Chesapeake Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Senior Vice President Beth P. Bartlett, lists a total of 259 positions held by the firm.
The report indicates that the firm holds a mix of individual equities and exchange-traded funds. Among the notable individual stock holdings listed in the filing are Accenture PLC, Abbott Laboratories, AbbVie Inc., Amazon.com Inc., American Express Co., Apple Inc., and Berkshire Hathaway Inc. Class B New shares.
The filing also details significant positions in exchange-traded funds, including shares in the iShares Core S&P 500 ETF, the iShares Core U.S. Aggregate Bond ETF, and the Schwab Strategic Trust U.S. Large Cap Growth ETF. Other ETFs mentioned include the iShares MSCI EAFE ETF and the iShares Core U.S. Technology ETF.
The report provides specific share counts for several holdings, including 45,597 shares of NVIDIA Corporation, 25,247 shares of Microsoft Corporation, and 14,058 shares of Oracle Corporation.
