Cmh Wealth Management LLC Top Holdings and 13F Report (2026) About Cmh Wealth Management LLCInvestment ActivityCmh 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 $31,773,053Microsoft $27,711,186J P MORGAN EXCHANGE TRADED F $27,116,699Apple $25,228,250T. Rowe Price Small-Mid Cap ETF $22,918,115 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $7,289,405 Holding464287556 - iShares Biotechnology ETF $5,484,700 Holding438516205 - HONEYWELL INTL INC $600,164 Holding43849R105 - HONEYWELL AEROSPACE INC $591,168 Holding314352105 - 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 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 PortfolioSectorGOOGLAlphabet$31,773,053$433,490 ▲1.4%88,9084.8%Communication ServicesMSFTMicrosoft$27,711,186$100,342 ▼-0.4%74,2894.2%TechnologyJ P MORGAN EXCHANGE TRADED F$27,116,699$1,583,684 ▲6.2%537,3744.1%ACTI HIGH YI ETFAAPLApple$25,228,250$487,574 ▼-1.9%87,1863.8%TechnologyTMSLT. Rowe Price Small-Mid Cap ETF$22,918,115$798,333 ▲3.6%522,6483.5%ETFMFS ACTIVE EXCHANGE TRADED F$21,548,727$1,047,675 ▲5.1%663,4463.3%INTERNATINL ETFAMZNAmazon.com$21,364,560$3,148,233 ▼-12.8%89,6393.3%Consumer DiscretionaryVFHVanguard Financials ETF$19,846,333$726,958 ▲3.8%150,8083.0%ETFPANWPalo Alto Networks$19,497,137$1,005,668 ▼-4.9%57,1733.0%TechnologyLLYEli Lilly and Company$17,253,801$369,424 ▲2.2%14,3852.6%HealthcareSOXXiShares Semiconductor ETF$16,442,543$448,532 ▼-2.7%25,6612.5%ETFBABoeing$15,490,106$629,493 ▲4.2%71,5582.4%IndustrialsACWXiShares MSCI ACWI ex U.S. ETF$15,238,973$458,487 ▲3.1%200,2232.3%ETFAVGOBroadcom$13,665,862$327,132 ▲2.5%36,1772.1%TechnologyXLCCommunication Services Select Sector SPDR Fund$12,792,072$292,893 ▲2.3%119,4072.0%ETFVRTVertiv$12,664,567$71,986 ▲0.6%37,8251.9%IndustrialsVDEVanguard Energy ETF$11,976,922$261,076 ▲2.2%79,7771.8%ETFSMMDiShares Russell 2500 ETF$11,649,655$191,232 ▲1.7%127,1381.8%ETFGE VERNOVA INC$11,601,947$5,513,599 ▼-32.2%9,8711.8%COMXLVHealth Care Select Sector SPDR Fund$11,523,476$225,139 ▲2.0%72,6301.8%ETFTJXTJX Companies$10,830,735$455,561 ▲4.4%71,4901.7%Consumer DiscretionaryFBNDFidelity Total Bond ETF$9,566,272$2,470,063 ▲34.8%209,5271.5%ETFVDCVanguard Consumer Staples ETF$9,391,659$252,323 ▲2.8%41,6501.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,242,337$1,111,147 ▼-10.7%111,8251.4%ETFNVDANVIDIA$9,234,754$356,961 ▲4.0%46,1531.4%TechnologyBLACKROCK INC$9,111,743$140,388 ▲1.6%9,4761.4%COMJPMJPMorgan Chase & Co.$9,006,970$189,855 ▲2.2%27,5161.4%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$7,892,982$559,205 ▲7.6%157,5761.2%ETFPPAInvesco Aerospace & Defense ETF$7,603,900$266,212 ▲3.6%43,0451.2%ETFVVisa$7,532,198$205,511 ▲2.8%21,9541.1%FinanceIGViShares Expanded Tech-Software Sector ETF$7,289,405$7,289,405 ▲New Holding80,4571.1%ETFBRK.BBerkshire Hathaway$6,819,315$39,030 ▲0.6%13,6281.0%FinanceSNOWSnowflake$6,773,263$54,972 ▼-0.8%26,6141.0%TechnologyMAMastercard$6,710,184$373,387 ▲5.9%13,0651.0%FinanceXLUUtilities Select Sector SPDR Fund$6,652,104$516,695 ▲8.4%146,7161.0%ETFVNQVanguard Real Estate ETF$6,611,241$314,265 ▲5.0%68,5601.0%ETFTSLATesla$6,201,747$56,360 ▼-0.9%14,7450.9%Consumer DiscretionaryXLBMaterials Select Sector SPDR Fund$6,087,198$216,892 ▲3.7%119,7560.9%ETFWALMART INC$6,036,985$403,772 ▲7.2%53,3020.9%COMSYKStryker$5,768,419$436,949 ▲8.2%18,2710.9%HealthcareXLIIndustrial Select Sector SPDR Fund$5,742,316$80,946 ▼-1.4%31,0010.9%ETFIBBiShares Biotechnology ETF$5,484,700$5,484,700 ▲New Holding28,8380.8%ETFETNEaton$5,318,404$61,787 ▼-1.1%12,4810.8%IndustrialsDHRDanaher$5,192,015$349,685 ▲7.2%27,2010.8%HealthcareVONEVanguard Russell 1000 ETF$5,168,190$35,904 ▼-0.7%15,2580.8%ETFCRMSalesforce$4,690,589$165,742 ▼-3.4%29,8570.7%TechnologyNOWServiceNow$4,298,973$3,240,462 ▼-43.0%43,3020.7%TechnologyBXBlackstone$4,239,886$461,855 ▼-9.8%36,0320.6%FinanceJAVAJPMorgan Active Value ETF$4,093,586$320,022 ▲8.5%51,5500.6%ETFJNJJohnson & Johnson$4,012,793$1,270 ▲0.0%15,8000.6%HealthcareCATCaterpillar$3,719,696$177,838 ▼-4.6%3,4930.6%IndustrialsMRKMerck & Co., Inc.