Filed: 7/11/2025ACC: 0001657516-25-000004
📋 What this filing means
CMH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $429.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$429.64M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$212.96M49.6%
CAP STK CL A$20.40M4.7%
CL A$18.52M4.3%
FINANCIALS ETF$17.06M4.0%
COM CL A$16.40M3.8%
SMALL MID CAP$16.04M3.7%
MSCI ACWI EX US$11.69M2.7%
Portfolio Concentration
Top 3$70.67M16.4%
4–10$99.53M23.2%
11–25$136.39M31.7%
Rest$123.06M28.6%
Top 3 weight
16.4%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
MICROSOFT CORP
SOLEShares54.64K
TypeSH
Market value$27.18M
6.33%
Sole
54.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares105.22K
TypeSH
Market value$23.08M
5.37%
Sole
105.22K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares115.78K
TypeSH
Market value$20.40M
4.75%
Sole
115.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares98.60K
TypeSH
Market value$20.23M
4.71%
Sole
98.60K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares133.99K
TypeSH
Market value$17.06M
3.97%
Sole
133.99K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares489.12K
TypeSH
Market value$16.04M
3.73%
Sole
489.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares191.77K
TypeSH
Market value$11.69M
2.72%
Sole
191.77K
Shared
0.00
None
0.00
BOEING CO
SOLEShares55.49K
TypeSH
Market value$11.63M
2.71%
Sole
55.49K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares51.49K
TypeSH
Market value$11.52M
2.68%
Sole
51.49K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares95.41K
TypeSH
Market value$11.36M
2.65%
Sole
95.41K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares94.87K
TypeSH
Market value$10.30M
2.40%
Sole
94.87K
Shared
0.00
None
0.00
FISERV INC
SOLEShares57.95K
TypeSH
Market value$9.99M
2.33%
Sole
57.95K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares47.91K
TypeSH
Market value$9.81M
2.28%
Sole
47.91K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares12.46K
TypeSH
Market value$9.71M
2.26%
Sole
12.46K
Shared
0.00
None
0.00
TESLA INC
SOLEShares30.56K
TypeSH
Market value$9.71M
2.26%
Sole
30.56K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares78.05K
TypeSH
Market value$9.64M
2.24%
Sole
78.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares115.23K
TypeSH
Market value$9.56M
2.22%
Sole
115.23K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares130.44K
TypeSH
Market value$9.39M
2.19%
Sole
130.44K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares8.69K
TypeSH
Market value$8.93M
2.08%
Sole
8.69K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares58.68K
TypeSH
Market value$8.66M
2.01%
Sole
58.68K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares39.49K
TypeSH
Market value$8.65M
2.01%
Sole
39.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares127.19K
TypeSH
Market value$8.62M
2.01%
Sole
127.19K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares25.84K
TypeSH
Market value$8.06M
1.88%
Sole
25.84K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares14.65K
TypeSH
Market value$7.75M
1.80%
Sole
14.65K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares7.26K
TypeSH
Market value$7.62M
1.77%
Sole
7.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 54.64K | SH | $27.18M 6.33% | 54.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 105.22K | SH | $23.08M 5.37% | 105.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 115.78K | SH | $20.40M 4.75% | 115.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 98.60K | SH | $20.23M 4.71% | 98.60K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 133.99K | SH | $17.06M 3.97% | 133.99K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | SMALL MID CAP | 489.12K | SH | $16.04M 3.73% | 489.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 191.77K | SH | $11.69M 2.72% | 191.77K | 0.00 | 0.00 |
BOEING COSOLE | COM | 55.49K | SH | $11.63M 2.71% | 55.49K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 51.49K | SH | $11.52M 2.68% | 51.49K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 95.41K | SH | $11.36M 2.65% | 95.41K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 94.87K | SH | $10.30M 2.40% | 94.87K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 57.95K | SH | $9.99M 2.33% | 57.95K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 47.91K | SH | $9.81M 2.28% | 47.91K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.46K | SH | $9.71M 2.26% | 12.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 30.56K | SH | $9.71M 2.26% | 30.56K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 78.05K | SH | $9.64M 2.24% | 78.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 115.23K | SH | $9.56M 2.22% | 115.23K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 130.44K | SH | $9.39M 2.19% | 130.44K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 8.69K | SH | $8.93M 2.08% | 8.69K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 58.68K | SH | $8.66M 2.01% | 58.68K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 39.49K | SH | $8.65M 2.01% | 39.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 127.19K | SH | $8.62M 2.01% | 127.19K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 25.84K | SH | $8.06M 1.88% | 25.84K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 14.65K | SH | $7.75M 1.80% | 14.65K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 7.26K | SH | $7.62M 1.77% | 7.26K | 0.00 | 0.00 |
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