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CIK: 0001657516
Total reported value
$655.5M
$655.5M
54 檔
16.5%
As reported in its official Q2 2025 Form 13F filing, CMH Wealth Management LLC's tracked investment portfolio stood at $655.5M with 54 total positions.
In Q2 2025, CMH Wealth Management LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.33% | -0.51% | -18.42% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.37% | -0.42% | -1.39% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.75% | +0.52% | -0.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.71% | -0.02% | -8.85% | |
| 5 | VFH | Vanguard Financials ETF | ETF-Other | 3.97% | +0.02% | -1.01% | |
| 6 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 3.73% | +0.32% | — | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.72% | +0.04% | -17.98% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 2.71% | +0.01% | -0.35% | |
| 9 | SNOW | Snowflake Inc | Stock-Tech | 2.68% | +0.34% | -0.66% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 2.65% | -0.49% | -18.04% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.40% | -0.27% | +0.20% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.33% | — | +45.53% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.28% | +1.32% | -3.86% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.26% | +0.41% | +1.34% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.26% | — | -6.19% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.24% | -0.23% | -3.18% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.22% | -0.37% | +2.02% | |
| 18 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.19% | — | -35.95% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 2.08% | -0.70% | +1.41% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 2.01% | +0.01% | -2.20% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.01% | -0.13% | -3.60% | |
| 22 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 2.01% | +0.14% | -50.78% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.88% | +0.08% | +86.54% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 1.80% | -0.41% | — | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.77% | -0.15% | -4.47% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.77% | -0.04% | -7.45% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.74% | -0.27% | +5.80% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.71% | — | -37.14% | |
| 29 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.66% | +0.09% | -5.81% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.04% | -21.89% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.63% | -0.04% | -18.59% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.61% | -0.18% | EXIT | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.61% | +1.02% | -1.41% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.08% | -0.39% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.57% | +0.24% | +4.59% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.49% | -0.02% | -0.16% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 1.45% | -0.03% | +1.65% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 1.39% | — | -1.30% | |
| 39 | SNPS | Synopsys Inc | Stock-Tech | 1.28% | — | — | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 1.25% | -0.06% | -0.91% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | +0.02% | -4.61% | |
| 42 | VONE | Vanguard Russell 1000 | ETF-Other | 0.98% | +0.01% | -3.11% | |
| 43 | MFSI | Mfs Active International | ETF-Other | 0.91% | +0.07% | — | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.86% | — | -4.27% | |
| 45 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.66% | +0.03% | -1.85% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.07% | -15.64% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.07% | -6.53% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.05% | -8.74% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | — | +1.37% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.07% | +0.03% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMSL | T.rowe Prc Small-mid Cap ETF | +3.7% | NEW | New buy |
| 2 | GEV | GE Vernova Inc | +1.8% | NEW | New buy |
| 3 | SNPS | Synopsys Inc | +1.3% | NEW | New buy |
| 4 | MFSI | Mfs Active International | +0.9% | NEW | New buy |
| 5 | SNOW | Snowflake Inc | +0.8% | -0.66% | Trim |
| 6 | NVDA | Nvidia CORP | +0.4% | -0.39% | Trim |
| 7 | NOW | Servicenow Inc | +0.4% | +1.41% | Add |
| 8 | BA | Boeing Co/the | +0.3% | -0.35% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.3% | -1.39% | Trim |
| 10 | SOXX | Ishares Semiconductor ETF | +0.2% | -1.41% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.91% | Trim |
| 12 | PPA | Invesco Aerospace & Defense | +0.2% | -0.16% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | -3.86% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | -6.19% | Trim |
| 15 | FISV | Fiserv Inc | +0.1% | +45.53% | Add |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.20% | Add |
| 17 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +86.54% | Add |
| 19 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | -5.81% | Trim |
| 20 | XLI | Ss Industrial Select Sector | 0% | -2.20% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | -18.42% | Trim |
| 22 | CRM | Salesforce Inc | — | +5.80% | Add |
| 23 | VONE | Vanguard Russell 1000 | — | -3.11% | Trim |
| 24 | HON | Honeywell International Inc | 0% | -2.94% | Trim |
| 25 | BLK | Blackrock Inc | 0% | -4.47% | Trim |
| 26 | FBND | Fidelity Total Bond ETF | 0% | +4.59% | Add |
| 27 | ATO | Atmos Energy CORP | -0.1% | EXIT | Sold out |
| 28 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | Sold out |
| 29 | VFH | Vanguard Financials ETF | -0.1% | -1.01% | Trim |
| 30 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | EXIT | Sold out |
| 31 | PGR | Progressive CORP | -0.1% | EXIT | Sold out |
| 32 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | Sold out |
| 33 | VCIT | Vanguard Int-term Corporate | -0.1% | +2.02% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.64% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | -0.1% | -4.61% | Trim |
| 36 | XLV | Ss Health Care Select Sector | -0.2% | +1.65% | Add |
| 37 | TGT | Target CORP | -0.2% | -1.30% | Trim |
| 38 | TJX | Tjx Companies Inc | -0.2% | -3.18% | Trim |
| 39 | VDC | Vanguard Consumer Staple ETF | -0.2% | -3.60% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.3% | +1.34% | Add |
| 41 | DHR | Danaher CORP | -0.4% | -7.45% | Trim |
| 42 | MA | Mastercard Inc - A | -0.5% | -18.59% | Trim |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | -0.5% | -17.98% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.6% | -21.89% | Trim |
| 45 | TTD | Trade Desk Inc/the -class A | -0.6% | -35.95% | Trim |
| 46 | XBI | Ss Spdr S&p Biotech ETF | -0.8% | EXIT | Sold out |
| 47 | VDE | Vanguard Energy ETF | -1.1% | -18.04% | Trim |
| 48 | ADBE | Adobe Inc | -1.2% | -37.14% | Trim |
| 49 | AAPL | Apple Inc | -1.3% | -8.85% | Trim |
| 50 | SMMD | Ishares Russell 2500 ETF | -2% | -50.78% | Trim |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $655.5M across 54 disclosed positions in Q2 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, AMZN, GOOGL) accounted for 16.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
TMSL
市值: $16.0M
Top Position Liquidated / Trimmed
XBI
前期市值: $3.1M
During Q2 2025, CMH Wealth Management LLC's top holdings by market value included MSFT (6.3%)、AMZN (5.4%)、GOOGL (4.8%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q2 2025, CMH Wealth Management LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 30 holdings, and fully liquidating 6 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.
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