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.R34088. 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
- 78.2#57
Quality
$31.8M88,908 sh - 79.8#31
Quality
$27.7M74,289 sh J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF
—Quality
$27.1M537,374 sh- 76.4
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- 68.7
Quality
$21.4M89,639 sh VANGUARD WORLD FD - FINANCIALS ETF
—Quality
$19.8M150,808 sh- 65.5
Quality
$19.5M57,173 sh - 87.5
Quality
$17.3M14,385 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 78.2#57 | $31.8M | 88,908 |
| MICROSOFT CORP$MSFT | 79.8#31 | $27.7M | 74,289 |
| J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF | — | $27.1M | 537,374 |
| Apple Inc.$AAPL | 76.4 | $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 | 68.7 | $21.4M | 89,639 |
| VANGUARD WORLD FD - FINANCIALS ETF | — | $19.8M | 150,808 |
 Palo Alto Networks Inc$PANW | 65.5 | $19.5M | 57,173 |
 ELI LILLY & Co$LLY | 87.5 | $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% | 78.2 |
| 2 | $MSFT | MICROSOFT CORP | $27.7M | 4.2% | -0% | 79.8 |
| 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% | 76.4 |
| 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% | 68.7 |
| 8 | — | VANGUARD WORLD FD - FINANCIALS ETF | $19.8M | 3.0% | +4% | — |
| 9 | $PANW | Palo Alto Networks Inc | $19.5M | 3.0% | -5% | 65.5 |
| 10 | $LLY | ELI LILLY & Co | $17.3M | 2.6% | +2% | 87.5 |
| 11 | — | ISHARES TR - ISHARES SEMICDTR | $16.4M | 2.5% | -3% | — |
| 12 | $BA | BOEING CO | $15.5M | 2.4% | +4% | 61.6 |
| 13 | — | ISHARES TR - MSCI ACWI EX US | $15.2M | 2.3% | +3% | — |
| 14 |  $AVGO | Broadcom Inc. | $13.7M | 2.1% | +2% | 84.5 |
| 15 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $12.8M | 1.9% | +2% | — |
| 16 |  $VRT | Vertiv Holdings Co | $12.7M | 1.9% | +1% | 81 |
| 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% | 81.1 |
| 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% | 68.7 |
| 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% | 85.9 |
| 26 |  $BLK | BlackRock, Inc. | $9.1M | 1.4% | +2% | 70 |
| 27 |  $JPM | JPMORGAN CHASE & CO | $9.0M | 1.4% | +2% | 70.7 |
| 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% | 82.9 |
| 31 | — | ISHARES TR - EXPANDED TECH | $7.3M | 1.1% | NEW | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 1.0% | +1% | 73.8 |
| 33 |  $SNOW | Snowflake Inc. | $6.8M | 1.0% | -1% | 54.9 |
| 34 |  $MA | Mastercard Inc | $6.7M | 1.0% | +6% | 85.1 |
| 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% | 53.9 |
| 38 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $6.1M | 0.9% | +4% | — |
| 39 |  $WMT | Walmart Inc. | $6.0M | 0.9% | +7% | 60.2 |
| 40 |  $SYK | STRYKER CORP | $5.8M | 0.9% | +8% | 72.1 |
| 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% | 64.8 |
| 45 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $5.2M | 0.8% | -1% | — |
| 46 |  $CRM | Salesforce, Inc. | $4.7M | 0.7% | -3% | 77 |
| 47 |  $NOW | ServiceNow, Inc. | $4.3M | 0.7% | -43% | 72.9 |
| 48 |  $BX | Blackstone Inc. | $4.2M | 0.7% | -10% | 74.4 |
| 49 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $4.1M | 0.6% | +8% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.6% | +0% | 69 |
| 51 |  $CAT | CATERPILLAR INC | $3.7M | 0.6% | -5% | 66.5 |
| 52 |  $MRK | Merck & Co., Inc. | $3.7M | 0.6% | +2% | 59.9 |
| 53 |  $PG | PROCTER & GAMBLE Co | $3.4M | 0.5% | -2% | 64.6 |
| 54 |  $UNP | UNION PACIFIC CORP | $3.2M | 0.5% | -2% | 69.7 |
