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, AAPL, TMSL, and represent 20.56% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IGV (+$7.3M), IBB (+$5.5M), FBND, JPHY, MFSI, TMSL, VFH, BA, HON, HONA.
- Started 9 new stock positions in IBB, FDXF, IGV, VB, HON, XLY, HONA, VEU, IJR.
- Reduced shares in these 10 stocks: GEV (-$5.5M), , NOW, AMZN, WPC, VCIT, Honeywell International, PANW, DEO, GIS.
- Sold out of its positions in XOM, GKOS, Honeywell International, IBIT, NKE.
- CMH Wealth Management was a net buyer of stock by $2.9M.
- CMH Wealth Management has $656M in assets under management (AUM), dropping by 12.52%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 117 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $32M | 89k | 357.37 |
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| Microsoft Corporation (MSFT) | 4.2 | $28M | 74k | 373.02 |
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| J P Morgan Exchange Traded F Acti High Yi Etf (JPHY) | 4.1 | $27M | +6% | 537k | 50.46 |
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| Apple (AAPL) | 3.8 | $25M | 87k | 289.36 |
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| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 3.5 | $23M | +3% | 523k | 43.85 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 3.3 | $22M | +5% | 663k | 32.48 |
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| Amazon (AMZN) | 3.3 | $21M | -12% | 90k | 238.34 |
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| Vanguard World Financials Etf (VFH) | 3.0 | $20M | +3% | 151k | 131.60 |
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| Palo Alto Networks (PANW) | 3.0 | $20M | -4% | 57k | 341.02 |
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| Eli Lilly & Co. (LLY) | 2.6 | $17M | +2% | 14k | 1199.43 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.5 | $16M | -2% | 26k | 640.76 |
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| Boeing Company (BA) | 2.4 | $16M | +4% | 72k | 216.47 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.3 | $15M | +3% | 200k | 76.11 |
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| Broadcom (AVGO) | 2.1 | $14M | +2% | 36k | 377.75 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 2.0 | $13M | +2% | 119k | 107.13 |
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| Vertiv Holdings Com Cl A (VRT) | 1.9 | $13M | 38k | 334.82 |
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| Vanguard World Energy Etf (VDE) | 1.8 | $12M | +2% | 80k | 150.13 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.8 | $12M | 127k | 91.63 |
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| Ge Vernova (GEV) | 1.8 | $12M | -32% | 9.9k | 1175.36 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.8 | $12M | 73k | 158.66 |
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| TJX Companies (TJX) | 1.7 | $11M | +4% | 72k | 151.50 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $9.6M | +34% | 210k | 45.66 |
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| Vanguard World Consum Stp Etf (VDC) | 1.4 | $9.4M | +2% | 42k | 225.49 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.4 | $9.2M | -10% | 112k | 82.65 |
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| NVIDIA Corporation (NVDA) | 1.4 | $9.2M | +4% | 46k | 200.09 |
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| Blackrock (BLK) | 1.4 | $9.1M | 9.5k | 961.56 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $9.0M | +2% | 28k | 327.34 |
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| T Rowe Price Exchange-traded Price Blue Chip (TCHP) | 1.2 | $7.9M | +7% | 158k | 50.09 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.2 | $7.6M | +3% | 43k | 176.65 |
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| Visa Com Cl A (V) | 1.1 | $7.5M | +2% | 22k | 343.09 |
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| Ishares Tr Expanded Tech (IGV) | 1.1 | $7.3M | NEW | 81k | 90.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $6.8M | 14k | 500.39 |
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| Snowflake Com Shs (SNOW) | 1.0 | $6.8M | 27k | 254.50 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $6.7M | +5% | 13k | 513.60 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.0 | $6.7M | +8% | 147k | 45.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $6.6M | +4% | 69k | 96.43 |
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| Tesla Motors (TSLA) | 0.9 | $6.2M | 15k | 420.60 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.9 | $6.1M | +3% | 120k | 50.83 |
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| Wal-Mart Stores (WMT) | 0.9 | $6.0M | +7% | 53k | 113.26 |
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| Stryker Corporation (SYK) | 0.9 | $5.8M | +8% | 18k | 315.71 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.9 | $5.7M | 31k | 185.23 |
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| Ishares Tr Ishares Biotech (IBB) | 0.8 | $5.5M | NEW | 29k | 190.19 |
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| Eaton Corp SHS (ETN) | 0.8 | $5.3M | 13k | 426.12 |
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| Danaher Corporation (DHR) | 0.8 | $5.2M | +7% | 27k | 190.88 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.8 | $5.2M | 15k | 338.72 |
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| salesforce (CRM) | 0.7 | $4.7M | -3% | 30k | 157.10 |
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| Servicenow (NOW) | 0.7 | $4.3M | -42% | 43k | 99.28 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $4.2M | -9% | 36k | 117.67 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.6 | $4.1M | +8% | 52k | 79.41 |
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| Johnson & Johnson (JNJ) | 0.6 | $4.0M | 16k | 253.97 |
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| Caterpillar (CAT) | 0.6 | $3.7M | -4% | 3.5k | 1064.90 |
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| Merck & Co (MRK) | 0.6 | $3.7M | 28k | 129.36 |
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| Procter & Gamble Company (PG) | 0.5 | $3.4M | 24k | 146.64 |
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| Union Pacific Corporation (UNP) | 0.5 | $3.2M | -2% | 12k | 271.99 |
