Filed: 4/13/2026ACC: 0001657516-26-000003
📋 What this filing means
CMH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $582.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$582.54M
Total AUM (reported)
5.47M
Total Shares
Allocation by class
COM$270.35M46.4%
ACTIVE HIGH YIEL$25.38M4.4%
CAP STK CL A$25.22M4.3%
INTERNATINL ETF$18.76M3.2%
SMALL MID CAP$18.50M3.2%
FINANCIALS ETF$17.55M3.0%
COM CL A$15.88M2.7%
Portfolio Concentration
Top 3$78.19M13.4%
4–10$125.95M21.6%
11–25$157.86M27.1%
Rest$220.54M37.9%
Top 3 weight
13.4%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 5.47M
Sole
Full voting authority
5.47M
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)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
MICROSOFT CORP
SOLEShares74.56K
TypeSH
Market value$27.60M
4.74%
Sole
74.56K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares505.99K
TypeSH
Market value$25.38M
4.36%
Sole
505.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares87.69K
TypeSH
Market value$25.22M
4.33%
Sole
87.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares88.87K
TypeSH
Market value$22.55M
3.87%
Sole
88.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares102.85K
TypeSH
Market value$21.42M
3.68%
Sole
102.85K
Shared
0.00
None
0.00
MFS ACTIVE EXCHANGE TRADED F
SOLEShares631.19K
TypeSH
Market value$18.76M
3.22%
Sole
631.19K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares504.44K
TypeSH
Market value$18.50M
3.18%
Sole
504.44K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares145.28K
TypeSH
Market value$17.55M
3.01%
Sole
145.28K
Shared
0.00
None
0.00
BOEING CO
SOLEShares68.65K
TypeSH
Market value$13.66M
2.35%
Sole
68.65K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares78.04K
TypeSH
Market value$13.50M
2.32%
Sole
78.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.20K
TypeSH
Market value$13.30M
2.28%
Sole
194.20K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares14.08K
TypeSH
Market value$12.95M
2.22%
Sole
14.08K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares116.67K
TypeSH
Market value$12.93M
2.22%
Sole
116.67K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares14.56K
TypeSH
Market value$12.72M
2.18%
Sole
14.56K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares68.48K
TypeSH
Market value$10.94M
1.88%
Sole
68.48K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares35.31K
TypeSH
Market value$10.93M
1.88%
Sole
35.31K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares71.21K
TypeSH
Market value$10.44M
1.79%
Sole
71.21K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares125.27K
TypeSH
Market value$10.37M
1.78%
Sole
125.27K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares60.12K
TypeSH
Market value$9.64M
1.65%
Sole
60.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares125.05K
TypeSH
Market value$9.55M
1.64%
Sole
125.05K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares37.61K
TypeSH
Market value$9.42M
1.62%
Sole
37.61K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares40.53K
TypeSH
Market value$9.10M
1.56%
Sole
40.53K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares9.33K
TypeSH
Market value$8.97M
1.54%
Sole
9.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.36K
TypeSH
Market value$8.66M
1.49%
Sole
26.36K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares75.94K
TypeSH
Market value$7.94M
1.36%
Sole
75.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 74.56K | SH | $27.60M 4.74% | 74.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE HIGH YIEL | 505.99K | SH | $25.38M 4.36% | 505.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 87.69K | SH | $25.22M 4.33% | 87.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 88.87K | SH | $22.55M 3.87% | 88.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 102.85K | SH | $21.42M 3.68% | 102.85K | 0.00 | 0.00 |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERNATINL ETF | 631.19K | SH | $18.76M 3.22% | 631.19K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | SMALL MID CAP | 504.44K | SH | $18.50M 3.18% | 504.44K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 145.28K | SH | $17.55M 3.01% | 145.28K | 0.00 | 0.00 |
BOEING COSOLE | COM | 68.65K | SH | $13.66M 2.35% | 68.65K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 78.04K | SH | $13.50M 2.32% | 78.04K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 194.20K | SH | $13.30M 2.28% | 194.20K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 14.08K | SH | $12.95M 2.22% | 14.08K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 116.67K | SH | $12.93M 2.22% | 116.67K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 14.56K | SH | $12.72M 2.18% | 14.56K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 68.48K | SH | $10.94M 1.88% | 68.48K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 35.31K | SH | $10.93M 1.88% | 35.31K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 71.21K | SH | $10.44M 1.79% | 71.21K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 125.27K | SH | $10.37M 1.78% | 125.27K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 60.12K | SH | $9.64M 1.65% | 60.12K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 125.05K | SH | $9.55M 1.64% | 125.05K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 37.61K | SH | $9.42M 1.62% | 37.61K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 40.53K | SH | $9.10M 1.56% | 40.53K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 9.33K | SH | $8.97M 1.54% | 9.33K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 26.36K | SH | $8.66M 1.49% | 26.36K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 75.94K | SH | $7.94M 1.36% | 75.94K | 0.00 | 0.00 |
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