Chesapeake Wealth Management
All 13F Filings
- Location
- Williamsburg, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 356,534
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 168 | 356,534 | 13F-HR | Chesapeake Wealth Management |
| Q1 2026 | 5/18/2026 | 159 | 325,699 | 13F-HR | Chesapeake Wealth Management |
| Q4 2025 | 2/3/2026 | 158 | 335,734 | 13F-HR | Chesapeake Wealth Management |
| Q3 2025 | 11/3/2025 | 162 | 327,775 | 13F-HR | Chesapeake Wealth Management |
| Q2 2025 | 7/28/2025 | 158 | 299,835 | 13F-HR | Chesapeake Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.3 K | 43.0% | 10.6 K | 0 | 10.6 K |
| ETFs | 203.3 K | 57.0% | 20.23 K | 0 | 20.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
356,534
Holdings
168
QoQ value change ($000)
30,835
(9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.