| 55 |  $DE | DEERE & CO | $3.1M | 0.5% | -1% | 55.4 |
| 56 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.1M | 0.5% | +4% | — |
| 57 |  $TD | TORONTO DOMINION BANK | $3.1M | 0.5% | -17% | 80.5 |
| 58 |  $ENB | ENBRIDGE INC | $3.1M | 0.5% | -10% | 66.7 |
| 59 | — | ISHARES TR - S&P 100 ETF | $3.0M | 0.5% | +5% | — |
| 60 |  $CI | Cigna Group | $2.7M | 0.4% | -11% | 66.2 |
| 61 |  $ITW | ILLINOIS TOOL WORKS INC | $2.6M | 0.4% | +4% | 63.6 |
| 62 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.6M | 0.4% | +4% | — |
| 63 |  $CVX | CHEVRON CORP | $2.3M | 0.4% | +5% | 62.8 |
| 64 |  $PEP | PEPSICO INC | $2.3M | 0.3% | +1% | 63.4 |
| 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% | 64.9 |
| 68 |  $WPC | W. P. Carey Inc. | $1.7M | 0.3% | -43% | 65.9 |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.3% | +5% | 62.7 |
| 70 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | -4% | — |
| 71 |  $RTX | RTX Corp | $1.5M | 0.2% | +6% | 73.2 |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.2% | +7% | 65.6 |
| 73 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.5M | 0.2% | -16% | 61.4 |
| 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% | 62 |
| 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% | 68.7 |
| 80 |  $R | RYDER SYSTEM INC | $1.1M | 0.2% | -5% | 57.8 |
| 81 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.2% | -1% | — |
| 82 |  $DIS | Walt Disney Co | $1.0M | 0.2% | -29% | 60.1 |
| 83 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.1% | -3% | 65.8 |
| 84 |  $ABT | ABBOTT LABORATORIES | $986,956 | 0.1% | +5% | 65.5 |
| 85 |  $SPY | SPDR S&P 500 ETF TRUST | $886,430 | 0.1% | -3% | — |
| 86 |  $EMR | EMERSON ELECTRIC CO | $877,939 | 0.1% | +0% | 65.3 |
| 87 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $865,208 | 0.1% | -2% | — |
| 88 |  $RPM | RPM INTERNATIONAL INC/DE/ | $769,714 | 0.1% | +0% | 59.6 |
| 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 |
| 95 |  $HONA | Honeywell Aerospace Inc. | $591,168 | 0.1% | NEW | — |
| 96 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $576,822 | 0.1% | +0% | 64.4 |
| 97 | — | ISHARES TR - RUS 1000 ETF | $511,152 | 0.1% | +0% | — |
| 98 |  $GIS | GENERAL MILLS INC | $502,338 | 0.1% | -61% | 50.7 |
| 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% | 65.1 |
| 102 |  $KO | COCA COLA CO | $385,419 | 0.1% | -3% | 69.5 |
| 103 |  $STZ | CONSTELLATION BRANDS, INC. | $366,224 | 0.1% | -19% | 59.8 |
| 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% | 60.3 |
| 108 |  $UPS | UNITED PARCEL SERVICE INC | $283,800 | 0.0% | -10% | 58.6 |
| 109 | — | VANGUARD INDEX FDS - MID CAP ETF | $256,535 | 0.0% | +300% | — |
| 110 |  $MCO | MOODYS CORP /DE/ | $242,766 | 0.0% | +1% | 79.1 |
| 111 | — | ISHARES TR - CORE S&P SCP ETF | $240,114 | 0.0% | NEW | — |
| 112 |  $PLTR | Palantir Technologies Inc. | $239,874 | 0.0% | -2% | 84.6 |
| 113 |  $ORCL | ORACLE CORP | $238,438 | 0.0% | -12% | 67.9 |
| 114 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $216,829 | 0.0% | NEW | — |
| 115 |  $NEE | NEXTERA ENERGY INC | $213,984 | 0.0% | +1% | 64.6 |
| 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.$313,778Exited Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for CMH Wealth Management LLC including:
Track CMH Wealth Management LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for CMH Wealth Management LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.