CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPHY, GOOGL, AAPL, AMZN, and represent 20.97% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MFSI (+$15M), AVGO (+$11M), MSFT (+$7.5M), JPM (+$7.4M), XLU (+$6.2M), SYK (+$5.6M), BRK.B (+$5.1M), BX, ETN, XOM.
- Started 67 new stock positions in IWB, CI, CAT, TMO, ITW, BX, VTI, MDT, WPC, CVX.
- Reduced shares in these 10 stocks: SNPS (-$7.2M), GOOGL (-$5.1M), , , IHI, TTD, VDE, SNOW, DHR, CRM.
- Sold out of its positions in ABBV, META, IHI, XLY, SNPS, TTD, WDAY.
- CMH Wealth Management was a net buyer of stock by $137M.
- CMH Wealth Management has $583M in assets under management (AUM), dropping by 24.78%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 113 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.7 | $28M | +37% | 75k | 370.17 |
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| J P Morgan Exchange Traded F Active High Yiel (JPHY) | 4.4 | $25M | 506k | 50.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $25M | -16% | 88k | 287.56 |
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| Apple (AAPL) | 3.9 | $23M | +16% | 89k | 253.79 |
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| Amazon (AMZN) | 3.7 | $21M | 103k | 208.27 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 3.2 | $19M | +340% | 631k | 29.72 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 3.2 | $19M | 504k | 36.67 |
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| Vanguard World Financials Etf (VFH) | 3.0 | $18M | +9% | 145k | 120.81 |
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| Boeing Company (BA) | 2.3 | $14M | +5% | 69k | 199.03 |
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| Vanguard World Energy Etf (VDE) | 2.3 | $14M | -18% | 78k | 173.04 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.3 | $13M | 194k | 68.47 |
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| Eli Lilly & Co. (LLY) | 2.2 | $13M | 14k | 919.77 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.2 | $13M | +27% | 117k | 110.86 |
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| Ge Vernova (GEV) | 2.2 | $13M | 15k | 873.40 |
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| TJX Companies (TJX) | 1.9 | $11M | 69k | 159.70 |
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| Broadcom (AVGO) | 1.9 | $11M | NEW | 35k | 309.51 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.8 | $10M | 71k | 146.61 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $10M | 125k | 82.75 |
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| Palo Alto Networks (PANW) | 1.7 | $9.6M | +27% | 60k | 160.32 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.6 | $9.5M | 125k | 76.35 |
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| Vertiv Holdings Com Cl A (VRT) | 1.6 | $9.4M | 38k | 250.58 |
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| Vanguard World Consum Stp Etf (VDC) | 1.6 | $9.1M | 41k | 224.59 |
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| Blackrock (BLK) | 1.5 | $9.0M | +33% | 9.3k | 961.71 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $8.7M | -3% | 26k | 328.66 |
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| Servicenow (NOW) | 1.4 | $7.9M | +30% | 76k | 104.55 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $7.9M | +1554% | 27k | 294.17 |
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| NVIDIA Corporation (NVDA) | 1.3 | $7.7M | 44k | 174.41 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.2 | $7.1M | 155k | 45.80 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.2 | $6.9M | 42k | 165.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $6.5M | +364% | 14k | 479.20 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 1.1 | $6.5M | -5% | 146k | 44.18 |
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| Visa Com Cl A (V) | 1.1 | $6.5M | +8% | 21k | 302.24 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.1 | $6.2M | NEW | 135k | 45.89 |
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| Wal-Mart Stores (WMT) | 1.1 | $6.2M | 50k | 124.53 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $6.2M | 12k | 499.66 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $5.8M | +38% | 65k | 88.70 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 1.0 | $5.8M | -5% | 116k | 49.97 |
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| salesforce (CRM) | 1.0 | $5.8M | -16% | 31k | 186.67 |
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| Stryker Corporation (SYK) | 1.0 | $5.6M | NEW | 17k | 329.46 |
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| Tesla Motors (TSLA) | 0.9 | $5.5M | -13% | 15k | 371.75 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.9 | $5.1M | +7% | 31k | 161.73 |
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| Danaher Corporation (DHR) | 0.8 | $4.8M | -31% | 25k | 190.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.8 | $4.6M | NEW | 40k | 114.99 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.8 | $4.5M | +2% | 15k | 295.12 |
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| Eaton Corp SHS (ETN) | 0.8 | $4.5M | NEW | 13k | 357.67 |
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| Snowflake Com Shs (SNOW) | 0.7 | $4.0M | -41% | 27k | 150.82 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.9M | +405% | 16k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.7M | NEW | 22k | 169.66 |
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| Procter & Gamble Company (PG) | 0.6 | $3.5M | +589% | 24k | 144.44 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.6 | $3.4M | +6% | 48k | 71.75 |
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| Enbridge (ENB) | 0.6 | $3.4M | NEW | 62k | 54.14 |
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| Merck & Co (MRK) | 0.6 | $3.4M | NEW | 28k | 121.17 |
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| Union Pacific Corporation (UNP) | 0.5 | $3.0M | NEW | 12k | 242.61 |
