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Beth P Bartlett

Chesapeake Wealth Management

Assets Managed
$325.699M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-2.98%(2Q avg: -0.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chesapeake Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Chesapeake Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 325.699M in assets, with a quarterly growth rate of -2.98% and a 2-quarter average growth rate of -0.28%. The portfolio is managed by Beth P Bartlett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.56%
5.92%
$19.254M
193,951 shares@ $99.27 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 0.97%
3.49%
$11.353M
143,221 shares@ $79.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.82%
3.48%
$11.313M
44,577 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.22%
3.31%
$10.764M
16,478 shares@ $653.21 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.69%
3.27%
$10.645M
80,101 shares@ $132.9 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.77%
3.21%
$10.44M
28,203 shares@ $370.17 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.83%
3.07%
$9.972M
402,899 shares@ $24.75 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.5%
2.8%
$9.101M
52,182 shares@ $174.4 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 2.51%
2.51%
$8.168M
74,943 shares@ $108.99 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -1.47%
2.23%
$7.235M
74,484 shares@ $97.13 avg price

1-10 of 159