CMH Wealth Management LLC
13F Reported Value
ⓘ$655.5M
Holdings
117
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CMH Wealth Management LLC disclosed 117 positions worth $655.5M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 4.8% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 8 new positions and exited 4 and a full exit from $XOM. The portfolio is most concentrated in Other (42.1% of disclosed assets). All figures are sourced directly from CMH Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1657516.
AI Fund Analysis
Stable
$GOOG
$MSFT
$AAPL
$BASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$31.8M88,908 sh - 83.7#15
Quality
$27.7M74,289 sh J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF
—Quality
$27.1M537,374 sh- 76.1
Quality
$25.2M87,186 sh T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP
—Quality
$22.9M522,648 shMFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF
—Quality
$21.5M663,446 sh- 74.6
Quality
$21.4M89,639 sh VANGUARD WORLD FD - FINANCIALS ETF
—Quality
$19.8M150,808 sh- 66.5
Quality
$19.5M57,173 sh - 89.3
Quality
$17.3M14,385 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 80.2#45 | $31.8M | 88,908 |
| MICROSOFT CORP$MSFT | 83.7#15 | $27.7M | 74,289 |
| J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF | — | $27.1M | 537,374 |
| Apple Inc.$AAPL | 76.1 | $25.2M | 87,186 |
| T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $22.9M | 522,648 |
| MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | — | $21.5M | 663,446 |
 AMAZON COM INC$AMZN | 74.6 | $21.4M | 89,639 |
| VANGUARD WORLD FD - FINANCIALS ETF | — | $19.8M | 150,808 |
 Palo Alto Networks Inc$PANW | 66.5 | $19.5M | 57,173 |
 ELI LILLY & Co$LLY | 89.3 | $17.3M | 14,385 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CMH Wealth Management LLC's 117 positions.
Showing top 10 of 117 holdings.
Sector Allocation
Other
$275.9M
Technology
$174.7M
Financials
$56.0M
Industrials
$47.2M
Healthcare
$42.1M
Consumer Discretionary
$39.6M
Consumer Staples
$7.8M
Energy
$6.8M
Full Holdings — CMH Wealth Management LLC (Q2 2026)
All 117 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $31.8M | 4.8% | +1% | 80.2 |
| 2 | $MSFT | MICROSOFT CORP | $27.7M | 4.2% | -0% | 83.7 |
| 3 | — | J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF | $27.1M | 4.1% | +6% | — |
| 4 | $AAPL | Apple Inc. | $25.2M | 3.9% | -2% | 76.1 |
| 5 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $22.9M | 3.5% | +4% | — |
| 6 | — | MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | $21.5M | 3.3% | +5% | — |
| 7 | $AMZN | AMAZON COM INC | $21.4M | 3.3% | -13% | 74.6 |
| 8 | — | VANGUARD WORLD FD - FINANCIALS ETF | $19.8M | 3.0% | +4% | — |
| 9 | $PANW | Palo Alto Networks Inc | $19.5M | 3.0% | -5% | 66.5 |
| 10 | $LLY | ELI LILLY & Co | $17.3M | 2.6% | +2% | 89.3 |
| 11 | — | ISHARES TR - ISHARES SEMICDTR | $16.4M | 2.5% | -3% | — |
| 12 | $BA | BOEING CO | $15.5M | 2.4% | +4% | 51.8 |
| 13 | — | ISHARES TR - MSCI ACWI EX US | $15.2M | 2.3% | +3% | — |
| 14 |  $AVGO | Broadcom Inc. | $13.7M | 2.1% | +2% | 86.4 |
| 15 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $12.8M | 1.9% | +2% | — |
| 16 |  $VRT | Vertiv Holdings Co | $12.7M | 1.9% | +1% | 82.7 |
| 17 | — | VANGUARD WORLD FD - ENERGY ETF | $12.0M | 1.8% | +2% | — |
| 18 | — | ISHARES TR - RUSEL 2500 ETF | $11.6M | 1.8% | +2% | — |
| 19 |  $GEV | GE Vernova Inc. | $11.6M | 1.8% | -32% | 70.1 |
| 20 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $11.5M | 1.8% | +2% | — |
