Long-term investor
Chesapeake Wealth Management @chesapeakewealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730383).
Record
- Tracked since 2025-06-30 (441 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +11.4% · all +11.4%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 5.6% · long · since 2025-06-30
- XLK · 4.2% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- VCSH · 3.4% · long · since 2025-06-30
- IVV · 3.3% · long · since 2025-06-30
- SCHF · 3.2% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- LQD · 2.5% · long · since 2025-06-30
- IWR · 2.2% · long · since 2025-06-30
- EFA · 2.2% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30