Cmh Wealth Management LLC Top Holdings and 13F Report (2026) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $582.54 million in total holdings as of March 31, 2026.Cmh Wealth Management LLC owns shares of 113 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 30.34% of the portfolio was purchased this quarter.About 6.85% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 53 new stocks and bought additional shares in 28 stocks.Cmh Wealth Management LLC sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $27,599,039J P MORGAN EXCHANGE TRADED F $25,375,399Alphabet $25,217,574Apple $22,554,669Amazon.com $21,420,153 Largest New Holdings this Quarter 11135F101 - Broadcom $10,929,108 Holding81369Y886 - Utilities Select Sector SPDR Fund $6,209,835 Holding863667101 - Stryker $5,563,664 Holding09260D107 - Blackstone $4,594,656 HoldingG29183103 - Eaton $4,515,942 Holding Largest Purchases this Quarter MFS ACTIVE EXCHANGE TRADED F 487,816 shares (about $14.50M)Broadcom 35,311 shares (about $10.93M)Microsoft 20,374 shares (about $7.54M)JPMorgan Chase & Co. 25,308 shares (about $7.44M)Utilities Select Sector SPDR Fund 135,320 shares (about $6.21M) Largest Sales this Quarter Alphabet 17,884 shares (about $5.14M)Vanguard Energy ETF 17,684 shares (about $3.06M)Snowflake 19,084 shares (about $2.88M)Danaher 11,421 shares (about $2.17M)Salesforce 6,296 shares (about $1.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCmh Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$27,599,039$7,541,817 ▲37.6%74,5584.7%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$25,375,399$213,639 ▲0.8%505,9904.4%ACTIVE HIGH YIELGOOGLAlphabet$25,217,574$5,142,723 ▼-16.9%87,6954.3%Computer and TechnologyAAPLApple$22,554,669$3,268,322 ▲16.9%88,8713.9%Computer and TechnologyAMZNAmazon.com$21,420,153$38,322 ▼-0.2%102,8483.7%Retail/WholesaleMFS ACTIVE EXCHANGE TRADED F$18,758,967$14,497,892 ▲340.2%631,1903.2%INTERNATINL ETFTMSLT. Rowe Price Small-Mid Cap ETF$18,497,889$85,771 ▲0.5%504,4423.2%ETFVFHVanguard Financials ETF$17,551,761$1,584,423 ▲9.9%145,2843.0%ETFBABoeing$13,663,359$761,287 ▲5.9%68,6502.3%AerospaceVDEVanguard Energy ETF$13,503,696$3,060,039 ▼-18.5%78,0382.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$13,296,806$210,203 ▲1.6%194,1992.3%ManufacturingLLYEli Lilly and Company$12,947,603$215,226 ▼-1.6%14,0772.2%MedicalXLCCommunication Services Select Sector SPDR Fund$12,934,369$2,810,744 ▲27.8%116,6732.2%ETFGE VERNOVA INC$12,718,410$106,554 ▼-0.8%14,5622.2%COMTJXTJX Companies$10,936,736$170,560 ▼-1.5%68,4831.9%Retail/WholesaleAVGOBroadcom$10,929,108$10,929,108 ▲New Holding35,3111.9%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$10,440,245$31,668 ▲0.3%71,2111.