CMH Wealth Management LLC

Est. AUM

$582.5M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$27.6M	74558	4.74%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ACTIVE HIGH YIEL	$25.4M	505990	4.36%	SOLE
3	ALPHABET INC	CAP STK CL A	$25.2M	87695	4.33%	SOLE
4	APPLE INC	COM	$22.6M	88871	3.87%	SOLE
5	AMAZON COM INC	COM	$21.4M	102848	3.68%	SOLE
6	MFS ACTIVE EXCHANGE TRADED F	INTERNATINL ETF	$18.8M	631190	3.22%	SOLE
7	T ROWE PRICE ETF INC	SMALL MID CAP	$18.5M	504442	3.18%	SOLE
8	VANGUARD WORLD FD	FINANCIALS ETF	$17.6M	145284	3.01%	SOLE
9	BOEING CO	COM	$13.7M	68650	2.35%	SOLE
10	VANGUARD WORLD FD	ENERGY ETF	$13.5M	78038	2.32%	SOLE
11	ISHARES TR	MSCI ACWI EX US	$13.3M	194199	2.28%	SOLE
12	ELI LILLY & CO	COM	$12.9M	14077	2.22%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET COM	$12.9M	116673	2.22%	SOLE
14	GE VERNOVA INC	COM	$12.7M	14562	2.18%	SOLE
15	TJX COS INC NEW	COM	$10.9M	68483	1.88%	SOLE
16	BROADCOM INC	COM	$10.9M	35311	1.88%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET HEA	$10.4M	71211	1.79%	SOLE
18	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.4M	125269	1.78%	SOLE
19	PALO ALTO NETWORKS INC	COM	$9.6M	60122	1.65%	SOLE
20	ISHARES TR	RUSEL 2500 ETF	$9.5M	125051	1.64%	SOLE
21	VERTIV HOLDINGS CO	COM CL A	$9.4M	37610	1.62%	SOLE
22	VANGUARD WORLD FD	CONSUM STP ETF	$9.1M	40531	1.56%	SOLE
23	BLACKROCK INC	COM	$9.0M	9330	1.54%	SOLE
24	ISHARES TR	ISHARES SEMICDTR	$8.7M	26361	1.49%	SOLE
25	SERVICENOW INC	COM	$7.9M	75942	1.36%	SOLE
26	JPMORGAN CHASE & CO	COM	$7.9M	26936	1.36%	SOLE
27	NVIDIA CORPORATION	COM	$7.7M	44369	1.33%	SOLE
28	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.1M	155426	1.22%	SOLE
29	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$6.9M	41538	1.18%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.5M	13550	1.11%	SOLE
31	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$6.5M	146412	1.11%	SOLE
32	VISA INC	COM CL A	$6.5M	21355	1.11%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET UTI	$6.2M	135320	1.07%	SOLE
34	WALMART INC	COM	$6.2M	49737	1.06%	SOLE
35	MASTERCARD INCORPORATED	CL A	$6.2M	12338	1.06%	SOLE
36	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	65301	0.99%	SOLE
37	SALESFORCE INC	COM	$5.8M	30912	0.99%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET MAT	$5.8M	115489	0.99%	SOLE
39	STRYKER CORPORATION	COM	$5.6M	16887	0.95%	SOLE
40	TESLA INC	COM	$5.5M	14879	0.95%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET IND	$5.1M	31438	0.87%	SOLE
42	DANAHER CORP DEL	COM	$4.8M	25369	0.83%	SOLE
43	BLACKSTONE INC	COM	$4.6M	39957	0.79%	SOLE
44	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.5M	15364	0.78%	SOLE
45	EATON CORP PLC	SHS	$4.5M	12626	0.78%	SOLE
46	SNOWFLAKE INC	COM SHS	$4.0M	26830	0.69%	SOLE
47	JOHNSON & JOHNSON	COM	$3.9M	15795	0.66%	SOLE
48	EXXON MOBIL CORP	COM	$3.7M	21593	0.63%	SOLE
49	PROCTER & GAMBLE CO	COM	$3.5M	23912	0.59%	SOLE
50	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$3.4M	47520	0.59%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.