CMH Wealth Management

CMH Wealth Management as of March 31, 2026

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