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,366,010$184,781 ▲1.8%125,2691.8%ETFPANWPalo Alto Networks$9,638,760$2,053,218 ▲27.1%60,1221.7%Computer and TechnologySMMDiShares Russell 2500 ETF$9,547,644$91,849 ▼-1.0%125,0511.6%ETFVRTVertiv$9,424,314$41,847 ▼-0.4%37,6101.6%Computer and TechnologyVDCVanguard Consumer Staples ETF$9,102,858$176,977 ▲2.0%40,5311.6%ETFBLACKROCK INC$8,972,755$2,240,784 ▲33.3%9,3301.5%COMSOXXiShares Semiconductor ETF$8,663,807$275,417 ▼-3.1%26,3611.5%ETFNOWServiceNow$7,939,737$1,858,376 ▲30.6%75,9421.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,923,636$7,444,735 ▲1,554.5%26,9361.4%FinanceNVDANVIDIA$7,738,394$148,074 ▲2.0%44,3691.3%Computer and TechnologyFBNDFidelity Total Bond ETF$7,117,884$95,576 ▲1.4%155,4261.2%ETFPPAInvesco Aerospace & Defense ETF$6,882,847$131,069 ▼-1.9%41,5381.2%ETFBRK.BBerkshire Hathaway$6,493,160$5,096,292 ▲364.8%13,5501.1%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$6,468,483$389,093 ▼-5.7%146,4121.1%ETFVVisa$6,454,336$514,110 ▲8.7%21,3551.1%Business ServicesXLUUtilities Select Sector SPDR Fund$6,209,835$6,209,835 ▲New Holding135,3201.1%ETFWALMART INC$6,193,519$117,427 ▲1.9%49,7371.1%COMMAMastercard$6,164,806$108,926 ▼-1.7%12,3381.1%Business ServicesVNQVanguard Real Estate ETF$5,792,199$1,595,181 ▲38.0%65,3011.0%ETFXLBMaterials Select Sector SPDR Fund$5,770,986$315,661 ▼-5.2%115,4891.0%ETFCRMSalesforce$5,770,344$1,175,275 ▼-16.9%30,9121.0%Computer and TechnologySYKStryker$5,563,664$5,563,664 ▲New Holding16,8871.0%MedicalTSLATesla$5,531,269$863,204 ▼-13.5%14,8790.9%Auto/Tires/TrucksXLIIndustrial Select Sector SPDR Fund$5,084,468$365,348 ▲7.7%31,4380.9%ETFDHRDanaher$4,820,031$2,169,954 ▼-31.0%25,3690.8%MedicalBXBlackstone$4,594,656$4,594,656 ▲New Holding39,9570.8%FinanceVONEVanguard Russell 1000 ETF$4,534,224$91,782 ▲2.1%15,3640.8%ETFETNEaton$4,515,942$4,515,942 ▲New Holding12,6260.8%IndustrialsSNOWSnowflake$4,046,501$2,878,249 ▼-41.6%26,8300.7%Computer and TechnologyJNJJohnson & Johnson$3,860,995$3,097,840 ▲405.9%15,7950.7%MedicalXOMExxonMobil$3,663,500$3,663,500 ▲New Holding21,5930.6%EnergyPGProcter & Gamble$3,453,894$2,952,970 ▲589.5%23,9120.6%Consumer StaplesJAVAJPMorgan Active Value ETF$3,409,560$199,106 ▲6.2%47,5200.6%ETFENBEnbridge$3,378,336$3,378,336 ▲New Holding62,4000.6%EnergyMRKMerck & Co., Inc.$3,371,112$3,371,112 ▲New Holding27,8210.6%MedicalUNPUnion Pacific$2,950,440$2,950,440 ▲New Holding12,1610.5%TransportationCICigna Group$2,929,065$2,929,065 ▲New Holding10,9810.5%MedicalWPCW.P. Carey$2,878,225$2,878,225 ▲New Holding41,7800.5%FinanceTDToronto Dominion Bank$2,854,820$2,854,820 ▲New Holding30,5950.5%FinanceDEDeere & Company$2,792,262$2,792,262 ▲New Holding4,9430.5%IndustrialsCVXChevron$2,776,329$2,776,329 ▲New Holding13,4190.5%EnergyPEPPepsiCo$2,632,561$2,632,561 ▲New Holding16,9530.5%Consumer StaplesCATCaterpillar$2,592,964$2,592,964 ▲New Holding3,6600.4%IndustrialsOEFiShares S&P 100 ETF$2,531,838$2,531,838 ▲New Holding7,9600.4%ETFITWIllinois Tool Works$2,406,824$2,406,824 ▲New