Cmh Wealth Management LLC Top Holdings and 13F Report (2026)

About Cmh Wealth Management LLC

Investment Activity

Cmh Wealth Management LLC has $655.46 million in total holdings as of June 30, 2026.
Cmh Wealth Management LLC owns shares of 117 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 4.93% of the portfolio was purchased this quarter.
About 4.49% of the portfolio was sold this quarter.
This quarter, Cmh Wealth Management LLC has purchased 113 new stocks and bought additional shares in 56 stocks.
Cmh Wealth Management LLC sold shares of 48 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Alphabet: $31,773,053
Microsoft: $27,711,186
J P MORGAN EXCHANGE TRADED F: $27,116,699
Apple: $25,228,250
T. Rowe Price Small-Mid Cap ETF: $22,918,115

Largest New Holdings this Quarter

464287515 - iShares Expanded Tech-Software Sector ETF: $7,289,405 Holding
464287556 - iShares Biotechnology ETF: $5,484,700 Holding
438516205 - HONEYWELL INTL INC: $600,164 Holding
43849R105 - HONEYWELL AEROSPACE INC: $591,168 Holding
314352105 - FEDEX FGHT HLDG CO INC: $313,778 Holding

Largest Purchases this Quarter

iShares Expanded Tech-Software Sector ETF: 80,457 shares (about $7.29M)
iShares Biotechnology ETF: 28,838 shares (about $5.48M)
Fidelity Total Bond ETF: 54,101 shares (about $2.47M)
J P MORGAN EXCHANGE TRADED F: 31,384 shares (about $1.58M)
MFS ACTIVE EXCHANGE TRADED F: 32,256 shares (about $1.05M)