| 21 |  $TJX | TJX COMPANIES INC /DE/ | $10.8M | 1.6% | +4% | 70.7 |
| 22 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $9.6M | 1.5% | +35% | — |
| 23 | — | VANGUARD WORLD FD - CONSUM STP ETF | $9.4M | 1.4% | +3% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $9.2M | 1.4% | -11% | — |
| 25 |  $NVDA | NVIDIA CORP | $9.2M | 1.4% | +4% | 90.2 |
| 26 |  $BLK | BlackRock, Inc. | $9.1M | 1.4% | +2% | 70.3 |
| 27 |  $JPM | JPMORGAN CHASE & CO | $9.0M | 1.4% | +2% | 35.6 |
| 28 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $7.9M | 1.2% | +8% | — |
| 29 |  $IVZ | Invesco Ltd. | $7.6M | 1.2% | +4% | — |
| 30 |  $V | VISA INC. | $7.5M | 1.1% | +3% | 83.5 |
| 31 | — | ISHARES TR - EXPANDED TECH | $7.3M | 1.1% | NEW | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 1.0% | +1% | 64.5 |
| 33 |  $SNOW | Snowflake Inc. | $6.8M | 1.0% | -1% | 49.6 |
| 34 |  $MA | Mastercard Inc | $6.7M | 1.0% | +6% | 81.7 |
| 35 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $6.7M | 1.0% | +8% | — |
| 36 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $6.6M | 1.0% | +5% | — |
| 37 |  $TSLA | Tesla, Inc. | $6.2M | 0.9% | -1% | 50.1 |
| 38 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $6.1M | 0.9% | +4% | — |
| 39 |  $WMT | Walmart Inc. | $6.0M | 0.9% | +7% | 63.2 |
| 40 |  $SYK | STRYKER CORP | $5.8M | 0.9% | +8% | 69.8 |
| 41 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $5.7M | 0.9% | -1% | — |
| 42 | — | ISHARES TR - ISHARES BIOTECH | $5.5M | 0.8% | NEW | — |
| 43 |  $ETN | Eaton Corp plc | $5.3M | 0.8% | -1% | — |
| 44 |  $DHR | DANAHER CORP /DE/ | $5.2M | 0.8% | +7% | 63.9 |
| 45 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $5.2M | 0.8% | -1% | — |
| 46 |  $CRM | Salesforce, Inc. | $4.7M | 0.7% | -3% | 75.2 |
| 47 |  $NOW | ServiceNow, Inc. | $4.3M | 0.7% | -43% | 76 |
| 48 |  $BX | Blackstone Inc. | $4.2M | 0.7% | -10% | 68 |
| 49 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $4.1M | 0.6% | +8% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.6% | +0% | 72.8 |
| 51 |  $CAT | CATERPILLAR INC | $3.7M | 0.6% | -5% | 67.8 |
| 52 |  $MRK | Merck & Co., Inc. | $3.7M | 0.6% | +2% | 70.9 |
| 53 |  $PG | PROCTER & GAMBLE Co | $3.4M | 0.5% | -2% | 72.9 |
| 54 |  $UNP | UNION PACIFIC CORP | $3.2M | 0.5% | -2% | 74 |
| 55 |  $DE | DEERE & CO | $3.1M | 0.5% | -1% | 57.4 |
| 56 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.1M | 0.5% | +4% | — |
| 57 |  $TD | TORONTO DOMINION BANK | $3.1M | 0.5% | -17% | — |
| 58 |  $ENB | ENBRIDGE INC | $3.1M | 0.5% | -10% | — |
| 59 | — | ISHARES TR - S&P 100 ETF | $3.0M | 0.5% | +5% | — |
| 60 |  $CI | Cigna Group | $2.7M | 0.4% | -11% | 66.8 |
| 61 |  $ITW | ILLINOIS TOOL WORKS INC | $2.6M | 0.4% | +4% | 71.2 |
| 62 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.6M | 0.4% | +4% | — |
| 63 |  $CVX | CHEVRON CORP | $2.3M | 0.4% | +5% | 54.7 |
| 64 |  $PEP | PEPSICO INC | $2.3M | 0.3% | +1% | 62.7 |
| 65 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $2.0M | 0.3% | +5% | — |
| 66 |  $NVS | NOVARTIS AG | $1.8M | 0.3% | +3% | — |
| 67 |  $MMM | 3M CO | $1.8M | 0.3% | -5% | 60.7 |
| 68 |  $WPC | W. P. Carey Inc. | $1.7M | 0.3% | -43% | 62.1 |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.3% | +5% | 66.8 |
| 70 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | -4% | — |
| 71 |  $RTX | RTX Corp | $1.5M | 0.2% | +6% | 70 |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.2% | +7% | 65 |