Holding9,1870.4%IndustrialsSCHASchwab US Small-Cap ETF$2,402,573$2,402,573 ▲New Holding82,6190.4%ETFVEAVanguard FTSE Developed Markets ETF$2,197,944$2,197,944 ▲New Holding34,3000.4%ETFPFEPfizer$1,961,175$1,961,175 ▲New Holding69,8420.3%MedicalEPDEnterprise Products Partners$1,780,768$1,780,768 ▲New Holding47,0600.3%EnergySCHBSchwab US Broad Market ETF$1,688,477$1,688,477 ▲New Holding67,2700.3%ETFNVSNovartis$1,688,346$1,688,346 ▲New Holding11,0530.3%MedicalMMM3M$1,664,917$1,664,917 ▲New Holding11,4640.3%Multi-Sector ConglomeratesLMTLockheed Martin$1,622,788$1,622,788 ▲New Holding2,6850.3%AerospacePFFiShares Preferred and Income Securities ETF$1,577,398$1,577,398 ▲New Holding52,0250.3%ETFDEODiageo$1,530,906$1,530,906 ▲New Holding20,5630.3%Consumer StaplesMDTMedtronic$1,483,373$1,483,373 ▲New Holding16,9800.3%MedicalFDXFedEx$1,480,880$1,480,880 ▲New Holding4,1410.3%TransportationDISWalt Disney$1,457,763$1,457,763 ▲New Holding15,1250.3%Consumer DiscretionaryRTXRTX$1,420,130$1,420,130 ▲New Holding7,3620.2%AerospaceGISGeneral Mills$1,373,800$1,373,800 ▲New Holding36,9100.2%Consumer StaplesVZVerizon Communications$1,237,251$1,237,251 ▲New Holding24,6460.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,230,573$1,230,573 ▲New Holding15,5240.2%ETFJCIJohnson Controls International$1,211,704$1,211,704 ▲New Holding9,2250.2%ConstructionRSPTInvesco S&P 500 Equal Weight Technology ETF$1,184,228$1,184,228 ▲New Holding26,1650.2%ETFIVViShares Core S&P 500 ETF$1,159,448$1,159,448 ▲New Holding1,7750.2%ETFABTAbbott Laboratories$1,058,502$1,058,502 ▲New Holding10,3100.2%MedicalHONHoneywell International$1,056,917$1,056,917 ▲New Holding4,6760.2%Multi-Sector ConglomeratesUNHUnitedHealth Group$1,052,054$1,052,054 ▲New Holding3,8880.2%MedicalUNILEVER PLC$971,478$971,478 ▲New Holding16,8880.2%SPON ADR NEWHTGCHercules Capital$961,819$961,819 ▲New Holding65,1200.2%FinanceVTIVanguard Total Stock Market ETF$920,725$920,725 ▲New Holding2,8700.2%ETFRRyder System$872,794$872,794 ▲New Holding4,2640.1%TransportationSCHDSchwab US Dividend Equity ETF$850,910$850,910 ▲New Holding27,7350.1%ETFEMREmerson Electric$802,498$802,498 ▲New Holding6,1250.1%IndustrialsSPYSPDR S&P 500 ETF Trust$792,347$792,347 ▲New Holding1,2150.1%FinanceRPMRPM International$688,345$688,345 ▲New Holding6,9250.1%Basic MaterialsLHXL3Harris Technologies$685,123$685,123 ▲New Holding1,9850.1%AerospaceSCHMSchwab U.S. Mid-Cap ETF$622,761$622,761 ▲New Holding20,1150.1%ETFSTZConstellation Brands$487,500$487,500 ▲New Holding3,2500.1%Consumer StaplesIWBiShares Russell 1000 ETF$445,070$445,070 ▲New Holding1,2480.1%ETFXLFFinancial Select Sector SPDR Fund$409,278$409,278 ▲New Holding8,2900.1%ETFQQQInvesco QQQ$390,174$184,698 ▲89.9%6760.1%FinanceTMOThermo Fisher Scientific$377,004$377,004 ▲New Holding7670.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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