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| Cigna Corp (CI) | 0.5 | $2.9M | NEW | 11k | 266.74 |
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| Wp Carey (WPC) | 0.5 | $2.9M | NEW | 42k | 68.89 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.5 | $2.9M | NEW | 31k | 93.31 |
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| Deere & Company (DE) | 0.5 | $2.8M | NEW | 4.9k | 564.89 |
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| Chevron Corporation (CVX) | 0.5 | $2.8M | NEW | 13k | 206.90 |
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| Pepsi (PEP) | 0.5 | $2.6M | NEW | 17k | 155.29 |
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| Caterpillar (CAT) | 0.4 | $2.6M | NEW | 3.7k | 708.46 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $2.5M | NEW | 8.0k | 318.07 |
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| Illinois Tool Works (ITW) | 0.4 | $2.4M | NEW | 9.2k | 261.98 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.4M | NEW | 83k | 29.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.2M | NEW | 34k | 64.08 |
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| Pfizer (PFE) | 0.3 | $2.0M | NEW | 70k | 28.08 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.8M | NEW | 47k | 37.84 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.7M | NEW | 67k | 25.10 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $1.7M | NEW | 11k | 152.75 |
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| 3M Company (MMM) | 0.3 | $1.7M | NEW | 12k | 145.23 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.6M | NEW | 2.7k | 604.39 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.6M | NEW | 52k | 30.32 |
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| Diageo Spon Adr New (DEO) | 0.3 | $1.5M | NEW | 21k | 74.45 |
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| Medtronic SHS (MDT) | 0.3 | $1.5M | NEW | 17k | 87.36 |
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| FedEx Corporation (FDX) | 0.3 | $1.5M | NEW | 4.1k | 357.61 |
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| Walt Disney Company (DIS) | 0.3 | $1.5M | NEW | 15k | 96.38 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | NEW | 7.4k | 192.90 |
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| General Mills (GIS) | 0.2 | $1.4M | NEW | 37k | 37.22 |
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| Verizon Communications (VZ) | 0.2 | $1.2M | NEW | 25k | 50.20 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.2M | NEW | 16k | 79.27 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $1.2M | NEW | 9.2k | 131.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.2M | NEW | 26k | 45.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | NEW | 1.8k | 653.21 |
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| Abbott Laboratories (ABT) | 0.2 | $1.1M | NEW | 10k | 102.67 |
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| Honeywell International (HON) | 0.2 | $1.1M | NEW | 4.7k | 226.03 |
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| UnitedHealth (UNH) | 0.2 | $1.1M | NEW | 3.9k | 270.59 |
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| Unilever Spon Adr New (UL) | 0.2 | $972k | NEW | 17k | 57.52 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $962k | NEW | 65k | 14.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $921k | NEW | 2.9k | 320.81 |
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| Ryder System (R) | 0.1 | $873k | NEW | 4.3k | 204.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $851k | NEW | 28k | 30.68 |
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| Emerson Electric (EMR) | 0.1 | $803k | NEW | 6.1k | 131.02 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $792k | NEW | 1.2k | 652.14 |
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| RPM International (RPM) | 0.1 | $688k | NEW | 6.9k | 99.40 |
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| L3harris Technologies (LHX) | 0.1 | $685k | NEW | 2.0k | 345.15 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $623k | NEW | 20k | 30.96 |
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| Constellation Brands Cl A (STZ) | 0.1 | $488k | NEW | 3.3k | 150.00 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $445k | NEW | 1.2k | 356.63 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $409k | NEW | 8.3k | 49.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $390k | +89% | 676.00 | 577.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $377k | NEW | 767.00 | 491.53 |
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| Coca-Cola Company (KO) | 0.1 | $373k | NEW | 4.9k | 76.58 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $306k | NEW | 2.1k | 146.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $300k | NEW | 7.8k | 38.42 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $299k | NEW | 1.0k | 298.85 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $289k | NEW | 2.9k | 98.38 |
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| Home Depot (HD) | 0.0 | $288k | NEW | 874.00 | 328.89 |
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| Oracle Corporation (ORCL) | 0.0 | $271k | NEW | 1.8k | 147.11 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $269k | NEW | 385.00 | 697.72 |
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| Glaukos (GKOS) | 0.0 | $263k | NEW | 2.4k | 107.66 |
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| Nike CL B (NKE) | 0.0 | $248k | NEW | 4.7k | 53.23 |
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| Moody's Corporation (MCO) | 0.0 | $233k | 533.00 | 436.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $229k | NEW | 796.00 | 287.18 |
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| Nextera Energy (NEE) | 0.0 | $224k | NEW | 2.4k | 92.88 |
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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 2026 Q1 filed April 13, 2026
- 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