CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, JPHY, AMZN, AAPL, and represent 25.78% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPHY (+$25M), VRT (+$5.8M), WMT (+$5.0M), ADBE, WDAY, FI, XLV, NOW, SNPS, LLY.
- Started 5 new stock positions in JPHY, VRT, WDAY, WMT, ORCL.
- Reduced shares in these 10 stocks: , HON (-$6.9M), TSLA (-$6.1M), , AAPL (-$5.4M), XLI, GOOGL, TJX, MSFT, AMZN.
- Sold out of its positions in APD, HON, TGT, UNH.
- CMH Wealth Management was a net buyer of stock by $17M.
- CMH Wealth Management has $469M in assets under management (AUM), dropping by 9.22%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.9 | $28M | -2% | 53k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $27M | -5% | 109k | 243.10 |
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| J P Morgan Exchange Traded F Active High Yiel (JPHY) | 5.2 | $25M | NEW | 480k | 51.02 |
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| Amazon (AMZN) | 4.8 | $23M | 103k | 219.57 |
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| Apple (AAPL) | 4.2 | $20M | -21% | 77k | 254.63 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 3.7 | $17M | 493k | 35.17 |
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| Vanguard World Financials Etf (VFH) | 3.7 | $17M | 132k | 131.24 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.7 | $13M | 192k | 65.01 |
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| Boeing Company (BA) | 2.6 | $12M | 56k | 215.83 |
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| Vanguard World Energy Etf (VDE) | 2.6 | $12M | 96k | 125.86 |
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| Snowflake Com Shs (SNOW) | 2.4 | $11M | 51k | 225.55 |
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| Adobe Systems Incorporated (ADBE) | 2.4 | $11M | +68% | 32k | 352.75 |
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| Eli Lilly & Co. (LLY) | 2.4 | $11M | +18% | 15k | 763.00 |
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| Fiserv (FI) | 2.4 | $11M | +49% | 87k | 128.93 |
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| Select Sector Spdr Tr Communication (XLC) | 2.3 | $11M | -2% | 92k | 118.37 |
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| Servicenow (NOW) | 2.3 | $11M | +33% | 12k | 920.28 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.1 | $10M | +56% | 72k | 139.17 |
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| TJX Companies (TJX) | 2.1 | $9.9M | -11% | 69k | 144.54 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.1 | $9.8M | 117k | 84.11 |
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| Palo Alto Networks (PANW) | 2.1 | $9.8M | 48k | 203.62 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 2.0 | $9.3M | 127k | 73.73 |
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| Ge Vernova (GEV) | 1.9 | $9.0M | 15k | 614.90 |
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| Vanguard World Consum Stp Etf (VDC) | 1.8 | $8.4M | 39k | 213.73 |
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| Blackrock (BLK) | 1.8 | $8.3M | 7.1k | 1165.87 |
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| NVIDIA Corporation (NVDA) | 1.7 | $8.1M | 44k | 186.59 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.6 | $7.7M | 28k | 271.12 |
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| Danaher Corporation (DHR) | 1.6 | $7.6M | 38k | 198.58 |
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| Synopsys (SNPS) | 1.6 | $7.5M | +42% | 15k | 493.39 |
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| Tesla Motors (TSLA) | 1.6 | $7.5M | -44% | 17k | 444.72 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 1.6 | $7.4M | -3% | 152k | 48.88 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $7.2M | 13k | 568.81 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.5 | $7.0M | 45k | 155.45 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $6.8M | 147k | 46.41 |
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| Visa Com Cl A (V) | 1.5 | $6.8M | 20k | 341.38 |
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| The Trade Desk Com Cl A (TTD) | 1.4 | $6.6M | +3% | 135k | 49.01 |
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| salesforce (CRM) | 1.4 | $6.4M | 27k | 237.41 |
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| Vertiv Holdings Com Cl A (VRT) | 1.2 | $5.8M | NEW | 38k | 150.86 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 1.1 | $5.4M | 60k | 89.62 |
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| Wal-Mart Stores (WMT) | 1.1 | $5.0M | NEW | 49k | 103.06 |
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| Select Sector Spdr Tr Indl (XLI) | 1.0 | $4.6M | -49% | 30k | 154.23 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.9 | $4.5M | 15k | 302.35 |
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| Workday Cl A (WDAY) | 0.9 | $4.4M | NEW | 18k | 240.73 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $4.3M | 47k | 91.42 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 0.9 | $4.2M | +3% | 143k | 29.54 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $3.5M | -2% | 58k | 60.08 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.6 | $3.0M | 44k | 68.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -3% | 2.6k | 502.74 |
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| Johnson & Johnson (JNJ) | 0.1 | $515k | 2.8k | 185.42 |
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| Oracle Corporation (ORCL) | 0.1 | $493k | NEW | 1.8k | 281.24 |
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| Procter & Gamble Company (PG) | 0.1 | $438k | 2.9k | 153.65 |
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| Abbvie (ABBV) | 0.1 | $376k | 1.6k | 231.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $274k | 456.00 | 601.07 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $268k | -13% | 1.1k | 239.64 |
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| Moody's Corporation (MCO) | 0.1 | $254k | 533.00 | 476.48 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $253k | -9% | 803.00 | 315.43 |
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Past Filings by CMH Wealth Management
SEC 13F filings are viewable for CMH Wealth Management going back to 2016
- CMH Wealth Management 2025 Q3 filed Oct. 21, 2025
- CMH Wealth Management 2025 Q2 filed July 11, 2025
- CMH Wealth Management 2025 Q1 filed April 14, 2025
- CMH Wealth Management 2024 Q4 filed Jan. 16, 2025
- CMH Wealth Management 2024 Q3 filed Oct. 15, 2024
- CMH Wealth Management 2024 Q2 filed July 11, 2024
- CMH Wealth Management 2024 Q1 filed April 12, 2024
- CMH Wealth Management 2023 Q4 filed Jan. 19, 2024
- CMH Wealth Management 2023 Q3 filed Oct. 13, 2023
- CMH Wealth Management 2023 Q2 filed July 17, 2023
- CMH Wealth Management 2023 Q1 filed April 10, 2023
- CMH Wealth Management 2022 Q4 filed Jan. 12, 2023
- CMH Wealth Management 2022 Q3 filed Oct. 24, 2022
- CMH Wealth Management 2022 Q2 filed July 15, 2022
- CMH Wealth Management 2022 Q1 filed April 13, 2022
- CMH Wealth Management 2021 Q4 filed Jan. 18, 2022