$3,668,305$69,465 ▲1.9%28,3580.6%HealthcarePGProcter & Gamble$3,440,513$65,989 ▼-1.9%23,4620.5%Consumer StaplesUNPUnion Pacific$3,234,826$72,894 ▼-2.2%11,8930.5%IndustrialsDEDeere & Company$3,123,631$19,713 ▼-0.6%4,9120.5%IndustrialsSCHASchwab US Small-Cap ETF$3,093,430$108,391 ▲3.6%85,6190.5%ETFTDToronto Dominion Bank$3,067,322$647,829 ▼-17.4%25,2600.5%FinanceENBEnbridge$3,058,800$323,905 ▼-9.6%56,4250.5%EnergyOEFiShares S&P 100 ETF$3,049,527$137,201 ▲4.7%8,3350.5%ETFCICigna Group$2,705,403$321,704 ▼-10.6%9,8140.4%HealthcareITWIllinois Tool Works$2,608,539$108,837 ▲4.4%9,5870.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$2,550,750$106,875 ▲4.4%35,8000.4%ETFCVXChevron$2,333,023$108,736 ▲4.9%14,0750.4%EnergyPEPPepsiCo$2,325,840$30,464 ▲1.3%17,1780.4%Consumer StaplesSCHBSchwab US Broad Market ETF$2,036,468$88,328 ▲4.5%70,3200.3%ETFNVSNovartis$1,791,780$59,554 ▲3.4%11,4330.3%HealthcareMMM3M$1,768,867$87,270 ▼-4.7%10,9250.3%IndustrialsWPCW.P. Carey$1,713,569$1,312,976 ▼-43.4%23,6550.3%Real EstateUNHUnitedHealth Group$1,701,174$85,204 ▲5.3%4,0930.3%HealthcareRSPTInvesco S&P 500 Equal Weight Technology ETF$1,625,594$62,049 ▼-3.7%25,2030.2%ETFRTXRTX$1,484,638$87,845 ▲6.3%7,8250.2%IndustrialsLMTLockheed Martin$1,470,302$102,401 ▲7.5%2,8860.2%IndustrialsEPDEnterprise Products Partners$1,455,182$274,744 ▼-15.9%39,5860.2%EnergyIVViShares Core S&P 500 ETF$1,422,891$93,611 ▲7.0%1,9000.2%ETFFDXFedEx$1,381,170$79,526 ▲6.1%4,3940.2%IndustrialsPFEPfizer$1,348,827$332,981 ▼-19.8%56,0140.2%HealthcareJCIJohnson Controls International$1,332,069$19,486 ▼-1.4%9,0920.2%IndustrialsPFFiShares Preferred and Income Securities ETF$1,230,272$355,971 ▼-22.4%40,3500.2%ETFMDTMedtronic$1,091,022$249,661 ▼-18.6%13,8180.2%HealthcareRRyder System$1,071,846$52,748 ▼-4.7%4,0640.2%IndustrialsVTIVanguard Total Stock Market ETF$1,052,764$9,251 ▼-0.9%2,8450.2%ETFDISWalt Disney$1,042,377$424,769 ▼-29.0%10,7460.2%Communication ServicesVZVerizon Communications$1,014,993$28,538 ▼-2.7%23,9720.2%Communication ServicesABTAbbott Laboratories$986,956$51,448 ▲5.5%10,8770.2%HealthcareSPYSPDR S&P 500 ETF Trust$886,430$23,209 ▼-2.6%1,1840.1%ETFEMREmerson Electric$877,939$1,145 ▲0.1%6,1330.1%IndustrialsSCHDSchwab US Dividend Equity ETF$865,208$14,270 ▼-1.6%27,2850.1%ETFRPMRPM International$769,7140.0%6,9250.1%MaterialsSCHMSchwab U.S. Mid-Cap ETF$760,997$19,357 ▲2.6%20,6400.1%ETFDEODiageo$735,477$917,377 ▼-55.5%9,1500.1%Consumer StaplesHTGCHercules Capital$729,675$297,263 ▼-28.9%46,2700.1%FinanceUNILEVER PLC$727,633$287,674 ▼-28.3%12,1030.1%SPON ADR NEWVCSHVanguard Short-Term Corporate Bond ETF$682,780$544,153 ▼-44.4%8,6390.1%ETFHONEYWELL INTL INC$600,164$600,164 ▲New Holding2,6810.1%COMHONEYWELL AEROSPACE INC$591,168$591,168 ▲New Holding2,6740.1%COMLHXL3Harris Technologies$576,8220.0%1,9850.1%IndustrialsIWBiShares Russell 1000 ETF$511,1520.0%1,2480.1%ETFGISGeneral Mills$502,338$782,130 ▼-60.9%14,4350.1%Consumer StaplesQQQInvesco QQQ$479,926$18,430 ▼-3.7%6510.1%ETFXLFFinancial Select Sector SPDR Fund$439,066$5,361 ▼-1.2%8,1900.1%ETFShowing largest 100 holdings. 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