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CIK: 0001657516
Total reported value
$655.5M
$655.5M
113 檔
18.6%
According to the latest 13F quarterly dataset, CMH Wealth Management LLC managed an equity portfolio of $655.5M at the end of Q1 2026, spanning 113 distinct U.S. exchange-listed positions.
In Q1 2026, CMH Wealth Management LLC displayed an active expansion posture, initiating 67 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.51% | +37.60% | |
| 2 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 4.36% | -0.22% | +0.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.33% | +0.52% | -16.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.87% | -0.02% | +16.95% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | -0.42% | -0.18% | |
| 6 | MFSI | Mfs Active International | ETF-Other | 3.22% | +0.07% | +340.24% | |
| 7 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 3.18% | +0.32% | +0.47% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.01% | +0.02% | +9.92% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 2.35% | +0.01% | +5.90% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 2.32% | -0.49% | -18.47% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.28% | +0.04% | +1.61% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.22% | +0.41% | -1.64% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.22% | -0.27% | +27.76% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 2.18% | -0.41% | -0.83% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.88% | -0.23% | -1.54% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | +0.20% | — | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.79% | -0.03% | +0.30% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.78% | -0.37% | +1.81% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.65% | +1.32% | +27.07% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.64% | +0.14% | -0.95% | |
| 21 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.62% | +0.31% | -0.44% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.56% | -0.13% | +1.98% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.54% | -0.15% | +33.29% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.49% | +1.02% | -3.08% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 1.36% | -0.70% | +30.56% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.01% | +1554.55% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.08% | +1.95% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.22% | +0.24% | +1.36% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.18% | -0.02% | -1.87% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.07% | +364.84% | |
| 31 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.11% | +0.09% | -5.67% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.04% | +8.65% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.07% | -0.06% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.14% | +1.93% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.04% | -1.74% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.99% | +0.02% | +38.01% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.99% | -0.06% | -5.19% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.27% | -16.92% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.96% | -0.08% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | — | -13.50% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.87% | +0.01% | +7.74% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | -0.04% | -31.04% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.14% | — | |
| 44 | VONE | Vanguard Russell 1000 | ETF-Other | 0.78% | +0.01% | +2.07% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | +0.03% | — | |
| 46 | SNOW | Snowflake Inc | Stock-Tech | 0.69% | +0.34% | -41.56% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.05% | +405.93% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.63% | EXIT | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.07% | +589.50% | |
| 50 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.59% | +0.03% | +6.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MFSI | Mfs Active International | +2.3% | +340.24% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +1.3% | +1554.55% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +364.84% | Add |
| 4 | JNJ | Johnson & Johnson | +0.5% | +405.93% | Add |
| 5 | PG | Procter & Gamble Co/the | +0.5% | +589.50% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | -0.44% | Trim |
| 7 | GEV | GE Vernova Inc | +0.1% | -0.83% | Trim |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +38.01% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | +89.89% | Add |
| 10 | MCO | Moody's CORP | 0% | — | Unchanged |
| 11 | BLK | Blackrock Inc | -0.1% | +33.29% | Add |
| 12 | XLC | Ss Comm Select Sector Spdr | -0.1% | +27.76% | Add |
| 13 | WMT | Walmart Inc | -0.1% | +1.93% | Add |
| 14 | XLI | Ss Industrial Select Sector | -0.1% | +7.74% | Add |
| 15 | JAVA | Jpmorgan Active Value ETF | -0.1% | +6.20% | Add |
| 16 | XLB | Ss Materials Select Sector | -0.2% | -5.19% | Trim |
| 17 | PANW | Palo Alto Networks Inc | -0.2% | +27.07% | Add |
| 18 | VONE | Vanguard Russell 1000 | -0.2% | +2.07% | Add |
| 19 | VDC | Vanguard Consumer Staple ETF | -0.2% | +1.98% | Add |
| 20 | PPA | Invesco Aerospace & Defense | -0.2% | -1.87% | Trim |
| 21 | VDE | Vanguard Energy ETF | -0.3% | -18.47% | Trim |
| 22 | SOXX | Ishares Semiconductor ETF | -0.3% | -3.08% | Trim |
| 23 | FBND | Fidelity Total Bond ETF | -0.3% | +1.36% | Add |
| 24 | V | Visa Inc-class A Shares | -0.4% | +8.65% | Add |
| 25 | SMMD | Ishares Russell 2500 ETF | -0.4% | -0.95% | Trim |
| 26 | NVDA | Nvidia CORP | -0.4% | +1.95% | Add |
| 27 | TJX | Tjx Companies Inc | -0.4% | -1.54% | Trim |
| 28 | VCIT | Vanguard Int-term Corporate | -0.4% | +1.81% | Add |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | -0.5% | +1.61% | Add |
| 30 | MA | Mastercard Inc - A | -0.5% | -1.74% | Trim |
| 31 | TCHP | T Rowe Price Blue Chip Growt | -0.6% | -5.67% | Trim |
| 32 | NOW | Servicenow Inc | -0.6% | +30.56% | Add |
| 33 | AAPL | Apple Inc | -0.6% | +16.95% | Add |
| 34 | XLV | Ss Health Care Select Sector | -0.6% | +0.30% | Add |
| 35 | BA | Boeing Co/the | -0.7% | +5.90% | Add |
| 36 | TMSL | T.rowe Prc Small-mid Cap ETF | -0.7% | +0.47% | Add |
| 37 | TSLA | Tesla Inc | -0.7% | -13.50% | Trim |
| 38 | VFH | Vanguard Financials ETF | -0.8% | +9.92% | Add |
| 39 | MSFT | Microsoft CORP | -0.9% | +37.60% | Add |
| 40 | DHR | Danaher CORP | -1% | -31.04% | Trim |
| 41 | LLY | Eli Lilly & Co | -1.1% | -1.64% | Trim |
| 42 | JPHY | Jpmorgan Active H Yield ETF | -1.1% | +0.85% | Add |
| 43 | CRM | Salesforce Inc | -1.1% | -16.92% | Trim |
| 44 | AMZN | Amazon.com Inc | -1.4% | -0.18% | Trim |
| 45 | SNOW | Snowflake Inc | -1.5% | -41.56% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -2.8% | -16.94% | Trim |
| 47 | AVGO | Broadcom Inc | — | NEW | New buy |
| 48 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 50 | SYK | Stryker CORP | — | 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 113 disclosed positions in Q1 2026.
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, JPHY, GOOGL) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVGO
市值: $10.9M
Top Position Liquidated / Trimmed
SNPS
前期市值: $7.2M
During Q1 2026, CMH Wealth Management LLC's top holdings by market value included MSFT (4.7%)、JPHY (4.4%)、GOOGL (4.3%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q1 2026, CMH Wealth Management LLC made 119 total portfolio adjustments, initiating 67 new buys, adding to 28 positions, trimming 17 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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