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CIK: 0001657516
Total reported value
$655.5M
$655.5M
55 檔
18.5%
The Q3 2025 SEC filing reveals that CMH Wealth Management LLC held a total portfolio value of $655.5M, covering 55 public equity positions.
In Q3 2025, CMH Wealth Management LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -0.51% | -2.53% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.65% | +0.52% | -5.83% | |
| 3 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 5.22% | -0.22% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.84% | -0.42% | -1.79% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.20% | -0.02% | -21.50% | |
| 6 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 3.70% | +0.32% | +0.85% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.69% | +0.02% | -1.52% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.66% | +0.04% | -0.06% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 2.57% | +0.01% | +0.80% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 2.56% | -0.49% | +0.22% | |
| 11 | SNOW | Snowflake Inc | Stock-Tech | 2.43% | +0.34% | -1.80% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 2.41% | — | +68.99% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.41% | +18.57% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 2.38% | — | +49.58% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.33% | -0.27% | -2.83% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 2.27% | -0.70% | +33.48% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 2.14% | -0.03% | +56.59% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.12% | -0.23% | -11.96% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.09% | -0.37% | +1.40% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.09% | +1.32% | +0.58% | |
| 21 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.99% | +0.14% | -0.55% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 1.93% | -0.41% | +0.41% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.80% | -0.13% | -0.20% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.77% | -0.15% | -1.83% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.08% | +0.14% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.64% | +1.02% | -1.93% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.62% | -0.04% | -0.21% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.61% | — | +42.66% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | — | -44.89% | |
| 30 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.58% | +0.09% | -3.77% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.04% | +1.00% | |
| 32 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.49% | -0.02% | -0.02% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.46% | +0.24% | +0.33% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.04% | +1.19% | |
| 35 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.41% | — | +3.68% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.27% | -1.15% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.23% | +0.31% | — | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 1.15% | -0.06% | -1.28% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 1.07% | -0.14% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.97% | +0.01% | -49.58% | |
| 41 | VONE | Vanguard Russell 1000 | ETF-Other | 0.95% | +0.01% | -1.44% | |
| 42 | WDAY | Workday Inc-class A | Stock-Tech | 0.93% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | +0.02% | -0.51% | |
| 44 | MFSI | Mfs Active International | ETF-Other | 0.90% | +0.07% | +3.94% | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.74% | — | -2.22% | |
| 46 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.64% | +0.03% | +1.33% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.07% | -3.31% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.05% | -0.72% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.01% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.07% | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -5.83% | Trim |
| 2 | NOW | Servicenow Inc | +0.6% | +33.48% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +0.14% | Trim |
| 4 | SNOW | Snowflake Inc | +0.5% | -1.80% | Trim |
| 5 | XLV | Ss Health Care Select Sector | +0.5% | +56.59% | Add |
| 6 | SOXX | Ishares Semiconductor ETF | +0.3% | -1.93% | Trim |
| 7 | BA | Boeing Co/the | +0.2% | +0.80% | Add |
| 8 | FISV | Fiserv Inc | +0.2% | +49.58% | Add |
| 9 | PPA | Invesco Aerospace & Defense | +0.2% | -0.02% | Trim |
| 10 | XLC | Ss Comm Select Sector Spdr | 0% | -2.83% | Trim |
| 11 | TCHP | T Rowe Price Blue Chip Growt | 0% | -3.77% | Trim |
| 12 | BLK | Blackrock Inc | 0% | -1.83% | Trim |
| 13 | VONE | Vanguard Russell 1000 | 0% | -1.44% | Trim |
| 14 | PANW | Palo Alto Networks Inc | 0% | +0.58% | Trim |
| 15 | LLY | Eli Lilly & Co | -0.1% | +18.57% | Add |
| 16 | FBND | Fidelity Total Bond ETF | -0.1% | +0.33% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -3.31% | Trim |
| 18 | VCIT | Vanguard Int-term Corporate | -0.2% | +1.40% | Add |
| 19 | AMZN | Amazon.com Inc | -0.3% | -1.79% | Trim |
| 20 | VFH | Vanguard Financials ETF | -0.4% | -1.52% | Trim |
| 21 | CRM | Salesforce Inc | -0.4% | -1.15% | Add |
| 22 | MSFT | Microsoft CORP | -0.4% | -2.53% | Trim |
| 23 | VDC | Vanguard Consumer Staple ETF | -0.5% | -0.20% | Trim |
| 24 | DHR | Danaher CORP | -0.5% | -0.21% | Trim |
| 25 | TSLA | Tesla Inc | -0.5% | -44.89% | Trim |
| 26 | MA | Mastercard Inc - A | -0.6% | +1.00% | Trim |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | -0.6% | -0.06% | Trim |
| 28 | V | Visa Inc-class A Shares | -0.8% | +1.19% | Trim |
| 29 | XLI | Ss Industrial Select Sector | -1% | -49.58% | Trim |
| 30 | VDE | Vanguard Energy ETF | -1.2% | +0.22% | Trim |
| 31 | TTD | Trade Desk Inc/the -class A | -1.4% | +3.68% | Trim |
| 32 | AAPL | Apple Inc | -1.8% | -21.50% | Trim |
| 33 | SMMD | Ishares Russell 2500 ETF | -2.1% | -0.55% | Trim |
| 34 | JPHY | Jpmorgan Active H Yield ETF | — | NEW | New buy |
| 35 | TMSL | T.rowe Prc Small-mid Cap ETF | — | NEW | New buy |
| 36 | GEV | GE Vernova Inc | — | NEW | New buy |
| 37 | SNPS | Synopsys Inc | — | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 39 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 40 | TGT | Target CORP | — | EXIT | Sold out |
| 41 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 42 | WMT | Walmart Inc | — | NEW | New buy |
| 43 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 44 | MFSI | Mfs Active International | — | NEW | New buy |
| 45 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | Sold out |
| 46 | ORCL | Oracle CORP | — | NEW | New buy |
| 47 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 48 | PGR | Progressive CORP | — | EXIT | Sold out |
| 49 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 50 | XLY | Ss Consumer Disc Select Sect | — | 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 Q3 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, GOOGL, JPHY) accounted for 18.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
JPHY
市值: $24.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $7.3M
During Q3 2025, CMH Wealth Management LLC's top holdings by market value included MSFT (5.9%)、GOOGL (5.7%)、JPHY (5.2%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q3 2025, CMH Wealth Management LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 8 positions, trimming 25 holdings, and fully liquidating 7 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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