CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, AAPL, JPHY, AMZN, and represent 22.36% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XOM, JPHY, FBND, AMZN, MFSI, TMSL, ACWX, TJX, XLC, IGV.
- Started 2 new stock positions in XOM, LIN.
- Reduced shares in these 10 stocks: PANW, VRT, EPD, WPC, AVGO, PFE, TD, ENB, PFF, ETN.
- Sold out of its positions in STZ, DEO, EPD, GIS, MCO, NEE, VB.
- CMH Wealth Management was a net seller of stock by $-172k.
- CMH Wealth Management has $664M in assets under management (AUM), dropping by 1.25%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 112 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.6 | $38M | 73k | 512.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $31M | 90k | 344.08 |
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| Apple (AAPL) | 4.3 | $28M | -2% | 85k | 333.02 |
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| J P Morgan Exchange Traded F Acti High Yi Etf (JPHY) | 4.2 | $28M | +6% | 571k | 48.75 |
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| Amazon (AMZN) | 3.6 | $24M | +6% | 96k | 249.15 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 3.5 | $23M | +6% | 706k | 32.67 |
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| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 3.4 | $23M | +6% | 556k | 40.70 |
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| Palo Alto Networks (PANW) | 3.1 | $21M | -9% | 52k | 397.31 |
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| Vanguard World Financials Etf (VFH) | 3.1 | $20M | +3% | 156k | 130.09 |
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| Eli Lilly & Co. (LLY) | 2.5 | $17M | 15k | 1157.08 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.4 | $16M | +5% | 212k | 75.62 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.3 | $15M | +2% | 26k | 568.64 |
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| Vanguard World Energy Etf (VDE) | 2.1 | $14M | +3% | 82k | 172.16 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 2.1 | $14M | +6% | 127k | 110.97 |
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| Boeing Company (BA) | 2.1 | $14M | +3% | 74k | 186.05 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.9 | $13M | +3% | 75k | 168.42 |
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| Broadcom (AVGO) | 1.8 | $12M | -8% | 33k | 351.19 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.7 | $11M | +5% | 134k | 85.52 |
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| NVIDIA Corporation (NVDA) | 1.7 | $11M | +7% | 50k | 228.62 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $11M | +16% | 245k | 43.47 |
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| TJX Companies (TJX) | 1.6 | $10M | +9% | 78k | 132.31 |
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| Blackrock (BLK) | 1.6 | $10M | +2% | 9.7k | 1058.29 |
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| Ge Vernova (GEV) | 1.5 | $10M | +6% | 11k | 950.49 |
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| Vanguard World Consum Stp Etf (VDC) | 1.4 | $9.5M | +5% | 44k | 218.21 |
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| Ishares Tr Expanded Tech (IGV) | 1.4 | $9.4M | +9% | 88k | 106.48 |
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| Snowflake Com Shs (SNOW) | 1.3 | $8.7M | -3% | 26k | 339.56 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $8.6M | -5% | 26k | 330.84 |
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| T Rowe Price Exchange-traded Price Blue Chip (TCHP) | 1.3 | $8.6M | +6% | 167k | 51.41 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.3 | $8.3M | -5% | 106k | 78.31 |
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| Visa Com Cl A (V) | 1.2 | $8.2M | +3% | 23k | 359.33 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $7.5M | +3% | 14k | 551.47 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $7.3M | -19% | 30k | 241.31 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.0 | $6.9M | +4% | 45k | 154.62 |
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| salesforce (CRM) | 1.0 | $6.9M | 30k | 230.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $6.5M | +6% | 73k | 89.63 |
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| Danaher Corporation (DHR) | 1.0 | $6.5M | +7% | 29k | 221.95 |
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| Ishares Tr Ishares Biotech (IBB) | 1.0 | $6.4M | +6% | 31k | 210.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $6.3M | -7% | 13k | 497.95 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.9 | $6.2M | +6% | 157k | 39.44 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.9 | $6.1M | +4% | 125k | 48.70 |
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| Wal-Mart Stores (WMT) | 0.9 | $6.0M | +9% | 58k | 103.92 |
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| Servicenow (NOW) | 0.9 | $6.0M | +4% | 45k | 134.01 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.8 | $5.6M | +7% | 16k | 344.00 |
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| Stryker Corporation (SYK) | 0.8 | $5.5M | +9% | 20k | 276.26 |
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| Tesla Motors (TSLA) | 0.8 | $5.5M | +4% | 16k | 354.81 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.8 | $5.3M | 32k | 166.98 |
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| Eaton Corp SHS (ETN) | 0.7 | $4.5M | -15% | 11k | 429.71 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $4.5M | +8% | 56k | 79.72 |
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| Merck & Co (MRK) | 0.6 | $4.0M | -3% | 27k | 146.18 |
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| Johnson & Johnson (JNJ) | 0.6 | $3.9M | -5% | 15k | 264.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $3.4M | -14% | 31k | 112.09 |