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| Deere & Company (DE) | 0.5 | $3.1M | 4.9k | 635.92 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $3.1M | +3% | 86k | 36.13 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.5 | $3.1M | -17% | 25k | 121.43 |
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| Enbridge (ENB) | 0.5 | $3.1M | -9% | 56k | 54.21 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $3.0M | +4% | 8.3k | 365.87 |
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| Cigna Corp (CI) | 0.4 | $2.7M | -10% | 9.8k | 275.67 |
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| Illinois Tool Works (ITW) | 0.4 | $2.6M | +4% | 9.6k | 272.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.6M | +4% | 36k | 71.25 |
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| Chevron Corporation (CVX) | 0.4 | $2.3M | +4% | 14k | 165.76 |
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| Pepsi (PEP) | 0.4 | $2.3M | 17k | 135.40 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $2.0M | +4% | 70k | 28.96 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $1.8M | +3% | 11k | 156.72 |
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| 3M Company (MMM) | 0.3 | $1.8M | -4% | 11k | 161.91 |
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| Wp Carey (WPC) | 0.3 | $1.7M | -43% | 24k | 72.44 |
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| UnitedHealth (UNH) | 0.3 | $1.7M | +5% | 4.1k | 415.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.6M | -3% | 25k | 64.50 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | +6% | 7.8k | 189.73 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | +7% | 2.9k | 509.46 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.5M | -15% | 40k | 36.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.4M | +7% | 1.9k | 748.89 |
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| FedEx Corporation (FDX) | 0.2 | $1.4M | +6% | 4.4k | 314.33 |
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| Pfizer (PFE) | 0.2 | $1.3M | -19% | 56k | 24.08 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $1.3M | 9.1k | 146.51 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.2M | -22% | 40k | 30.49 |
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| Medtronic SHS (MDT) | 0.2 | $1.1M | -18% | 14k | 78.96 |
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| Ryder System (R) | 0.2 | $1.1M | -4% | 4.1k | 263.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 2.8k | 370.04 |
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| Walt Disney Company (DIS) | 0.2 | $1.0M | -28% | 11k | 97.00 |
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| Verizon Communications (VZ) | 0.2 | $1.0M | -2% | 24k | 42.34 |
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| Abbott Laboratories (ABT) | 0.2 | $987k | +5% | 11k | 90.74 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $886k | -2% | 1.2k | 748.67 |
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| Emerson Electric (EMR) | 0.1 | $878k | 6.1k | 143.15 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $865k | 27k | 31.71 |
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| RPM International (RPM) | 0.1 | $770k | 6.9k | 111.15 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $761k | +2% | 21k | 36.87 |
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| Diageo Spon Adr New (DEO) | 0.1 | $736k | -55% | 9.2k | 80.38 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $730k | -28% | 46k | 15.77 |
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| Unilever Spon Adr New (UL) | 0.1 | $728k | -28% | 12k | 60.12 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $683k | -44% | 8.6k | 79.03 |
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| Honeywell International (HON) | 0.1 | $600k | NEW | 2.7k | 223.86 |
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| Honeywell Aerospace (HONA) | 0.1 | $591k | NEW | 2.7k | 221.08 |
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| L3harris Technologies (LHX) | 0.1 | $577k | 2.0k | 290.59 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $511k | 1.2k | 409.58 |
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| General Mills (GIS) | 0.1 | $502k | -60% | 14k | 34.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $480k | -3% | 651.00 | 737.21 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $439k | 8.2k | 53.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $388k | 773.00 | 501.83 |
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| Coca-Cola Company (KO) | 0.1 | $385k | -3% | 4.7k | 81.80 |
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| Constellation Brands Cl A (STZ) | 0.1 | $366k | -18% | 2.6k | 139.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $359k | +679% | 3.0k | 119.52 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $344k | 1.0k | 343.91 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $314k | NEW | 2.1k | 151.00 |
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| Home Depot (HD) | 0.0 | $313k | 888.00 | 352.68 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $284k | -10% | 2.6k | 107.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $257k | +300% | 3.2k | 80.57 |
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| Moody's Corporation (MCO) | 0.0 | $243k | 536.00 | 452.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $240k | NEW | 1.6k | 148.31 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $240k | 2.1k | 116.67 |
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| Oracle Corporation (ORCL) | 0.0 | $238k | -11% | 1.6k | 146.55 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $217k | NEW | 2.6k | 83.75 |
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| Nextera Energy (NEE) | 0.0 | $214k | 2.4k | 87.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $205k | NEW | 675.00 | 303.12 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $203k | NEW | 1.7k | 117.28 |
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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 Q2 filed July 9, 2026
- 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