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 â–²37.6%74,5584.7%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$25,375,399$213,639 â–²0.8%505,9904.4%ACTIVE HIGH YIELGOOGLAlphabet$25,217,574$5,142,723 â–¼-16.9%87,6954.3%Computer and TechnologyAAPLApple$22,554,669$3,268,322 â–²16.9%88,8713.9%Computer and TechnologyAMZNAmazon.com$21,420,153$38,322 â–¼-0.2%102,8483.7%Retail/WholesaleMFS ACTIVE EXCHANGE TRADED F$18,758,967$14,497,892 â–²340.2%631,1903.2%INTERNATINL ETFTMSLT. Rowe Price Small-Mid Cap ETF$18,497,889$85,771 â–²0.5%504,4423.2%ETFVFHVanguard Financials ETF$17,551,761$1,584,423 â–²9.9%145,2843.0%ETFBABoeing$13,663,359$761,287 â–²5.9%68,6502.3%AerospaceVDEVanguard Energy ETF$13,503,696$3,060,039 â–¼-18.5%78,0382.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$13,296,806$210,203 â–²1.6%194,1992.3%ManufacturingLLYEli Lilly and Company$12,947,603$215,226 â–¼-1.6%14,0772.2%MedicalXLCCommunication Services Select Sector SPDR Fund$12,934,369$2,810,744 â–²27.8%116,6732.2%ETFGE VERNOVA INC$12,718,410$106,554 â–¼-0.8%14,5622.2%COMTJXTJX Companies$10,936,736$170,560 â–¼-1.5%68,4831.9%Retail/WholesaleAVGOBroadcom$10,929,108$10,929,108 â–²New Holding35,3111.9%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$10,440,245$31,668 â–²0.3%71,2111.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,366,010$184,781 â–²1.8%125,2691.8%ETFPANWPalo Alto Networks$9,638,760$2,053,218 â–²27.1%60,1221.7%Computer and TechnologySMMDiShares Russell 2500 ETF$9,547,644$91,849 â–¼-1.0%125,0511.6%ETFVRTVertiv$9,424,314$41,847 â–¼-0.4%37,6101.6%Computer and TechnologyVDCVanguard Consumer Staples ETF$9,102,858$176,977 â–²2.0%40,5311.6%ETFBLACKROCK INC$8,972,755$2,240,784 â–²33.3%9,3301.5%COMSOXXiShares Semiconductor ETF$8,663,807$275,417 â–¼-3.1%26,3611.5%ETFNOWServiceNow$7,939,737$1,858,376 â–²30.6%75,9421.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,923,636$7,444,735 â–²1,554.5%26,9361.4%FinanceNVDANVIDIA$7,738,394$148,074 â–²2.0%44,3691.3%Computer and TechnologyFBNDFidelity Total Bond ETF$7,117,884$95,576 â–²1.4%155,4261.2%ETFPPAInvesco Aerospace & Defense ETF$6,882,847$131,069 â–¼-1.9%41,5381.2%ETFBRK.BBerkshire Hathaway$6,493,160$5,096,292 â–²364.8%13,5501.1%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$6,468,483$389,093 â–¼-5.7%146,4121.1%ETFVVisa$6,454,336$514,110 â–²8.7%21,3551.1%Business ServicesXLUUtilities Select Sector SPDR Fund$6,209,835$6,209,835 â–²New Holding135,3201.1%ETFWALMART INC$6,193,519$117,427 â–²1.9%49,7371.1%COMMAMastercard$6,164,806$108,926 â–¼-1.7%12,3381.1%Business ServicesVNQVanguard Real Estate ETF$5,792,199$1,595,181 â–²38.0%65,3011.0%ETFXLBMaterials Select Sector SPDR Fund$5,770,986$315,661 â–¼-5.2%115,4891.0%ETFCRMSalesforce$5,770,344$1,175,275 â–¼-16.9%30,9121.0%Computer and TechnologySYKStryker$5,563,664$5,563,664 â–²New Holding16,8871.0%MedicalTSLATesla$5,531,269$863,204 â–¼-13.5%14,8790.9%Auto/Tires/TrucksXLIIndustrial Select Sector SPDR Fund$5,084,468$365,348 â–²7.7%31,4380.9%ETFDHRDanaher$4,820,031$2,169,954 â–¼-31.0%25,3690.8%MedicalBXBlackstone$4,594,656$4,594,656 â–²New Holding39,9570.8%FinanceVONEVanguard Russell 1000 ETF$4,534,224$91,782 â–²2.1%15,3640.8%ETFETNEaton$4,515,942$4,515,942 â–²New Holding12,6260.8%IndustrialsSNOWSnowflake$4,046,501$2,878,249 â–¼-41.6%26,8300.7%Computer and TechnologyJNJJohnson & Johnson$3,860,995$3,097,840 â–²405.9%15,7950.7%MedicalXOMExxonMobil$3,663,500$3,663,500 â–²New Holding21,5930.6%EnergyPGProcter & Gamble$3,453,894$2,952,970 â–²589.5%23,9120.6%Consumer StaplesJAVAJPMorgan Active Value ETF$3,409,560$199,106 â–²6.2%47,5200.6%ETFENBEnbridge$3,378,336$3,378,336 â–²New Holding62,4000.6%EnergyMRKMerck & Co., Inc.