Chronos Wealth Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Chronos Wealth Management, LLC reported 38 stock positions worth $225.4 million. Its top holding was Eli Lilly (LLY) at 11.0% of the portfolio, followed by Alphabet Class C (GOOG, 8.3%) and Apple (AAPL, 7.3%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 9 and reduced 21. The biggest buy was Devon Energy (DVN, shares +126%) and the biggest sale an exit from Constellation Energy (CEG).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001801792
Portfolio Value
$225.4M (Q2 2026)
SEC Filing
0001801792-26-000003 ↗ filed Jul 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.0M Q1 2024 Q2 2024: $179.9M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $195.8M Q4 2024 Q1 2025: $186.5M Q1 2025 Q2 2025: $193.1M Q2 2025 Q3 2025: $204.0M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $206.7M Q1 2026 Q2 2026: $225.4M $225.4M Q2 2026

Holdings 38 stocks · $225.4M

LLY Eli Lilly & Co. 10.96% 20,586 $24.7M Reduce -1.6%
GOOG Alphabet Inc. Class C 8.32% 53,071 $18.8M Reduce -10.1%
AAPL Apple Inc. 7.29% 56,782 $16.4M Reduce -2.0%
JPM JPMorgan Chase & Co. 5.78% 39,794 $13.0M Reduce -1.0%
AMZN Amazon.com Inc. 5.75% 54,412 $13.0M Reduce -0.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 5.72% 6,475 $12.9M Reduce -1.2%
MSFT Microsoft Corp. 5.33% 32,175 $12.0M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 4.93% 22,193 $11.1M Reduce -0.2%
V Visa Inc. Class A 4.64% 30,473 $10.5M Reduce -0.9%
SO The Southern Co. 3.83% 90,154 $8.6M Add +2.5%
JNJ Johnson & Johnson 3.61% 32,017 $8.1M Reduce -0.6%
HD Home Depot Inc. 3.22% 20,598 $7.3M Reduce -1.9%
RTX RTX Corp. 3.03% 35,944 $6.8M Add +0.1%
UNH Unitedhealth Group Inc. 2.97% 16,130 $6.7M Reduce -0.5%
COST Costco Wholesale Corp. 2.92% 7,031 $6.6M Reduce -0.6%
DLR Digital Realty Trust Inc. 2.70% 33,942 $6.1M Add +1.1%
LMT Lockheed Martin Corp. 2.58% 11,399 $5.8M Add +0.0%
ITW Illinois Tool Works 2.53% 21,069 $5.7M Reduce -0.3%
SYK Stryker Corp. 2.51% 17,964 $5.7M Reduce -0.8%
PNC PNC Financial Services Group 2.26% 20,673 $5.1M Reduce -2.0%
PG The Procter & Gamble Co. 2.03% 31,169 $4.6M Reduce -2.8%
AR Antero Resources Corp. 1.98% 127,000 $4.5M Add +8.6%
BLK BlackRock Inc. 1.41% 3,297 $3.2M Add +0.1%
XEL Xcel Energy Inc. 0.41% 11,482 $922K Reduce -0.1%
CSX CSX Corp. 0.40% 18,985 $902K Reduce -2.7%
NVDA Nvidia Corp. 0.33% 3,755 $751K Add +3.2%
BRK.A Berkshire Hathaway Inc. Class A 0.33% 1 $749K No change
DVN Devon Energy Corp. 0.30% 16,300 $674K Add +126.4%
MOG.A Moog Inc. Class A 0.29% 1,550 $657K No change
USB US Bancorp 0.27% 9,970 $602K No change
KMI Kinder Morgan Inc. 0.24% 17,200 $550K Reduce -4.2%
GOOGL Alphabet Inc. Class A 0.19% 1,215 $434K Reduce -2.0%
MCO Moody's Corp. 0.19% 950 $430K Reduce -5.0%
PSX Phillips 66 0.18% 2,359 $399K No change
AEP American Electric Power 0.17% 2,800 $383K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.16% 7,050 $356K No change
ABBV Abbvie Inc. 0.14% 1,236 $311K No change
CAT Caterpillar Inc. 0.11% 230 $245K New

Portfolio Sells Q1 2026 → Q2 2026

CEG Constellation Energy Sold out 0.00% −0.93
COST Costco Wholesale Corp. Reduce -0.6% 2.92% −0.49
SYK Stryker Corp. Reduce -0.8% 2.51% −0.37
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 4.93% −0.23
PG The Procter & Gamble Co. Reduce -2.8% 2.03% −0.21
JNJ Johnson & Johnson Reduce -0.6% 3.61% −0.20
ITW Illinois Tool Works Reduce -0.3% 2.53% −0.13
HD Home Depot Inc. Reduce -1.9% 3.22% −0.12
KMI Kinder Morgan Inc. Reduce -4.2% 0.24% −0.05
XEL Xcel Energy Inc. Reduce -0.1% 0.41% −0.03
MCO Moody's Corp. Reduce -5.0% 0.19% −0.02
CSX CSX Corp. Reduce -2.7% 0.40% +0.01
GOOGL Alphabet Inc. Class A Reduce -2.0% 0.19% +0.02
JPM JPMorgan Chase & Co. Reduce -1.0% 5.78% +0.06
GOOG Alphabet Inc. Class C Reduce -10.1% 8.32% +0.13
PNC PNC Financial Services Group Reduce -2.0% 2.26% +0.14
V Visa Inc. Class A Reduce -0.9% 4.64% +0.14
AAPL Apple Inc. Reduce -2.0% 7.29% +0.18
AMZN Amazon.com Inc. Reduce -0.5% 5.75% +0.25
UNH Unitedhealth Group Inc. Reduce -0.5% 2.97% +0.85
ASML ASML Holding NV-NY Reg SHS Reduce -1.2% 5.72% +1.53
LLY Eli Lilly & Co. Reduce -1.6% 10.96% +1.65

Portfolio Buys Q1 2026 → Q2 2026

DVN Devon Energy Corp. Add +126.4% 0.30% +0.12
CAT Caterpillar Inc. New 0.11% +0.11
NVDA Nvidia Corp. Add +3.2% 0.33% +0.03
BLK BlackRock Inc. Add +0.1% 1.41% −0.13
DLR Digital Realty Trust Inc. Add +1.1% 2.70% −0.22
SO The Southern Co. Add +2.5% 3.83% −0.28
RTX RTX Corp. Add +0.1% 3.03% −0.32
MSFT Microsoft Corp. Add +1.4% 5.33% −0.36
AR Antero Resources Corp. Add +8.6% 1.98% −0.42
LMT Lockheed Martin Corp. Add +0.0% 2.58% −0.75

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 38$225.4MLLY, GOOG, AAPL, JPM, AMZN
Q1 2026 38$206.7MLLY, GOOG, AAPL, JPM, MSFT
Q4 2025 39$216.0MLLY, GOOG, AAPL, MSFT, JPM
Q3 2025 40$204.0MLLY, MSFT, GOOG, AAPL, JPM
Q2 2025 39$193.1MLLY, MSFT, AAPL, AMZN, GOOG
Q1 2025 37$186.5MLLY, AAPL, MSFT, BRK.B, V
Q4 2024 43$195.8MLLY, AAPL, MSFT, GOOG, AMZN
Q3 2024 41$191.8MLLY, AAPL, MSFT, GOOG, BRK.B
Q2 2024 40$179.9MLLY, MSFT, AAPL, GOOG, AMZN
Q1 2024 39$171.0MLLY, MSFT, GOOG, AAPL, AMZN