Largest Sales this Quarter

GE VERNOVA INC: 4,691 shares (about $5.51M)
ServiceNow: 32,640 shares (about $3.24M)
Amazon.com: 13,209 shares (about $3.15M)
W.P. Carey: 18,125 shares (about $1.31M)
Vanguard Intermediate-Term Corporate Bond ETF: 13,444 shares (about $1.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$31,773,053	$433,490 â–²	1.4%	88,908	4.8%	Computer and Technology
MSFT Microsoft	$27,711,186	$100,342 â–¼	-0.4%	74,289	4.2%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$27,116,699	$1,583,684 â–²	6.2%	537,374	4.1%	ACTI HIGH YI ETF
AAPL Apple	$25,228,250	$487,574 â–¼	-1.9%	87,186	3.8%	Computer and Technology
TMSL T. Rowe Price Small-Mid Cap ETF	$22,918,115	$798,333 â–²	3.6%	522,648	3.5%	ETF
MFS ACTIVE EXCHANGE TRADED F	$21,548,727	$1,047,675 â–²	5.1%	663,446	3.3%	INTERNATINL ETF
AMZN Amazon.com	$21,364,560	$3,148,233 â–¼	-12.8%	89,639	3.3%	Retail/Wholesale
VFH Vanguard Financials ETF	$19,846,333	$726,958 â–²	3.8%	150,808	3.0%	ETF
PANW Palo Alto Networks	$19,497,137	$1,005,668 â–¼	-4.9%	57,173	3.0%	Computer and Technology
LLY Eli Lilly and Company	$17,253,801	$369,424 â–²	2.2%	14,385	2.6%	Medical
SOXX iShares Semiconductor ETF	$16,442,543	$448,532 â–¼	-2.7%	25,661	2.5%	ETF
BA Boeing	$15,490,106	$629,493 â–²	4.2%	71,558	2.4%	Aerospace
ACWX iShares MSCI ACWI ex U.S. ETF	$15,238,973	$458,487 â–²	3.1%	200,223	2.3%	Manufacturing
AVGO Broadcom	$13,665,862	$327,132 â–²	2.5%	36,177	2.1%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$12,792,072	$292,893 â–²	2.3%	119,407	2.0%	ETF
VRT Vertiv	$12,664,567	$71,986 â–²	0.6%	37,825	1.9%	Computer and Technology
VDE Vanguard Energy ETF	$11,976,922	$261,076 â–²	2.2%	79,777	1.8%	ETF
SMMD iShares Russell 2500 ETF	$11,649,655	$191,232 â–²	1.7%	127,138	1.8%	ETF
GE VERNOVA INC	$11,601,947	$5,513,599 â–¼	-32.2%	9,871	1.8%	COM
XLV Health Care Select Sector SPDR Fund	$11,523,476	$225,139 â–²	2.0%	72,630	1.8%	ETF
TJX TJX Companies	$10,830,735	$455,561 â–²	4.4%	71,490	1.7%	Retail/Wholesale
FBND Fidelity Total Bond ETF	$9,566,272	$2,470,063 â–²	34.8%	209,527	1.5%	ETF
VDC Vanguard Consumer Staples ETF	$9,391,659	$252,323 â–²	2.8%	41,650	1.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$9,242,337	$1,111,147 â–¼	-10.7%	111,825	1.4%	ETF
NVDA NVIDIA	$9,234,754	$356,961 â–²	4.0%	46,153	1.4%	Computer and Technology
BLACKROCK INC	$9,111,743	$140,388 â–²	1.6%	9,476	1.4%	COM
JPM JPMorgan Chase & Co.	$9,006,970	$189,855 â–²	2.2%	27,516	1.4%	Finance
TCHP T. Rowe Price Blue Chip Growth ETF	$7,892,982	$559,205 â–²	7.6%	157,576	1.2%	ETF
PPA Invesco Aerospace & Defense ETF	$7,603,900	$266,212 â–²	3.6%	43,045	1.2%	ETF
V Visa	$7,532,198	$205,511 â–²	2.8%	21,954	1.1%	Business Services
IGV iShares Expanded Tech-Software Sector ETF	$7,289,405	$7,289,405 â–²	New Holding	80,457	1.1%	ETF
BRK.B Berkshire Hathaway	$6,819,315	$39,030 â–²	0.6%	13,628	1.0%	Finance
SNOW Snowflake	$6,773,263	$54,972 â–¼	-0.8%	26,614	1.0%	Computer and Technology
MA Mastercard	$6,710,184	$373,387 â–²	5.9%	13,065	1.0%	Business Services
XLU Utilities Select Sector SPDR Fund	$6,652,104	$516,695 â–²	8.4%	146,716	1.0%	ETF
VNQ Vanguard Real Estate ETF	$6,611,241	$314,265 â–²	5.0%	68,560	1.0%	ETF
TSLA Tesla	$6,201,747	$56,360 â–¼	-0.9%	14,745	0.9%	Auto/Tires/Trucks
XLB Materials Select Sector SPDR Fund	$6,087,198	$216,892 â–²	3.7%	119,756	0.9%	ETF
WALMART INC	$6,036,985	$403,772 â–²	7.2%	53,302	0.9%	COM
SYK Stryker	$5,768,419	$436,949 â–²	8.2%	18,271	0.9%	Medical
XLI Industrial Select Sector SPDR Fund	$5,742,316	$80,946 â–¼	-1.4%	31,001	0.9%	ETF
IBB iShares Biotechnology ETF	$5,484,700	$5,484,700 â–²	New Holding	28,838	0.8%	Finance
ETN Eaton	$5,318,404	$61,787 â–¼	-1.1%	12,481	0.8%	Industrials
DHR Danaher	$5,192,015	$349,685 â–²	7.2%	27,201	0.8%	Medical
VONE Vanguard Russell 1000 ETF	$5,168,190	$35,904 â–¼	-0.7%	15,258	0.8%	ETF
CRM Salesforce	$4,690,589	$165,742 â–¼	-3.4%	29,857	0.7%	Computer and Technology
NOW ServiceNow	$4,298,973	$3,240,462 â–¼	-43.0%	43,302	0.7%	Computer and Technology
BX Blackstone	$4,239,886	$461,855 â–¼	-9.8%	36,032	0.6%	Finance
JAVA JPMorgan Active Value ETF	$4,093,586	$320,022 â–²	8.5%	51,550	0.6%	ETF
