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CIK: 0001657516
Total reported value
$663.7M
$663.7M
117 檔
20.3%
At the close of Q2 2026, CMH Wealth Management LLC disclosed equity holdings valued at approximately $663.7M, spread across 117 reported holdings.
CMH Wealth Management LLC executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 5 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.85% | -0.18% | +1.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | +1.41% | -0.36% | |
| 3 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 4.14% | +0.05% | +6.20% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.85% | +0.40% | -1.90% | |
| 5 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 3.50% | -0.09% | +3.61% | |
| 6 | MFSI | Mfs Active International | ETF-Other | 3.29% | +0.18% | +5.11% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | +0.34% | -12.84% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.03% | +0.04% | +3.80% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.97% | +0.12% | -4.91% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.63% | -0.10% | +2.19% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.51% | -0.25% | -2.66% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 2.36% | -0.28% | +4.24% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.32% | +0.10% | +3.10% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.08% | -0.32% | +2.45% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.95% | +0.18% | +2.34% | |
| 16 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.93% | -0.83% | +0.57% | |
| 17 | VDE | Vanguard Energy ETF | ETF-Other | 1.83% | +0.30% | +2.23% | |
| 18 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.78% | -0.06% | +1.67% | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 1.77% | -0.27% | -32.21% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.76% | +0.15% | +1.99% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.65% | -0.09% | +4.39% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.46% | +0.15% | +34.81% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.43% | +0.01% | +2.76% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.41% | -0.16% | -10.73% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.30% | +4.02% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 1.39% | +0.16% | +1.56% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.07% | +2.15% | |
| 28 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.20% | +0.09% | +7.63% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.16% | -0.12% | +3.63% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.08% | +2.81% | |
| 31 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.11% | +0.31% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.09% | +0.58% | |
| 33 | SNOW | Snowflake Inc | Stock-Tech | 1.03% | +0.29% | -0.81% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | +0.11% | +5.89% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.01% | -0.08% | +8.42% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.01% | -0.03% | +4.99% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.12% | -0.90% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.93% | -0.01% | +3.69% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.01% | +7.17% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.88% | -0.05% | +8.20% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | -0.09% | -1.39% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.84% | +0.13% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | -0.13% | -1.15% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | +0.19% | +7.22% | |
| 45 | VONE | Vanguard Russell 1000 | ETF-Other | 0.79% | +0.06% | -0.69% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.72% | +0.32% | -3.41% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.66% | +0.25% | -42.98% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.13% | -9.82% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.62% | +0.05% | +8.48% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.02% | +0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.3% | -4.91% | Trim |
| 2 | IGV | Ishares Expanded Tech-softwa | +1.1% | NEW | New buy |
| 3 | SOXX | Ishares Semiconductor ETF | +1% | -2.66% | Trim |
| 4 | IBB | Ishares Biotechnology ETF | +0.8% | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.38% | Add |
| 6 | LLY | Eli Lilly & Co | +0.4% | +2.19% | Add |
| 7 | SNOW | Snowflake Inc | +0.3% | -0.81% | Trim |
| 8 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.3% | +3.61% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.3% | +0.57% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.2% | +34.81% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +2.45% | Add |
| 12 | SMMD | Ishares Russell 2500 ETF | +0.1% | +1.67% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -4.56% | Trim |
| 14 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +7.63% | Add |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | NVDA | Nvidia CORP | +0.1% | +4.02% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +5.27% | Add |
| 19 | MFSI | Mfs Active International | +0.1% | +5.11% | Add |
| 20 | SCHA | Schwab US Small-cap ETF | +0.1% | +3.63% | Add |
| 21 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | -3.68% | Trim |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +3.10% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +2.81% | Add |
| 25 | OEF | Ishares S&p 100 ETF | 0% | +4.71% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 27 | ETN | Eaton Corporation plc | 0% | -1.15% | Trim |
| 28 | JAVA | Jpmorgan Active Value ETF | 0% | +8.48% | Add |
| 29 | VEU | Vanguard Ftse All-world Ex-u | 0% | NEW | New buy |
| 30 | VB | Vanguard Small-cap ETF | 0% | NEW | New buy |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | NEW | New buy |
| 32 | VFH | Vanguard Financials ETF | 0% | +3.80% | Add |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | +4.99% | Add |
| 34 | SCHB | Schwab US Broad Market ETF | 0% | +4.53% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +7.04% | Add |
| 36 | BA | Boeing Co/the | 0% | +4.24% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +2.15% | Add |
| 38 | XLI | Ss Industrial Select Sector | 0% | -1.39% | Trim |
| 39 | VONE | Vanguard Russell 1000 | 0% | -0.69% | Trim |
| 40 | VEA | Vanguard Ftse Developed ETF | 0% | +4.37% | Add |
| 41 | R | Ryder System Inc | 0% | -4.69% | Trim |
| 42 | SCHM | Schwab US Mid Cap ETF | 0% | +2.61% | Add |
| 43 | TSLA | Tesla Inc | — | -0.90% | Trim |
| 44 | DE | Deere & Co | — | -0.63% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | -0.87% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -2.55% | Trim |
| 47 | VGT | Vanguard Info Tech ETF | — | +679.22% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | -3.70% | Trim |
| 49 | RPM | Rpm International Inc | — | — | Unchanged |
| 50 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $663.7M across 117 disclosed positions in Q2 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 GOOGL, MSFT, JPHY) accounted for 20.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
IGV
市值: $7.3M
Top Position Liquidated / Trimmed
XOM
前期市值: $3.7M
During Q2 2026, CMH Wealth Management LLC's top holdings by market value included GOOGL (4.8%)、MSFT (4.2%)、JPHY (4.1%). The largest single position, GOOGL, represented 4.8% of total portfolio value.
In Q2 2026, CMH Wealth Management LLC made 118 total portfolio adjustments, initiating 9 new buys, adding to 56 positions, trimming 48 holdings, and fully liquidating 5 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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