Chevy Chase Trust Holdings, Inc.
RIA/Wealth
Chevy Chase Trust Holdings, Inc. is a RIA/Wealth based in Bethesda, MD led by John Jeffrey Whitaker, reporting $40.3B in AUM as of Q3 2025 with 35% Technology concentration.
CEOJohn Jeffrey Whitaker
- Portfolio Value
- $36.3B
- Positions
- 628
- Top Holding
- NVDA at 8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chevy Chase Trust Holdings, Inc.'s portfolio (38% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $2.9B | 8.00% | -$96.4M Sold | 0.06% 15.6M shares | |
Consumer Electronics Technology | $2.4B | 6.55% | -$82.3M Sold | 0.06% 9.4M shares | |
Software - Infrastructure Technology | $2.4B | 6.51% | -$63.6M Sold | 0.06% 4.6M shares | |
Specialty Retail Consumer Cyclical | $1.3B | 3.70% | -$6.1M Sold | 0.06% 6.1M shares | |
Internet Content & Information Communication Services | $919.2M | 2.53% | -$29.2M Sold | 0.03% 3.8M shares | |
Semiconductors Technology | $900.6M | 2.48% | -$15.5M Sold | 0.06% 2.7M shares | |
Internet Content & Information Communication Services | $817.0M | 2.25% | -$29.7M Sold | 0.04% 1.1M shares | |
Internet Content & Information Communication Services | $816.8M | 2.25% | -$26.6M Sold | 0.03% 3.4M shares | |
Insurance - Diversified Financial Services | $696.5M | 1.92% | -$13.1M Sold | 0.06% 1.4M shares | |
Banks - Diversified Financial Services | $650.7M | 1.79% | -$23.9M Sold | 0.08% 2.1M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chevy Chase Trust Holdings, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Chevy Chase Trust Holdings, Inc.
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