CMH Wealth Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
CMH Wealth Management LLC 13F Holdings
CIK 0001657516 · NORTH HAMPTON, NH
As of Sep 30, 2025, CMH Wealth Management LLC reported
55 positions worth $469.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 53,261 | $27.6M | 5.88% |
| ALPHABET INC | GOOGL | Equity | 109,035 | $26.5M | 5.65% |
| J P MORGAN EXCHANGE TRADED F | JPHY | — | 479,750 | $24.5M | 5.22% |
| AMAZON.COM INC | AMZN | Equity | 103,341 | $22.7M | 4.84% |
| APPLE INC | AAPL | Technology | 77,400 |
|
9.7M4.20% |
| T ROWE PRICE SMALL-MID CAP ETF | TMSL | — | 493,290 |
7.3M | 3.70% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 131,958 |
7.3M | 3.69% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 191,664 |
2.5M | 2.66% |
| BOEING CO | BA | Industrials | 55,932 |
2.1M | 2.57% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 95,618 |
2.0M | 2.56% |
| SNOWFLAKE INC | SNOW | Technology | 50,561 |
1.4M | 2.43% |
| ADOBE INC | ADBE | Technology | 32,046 |
1.3M | 2.41% |
| ELI LILLY & CO | LLY | Healthcare | 14,776 |
1.3M | 2.40% |
| FISERV INC | FISV | Technology | 86,676 |
1.2M | 2.38% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 92,187 |
0.9M | 2.33% |
| SERVICENOW INC | NOW | Technology | 11,595 |
0.7M | 2.27% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 72,144 |
0.0M | 2.14% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 68,717 | $9.9M | 2.12% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 116,841 | $9.8M | 2.09% |
| PALO ALTO NETWORKS INC | PANW | Technology | 48,192 | $9.8M | 2.09% |
| ISHARES RUSSELL 2500 ETF | SMMD | — | 126,486 | $9.3M | 1.99% |
| GE VERNOVA INC | GEV | Utilities | 14,711 | $9.0M | 1.93% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 39,414 | $8.4M | 1.80% |
| BLACKROCK INC | BLK | Financial Services | 7,130 | $8.3M | 1.77% |
| NVIDIA CORP | NVDA | Technology | 43,616 | $8.1M | 1.73% |