Filed: 1/13/2026ACC: 0001657516-26-000001
📋 What this filing means
CMH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $466.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$466.85M
Total AUM (reported)
3.76M
Total Shares
Allocation by class
COM$194.44M41.6%
CAP STK CL A$33.05M7.1%
ACTIVE HIGH YIEL$25.51M5.5%
SMALL MID CAP$18.03M3.9%
FINANCIALS ETF$17.64M3.8%
COM CL A$16.13M3.5%
CL A$15.59M3.3%
Portfolio Concentration
Top 3$84.77M18.2%
4–10$122.40M26.2%
11–25$144.54M31.0%
Rest$115.15M24.7%
Top 3 weight
18.2%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 3.76M
Sole
Full voting authority
3.76M
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)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
ALPHABET INC
SOLEShares105.58K
TypeSH
Market value$33.05M
7.08%
Sole
105.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares54.18K
TypeSH
Market value$26.20M
5.61%
Sole
54.18K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares501.73K
TypeSH
Market value$25.51M
5.47%
Sole
501.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares103.03K
TypeSH
Market value$23.78M
5.09%
Sole
103.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares75.99K
TypeSH
Market value$20.66M
4.43%
Sole
75.99K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares502.10K
TypeSH
Market value$18.03M
3.86%
Sole
502.10K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares132.17K
TypeSH
Market value$17.64M
3.78%
Sole
132.17K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares14.31K
TypeSH
Market value$15.38M
3.29%
Sole
14.31K
Shared
0.00
None
0.00
BOEING CO
SOLEShares64.83K
TypeSH
Market value$14.07M
3.01%
Sole
64.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares191.13K
TypeSH
Market value$12.83M
2.75%
Sole
191.13K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares95.72K
TypeSH
Market value$12.05M
2.58%
Sole
95.72K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares71K
TypeSH
Market value$10.99M
2.35%
Sole
71K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares91.32K
TypeSH
Market value$10.75M
2.30%
Sole
91.32K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares69.55K
TypeSH
Market value$10.68M
2.29%
Sole
69.55K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares123.04K
TypeSH
Market value$10.30M
2.21%
Sole
123.04K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares45.91K
TypeSH
Market value$10.07M
2.16%
Sole
45.91K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares37.21K
TypeSH
Market value$9.87M
2.11%
Sole
37.21K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares14.68K
TypeSH
Market value$9.60M
2.06%
Sole
14.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares126.25K
TypeSH
Market value$9.46M
2.03%
Sole
126.25K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares58.17K
TypeSH
Market value$8.91M
1.91%
Sole
58.17K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares47.31K
TypeSH
Market value$8.72M
1.87%
Sole
47.31K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares36.79K
TypeSH
Market value$8.43M
1.81%
Sole
36.79K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares39.74K
TypeSH
Market value$8.40M
1.80%
Sole
39.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.20K
TypeSH
Market value$8.19M
1.75%
Sole
27.20K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares43.52K
TypeSH
Market value$8.12M
1.74%
Sole
43.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 105.58K | SH | $33.05M 7.08% | 105.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 54.18K | SH | $26.20M 5.61% | 54.18K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE HIGH YIEL | 501.73K | SH | $25.51M 5.47% | 501.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 103.03K | SH | $23.78M 5.09% | 103.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 75.99K | SH | $20.66M 4.43% | 75.99K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | SMALL MID CAP | 502.10K | SH | $18.03M 3.86% | 502.10K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 132.17K | SH | $17.64M 3.78% | 132.17K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 14.31K | SH | $15.38M 3.29% | 14.31K | 0.00 | 0.00 |
BOEING COSOLE | COM | 64.83K | SH | $14.07M 3.01% | 64.83K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 191.13K | SH | $12.83M 2.75% | 191.13K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 95.72K | SH | $12.05M 2.58% | 95.72K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 71K | SH | $10.99M 2.35% | 71K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 91.32K | SH | $10.75M 2.30% | 91.32K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 69.55K | SH | $10.68M 2.29% | 69.55K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 123.04K | SH | $10.30M 2.21% | 123.04K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 45.91K | SH | $10.07M 2.16% | 45.91K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 37.21K | SH | $9.87M 2.11% | 37.21K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 14.68K | SH | $9.60M 2.06% | 14.68K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 126.25K | SH | $9.46M 2.03% | 126.25K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 58.17K | SH | $8.91M 1.91% | 58.17K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 47.31K | SH | $8.72M 1.87% | 47.31K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 36.79K | SH | $8.43M 1.81% | 36.79K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 39.74K | SH | $8.40M 1.80% | 39.74K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 27.20K | SH | $8.19M 1.75% | 27.20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.52K | SH | $8.12M 1.74% | 43.52K | 0.00 | 0.00 |
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