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CMH Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1657516
Institutional-grade research for retail investors

Sector Allocation

  • Other42.7%$283.3M
  • Technology25.6%$170.2M
  • Financials8.3%$54.8M
  • Industrials7.0%$46.1M
  • Healthcare6.9%$46.1M
  • Consumer Discretionary6.2%$40.9M
  • Consumer Staples1.8%$12.2M
  • Energy1.1%$7.5M
  • Communication Services0.2%$1.5M
  • Materials0.1%$587,166

AUM History

13fpro.ai/research/fund/cmh-wealth-management-llc-1657516

Conviction and streaks

Concentrating · top 10 = 37.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

  • MSFTMSFT
    $37.5M
  • GOOGLGOOGL
    $31.0M
  • AAPLAAPL
    $28.2M
  • J
    $27.8M
  • AMZNAMZN
    $23.9M
  • MFS
    $23.1M
  • T
    $22.6M
  • PANWPANW
    $20.5M
  • VANGUARD
    $20.3M
  • LLYLLY
    $16.8M
  • ISHARES
    $16.0M
  • ISHARES
    $15.0M
  • VANGUARD
    $14.2M
  • SELECT
    $14.1M
  • BABA
    $13.8M
  • SELECT
    $12.7M
  • AVGOAVGO
    $11.7M
  • ISHARES
    $11.4M
  • NVDANVDA
    $11.3M
  • FIDELITY
    $10.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cmh-wealth-management-llc-1657516

CMH Wealth Management LLC 13F holdings — Q3 2026

$663.7M portfolio (+1.3% QoQ) · 112 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio

All holdings — CMH Wealth Management LLC (Q3 2026)

112 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - MSCI ACWI EX USetf/fund$16.0M+6%
— ISHARES TR - ISHARES SEMICDTRetf/fund$15.0M+3%
— VANGUARD WORLD FD - ENERGY ETFetf/fund$14.2M+3%
— SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund$14.1M+7%
BA$BABOEING CO$13.8M+4%
— SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund$12.7M+4%
AVGO$AVGOBroadcom Inc.$11.7M-8%
— ISHARES TR - RUSEL 2500 ETFetf/fund$11.4M+5%
NVDA$NVDANVIDIA CORP$11.3M+7%
— FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund$10.7M+17%
TJX$TJXTJX COMPANIES INC /DE/$10.3M+9%
BLK$BLKBlackRock, Inc.$10.3M+3%
GEV$GEVGE Vernova Inc.$10.0M+6%
— VANGUARD WORLD FD - CONSUM STP ETFetf/fund$9.5M+5%
— ISHARES TR - EXPANDED TECHetf/fund$9.4M+10%

What changed in Q3 2026

Against the previous quarter's 13F: 2 new, 40 added to, 63 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • XOM.R34088$XOM.R34088EXXON MOBIL CORP$3.1M

    first bought this quarter

  • LIN$LINLINDE PLC$136K

    first bought this quarter

Added to (40)

  • J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF+6%

    now $27.8M

  • FIDELITY MERRIMACK STR TR - TOTAL BD ETF+17%

    now $10.7M

  • AMZN$AMZNAMAZON COM INC+7%

    now $23.9M · held 11+ qtrs

  • MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF+6%

    now $23.1M

  • T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP+6%

    now $22.6M

  • ISHARES TR - MSCI ACWI EX US+6%

    now $16.0M

+34 more in the Excel export

Trimmed (63)

  • PANW$PANWPalo Alto Networks Inc-10%

    now $20.5M · held 11+ qtrs, 2 trims in a row

  • VRT$VRTVertiv Holdings Co-20%

    now $7.3M · held 5 qtrs

  • WPC$WPCW. P. Carey Inc.-71%

    now $455K · held 3 qtrs, 2 trims in a row

  • AVGO$AVGOBroadcom Inc.-8%

    now $11.7M · held 3 qtrs

  • PFE$PFEPFIZER INC-65%

    now $558K · held 3 qtrs, 2 trims in a row

  • TD$TDTORONTO DOMINION BANK-34%

    now $2.0M · held 3 qtrs, 2 trims in a row

+57 more in the Excel export

Sold out (7)

  • EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.was $1.5M

    held 2 qtrs

  • DEO$DEODIAGEO PLCwas $735K

    held 2 qtrs

  • GIS$GISGENERAL MILLS INCwas $502K

    held 2 qtrs

  • STZ$STZCONSTELLATION BRANDS, INC.was $366K

    held 2 qtrs

  • MCO$MCOMOODYS CORP /DE/was $243K

    held 9 qtrs

  • NEE$NEENEXTERA ENERGY INCwas $214K

+1 more in the Excel export

Firm AUM (Form ADV): $813.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CMH Wealth Management LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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Is it too late to follow CMH Wealth Management?

Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CMH Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+0.8%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter; 20% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

81%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CMH Wealth Management LLC disclosed 112 positions worth $663.7M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 5.6% of the equity portfolio, followed by $GOOGL and $AAPL. During the quarter the fund opened 2 new positions and exited 7 — including a new stake in $XOM.R34088 and a full exit from $EPD. The portfolio is most concentrated in Other (42.7% of disclosed assets). All figures are sourced directly from CMH Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1657516.

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AI-Powered Hedge Fund Analysis: CMH Wealth Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For CMH Wealth Management LLC (SEC CIK: 1657516), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CMH Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.