13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001657516
Total reported value
$655.5M
$655.5M
55 檔
15.8%
During the Q1 2025 filing period, CMH Wealth Management LLC (CIK: 0001657516) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $655.5M across 55 reported positions.
In Q1 2025, CMH Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.30% | -0.51% | -2.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.02% | -0.02% | +1.01% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.09% | -0.42% | -16.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.53% | +0.52% | -15.05% | |
| 5 | VFH | Vanguard Financials ETF | ETF-Other | 4.05% | +0.02% | -1.82% | |
| 6 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 4.05% | +0.14% | -0.18% | |
| 7 | VDE | Vanguard Energy ETF | ETF-Other | 3.78% | -0.49% | +0.39% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.25% | +0.04% | +1.20% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 2.90% | — | +69.89% | |
| 10 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.79% | — | +261.07% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.54% | +0.41% | -11.35% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.46% | -0.23% | +0.75% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 2.38% | +0.01% | -0.86% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.31% | -0.37% | +2.00% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.29% | -0.27% | -2.23% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.25% | -0.13% | +0.22% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | +0.04% | -2.65% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 2.20% | — | +0.81% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 2.13% | -0.04% | +0.34% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.13% | +1.32% | -1.05% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.12% | — | +3.17% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 2.10% | -0.04% | -1.73% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 1.97% | +0.01% | -0.23% | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 1.90% | +0.34% | +4.82% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.82% | +0.08% | +1.76% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.80% | -0.15% | -1.34% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.74% | -0.27% | -17.56% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.71% | -0.70% | -29.63% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.66% | -0.03% | -0.19% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.62% | -0.18% | EXIT | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 1.61% | — | +31.52% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.61% | +0.24% | +1.04% | |
| 33 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.60% | +0.09% | -1.62% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.38% | +1.02% | -0.00% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 1.33% | -0.06% | +0.84% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.32% | -0.02% | +5.18% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.08% | +1.34% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.12% | +0.02% | +2.30% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.98% | +0.01% | -1.69% | |
| 40 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.93% | — | -1.47% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.77% | — | -0.49% | |
| 42 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.70% | +0.03% | -0.93% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.07% | -12.25% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.07% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.05% | — | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.08% | -0.05% | EXIT | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | -28.71% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.08% | — | — | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.08% | — | -22.85% | |
| 50 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.07% | — | -14.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | VFH | Vanguard Financials ETF | — | NEW | New buy |
| 6 | SMMD | Ishares Russell 2500 ETF | — | NEW | New buy |
| 7 | VDE | Vanguard Energy ETF | — | NEW | New buy |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 9 | ADBE | Adobe Inc | — | NEW | New buy |
| 10 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 13 | BA | Boeing Co/the | — | NEW | New buy |
| 14 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 15 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 16 | VDC | Vanguard Consumer Staple ETF | — | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 18 | FISV | Fiserv Inc | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 21 | TSLA | Tesla Inc | — | NEW | New buy |
| 22 | MA | Mastercard Inc - A | — | NEW | New buy |
| 23 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 24 | SNOW | Snowflake Inc | — | NEW | New buy |
| 25 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 26 | BLK | Blackrock Inc | — | NEW | New buy |
| 27 | CRM | Salesforce Inc | — | NEW | New buy |
| 28 | NOW | Servicenow Inc | — | NEW | New buy |
| 29 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 30 | HON | Honeywell International Inc | — | NEW | New buy |
| 31 | TGT | Target CORP | — | NEW | New buy |
| 32 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 33 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | New buy |
| 34 | SOXX | Ishares Semiconductor ETF | — | NEW | New buy |
| 35 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 36 | PPA | Invesco Aerospace & Defense | — | NEW | New buy |
| 37 | NVDA | Nvidia CORP | — | NEW | New buy |
| 38 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 39 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 40 | IHI | Ishares U.s. Medical Devices | — | NEW | New buy |
| 41 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 42 | JAVA | Jpmorgan Active Value ETF | — | NEW | New buy |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 45 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 46 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 47 | ABBV | Abbvie Inc | — | NEW | New buy |
| 48 | PGR | Progressive CORP | — | NEW | New buy |
| 49 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 50 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $655.5M across 55 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $25.1M
During Q1 2025, CMH Wealth Management LLC's top holdings by market value included MSFT (6.3%)、AAPL (6.0%)、AMZN (5.1%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q1 2025, CMH Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.