2.12% | -$44.4K Sold | — 74.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chesapeake Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+33.94% | |
+24.34% | |
+18.34% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-37.71% | |
-25.51% | |
-8.96% | |
-7.75% | |
-5.57% |
Analytics
Portfolio insights and performance metrics for Chesapeake Wealth Management
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