CMH Wealth Management LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$429.6B
Holdings
54
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 54,641 | $27.2B | 6.33% | |
| 2 | AMZNAMAZON COM INC | 105,223 | $23.1B | 5.37% | |
| 3 | GOOGLALPHABET INC | 115,785 | $20.4B | 4.75% | |
| 4 | AAPLAPPLE INC | 98,600 | $20.2B | 4.71% | |
| 5 | VFHVANGUARD WORLD FD | 133,988 | $17.1B | 3.97% | |
| 6 | TMSLT ROWE PRICE ETF INC | 489,121 | $16.0B | 3.73% | |
| 7 | ACWXISHARES TR | 191,772 | $11.7B | 2.72% | |
| 8 | BABOEING CO | 55,490 | $11.6B | 2.71% | |
| 9 | SNOWSNOWFLAKE INC | 51,487 | $11.5B | 2.68% | |
| 10 | VDEVANGUARD WORLD FD | 95,407 | $11.4B | 2.65% | |
| 11 | XLCSELECT SECTOR SPDR TR | 94,868 | $10.3B | 2.40% | |
| 12 | FISVFISERV INC | 57,947 | $10.0B | 2.33% | |
| 13 | PANWPALO ALTO NETWORKS INC | 47,915 | $9.8B | 2.28% | |
| 14 | LLYELI LILLY & CO | 12,462 | $9.7B | 2.26% | |
| 15 | TSLATESLA INC | 30,559 | $9.7B | 2.26% | |
| 16 | TJXTJX COS INC NEW | 78,048 | $9.6B | 2.24% | |
| 17 | VCITVANGUARD SCOTTSDALE FDS | 115,232 | $9.6B | 2.22% | |
| 18 | TTDTHE TRADE DESK INC | 130,439 | $9.4B | 2.19% | |
| 19 | NOWSERVICENOW INC | 8,687 | $8.9B | 2.08% | |
| 20 | XLISELECT SECTOR SPDR TR | 58,681 | $8.7B | 2.01% | |
| 21 | VDCVANGUARD WORLD FD | 39,492 | $8.6B | 2.01% | |
| 22 | SMMDISHARES TR | 127,187 | $8.6B | 2.01% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 25,839 | $8.1B | 1.88% | |
| 24 | GEVGE VERNOVA INC | 14,651 | $7.8B | 1.80% | |
| 25 | BLKBLACKROCK INC | 7,263 | $7.6B | 1.77% | |
| 26 | DHRDANAHER CORPORATION | 38,463 | $7.6B | 1.77% | |
| 27 | CRMSALESFORCE INC | 27,420 | $7.5B | 1.74% | |
| 28 | ADBEADOBE INC | 18,963 | $7.3B | 1.71% | |
| 29 | TMEDT ROWE PRICE ETF INC | 157,427 | $7.1B | 1.66% | |
| 30 | VVISA INC | 19,745 | $7.0B | 1.63% | |
| 31 | MAMASTERCARD INCORPORATED | 12,453 | $7.0B | 1.63% | |
| 32 | HONHONEYWELL INTL INC | 29,681 | $6.9B | 1.61% | |
| 33 | SOXXISHARES TR | 28,913 | $6.9B | 1.61% | |
| 34 | NVDANVIDIA CORPORATION | 43,556 | $6.9B | 1.60% | |
| 35 | FBNDFIDELITY MERRIMACK STR TR | 146,774 | $6.7B | 1.57% | |
| 36 | PPAINVESCO EXCHANGE TRADED FD T | 45,044 | $6.4B | 1.49% | |
| 37 | XLVSELECT SECTOR SPDR TR | 46,072 | $6.2B | 1.45% | |
| 38 | DYHTARGET CORP | 60,619 | $6.0B | 1.39% | |
| 39 | SNPSSYNOPSYS INC | 10,724 | $5.5B | 1.28% | |
| 40 | XLBSELECT SECTOR SPDR TR | 60,988 | $5.4B | 1.25% | |
| 41 | VNQVANGUARD INDEX FDS | 47,240 | $4.2B | 0.98% | |
| 42 | VONEVANGUARD SCOTTSDALE FDS | 14,940 | $4.2B | 0.98% | |
| 43 | MFSIMFS ACTIVE EXCHANGE TRADED F | 137,861 | $3.9B | 0.91% | |
| 44 | IHIISHARES TR | 59,190 | $3.7B | 0.86% | |
| 45 | JAVAJ P MORGAN EXCHANGE TRADED F | 42,995 | $2.8B | 0.66% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,718 | $1.3B | 0.31% | |
| 47 | PGPROCTER AND GAMBLE CO | 2,864 | $456.3M | 0.11% | |
| 48 | JNJJOHNSON & JOHNSON | 2,797 | $427.2M | 0.10% | |
| 49 | ABBVABBVIE INC | 1,626 | $301.8M | 0.07% | |
| 50 | XLYSELECT SECTOR SPDR TR | 1,290 | $280.4M | 0.07% | |
| 51 | MCOMOODYS CORP | 533 | $267.3M | 0.06% | |
| 52 | JPMJPMORGAN CHASE & CO. | 884 | $256.3M | 0.06% | |
| 53 | NDQINVESCO QQQ TR | 456 | $251.8M | 0.06% | |
| 54 | APDAIR PRODS & CHEMS INC | 717 | $202.2M | 0.05% |