Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $31.8M | 4.8% |
| Microsoft Corp.COM | COM | $27.7M | 4.2% |
| J P Morgan Exchange Traded FACTI HIGH YI ETF | ACTI HIGH YI ETF | $27.1M | 4.1% |
| Apple Inc.COM | COM | $25.2M | 3.8% |
| T Rowe Price Exchange-tradedSMALL MID CAP | SMALL MID CAP | $22.9M | 3.5% |
| Mfs Active Exchange Traded FINTERNATINL ETF | INTERNATINL ETF | $21.5M | 3.3% |
| Amazon Com Inc.COM | COM | $21.4M | 3.3% |
| Vanguard World FDFINANCIALS ETF | FINANCIALS ETF | $19.8M | 3.0% |
| Palo Alto Networks Inc.COM | COM | $19.5M | 3.0% |
| Eli Lilly & COCOM | COM | $17.3M | 2.6% |
| iShares TRISHARES SEMICDTR | ISHARES SEMICDTR | $16.4M | 2.5% |
| Boeing COCOM | COM | $15.5M | 2.4% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $15.2M | 2.3% |
| Broadcom Inc.COM | COM | $13.7M | 2.1% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $12.8M | 2.0% |
| Vertiv Holdings COCOM CL A | COM CL A | $12.7M | 1.9% |
| Vanguard World FDENERGY ETF | ENERGY ETF | $12M | 1.8% |
| iShares TRRUSEL 2500 ETF | RUSEL 2500 ETF | $11.6M | 1.8% |
| GE Vernova Inc.COM | COM | $11.6M | 1.8% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $11.5M | 1.8% |
| TJX Cos Inc. NewCOM | COM | $10.8M | 1.7% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $9.57M | 1.5% |
| Vanguard World FDCONSUM STP ETF | CONSUM STP ETF | $9.39M | 1.4% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $9.24M | 1.4% |
| Nvidia CorporationCOM | COM | $9.23M | 1.4% |
| Blackrock Inc.COM | COM | $9.11M | 1.4% |
| JPMORGAN Chase & COCOM | COM | $9.01M | 1.4% |
| T Rowe Price Exchange-tradedPRICE BLUE CHIP | PRICE BLUE CHIP | $7.89M | 1.2% |
| Invesco Exchange Traded FD TAEROSPACE DEFN | AEROSPACE DEFN | $7.6M | 1.2% |
| Visa Inc.COM CL A | COM CL A | $7.53M | 1.1% |
| iShares TREXPANDED TECH | EXPANDED TECH | $7.29M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.82M | 1.0% |
| Snowflake Inc.COM SHS | COM SHS | $6.77M | 1.0% |
| Mastercard IncorporatedCL A | CL A | $6.71M | 1.0% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $6.65M | 1.0% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $6.61M | 1.0% |
| Tesla Inc.COM | COM | $6.2M | 0.9% |
| Select Sector SPDR TRST STR MATER ETF | ST STR MATER ETF | $6.09M | 0.9% |
| Walmart Inc.COM | COM | $6.04M | 0.9% |
| Stryker CorporationCOM | COM | $5.77M | 0.9% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $5.74M | 0.9% |
| iShares TRISHARES BIOTECH | ISHARES BIOTECH | $5.48M | 0.8% |
| Eaton Corp. PLCSHS | SHS | $5.32M | 0.8% |
| Danaher Corp. DelCOM | COM | $5.19M | 0.8% |
| Vanguard Scottsdale FdsVNG RUS1000IDX | VNG RUS1000IDX | $5.17M | 0.8% |
| Salesforce Inc.COM | COM | $4.69M | 0.7% |
| Servicenow Inc.COM | COM | $4.3M | 0.7% |
| Blackstone Inc.COM | COM | $4.24M | 0.6% |
| J P Morgan Exchange Traded FACTIVE VALUE ETF | ACTIVE VALUE ETF | $4.09M | 0.6% |
| Johnson & JohnsonCOM | COM | $4.01M | 0.6% |
Alphabet Inc.CAP STK CL A$31.8M
- Class
- CAP STK CL A
- Share
- 4.8%
Microsoft Corp.COM$27.7M
- Class
- COM
- Share
- 4.2%
J P Morgan Exchange Traded FACTI HIGH YI ETF$27.1M
- Class
- ACTI HIGH YI ETF
- Share
- 4.1%
Apple Inc.COM$25.2M
- Class
- COM
- Share
- 3.8%
T Rowe Price Exchange-tradedSMALL MID CAP$22.9M
- Class
- SMALL MID CAP
- Share
- 3.5%
Mfs Active Exchange Traded FINTERNATINL ETF$21.5M
- Class
- INTERNATINL ETF
- Share
- 3.3%
Amazon Com Inc.COM$21.4M
- Class
- COM
- Share
- 3.3%
Vanguard World FDFINANCIALS ETF$19.8M
- Class
- FINANCIALS ETF
- Share
- 3.0%
Palo Alto Networks Inc.COM$19.5M
- Class
- COM
- Share
- 3.0%
Eli Lilly & COCOM$17.3M
- Class
- COM
- Share
- 2.6%
iShares TRISHARES SEMICDTR$16.4M
- Class
- ISHARES SEMICDTR
