CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, JPHY, AMZN, AAPL, and represent 27.68% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$7.1M), META, XLB, CRM, BA, JPHY, VCIT, MSFT, TMSL, FBND.
- Started 1 new stock position in META.
- Reduced shares in these 10 stocks: , FI (-$11M), TTD, GOOGL, SNOW, LLY, , PPA, AAPL, DHR.
- Sold out of its positions in ADBE, FI, ORCL.
- CMH Wealth Management was a net seller of stock by $-7.2M.
- CMH Wealth Management has $467M in assets under management (AUM), dropping by -0.51%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $33M | -3% | 106k | 313.00 |
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| Microsoft Corporation (MSFT) | 5.6 | $26M | 54k | 483.62 |
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| J P Morgan Exchange Traded F Active High Yiel (JPHY) | 5.5 | $26M | +4% | 502k | 50.85 |
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| Amazon (AMZN) | 5.1 | $24M | 103k | 230.82 |
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| Apple (AAPL) | 4.4 | $21M | 76k | 271.86 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 3.9 | $18M | 502k | 35.90 |
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| Vanguard World Financials Etf (VFH) | 3.8 | $18M | 132k | 133.49 |
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| Eli Lilly & Co. (LLY) | 3.3 | $15M | -3% | 14k | 1074.68 |
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| Boeing Company (BA) | 3.0 | $14M | +15% | 65k | 217.12 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.7 | $13M | 191k | 67.13 |
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| Vanguard World Energy Etf (VDE) | 2.6 | $12M | 96k | 125.92 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.4 | $11M | 71k | 154.80 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.3 | $11M | 91k | 117.72 |
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| TJX Companies (TJX) | 2.3 | $11M | 70k | 153.61 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $10M | +5% | 123k | 83.75 |
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| Snowflake Com Shs (SNOW) | 2.2 | $10M | -9% | 46k | 219.36 |
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| salesforce (CRM) | 2.1 | $9.9M | +37% | 37k | 265.21 |
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| Ge Vernova (GEV) | 2.1 | $9.6M | 15k | 653.57 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 2.0 | $9.5M | 126k | 74.94 |
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| Servicenow (NOW) | 1.9 | $8.9M | +401% | 58k | 153.19 |
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| Palo Alto Networks (PANW) | 1.9 | $8.7M | 47k | 184.20 |
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| Danaher Corporation (DHR) | 1.8 | $8.4M | -4% | 37k | 229.24 |
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| Vanguard World Consum Stp Etf (VDC) | 1.8 | $8.4M | 40k | 211.24 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.8 | $8.2M | -4% | 27k | 301.15 |
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| NVIDIA Corporation (NVDA) | 1.7 | $8.1M | 44k | 186.50 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 1.7 | $7.7M | +2% | 155k | 49.86 |
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| Tesla Motors (TSLA) | 1.7 | $7.7M | +2% | 17k | 449.72 |
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| Blackrock (BLK) | 1.6 | $7.5M | 7.0k | 1070.34 |
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| Synopsys (SNPS) | 1.5 | $7.2M | 15k | 469.72 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $7.2M | 13k | 570.88 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $7.1M | +4% | 153k | 46.30 |
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| Visa Com Cl A (V) | 1.5 | $6.9M | 20k | 350.71 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.4 | $6.6M | -6% | 42k | 156.63 |
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| Vertiv Holdings Com Cl A (VRT) | 1.3 | $6.1M | 38k | 162.01 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 1.2 | $5.5M | +102% | 122k | 45.35 |
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| Wal-Mart Stores (WMT) | 1.2 | $5.4M | 49k | 111.41 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.0 | $4.7M | +2% | 15k | 309.04 |
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| Meta Platforms Cl A (META) | 1.0 | $4.5M | NEW | 6.9k | 660.09 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.0 | $4.5M | 29k | 155.12 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 0.9 | $4.4M | 143k | 30.45 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $4.2M | 47k | 88.49 |
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| Workday Cl A (WDAY) | 0.8 | $3.9M | 18k | 214.78 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.8 | $3.5M | 57k | 62.15 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $3.2M | +2% | 45k | 71.72 |
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| The Trade Desk Com Cl A (TTD) | 0.7 | $3.1M | -39% | 82k | 37.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | +10% | 2.9k | 502.65 |
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| Johnson & Johnson (JNJ) | 0.1 | $646k | +12% | 3.1k | 206.95 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $525k | +102% | 1.6k | 322.22 |
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| Procter & Gamble Company (PG) | 0.1 | $497k | +21% | 3.5k | 143.31 |
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| Moody's Corporation (MCO) | 0.1 | $272k | 533.00 | 510.85 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $251k | +87% | 2.1k | 119.41 |
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| Abbvie (ABBV) | 0.1 | $234k | -36% | 1.0k | 228.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $219k | -21% | 356.00 | 614.31 |
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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 Q4 filed Jan. 13, 2026
- 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