$3,371,112$3,371,112 â–²New Holding27,8210.6%MedicalUNPUnion Pacific$2,950,440$2,950,440 â–²New Holding12,1610.5%TransportationCICigna Group$2,929,065$2,929,065 â–²New Holding10,9810.5%MedicalWPCW.P. Carey$2,878,225$2,878,225 â–²New Holding41,7800.5%FinanceTDToronto Dominion Bank$2,854,820$2,854,820 â–²New Holding30,5950.5%FinanceDEDeere & Company$2,792,262$2,792,262 â–²New Holding4,9430.5%IndustrialsCVXChevron$2,776,329$2,776,329 â–²New Holding13,4190.5%EnergyPEPPepsiCo$2,632,561$2,632,561 â–²New Holding16,9530.5%Consumer StaplesCATCaterpillar$2,592,964$2,592,964 â–²New Holding3,6600.4%IndustrialsOEFiShares S&P 100 ETF$2,531,838$2,531,838 â–²New Holding7,9600.4%ETFITWIllinois Tool Works$2,406,824$2,406,824 â–²New Holding9,1870.4%IndustrialsSCHASchwab US Small-Cap ETF$2,402,573$2,402,573 â–²New Holding82,6190.4%ETFVEAVanguard FTSE Developed Markets ETF$2,197,944$2,197,944 â–²New Holding34,3000.4%ETFPFEPfizer$1,961,175$1,961,175 â–²New Holding69,8420.3%MedicalEPDEnterprise Products Partners$1,780,768$1,780,768 â–²New Holding47,0600.3%EnergySCHBSchwab US Broad Market ETF$1,688,477$1,688,477 â–²New Holding67,2700.3%ETFNVSNovartis$1,688,346$1,688,346 â–²New Holding11,0530.3%MedicalMMM3M$1,664,917$1,664,917 â–²New Holding11,4640.3%Multi-Sector ConglomeratesLMTLockheed Martin$1,622,788$1,622,788 â–²New Holding2,6850.3%AerospacePFFiShares Preferred and Income Securities ETF$1,577,398$1,577,398 â–²New Holding52,0250.3%ETFDEODiageo$1,530,906$1,530,906 â–²New Holding20,5630.3%Consumer StaplesMDTMedtronic$1,483,373$1,483,373 â–²New Holding16,9800.3%MedicalFDXFedEx$1,480,880$1,480,880 â–²New Holding4,1410.3%TransportationDISWalt Disney$1,457,763$1,457,763 â–²New Holding15,1250.3%Consumer DiscretionaryRTXRTX$1,420,130$1,420,130 â–²New Holding7,3620.2%AerospaceGISGeneral Mills$1,373,800$1,373,800 â–²New Holding36,9100.2%Consumer StaplesVZVerizon Communications$1,237,251$1,237,251 â–²New Holding24,6460.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,230,573$1,230,573 â–²New Holding15,5240.2%ETFJCIJohnson Controls International$1,211,704$1,211,704 â–²New Holding9,2250.2%ConstructionRSPTInvesco S&P 500 Equal Weight Technology ETF$1,184,228$1,184,228 â–²New Holding26,1650.2%ETFIVViShares Core S&P 500 ETF$1,159,448$1,159,448 â–²New Holding1,7750.2%ETFABTAbbott Laboratories$1,058,502$1,058,502 â–²New Holding10,3100.2%MedicalHONHoneywell International$1,056,917$1,056,917 â–²New Holding4,6760.2%Multi-Sector ConglomeratesUNHUnitedHealth Group$1,052,054$1,052,054 â–²New Holding3,8880.2%MedicalUNILEVER PLC$971,478$971,478 â–²New Holding16,8880.2%SPON ADR NEWHTGCHercules Capital$961,819$961,819 â–²New Holding65,1200.2%FinanceVTIVanguard Total Stock Market ETF$920,725$920,725 â–²New Holding2,8700.2%ETFRRyder System$872,794$872,794 â–²New Holding4,2640.1%TransportationSCHDSchwab US Dividend Equity ETF$850,910$850,910 â–²New Holding27,7350.1%ETFEMREmerson Electric$802,498$802,498 â–²New Holding6,1250.1%IndustrialsSPYSPDR S&P 500 ETF Trust$792,347$792,347 â–²New Holding1,2150.1%FinanceRPMRPM International$688,345$688,345 â–²New Holding6,9250.1%Basic MaterialsLHXL3Harris Technologies$685,123$685,123 â–²New Holding1,9850.1%AerospaceSCHMSchwab U.S. Mid-Cap ETF$622,761$622,761 â–²New Holding20,1150.1%ETFSTZConstellation Brands$487,500$487,500 â–²New Holding3,2500.1%Consumer StaplesIWBiShares Russell 1000 ETF$445,070$445,070 â–²New Holding1,2480.1%ETFXLFFinancial Select Sector SPDR Fund$409,278$409,278 â–²New Holding8,2900.1%ETFQQQInvesco QQQ$390,174$184,698 â–²89.9%6760.1%FinanceTMOThermo Fisher Scientific$377,004$377,004 â–²New 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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