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Chesapeake Wealth Management
Chesapeake Wealth Management is a registered investment adviser headquartered in Kilmarnock, Virginia. The firm offers investment management and advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and other institutional clients. Chesapeake Wealth Management manages investment portfolios and provides comprehensive financial planning. According to public filings, the firm manages hundreds of millions of dollars in client assets, is incorporated in Virginia, and has filed SEC Form 13F since at least 2018. Employee count and founding year information is not directly disclosed.
Investment Strategy
Chesapeake Wealth Management employs a diversified investment approach, managing portfolios across a broad selection of equities, fixed-income securities, and exchange-traded funds. The firm regularly adjusts positions to reflect changing market conditions, adding or reducing exposure to individual stocks and ETFs based on their research and clients' risk profiles. Their client base is diverse, including individuals, high net worth clients, trusts, and charities, with tailored asset allocation and security selection.
Latest 13F Filing Activity
Chesapeake Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 158 equity positions with a total 13F market value of $300M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Select Sector SPDR TR among other positions. Chesapeake Wealth Management reduced exposure to Unitedhealth Group Inc., Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 5.32% | $16.0M | 160,893 | $107.10 | $99.20 | +$9.1K |
M MSFT | MICROSOFT CORP | 4.74% | $14.2M | 28,542 | $120.00 | $497.41 | +$3.3M |
V VCSH | VANGUARD SCOTTSDALE FDS | 3.46% | $10.4M | 130,540 | $79.59 | $79.50 | +$264.1K |
A AAPL | APPLE INC | 3.23% | $9.7M | 47,232 | $49.28 | $205.17 | -$864.8K |
X XLK | SELECT SECTOR SPDR TR | 3.11% | $9.3M | 36,822 | $98.34 | $253.23 | +$1.6M |
Industry Allocation
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