| 73 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.5M | 0.2% | -16% | 66.4 |
| 74 | — | ISHARES TR - CORE S&P500 ETF | $1.4M | 0.2% | +7% | — |
| 75 |  $FDX | FEDEX CORP | $1.4M | 0.2% | +6% | 60.3 |
| 76 |  $PFE | PFIZER INC | $1.3M | 0.2% | -20% | 69 |
| 77 |  $JCI | Johnson Controls International plc | $1.3M | 0.2% | -1% | — |
| 78 | — | ISHARES TR - PFD AND INCM SEC | $1.2M | 0.2% | -22% | — |
| 79 |  $MDT | Medtronic plc | $1.1M | 0.2% | -19% | — |
| 80 |  $R | RYDER SYSTEM INC | $1.1M | 0.2% | -5% | 54.7 |
| 81 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.2% | -1% | — |
| 82 |  $DIS | Walt Disney Co | $1.0M | 0.2% | -29% | 68.9 |
| 83 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.1% | -3% | 71.6 |
| 84 |  $ABT | ABBOTT LABORATORIES | $986,956 | 0.1% | +5% | 67 |
| 85 |  $SPY | SPDR S&P 500 ETF TRUST | $886,430 | 0.1% | -3% | — |
| 86 |  $EMR | EMERSON ELECTRIC CO | $877,939 | 0.1% | +0% | 65.9 |
| 87 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $865,208 | 0.1% | -2% | — |
| 88 |  $RPM | RPM INTERNATIONAL INC/DE/ | $769,714 | 0.1% | +0% | 57.3 |
| 89 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $760,997 | 0.1% | +3% | — |
| 90 |  $DEO | DIAGEO PLC | $735,477 | 0.1% | -56% | — |
| 91 |  $HCXY | Hercules Capital, Inc. | $729,675 | 0.1% | -29% | — |
| 92 |  $UL | UNILEVER PLC | $727,633 | 0.1% | -28% | — |
| 93 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $682,780 | 0.1% | -44% | — |
| 94 |  $HON | HONEYWELL INTERNATIONAL INC | $600,164 | 0.1% | -43% | 65.7 |
| 95 |  $HONA | Honeywell Aerospace Inc. | $591,168 | 0.1% | NEW | — |
| 96 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $576,822 | 0.1% | +0% | 66.5 |
| 97 | — | ISHARES TR - RUS 1000 ETF | $511,152 | 0.1% | +0% | — |
| 98 |  $GIS | GENERAL MILLS INC | $502,338 | 0.1% | -61% | 64.1 |
| 99 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $479,926 | 0.1% | -4% | — |
| 100 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $439,066 | 0.1% | -1% | — |
| 101 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $387,915 | 0.1% | +1% | 63.7 |
| 102 |  $KO | COCA COLA CO | $385,419 | 0.1% | -3% | 74 |
| 103 |  $STZ | CONSTELLATION BRANDS, INC. | $366,224 | 0.1% | -19% | 65 |
| 104 | — | VANGUARD WORLD FD - INF TECH ETF | $358,560 | 0.1% | +679% | — |
| 105 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $343,910 | 0.1% | +0% | — |
| 106 |  $FDXF | FedEx Freight Holding Company, Inc. | $313,778 | 0.1% | NEW | — |
| 107 |  $HD | HOME DEPOT, INC. | $313,180 | 0.1% | +2% | 69.2 |
| 108 |  $UPS | UNITED PARCEL SERVICE INC | $283,800 | 0.0% | -10% | 58.2 |
| 109 | — | VANGUARD INDEX FDS - MID CAP ETF | $256,535 | 0.0% | +300% | — |
| 110 |  $MCO | MOODYS CORP /DE/ | $242,766 | 0.0% | +1% | 81.3 |
| 111 | — | ISHARES TR - CORE S&P SCP ETF | $240,114 | 0.0% | NEW | — |
| 112 |  $PLTR | Palantir Technologies Inc. | $239,874 | 0.0% | -2% | 85.8 |
| 113 |  $ORCL | ORACLE CORP | $238,438 | 0.0% | -12% | 67.2 |
| 114 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $216,829 | 0.0% | NEW | — |
| 115 |  $NEE | NEXTERA ENERGY INC | $213,984 | 0.0% | +1% | 71.7 |
| 116 | — | VANGUARD INDEX FDS - SMALL CP ETF | $204,606 | 0.0% | NEW | — |
| 117 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $202,895 | 0.0% | NEW | — |
New Positions (8)
$HONA Honeywell Aerospace Inc.$591,168$FDXF FedEx Freight Holding Company, Inc.$313,778
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