- Share
- 2.5%
Boeing COCOM$15.5M
- Class
- COM
- Share
- 2.4%
iShares TRMSCI ACWI EX US$15.2M
- Class
- MSCI ACWI EX US
- Share
- 2.3%
Broadcom Inc.COM$13.7M
- Class
- COM
- Share
- 2.1%
Select Sector SPDR TRST STR SVC ETF$12.8M
- Class
- ST STR SVC ETF
- Share
- 2.0%
Vertiv Holdings COCOM CL A$12.7M
- Class
- COM CL A
- Share
- 1.9%
Vanguard World FDENERGY ETF$12M
- Class
- ENERGY ETF
- Share
- 1.8%
iShares TRRUSEL 2500 ETF$11.6M
- Class
- RUSEL 2500 ETF
- Share
- 1.8%
GE Vernova Inc.COM$11.6M
- Class
- COM
- Share
- 1.8%
Select Sector SPDR TRST STR CARE ETF$11.5M
- Class
- ST STR CARE ETF
- Share
- 1.8%
TJX Cos Inc. NewCOM$10.8M
- Class
- COM
- Share
- 1.7%
Fidelity Merrimack Str TRTOTAL BD ETF$9.57M
- Class
- TOTAL BD ETF
- Share
- 1.5%
Vanguard World FDCONSUM STP ETF$9.39M
- Class
- CONSUM STP ETF
- Share
- 1.4%
Vanguard Scottsdale FdsINT-TERM CORP$9.24M
- Class
- INT-TERM CORP
- Share
- 1.4%
Nvidia CorporationCOM$9.23M
- Class
- COM
- Share
- 1.4%
Blackrock Inc.COM$9.11M
- Class
- COM
- Share
- 1.4%
JPMORGAN Chase & COCOM$9.01M
- Class
- COM
- Share
- 1.4%
T Rowe Price Exchange-tradedPRICE BLUE CHIP$7.89M
- Class
- PRICE BLUE CHIP
- Share
- 1.2%
Invesco Exchange Traded FD TAEROSPACE DEFN$7.6M
- Class
- AEROSPACE DEFN
- Share
- 1.2%
Visa Inc.COM CL A$7.53M
- Class
- COM CL A
- Share
- 1.1%
iShares TREXPANDED TECH$7.29M
- Class
- EXPANDED TECH
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$6.82M
- Class
- CL B NEW
- Share
- 1.0%
Snowflake Inc.COM SHS$6.77M
- Class
- COM SHS
- Share
- 1.0%
Mastercard IncorporatedCL A$6.71M
- Class
- CL A
- Share
- 1.0%
Select Sector SPDR TRST STR UTIL ETF$6.65M
- Class
- ST STR UTIL ETF
- Share
- 1.0%
Vanguard Index FdsREAL ESTATE ETF$6.61M
- Class
- REAL ESTATE ETF
- Share
- 1.0%
Tesla Inc.COM$6.2M
- Class
- COM
- Share
- 0.9%
Select Sector SPDR TRST STR MATER ETF$6.09M
- Class
- ST STR MATER ETF
- Share
- 0.9%
Walmart Inc.COM$6.04M
- Class
- COM
- Share
- 0.9%
Stryker CorporationCOM$5.77M
- Class
- COM
- Share
- 0.9%
Select Sector SPDR TRST STR INDL ETF$5.74M
- Class
- ST STR INDL ETF
- Share
- 0.9%
iShares TRISHARES BIOTECH$5.48M
- Class
- ISHARES BIOTECH
- Share
- 0.8%
Eaton Corp. PLCSHS$5.32M
- Class
- SHS
- Share
- 0.8%
Danaher Corp. DelCOM$5.19M
- Class
- COM
- Share
- 0.8%
Vanguard Scottsdale FdsVNG RUS1000IDX$5.17M
- Class
- VNG RUS1000IDX
- Share
- 0.8%
Salesforce Inc.COM$4.69M
- Class
- COM
- Share
- 0.7%
Servicenow Inc.COM$4.3M
- Class
- COM
- Share
- 0.7%
Blackstone Inc.COM$4.24M
- Class
- COM
- Share
- 0.6%
J P Morgan Exchange Traded FACTIVE VALUE ETF$4.09M
- Class
- ACTIVE VALUE ETF
- Share
- 0.6%
Johnson & JohnsonCOM$4.01M
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 117 positions by value, with holdings of the same security combined. The 117 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1657516
- File number
- 028-17982
- Options
- 0 call, 0 put
- In the 25 largest
- 63.4%
- Prior quarter
- $583M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 5
Common questions
What are CMH Wealth Management’s 13F holdings worth?
$655 million across 117 positions for the quarter ended 30 June 2026.
What is CMH Wealth Management’s largest 13F holding?
ALPHABET INC (CAP STK CL A) was the largest position at $31.8 million, or 4.8% of reported 13F value, as of 30 June 2026.
How concentrated is CMH Wealth Management’s 13F portfolio?
The ten largest positions accounted for 35.7% of reported value and the twenty-five largest for 63.4%, across 117 positions as of 30 June 2026.
Does Form 13F show everything CMH Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does CMH Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.