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| Procter & Gamble Company (PG) | 0.5 | $3.3M | 23k | 145.28 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $3.2M | 8.3k | 382.08 |
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| Deere & Company (DE) | 0.5 | $3.1M | -5% | 4.6k | 673.13 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.5 | $3.1M | NEW | 19k | 162.75 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.7M | 84k | 32.63 |
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| Chevron Corporation (CVX) | 0.4 | $2.7M | -6% | 13k | 204.21 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.6M | -18% | 9.7k | 272.12 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.4M | -4% | 34k | 70.61 |
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| Illinois Tool Works (ITW) | 0.3 | $2.3M | -8% | 8.8k | 259.01 |
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| Caterpillar (CAT) | 0.3 | $2.2M | -21% | 2.8k | 810.79 |
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| Cigna Corp (CI) | 0.3 | $2.1M | -22% | 7.6k | 271.81 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $2.0M | -2% | 68k | 29.31 |
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| Pepsi (PEP) | 0.3 | $2.0M | -9% | 16k | 126.72 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.0M | -34% | 17k | 117.53 |
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| Enbridge (ENB) | 0.3 | $1.8M | -32% | 38k | 46.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.6M | -2% | 25k | 65.86 |
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| 3M Company (MMM) | 0.2 | $1.6M | -11% | 9.7k | 164.15 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.6M | -4% | 11k | 142.57 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 2.8k | 509.25 |
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| UnitedHealth (UNH) | 0.2 | $1.4M | -7% | 3.8k | 367.08 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | -7% | 7.2k | 185.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.3M | -8% | 1.7k | 765.85 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $1.3M | -5% | 8.6k | 149.05 |
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| FedEx Corporation (FDX) | 0.2 | $1.2M | -2% | 4.3k | 286.29 |
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| Abbott Laboratories (ABT) | 0.1 | $988k | -8% | 10k | 98.83 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $934k | -12% | 2.5k | 374.24 |
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| Emerson Electric (EMR) | 0.1 | $913k | -4% | 5.9k | 155.10 |
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| Ryder System (R) | 0.1 | $900k | -2% | 4.0k | 227.83 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $875k | -3% | 1.1k | 764.52 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $849k | -4% | 26k | 32.53 |
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| Verizon Communications (VZ) | 0.1 | $768k | -30% | 17k | 45.87 |
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| Medtronic SHS (MDT) | 0.1 | $699k | -41% | 8.0k | 87.05 |
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| Walt Disney Company (DIS) | 0.1 | $698k | -38% | 6.7k | 104.90 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $651k | -7% | 19k | 34.02 |
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| Pfizer (PFE) | 0.1 | $558k | -65% | 20k | 28.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $522k | 773.00 | 675.52 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $519k | 1.2k | 416.21 |
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| Honeywell International (HON) | 0.1 | $506k | -10% | 2.4k | 210.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $456k | -5% | 616.00 | 740.53 |
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| Wp Carey (WPC) | 0.1 | $455k | -70% | 6.9k | 65.58 |
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| RPM International (RPM) | 0.1 | $451k | -33% | 4.6k | 98.67 |
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| Unilever Spon Adr New (UL) | 0.1 | $439k | -40% | 7.2k | 60.73 |
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| L3harris Technologies (LHX) | 0.1 | $422k | -10% | 1.8k | 236.78 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $421k | -3% | 7.9k | 53.40 |
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| Honeywell Aerospace (HONA) | 0.1 | $381k | -8% | 2.5k | 154.97 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $377k | 3.0k | 125.67 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $367k | -69% | 12k | 29.50 |
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| Coca-Cola Company (KO) | 0.1 | $361k | -11% | 4.2k | 86.60 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $352k | 1.0k | 351.85 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $329k | -14% | 1.8k | 187.05 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $307k | -60% | 18k | 16.81 |
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| Home Depot (HD) | 0.0 | $295k | +16% | 1.0k | 284.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $273k | -59% | 3.5k | 77.26 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $256k | +35% | 2.4k | 108.84 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $250k | 3.2k | 78.42 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $237k | -3% | 2.5k | 93.44 |
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| Oracle Corporation (ORCL) | 0.0 | $223k | 1.6k | 137.30 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $215k | 2.6k | 82.97 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $200k | -12% | 1.8k | 109.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $200k | -9% | 1.5k | 136.04 |
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| Linde SHS (LIN) | 0.0 | $136k | NEW | 286.00 | 474.65 |
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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 Q3 filed Oct. 22, 2026
- 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