Cmh Wealth Management LLC Top Holdings and 13F Report (2026) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $663.67 million in total holdings as of September 30, 2026.Cmh Wealth Management LLC owns shares of 112 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 117 new stocks and bought additional shares in 40 stocks.Cmh Wealth Management LLC sold shares of 63 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $37,459,908Alphabet $31,014,339Apple $28,217,119J P MORGAN EXCHANGE TRADED F $27,810,510Amazon.com $23,866,577 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $3,077,470 HoldingG54950103 - LINDE PLC $135,750 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 18,909 shares (about $3.08M)J P MORGAN EXCHANGE TRADED F 33,098 shares (about $1.61M)Fidelity Total Bond ETF 35,556 shares (about $1.55M)Amazon.com 6,153 shares (about $1.53M)MFS ACTIVE EXCHANGE TRADED F 42,424 shares (about $1.39M) Largest Sales this Quarter Palo Alto Networks 5,488 shares (about $2.18M)Vertiv 7,452 shares (about $1.80M)W.P. Carey 16,721 shares (about $1.10M)Broadcom 2,994 shares (about $1.05M)Pfizer 36,460 shares (about $1.04M) 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$37,459,908$642,659 ▼-1.7%73,0365.6%TechnologyGOOGLAlphabet$31,014,339$422,874 ▲1.4%90,1374.7%Communication ServicesAAPLApple$28,217,119$817,564 ▼-2.8%84,7314.3%TechnologyJ P MORGAN EXCHANGE TRADED F$27,810,510$1,613,528 ▲6.2%570,4724.2%ACTI HIGH YI ETFAMZNAmazon.com$23,866,577$1,533,020 ▲6.9%95,7923.6%Consumer DiscretionaryMFS ACTIVE EXCHANGE TRADED F$23,060,773$1,385,992 ▲6.4%705,8703.5%INTERNATINL ETFTMSLT. Rowe Price Small-Mid Cap ETF$22,621,549$1,349,775 ▲6.3%555,8123.4%ETFPANWPalo Alto Networks$20,534,968$2,180,437 ▼-9.6%51,6853.1%TechnologyVFHVanguard Financials ETF$20,349,719$731,106 ▲3.7%156,4283.1%ETFLLYEli Lilly and Company$16,791,545$146,949 ▲0.9%14,5122.5%HealthcareACWXiShares MSCI ACWI ex U.S. ETF$16,036,356$895,492 ▲5.9%212,0652.4%ETFSOXXiShares Semiconductor ETF$14,984,802$392,930 ▲2.7%26,3522.3%ETFVDEVanguard Energy ETF$14,158,783$424,374 ▲3.1%82,2422.1%ETFXLCCommunication Services Select Sector SPDR Fund$14,131,253$880,658 ▲6.6%127,3432.1%ETFBABoeing$13,827,933$514,613 ▲3.9%74,3242.1%IndustrialsXLVHealth Care Select Sector SPDR Fund$12,688,426$456,081 ▲3.7%75,3381.9%ETFAVGOBroadcom$11,653,538$1,051,463 ▼-8.3%33,1831.8%TechnologySMMDiShares Russell 2500 ETF$11,443,945$571,103 ▲5.3%133,8161.7%ETFNVDANVIDIA$11,337,453$785,993 ▲7.4%49,5911.7%TechnologyFBNDFidelity Total Bond ETF$10,652,587$1,545,449 ▲17.0%245,0831.6%ETFTJXTJX Companies$10,345,584$886,742 ▲9.4%78,1921.6%Consumer DiscretionaryBLACKROCK INC$10,316,211$287,855 ▲2.9%9,7481.6%COMGE VERNOVA INC$9,965,888$583,601 ▲6.2%10,4851.5%COMVDCVanguard Consumer Staples ETF$9,546,033$457,586 ▲5.0%43,7471.4%ETFIGViShares Expanded Tech-Software Sector ETF$9,400,055$832,993 ▲9.7%88,2801.4%ETFSNOWSnowflake$8,735,521$301,529 ▼-3.3%25,7261.3%TechnologyJPMJPMorgan Chase & Co.$8,640,116$463,171 ▼-5.1%26,1161.3%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$8,589,892$488,909 ▲6.0%167,0861.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,307,204$449,813 ▼-5.1%106,0811.3%ETFVVisa$8,158,947$270,216 ▲3.4%22,7061.2%FinanceMAMastercard$7,488,412$283,456 ▲3.9%13,5791.1%FinanceVRTVertiv$7,329,309$1,798,242 ▼-19.7%30,3731.1%IndustrialsPPAInvesco Aerospace & Defense ETF$6,930,533$274,914 ▲4.1%44,8231.0%ETFCRMSalesforce$6,923,241$56,120 ▲0.8%30,1011.0%TechnologyVNQVanguard Real Estate ETF$6,518,970$373,936 ▲6.1%72,7321.0%ETFDHRDanaher$6,470,426$433,241 ▲7.2%29,1531.0%HealthcareIBBiShares Biotechnology ETF$6,438,639$367,375 ▲6.1%30,5831.0%ETFBRK.BBerkshire Hathaway$6,300,562$485,501 ▼-7.2%12,6530.9%FinanceXLUUtilities Select Sector SPDR Fund$6,174,727$388,247 ▲6.7%156,5600.9%ETFXLBMaterials Select Sector SPDR Fund$6,074,205$242,088 ▲4.2%124,7270.9%ETFWALMART INC$6,046,378$507,234 ▲9.2%58,1830.9%COMNOWServiceNow$6,038,022$235,185 ▲4.1%45,0570.9%TechnologyVONEVanguard Russell 1000 ETF$5,617,176$368,424 ▲7.0%16,3290.8%ETFSYKStryker$5,517,007$469,374 ▲9.3%19,9700.8%HealthcareTSLATesla$5,491,750$260,076 ▲5.0%15,4780.8%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$5,265,882$89,334 ▲1.7%31,5360.8%ETFETNEaton$4,542,465$820,746 ▼-15.3%10,5710.7%IndustrialsJAVAJPMorgan Active Value ETF$4,470,379$360,813 ▲8.8%56,0760.7%ETFMRKMerck & Co., Inc.