CMH Wealth Management LLC
CIK: 0001657516Latest portfolio: $466.9M · Q4 2025
Holdings
53
Total Value
$466.9M
New Positions
53
Closed Positions
0
Top Holdings
View All 53 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 105,579 | $33.0M | 7.08% | NEW | |
| 2 | MSFTMICROSOFT CORP | 54,184 | $26.2M | 5.61% | NEW | |
| 3 | JPHYJ P MORGAN EXCHANGE TRADED F | 501,730 | $25.5M | 5.47% | NEW | |
| 4 | AMZNAMAZON COM INC | 103,032 | $23.8M | 5.09% | NEW | |
| 5 | AAPLAPPLE INC | 75,993 | $20.7M | 4.43% | NEW | |
| 6 | TMSLT ROWE PRICE ETF INC | 502,103 | $18.0M | 3.86% | NEW | |
| 7 | VFHVANGUARD WORLD FD | 132,169 | $17.6M | 3.78% | NEW | |
| 8 | LLYELI LILLY & CO | 14,311 | $15.4M | 3.29% | NEW | |
| 9 | BABOEING CO | 64,825 | $14.1M | 3.01% | NEW | |
| 10 | ACWXISHARES TR | 191,129 | $12.8M | 2.75% | NEW | |
| 11 | VDEVANGUARD WORLD FD | 95,722 | $12.1M | 2.58% | NEW | |
| 12 | XLVSELECT SECTOR SPDR TR | 70,995 | $11.0M | 2.35% | NEW | |
| 13 | XLCSELECT SECTOR SPDR TR | 91,319 | $10.8M | 2.30% | NEW | |
| 14 | TJXTJX COS INC NEW | 69,551 | $10.7M | 2.29% | NEW | |
| 15 | VCITVANGUARD SCOTTSDALE FDS | 123,036 | $10.3M | 2.21% | NEW | |
| 16 | SNOWSNOWFLAKE INC | 45,914 | $10.1M | 2.16% | NEW | |
| 17 | CRMSALESFORCE INC | 37,208 | $9.9M | 2.11% | NEW | |
| 18 | GEVGE VERNOVA INC | 14,684 | $9.6M | 2.06% | NEW | |
| 19 | SMMDISHARES TR | 126,254 | $9.5M | 2.03% | NEW | |
| 20 | NOWSERVICENOW INC | 58,167 | $8.9M | 1.91% | NEW | |
| 21 | PANWPALO ALTO NETWORKS INC | 47,315 | $8.7M | 1.87% | NEW | |
| 22 | DHRDANAHER CORPORATION | 36,790 | $8.4M | 1.81% | NEW | |
| 23 | VDCVANGUARD WORLD FD | 39,743 | $8.4M | 1.80% | NEW | |
| 24 | SOXXISHARES TR | 27,199 | $8.2M | 1.75% | NEW | |
| 25 | NVDANVIDIA CORPORATION | 43,520 | $8.1M | 1.74% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.551418025176431e+95T)
Technology0.0% ($2.62042065910072e+33T)
Unknown0.0% ($773943.7T)
Healthcare0.0% ($153798.4T)
Consumer Cyclical0.0% ($23781.1T)
Communication Services0.0% ($330.5B)
Industrials0.0% ($140.7B)
Consumer Defensive0.0% ($5.4B)
Utilities0.0% ($9.6M)
Filing History
Fund Information
CMH Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $466.9M across 53 holdings. The largest position is ALPHABET INC (GOOGL), representing 7.1% of the portfolio. Compared to the previous quarter, the fund opened 53 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.