CMH Wealth Management LLC — 13F Holdings & Portfolio
CIK 1657516 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$582.5M
Long-equity book
Holdings
113
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+67 / −7 / ↑20 / ↓13
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MFS ACTIVE EXCHANGE TRADED F$14.4M +329.7%
- JPMORGAN CHASE & CO$7.4M +1410.5%
- BERKSHIRE HATHAWAY INC DEL$5.0M +343.2%
- VERTIV HOLDINGS CO$3.3M +54.0%
- JOHNSON & JOHNSON$3.2M +497.6%
Top Trims
- ALPHABET INC-$7.8M -23.7%
- SNOWFLAKE INC-$6.0M -59.8%
- SALESFORCE INC-$4.1M -41.5%
- DANAHER CORP DEL-$3.6M -42.8%
- ELI LILLY & CO-$2.4M -15.8%
New Positions
- BROADCOM INC$10.9M
- SELECT SECTOR SPDR TR$6.2M
- STRYKER CORPORATION$5.6M
- BLACKSTONE INC$4.6M
- EATON CORP PLC$4.5M
Exited Positions
- SYNOPSYS INC$7.2M
- META PLATFORMS INC$4.5M
- WORKDAY INC$3.9M
- ISHARES TR$3.5M
- THE TRADE DESK INC$3.1M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $27.6M | 4.74% | 74,558 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JPHY | 46654Q633 | $25.4M | 4.36% | 505,990 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $25.2M | 4.33% | 87,695 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $22.6M | 3.87% | 88,871 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $21.4M | 3.68% | 102,848 | SH |
| 6 | MFS ACTIVE EXCHANGE TRADED F | MFSI | 55286W405 | $18.8M | 3.22% | 631,190 | SH |
| 7 | T ROWE PRICE ETF INC | TMSL | 87283Q826 | $18.5M | 3.18% | 504,442 | SH |
| 8 | VANGUARD WORLD FD | VFH | 92204A405 | $17.6M | 3.01% | 145,284 | SH |
| 9 | BOEING CO | BA | 097023105 | $13.7M | 2.35% | 68,650 | SH |
| 10 | VANGUARD WORLD FD | VDE | 92204A306 | $13.5M | 2.32% | 78,038 | SH |
| 11 | ISHARES TR | ACWX | 464288240 | $13.3M | 2.28% | 194,199 | SH |
| 12 | ELI LILLY & CO | LLY | 532457108 | $12.9M | 2.22% | 14,077 | SH |
| 13 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $12.9M | 2.22% | 116,673 | SH |
| 14 | GE VERNOVA INC | GEV | 36828A101 | $12.7M | 2.18% | 14,562 | SH |
| 15 | TJX COS INC NEW | TJX | 872540109 | $10.9M | 1.88% | 68,483 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $10.9M | 1.88% | 35,311 | SH |
| 17 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $10.4M | 1.79% | 71,211 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $10.4M | 1.78% | 125,269 | SH |
| 19 | PALO ALTO NETWORKS INC | PANW | 697435105 | $9.6M | 1.65% | 60,122 | SH |
| 20 | ISHARES TR | SMMD | 46435G268 | $9.5M | 1.64% | 125,051 | SH |
| 21 | VERTIV HOLDINGS CO | VRT | 92537N108 | $9.4M | 1.62% | 37,610 | SH |
| 22 | VANGUARD WORLD FD | VDC | 92204A207 | $9.1M | 1.56% | 40,531 | SH |
| 23 | BLACKROCK INC | BLK | 09290D101 | $9.0M | 1.54% | 9,330 | SH |
| 24 | ISHARES TR | SOXX | 464287523 | $8.7M | 1.49% | 26,361 | SH |
| 25 | SERVICENOW INC | NOW | 81762P102 | $7.9M | 1.36% | 75,942 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.9M | 1.36% | 26,936 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.7M | 1.33% | 44,369 | SH |
| 28 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $7.1M | 1.22% | 155,426 | SH |
| 29 | INVESCO EXCHANGE TRADED FD T | PPA | 46137V100 | $6.9M | 1.18% | 41,538 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.5M | 1.11% | 13,550 | SH |
| 31 | T ROWE PRICE ETF INC | TCHP | 87283Q107 | $6.5M | 1.11% | 146,412 | SH |
| 32 | VISA INC | V | 92826C839 | $6.5M | 1.11% | 21,355 | SH |
| 33 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $6.2M | 1.07% | 135,320 | SH |
| 34 | WALMART INC | WMT | 931142103 | $6.2M | 1.06% | 49,737 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.2M | 1.06% | 12,338 | SH |
| 36 | VANGUARD INDEX FDS | VNQ | 922908553 | $5.8M | 0.99% | 65,301 | SH |
| 37 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $5.8M | 0.99% | 115,489 | SH |
| 38 | SALESFORCE INC | CRM | 79466L302 | $5.8M | 0.99% | 30,912 | SH |
| 39 | STRYKER CORPORATION | SYK | 863667101 | $5.6M | 0.96% | 16,887 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $5.5M | 0.95% | 14,879 | SH |
| 41 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $5.1M | 0.87% | 31,438 | SH |
| 42 | DANAHER CORP DEL | DHR | 235851102 | $4.8M | 0.83% | 25,369 | SH |
| 43 | BLACKSTONE INC | BX | 09260D107 | $4.6M | 0.79% | 39,957 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $4.5M | 0.78% | 15,364 | SH |
| 45 | EATON CORP PLC | ETN | G29183103 | $4.5M | 0.78% | 12,626 | SH |
| 46 | SNOWFLAKE INC | SNOW | 833445109 | $4.0M | 0.69% | 26,830 | SH |
| 47 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.9M | 0.66% | 15,795 | SH |
| 48 | EXXON MOBIL CORP | XOM | 30231G102 | $3.7M | 0.63% | 21,593 | SH |
| 49 | PROCTER & GAMBLE CO | PG | 742718109 | $3.5M | 0.59% | 23,912 | SH |
| 50 | J P MORGAN EXCHANGE TRADED F | JAVA | 46641Q167 | $3.4M | 0.59% | 47,520 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $582.5M | 113 | 0001657516-26-000003 |
| 2025-12-31 | 2026-01-13 | $466.9M | 53 | 0001657516-26-000001 |