$4,002,716$142,672 ▼-3.4%27,3820.6%HealthcareJNJJohnson & Johnson$3,946,020$236,947 ▼-5.7%14,9050.6%HealthcareBXBlackstone$3,436,344$602,484 ▼-14.9%30,6570.5%FinancePGProcter & Gamble$3,343,228$65,377 ▼-1.9%23,0120.5%Consumer StaplesOEFiShares S&P 100 ETF$3,165,533$19,104 ▼-0.6%8,2850.5%ETFDEDeere & Company$3,119,305$187,131 ▼-5.7%4,6340.5%IndustrialsEXXONMOBIL HOLDINGS CORP$3,077,470$3,077,470 ▲New Holding18,9090.5%COM SHSSCHASchwab US Small-Cap ETF$2,738,291$55,471 ▼-2.0%83,9190.4%ETFCVXChevron$2,684,892$189,298 ▼-6.6%13,1480.4%EnergyUNPUnion Pacific$2,642,040$594,316 ▼-18.4%9,7090.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$2,416,628$111,211 ▼-4.4%34,2250.4%ETFITWIllinois Tool Works$2,278,526$204,619 ▼-8.2%8,7970.3%IndustrialsCATCaterpillar$2,232,105$599,985 ▼-21.2%2,7530.3%IndustrialsCICigna Group$2,057,362$610,223 ▼-22.9%7,5690.3%HealthcareSCHBSchwab US Broad Market ETF$2,000,994$60,086 ▼-2.9%68,2700.3%ETFPEPPepsiCo$1,966,257$210,476 ▼-9.7%15,5170.3%Consumer StaplesTDToronto Dominion Bank$1,956,287$1,012,521 ▼-34.1%16,6450.3%FinanceENBEnbridge$1,770,107$853,092 ▼-32.5%38,0750.3%EnergyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,617,061$42,809 ▼-2.6%24,5530.2%ETFMMM3M$1,588,152$205,188 ▼-11.4%9,6750.2%IndustrialsNVSNovartis$1,550,877$79,126 ▼-4.9%10,8780.2%HealthcareLMTLockheed Martin$1,443,724$25,972 ▼-1.8%2,8350.2%IndustrialsUNHUnitedHealth Group$1,383,158$119,301 ▼-7.9%3,7680.2%HealthcareRTXRTX$1,336,680$116,031 ▼-8.0%7,2000.2%IndustrialsIVViShares Core S&P 500 ETF$1,335,643$119,473 ▼-8.2%1,7440.2%ETFJCIJohnson Controls International$1,280,638$74,525 ▼-5.5%8,5920.2%IndustrialsFDXFedEx$1,229,339$28,629 ▼-2.3%4,2940.2%IndustrialsABTAbbott Laboratories$987,979$86,968 ▼-8.1%9,9970.1%HealthcareVTIVanguard Total Stock Market ETF$933,729$130,984 ▼-12.3%2,4950.1%ETFEMREmerson Electric$912,454$38,775 ▼-4.1%5,8830.1%IndustrialsRRyder System$900,175$25,745 ▼-2.8%3,9510.1%IndustrialsSPYSPDR S&P 500 ETF Trust$874,610$30,581 ▼-3.4%1,1440.1%ETFSCHDSchwab US Dividend Equity ETF$848,546$39,036 ▼-4.4%26,0850.1%ETFVZVerizon Communications$767,655$331,970 ▼-30.2%16,7350.1%Communication ServicesMDTMedtronic$698,841$504,022 ▼-41.9%8,0280.1%HealthcareDISWalt Disney$697,707$429,576 ▼-38.1%6,6510.1%Communication ServicesSCHMSchwab U.S. Mid-Cap ETF$651,143$51,030 ▼-7.3%19,1400.1%ETFPFEPfizer$557,692$1,039,861 ▼-65.1%19,5540.1%HealthcareTMOThermo Fisher Scientific$522,1770.0%7730.1%HealthcareIWBiShares Russell 1000 ETF$519,4280.0%1,2480.1%ETFHONEYWELL INTL INC$506,256$59,274 ▼-10.5%2,4000.1%COMQQQInvesco QQQ$456,169$25,919 ▼-5.4%6160.1%ETFWPCW.P. Carey$454,732$1,096,564 ▼-70.7%6,9340.1%Real EstateRPMRPM International$451,416$231,875 ▼-33.9%4,5750.1%MaterialsUNILEVER PLC$438,653$296,363 ▼-40.3%7,2230.1%SPON ADR NEWLHXL3Harris Technologies$421,942$48,066 ▼-10.2%1,7820.1%IndustrialsXLFFinancial Select Sector SPDR Fund$420,525$16,821 ▼-3.8%7,8750.1%ETFHONEYWELL AEROSPACE INC$380,762$33,629 ▼-8.1%2,4570.1%COMVGTVanguard Information Technology ETF$377,0100.0%3,0000.1%ETFPFFiShares Preferred and Income Securities ETF$366,538$823,789 ▼-69.2%12,4250.1%ETFKOCoca-Cola$361,313$46,766 ▼-11.5%4,1720.1%Consumer StaplesVVVanguard Large-Cap ETF$351,8500.0%1,0000.1%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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