Filed: 10/21/2025ACC: 0001657516-25-000008
📋 What this filing means
CMH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $469.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$469.24M
Total AUM (reported)
3.77M
Total Shares
Allocation by class
COM$208.18M44.4%
CAP STK CL A$26.51M5.6%
ACTIVE HIGH YIEL$24.48M5.2%
COM CL A$19.23M4.1%
SMALL MID CAP$17.35M3.7%
FINANCIALS ETF$17.32M3.7%
MSCI ACWI EX US$12.46M2.7%
Portfolio Concentration
Top 3$78.57M16.7%
4–10$113.63M24.2%
11–25$149.60M31.9%
Rest$127.43M27.2%
Top 3 weight
16.7%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 3.77M
Sole
Full voting authority
3.77M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
MICROSOFT CORP
SOLEShares53.26K
TypeSH
Market value$27.59M
5.88%
Sole
53.26K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares109.03K
TypeSH
Market value$26.51M
5.65%
Sole
109.03K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares479.75K
TypeSH
Market value$24.48M
5.22%
Sole
479.75K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares103.34K
TypeSH
Market value$22.69M
4.84%
Sole
103.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares77.40K
TypeSH
Market value$19.71M
4.20%
Sole
77.40K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares493.29K
TypeSH
Market value$17.35M
3.70%
Sole
493.29K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares131.96K
TypeSH
Market value$17.32M
3.69%
Sole
131.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares191.66K
TypeSH
Market value$12.46M
2.66%
Sole
191.66K
Shared
0.00
None
0.00
BOEING CO
SOLEShares55.93K
TypeSH
Market value$12.07M
2.57%
Sole
55.93K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares95.62K
TypeSH
Market value$12.03M
2.56%
Sole
95.62K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares50.56K
TypeSH
Market value$11.40M
2.43%
Sole
50.56K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares32.05K
TypeSH
Market value$11.30M
2.41%
Sole
32.05K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares14.78K
TypeSH
Market value$11.27M
2.40%
Sole
14.78K
Shared
0.00
None
0.00
FISERV INC
SOLEShares86.68K
TypeSH
Market value$11.18M
2.38%
Sole
86.68K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares92.19K
TypeSH
Market value$10.91M
2.33%
Sole
92.19K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares11.60K
TypeSH
Market value$10.67M
2.27%
Sole
11.60K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares72.14K
TypeSH
Market value$10.04M
2.14%
Sole
72.14K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares68.72K
TypeSH
Market value$9.93M
2.12%
Sole
68.72K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares116.84K
TypeSH
Market value$9.83M
2.09%
Sole
116.84K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares48.19K
TypeSH
Market value$9.81M
2.09%
Sole
48.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares126.49K
TypeSH
Market value$9.33M
1.99%
Sole
126.49K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares14.71K
TypeSH
Market value$9.05M
1.93%
Sole
14.71K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares39.41K
TypeSH
Market value$8.42M
1.80%
Sole
39.41K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares7.13K
TypeSH
Market value$8.31M
1.77%
Sole
7.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares43.62K
TypeSH
Market value$8.14M
1.73%
Sole
43.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 53.26K | SH | $27.59M 5.88% | 53.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 109.03K | SH | $26.51M 5.65% | 109.03K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE HIGH YIEL | 479.75K | SH | $24.48M 5.22% | 479.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 103.34K | SH | $22.69M 4.84% | 103.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 77.40K | SH | $19.71M 4.20% | 77.40K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | SMALL MID CAP | 493.29K | SH | $17.35M 3.70% | 493.29K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 131.96K | SH | $17.32M 3.69% | 131.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 191.66K | SH | $12.46M 2.66% | 191.66K | 0.00 | 0.00 |
BOEING COSOLE | COM | 55.93K | SH | $12.07M 2.57% | 55.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 95.62K | SH | $12.03M 2.56% | 95.62K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 50.56K | SH | $11.40M 2.43% | 50.56K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 32.05K | SH | $11.30M 2.41% | 32.05K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 14.78K | SH | $11.27M 2.40% | 14.78K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 86.68K | SH | $11.18M 2.38% | 86.68K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 92.19K | SH | $10.91M 2.33% | 92.19K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 11.60K | SH | $10.67M 2.27% | 11.60K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 72.14K | SH | $10.04M 2.14% | 72.14K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 68.72K | SH | $9.93M 2.12% | 68.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 116.84K | SH | $9.83M 2.09% | 116.84K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 48.19K | SH | $9.81M 2.09% | 48.19K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 126.49K | SH | $9.33M 1.99% | 126.49K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 14.71K | SH | $9.05M 1.93% | 14.71K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 39.41K | SH | $8.42M 1.80% | 39.41K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 7.13K | SH | $8.31M 1.77% | 7.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.62K | SH | $8.14M 1.73% | 43.62K | 0.00 | 0.00 |
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