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CIK: 0001657516
Total reported value
$655.5M
$655.5M
53 檔
19.7%
As reported in its official Q4 2025 Form 13F filing, CMH Wealth Management LLC's tracked investment portfolio stood at $655.5M with 53 total positions.
In Q4 2025, CMH Wealth Management LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.08% | +0.52% | -3.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.61% | -0.51% | +1.73% | |
| 3 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 5.47% | -0.22% | +4.58% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.09% | -0.42% | -0.30% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.02% | -1.82% | |
| 6 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 3.86% | +0.32% | +1.79% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.78% | +0.02% | +0.16% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.29% | +0.41% | -3.15% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 3.01% | +0.01% | +15.90% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.75% | +0.04% | -0.28% | |
| 11 | VDE | Vanguard Energy ETF | ETF-Other | 2.58% | -0.49% | +0.11% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.35% | -0.03% | -1.59% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.30% | -0.27% | -0.94% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.29% | -0.23% | +1.21% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.21% | -0.37% | +5.30% | |
| 16 | SNOW | Snowflake Inc | Stock-Tech | 2.16% | +0.34% | -9.19% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 2.11% | -0.27% | +37.27% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 2.06% | -0.41% | -0.18% | |
| 19 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 2.03% | +0.14% | -0.18% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.91% | -0.70% | +401.66% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +1.32% | -1.82% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.81% | -0.04% | -4.15% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.80% | -0.13% | +0.83% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.75% | +1.02% | -4.07% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.08% | -0.22% | |
| 26 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.66% | +0.09% | +2.46% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | — | +2.13% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 1.60% | -0.15% | -1.82% | |
| 29 | SNPS | Synopsys Inc | Stock-Tech | 1.54% | — | -0.13% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.54% | -0.04% | -0.17% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.52% | +0.24% | +4.13% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.04% | -1.63% | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.42% | -0.02% | -6.01% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.31% | +0.31% | -1.41% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 1.18% | -0.06% | +102.31% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.14% | -0.04% | |
| 37 | VONE | Vanguard Russell 1000 | ETF-Other | 1.00% | +0.01% | +2.23% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | — | — | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.97% | +0.01% | -1.39% | |
| 40 | MFSI | Mfs Active International | ETF-Other | 0.94% | +0.07% | +0.05% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | +0.02% | +0.68% | |
| 42 | WDAY | Workday Inc-class A | Stock-Tech | 0.83% | — | -0.79% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.76% | — | -1.42% | |
| 44 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.69% | +0.03% | +2.70% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.67% | — | -39.32% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.07% | +10.92% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.05% | +12.42% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.01% | +102.74% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.07% | +21.56% | |
| 50 | MCO | Moody's CORP | Stock-Financials | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -3.17% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.9% | -3.15% | Trim |
| 3 | CRM | Salesforce Inc | +0.7% | +37.27% | Add |
| 4 | BA | Boeing Co/the | +0.4% | +15.90% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -0.30% | Trim |
| 6 | JPHY | Jpmorgan Active H Yield ETF | +0.3% | +4.58% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -1.82% | Trim |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | -1.59% | Trim |
| 9 | DHR | Danaher CORP | +0.2% | -4.15% | Trim |
| 10 | TJX | Tjx Companies Inc | +0.2% | +1.21% | Add |
| 11 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.2% | +1.79% | Add |
| 12 | GEV | GE Vernova Inc | +0.1% | -0.18% | Trim |
| 13 | VCIT | Vanguard Int-term Corporate | +0.1% | +5.30% | Add |
| 14 | SOXX | Ishares Semiconductor ETF | +0.1% | -4.07% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | -0.04% | Trim |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | -0.28% | Trim |
| 17 | VFH | Vanguard Financials ETF | +0.1% | +0.16% | Add |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | -1.41% | Trim |
| 19 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +2.46% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +102.74% | Add |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +4.13% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | +2.13% | Add |
| 23 | JAVA | Jpmorgan Active Value ETF | +0.1% | +2.70% | Add |
| 24 | VONE | Vanguard Russell 1000 | +0.1% | +2.23% | Add |
| 25 | SMMD | Ishares Russell 2500 ETF | 0% | -0.18% | Trim |
| 26 | MFSI | Mfs Active International | 0% | +0.05% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.92% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +12.42% | Add |
| 29 | XLB | Ss Materials Select Sector | 0% | +102.31% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | -1.63% | Trim |
| 31 | IHI | Ishares U.s. Medical Devices | 0% | -1.42% | Trim |
| 32 | PG | Procter & Gamble Co/the | 0% | +21.56% | Add |
| 33 | XLI | Ss Industrial Select Sector | — | -1.39% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -21.93% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | 0% | +0.68% | Add |
| 36 | XLC | Ss Comm Select Sector Spdr | 0% | -0.94% | Trim |
| 37 | ABBV | Abbvie Inc | 0% | -36.97% | Trim |
| 38 | SNPS | Synopsys Inc | -0.1% | -0.13% | Trim |
| 39 | PPA | Invesco Aerospace & Defense | -0.1% | -6.01% | Trim |
| 40 | WDAY | Workday Inc-class A | -0.1% | -0.79% | Trim |
| 41 | BLK | Blackrock Inc | -0.2% | -1.82% | Trim |
| 42 | PANW | Palo Alto Networks Inc | -0.2% | -1.82% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | +1.73% | Add |
| 44 | SNOW | Snowflake Inc | -0.3% | -9.19% | Trim |
| 45 | NOW | Servicenow Inc | -0.4% | +401.66% | Add |
| 46 | TTD | Trade Desk Inc/the -class A | -0.7% | -39.32% | Trim |
| 47 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 48 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 49 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $655.5M across 53 disclosed positions in Q4 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 GOOGL, MSFT, JPHY) accounted for 19.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
META
市值: $4.5M
Top Position Liquidated / Trimmed
ADBE
前期市值: $11.3M
During Q4 2025, CMH Wealth Management LLC's top holdings by market value included GOOGL (7.1%)、MSFT (5.6%)、JPHY (5.5%). The largest single position, GOOGL, represented 7.1% of total portfolio value.
In Q4 2025, CMH Wealth Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 25 holdings, and fully liquidating 3 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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