JNJ Johnson & Johnson	$4,012,793	$1,270 â–²	0.0%	15,800	0.6%	Medical
CAT Caterpillar	$3,719,696	$177,838 â–¼	-4.6%	3,493	0.6%	Industrials
MRK Merck & Co., Inc.	$3,668,305	$69,465 â–²	1.9%	28,358	0.6%	Medical
PG Procter & Gamble	$3,440,513	$65,989 â–¼	-1.9%	23,462	0.5%	Consumer Staples
UNP Union Pacific	$3,234,826	$72,894 â–¼	-2.2%	11,893	0.5%	Transportation
DE Deere & Company	$3,123,631	$19,713 â–¼	-0.6%	4,912	0.5%	Industrials
SCHA Schwab US Small-Cap ETF	$3,093,430	$108,391 â–²	3.6%	85,619	0.5%	ETF
TD Toronto Dominion Bank	$3,067,322	$647,829 â–¼	-17.4%	25,260	0.5%	Finance
ENB Enbridge	$3,058,800	$323,905 â–¼	-9.6%	56,425	0.5%	Energy
OEF iShares S&P 100 ETF	$3,049,527	$137,201 â–²	4.7%	8,335	0.5%	ETF
CI Cigna Group	$2,705,403	$321,704 â–¼	-10.6%	9,814	0.4%	Medical
ITW Illinois Tool Works	$2,608,539	$108,837 â–²	4.4%	9,587	0.4%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$2,550,750	$106,875 â–²	4.4%	35,800	0.4%	ETF
CVX Chevron	$2,333,023	$108,736 â–²	4.9%	14,075	0.4%	Energy
PEP PepsiCo	$2,325,840	$30,464 â–²	1.3%	17,178	0.4%	Consumer Staples
SCHB Schwab US Broad Market ETF	$2,036,468	$88,328 â–²	4.5%	70,320	0.3%	ETF
NVS Novartis	$1,791,780	$59,554 â–²	3.4%	11,433	0.3%	Medical
MMM 3M	$1,768,867	$87,270 â–¼	-4.7%	10,925	0.3%	Multi-Sector Conglomerates
WPC W.P. Carey	$1,713,569	$1,312,976 â–¼	-43.4%	23,655	0.3%	Finance
UNH UnitedHealth Group	$1,701,174	$85,204 â–²	5.3%	4,093	0.3%	Medical
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,625,594	$62,049 â–¼	-3.7%	25,203	0.2%	ETF
RTX RTX	$1,484,638	$87,845 â–²	6.3%	7,825	0.2%	Aerospace
LMT Lockheed Martin	$1,470,302	$102,401 â–²	7.5%	2,886	0.2%	Aerospace
EPD Enterprise Products Partners	$1,455,182	$274,744 â–¼	-15.9%	39,586	0.2%	Energy
IVV iShares Core S&P 500 ETF	$1,422,891	$93,611 â–²	7.0%	1,900	0.2%	ETF
FDX FedEx	$1,381,170	$79,526 â–²	6.1%	4,394	0.2%	Transportation
PFE Pfizer	$1,348,827	$332,981 â–¼	-19.8%	56,014	0.2%	Medical
JCI Johnson Controls International	$1,332,069	$19,486 â–¼	-1.4%	9,092	0.2%	Construction
PFF iShares Preferred and Income Securities ETF	$1,230,272	$355,971 â–¼	-22.4%	40,350	0.2%	ETF
MDT Medtronic	$1,091,022	$249,661 â–¼	-18.6%	13,818	0.2%	Medical
R Ryder System	$1,071,846	$52,748 â–¼	-4.7%	4,064	0.2%	Transportation
VTI Vanguard Total Stock Market ETF	$1,052,764	$9,251 â–¼	-0.9%	2,845	0.2%	ETF
DIS Walt Disney	$1,042,377	$424,769 â–¼	-29.0%	10,746	0.2%	Consumer Discretionary
VZ Verizon Communications	$1,014,993	$28,538 â–¼	-2.7%	23,972	0.2%	Computer and Technology
ABT Abbott Laboratories	$986,956	$51,448 â–²	5.5%	10,877	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$886,430	$23,209 â–¼	-2.6%	1,184	0.1%	Finance
EMR Emerson Electric	$877,939	$1,145 â–²	0.1%	6,133	0.1%	Industrials
SCHD Schwab US Dividend Equity ETF	$865,208	$14,270 â–¼	-1.6%	27,285	0.1%	ETF
RPM RPM International	$769,714		0.0%	6,925	0.1%	Basic Materials
SCHM Schwab U.S. Mid-Cap ETF	$760,997	$19,357 â–²	2.6%	20,640	0.1%	ETF
DEO Diageo	$735,477	$917,377 â–¼	-55.5%	9,150	0.1%	Consumer Staples
HTGC Hercules Capital	$729,675	$297,263 â–¼	-28.9%	46,270	0.1%	Finance
UNILEVER PLC	$727,633	$287,674 â–¼	-28.3%	12,103	0.1%	SPON ADR NEW
VCSH Vanguard Short-Term Corporate Bond ETF	$682,780	$544,153 â–¼	-44.4%	8,639	0.1%	ETF
HONEYWELL INTL INC	$600,164	$600,164 â–²	New Holding	2,681	0.1%	COM
HONEYWELL AEROSPACE INC	$591,168	$591,168 â–²	New Holding	2,674	0.1%	COM
LHX L3Harris Technologies	$576,822		0.0%	1,985	0.1%	Aerospace
IWB iShares Russell 1000 ETF	$511,152		0.0%	1,248	0.1%	ETF
GIS General Mills	$502,338	$782,130 â–¼	-60.9%	14,435	0.1%	Consumer Staples
QQQ Invesco QQQ	$479,926	$18,430 â–¼	-3.7%	651	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$439,066	$5,361 â–¼	-1.2%	8,190	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cmh Wealth Management LLC Top Holdings and 13F Report (2026)

About Cmh Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cmh Wealth Management LLC Top Holdings and 13F Report (2026)

About Cmh Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCmh Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools