What does CMH Wealth Management LLC hold?

CMH Wealth Management LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MSFT, GOOGL, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1657516.

What is CMH Wealth Management LLC's AUM?

CMH Wealth Management LLC reported approximately $663.7M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $813.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source CMH Wealth Management LLC's holdings?

All CMH Wealth Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1657516. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CMH Wealth Management LLC's 13F data updated on 13F Pro?

CMH Wealth Management LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

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.

$MSFTConviction hold5.6% weight · held 11 quarters

$GOOGConviction hold4.7% weight · held 11 quarters

$AAPLConviction hold4.3% weight · held 11 quarters

$Conviction hold4.2% weight · held 5 quarters

$AMZNConviction hold3.6% weight · held 11 quarters

$Accumulating+98% shares · 9 quarters running

$Accumulating+412% shares · 5 quarters running

$Accumulating+14% shares · 5 quarters running

$BAAccumulating+34% shares · 5 quarters running

$Accumulating+30% shares · 5 quarters running

$SNOWTrimming-50% shares · 6 quarters running

$MSFTTrimming-2% shares · 2 quarters running

$AAPLTrimming-5% shares · 2 quarters running

$PANWTrimming-14% shares · 2 quarters running

$Trimming-15% shares · 2 quarters running

Largest positions — Q3 2026

MSFT
$37.5M
GOOGL
$31.0M
AAPL
$28.2M
J
$27.8M
AMZN
$23.9M
MFS
$23.1M
T
$22.6M
PANW
$20.5M
VANGUARD
$20.3M
LLY
$16.8M
ISHARES
$16.0M
ISHARES
$15.0M
VANGUARD
$14.2M
SELECT
$14.1M
BA
$13.8M
SELECT
$12.7M
AVGO
$11.7M
ISHARES
$11.4M
NVDA
$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

1
MICROSOFT CORP
$MSFT
$37.5M
5.6% of stocks
-2%This quarter+2.2%Since filed11+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
2
Alphabet Inc.
$GOOGL
$31.0M
4.7% of stocks
+1%This quarter-2.0%Since filed11+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
3
Apple Inc.
$AAPL
$28.2M
4.3% of stocks
-3%This quarter-1.2%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
4
J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF
$27.8M
4.2% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
AMAZON COM INC
$AMZN
$23.9M
3.6% of stocks
+7%This quarter-0.5%Since filed11+ qtrsHeld
AIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trial
6
MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF
$23.1M
3.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP
$22.6M
3.4% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Palo Alto Networks Inc
$PANW
$20.5M
3.1% of stocks
-10%This quarter+10.0%Since filed11+ qtrsHeld
AIQuality65.5#471Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
9
VANGUARD WORLD FD - FINANCIALS ETF
$20.3M
3.1% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ELI LILLY & Co
$LLY
$16.8M
2.5% of stocks
+0.9%This quarter-2.1%Since filed11+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	MICROSOFT CORP$MSFT	$37.5M	5.6%	-2%	+2.2%	11+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
2	Alphabet Inc.$GOOGL	$31.0M	4.7%	+1%	-2.0%	11+ qtrsAdded 2 qtrs in a row	77.7#61	Estimated buy price is Pro: unlock with a free trial
3	Apple Inc.$AAPL	$28.2M	4.3%	-3%	-1.2%	11+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF	$27.8M	4.2%	+6%	—	—	—	—
5	AMAZON COM INC$AMZN	$23.9M	3.6%	+7%	-0.5%	11+ qtrs	67.5#363	Estimated buy price is Pro: unlock with a free trial
6	MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF	$23.1M	3.5%	+6%	—	—	—	—
7	T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP	$22.6M	3.4%	+6%	—	—	—	—
8	Palo Alto Networks Inc$PANW	$20.5M	3.1%	-10%	+10.0%	11+ qtrsTrimmed 2 qtrs in a row	65.5#471	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD WORLD FD - FINANCIALS ETF	$20.3M	3.1%	+4%	—	—	—	—
10	ELI LILLY & Co$LLY	$16.8M	2.5%	+0.9%	-2.1%	11+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — CMH Wealth Management LLC (Q3 2026)

Sort

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						Held		Source
11	—	ISHARES TR - MSCI ACWI EX USetf/fund	—	$16.0M	2.4%	212K	+6%	—	—	13F
12	—	ISHARES TR - ISHARES SEMICDTRetf/fund	—	$15.0M	2.3%	26K	+3%	—	—	13F
13	—	VANGUARD WORLD FD - ENERGY ETFetf/fund	—	$14.2M	2.1%	82K	+3%	—	—	13F
14	—	SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund	—	$14.1M	2.1%	127K	+7%	—	—	13F
15	$BA	BOEING CO	Industrials	$13.8M	2.1%	74K	+4%	11+ qtrsAdded 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	—	SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund	—	$12.7M	1.9%	75K	+4%	—	—	13F
17	$AVGO	Broadcom Inc.	Technology	$11.7M	1.8%	33K	-8%	3 qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES TR - RUSEL 2500 ETFetf/fund	—	$11.4M	1.7%	134K	+5%	—	—	13F
19	$NVDA	NVIDIA CORP	Technology	$11.3M	1.7%	50K	+7%	9 qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund	—	$10.7M	1.6%	245K	+17%	—	—	13F
21	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$10.3M	1.6%	78K	+9%	11+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	$BLK	BlackRock, Inc.	Financials	$10.3M	1.6%	9,748	+3%	11+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	$GEV	GE Vernova Inc.	Industrials	$10.0M	1.5%	10K	+6%	6 qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	VANGUARD WORLD FD - CONSUM STP ETFetf/fund	—	$9.5M	1.4%	44K	+5%	—	—	13F
25	—	ISHARES TR - EXPANDED TECHetf/fund	—	$9.4M	1.4%	88K	+10%	—	—	13F
26	$SNOW	Snowflake Inc.	Technology	$8.7M	1.3%	26K	-3%
27	$JPM	JPMORGAN CHASE & CO	Financials	$8.6M	1.3%	26K	-5%
28	—	T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP	—	$8.6M	1.3%	167K	+6%
29	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$8.3M	1.3%	106K	-5%
30	$V	VISA INC.	Financials	$8.2M	1.2%	23K	+3%
31	$MA	Mastercard Inc	Financials	$7.5M	1.1%	14K	+4%
32	$VRT	Vertiv Holdings Co	Technology	$7.3M	1.1%	30K	-20%
33	$IVZ	Invesco Ltd.	Financials	$6.9M	1.0%	45K	+4%
34	$CRM	Salesforce, Inc.	Technology	$6.9M	1.0%	30K	+0.8%
35	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$6.5M	1.0%	73K	+6%
36	$DHR	DANAHER CORP /DE/	Healthcare	$6.5M	1.0%	29K	+7%
37	—	ISHARES TR - ISHARES BIOTECH	—	$6.4M	1.0%	31K	+6%
38	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$6.3M	0.9%	13K	-7%
39	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$6.2M	0.9%	157K	+7%
40	—	SELECT SECTOR SPDR TR - ST STR MATER ETF	—	$6.1M	0.9%	125K	+4%
41	$WMT	Walmart Inc.	Consumer Staples	$6.0M	0.9%	58K	+9%
42	$NOW	ServiceNow, Inc.	Technology	$6.0M	0.9%	45K	+4%
43	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	—	$5.6M	0.8%	16K	+7%
44	$SYK	STRYKER CORP	Healthcare	$5.5M	0.8%	20K	+9%
45	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.5M	0.8%	15K	+5%
46	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$5.3M	0.8%	32K	+2%
47	$ETN	Eaton Corp plc	Industrials	$4.5M	0.7%	11K	-15%
48	—	J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF	—	$4.5M	0.7%	56K	+9%
49	$MRK	Merck & Co., Inc.	Healthcare	$4.0M	0.6%	27K	-3%
50	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.9M	0.6%	15K	-6%
51	$BX	Blackstone Inc.	Financials	$3.4M	0.5%	31K	-15%
52	$PG	PROCTER & GAMBLE Co	Consumer Staples	$3.3M	0.5%	23K	-2%
53	—	ISHARES TR - S&P 100 ETF	—	$3.2M	0.5%	8,285	-0.6%
54	$DE	DEERE & CO	Industrials	$3.1M	0.5%	4,634	-6%
55	$XOM.R34088	EXXON MOBIL CORP	Energy	$3.1M	0.5%	19K	New
56	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$2.7M	0.4%	84K	-2%
57	$CVX	CHEVRON CORP	Energy	$2.7M	0.4%	13K	-7%
58	$UNP	UNION PACIFIC CORP	Industrials	$2.6M	0.4%	9,709	-18%
59	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.4M	0.4%	34K	-4%
60	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$2.3M	0.3%	8,797	-8%
61	$CAT	CATERPILLAR INC	Industrials	$2.2M	0.3%	2,753	-21%
62	$CI	Cigna Group	Healthcare	$2.1M	0.3%	7,569	-23%
63	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$2.0M	0.3%	68K	-3%
64	$PEP	PEPSICO INC	Consumer Staples	$2.0M	0.3%	16K	-10%
65	$TD	TORONTO DOMINION BANK	Financials	$2.0M	0.3%	17K	-34%
66	$ENB	ENBRIDGE INC	Energy	$1.8M	0.3%	38K	-33%
67	$IVZ	Invesco Ltd.	Financials	$1.6M	0.2%	25K	-3%
68	$MMM	3M CO	Healthcare	$1.6M	0.2%	9,675	-11%
69	$NVS	NOVARTIS AG	Healthcare	$1.6M	0.2%	11K	-5%
70	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.4M	0.2%	2,835	-2%
71	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.4M	0.2%	3,768	-8%
72	$RTX	RTX Corp	Industrials	$1.3M	0.2%	7,200	-8%
73	—	ISHARES TR - CORE S&P500 ETF	—	$1.3M	0.2%	1,744	-8%
74	$JCI	Johnson Controls International plc	Industrials	$1.3M	0.2%	8,592	-5%
75	$FDX	FEDEX CORP	Industrials	$1.2M	0.2%	4,294	-2%
76	$ABT	ABBOTT LABORATORIES	Healthcare	$988K	0.1%	9,997	-8%
77	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$934K	0.1%	2,495	-12%
78	$EMR	EMERSON ELECTRIC CO	Industrials	$912K	0.1%	5,883	-4%
79	$R	RYDER SYSTEM INC	Consumer Discretionary	$900K	0.1%	3,951	-3%
80	$SPY	SPDR S&P 500 ETF TRUST	—	$875K	0.1%	1,144	-3%
81	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$849K	0.1%	26K	-4%
82	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$768K	0.1%	17K	-30%
83	$MDT	Medtronic plc	Healthcare	$699K	0.1%	8,028	-42%
84	$DIS	Walt Disney Co	Communication Services	$698K	0.1%	6,651	-38%
85	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$651K	0.1%	19K	-7%
86	$PFE	PFIZER INC	Healthcare	$558K	0.1%	20K	-65%
87	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$522K	0.1%	773	—
88	—	ISHARES TR - RUS 1000 ETF	—	$519K	0.1%	1,248	—
89	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$506K	0.1%	2,400	-10%
90	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$456K	0.1%	616	-5%
91	$WPC	W. P. Carey Inc.	Real Estate	$455K	0.1%	6,934	-71%
92	$RPM	RPM INTERNATIONAL INC/DE/	Materials	$451K	0.1%	4,575	-34%
93	$UL	UNILEVER PLC	Consumer Staples	$439K	0.1%	7,223	-40%
94	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$422K	0.1%	1,782	-10%
95	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$421K	0.1%	7,875	-4%
96	$HONA	Honeywell Aerospace Inc.	Industrials	$381K	0.1%	2,457	-8%
97	—	VANGUARD WORLD FD - INF TECH ETF	—	$377K	0.1%	3,000	—
98	—	ISHARES TR - PFD AND INCM SEC	—	$367K	0.1%	12K	-69%
99	$KO	COCA COLA CO	Consumer Staples	$361K	0.1%	4,172	-11%
100	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$352K	0.1%	1,000	—
101	$PLTR	Palantir Technologies Inc.	Technology	$328K	0.1%	1,756	-15%
102	$HCXY	Hercules Capital, Inc.	Other	$307K	0.1%	18K	-61%
103	$HD	HOME DEPOT, INC.	Consumer Discretionary	$295K	0.0%	1,038	+17%
104	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$273K	0.0%	3,539	-59%
105	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$256K	0.0%	2,352	+36%
106	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$250K	0.0%	3,184	—
107	$UPS	UNITED PARCEL SERVICE INC	Industrials	$237K	0.0%	2,539	-4%
108	$ORCL	ORACLE CORP	Technology	$223K	0.0%	1,627	—
109	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$215K	0.0%	2,589	—
110	$FDXF	FedEx Freight Holding Company, Inc.	Industrials	$200K	0.0%	1,828	-12%
111	—	ISHARES TR - CORE S&P SCP ETF	—	$200K	0.0%	1,469	-9%
112	$LIN	LINDE PLC	Materials	$136K	0.0%	286	New

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.R34088EXXON MOBIL CORP$3.1M
first bought this quarter
$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
$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)

$PANWPalo Alto Networks Inc-10%
now $20.5M · held 11+ qtrs, 2 trims in a row
$VRTVertiv Holdings Co-20%
now $7.3M · held 5 qtrs
$WPCW. P. Carey Inc.-71%
now $455K · held 3 qtrs, 2 trims in a row
$AVGOBroadcom Inc.-8%
now $11.7M · held 3 qtrs
$PFEPFIZER INC-65%
now $558K · held 3 qtrs, 2 trims in a row
$TDTORONTO DOMINION BANK-34%
now $2.0M · held 3 qtrs, 2 trims in a row

+57 more in the Excel export

Sold out (7)

$EPDENTERPRISE PRODUCTS PARTNERS L.P.was $1.5M
held 2 qtrs
$DEODIAGEO PLCwas $735K
held 2 qtrs
$GISGENERAL MILLS INCwas $502K
held 2 qtrs
$STZCONSTELLATION BRANDS, INC.was $366K
held 2 qtrs
$MCOMOODYS CORP /DE/was $243K
held 9 qtrs
$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

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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Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

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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.