Filed: 7/9/2026ACC: 0001657516-26-000004
📋 What this filing means
CMH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $655.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$655.46M
Total AUM (reported)
5.57M
Total Shares
Allocation by class
COM$283.53M43.3%
CAP STK CL A$31.77M4.8%
ACTI HIGH YI ETF$27.12M4.1%
SMALL MID CAP$22.92M3.5%
INTERNATINL ETF$21.55M3.3%
COM CL A$20.20M3.1%
FINANCIALS ETF$19.85M3.0%
Portfolio Concentration
Top 3$86.60M13.2%
4–10$147.66M22.5%
11–25$181.31M27.7%
Rest$239.89M36.6%
Top 3 weight
13.2%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 5.57M
Sole
Full voting authority
5.57M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
ALPHABET INC
SOLEShares88.91K
TypeSH
Market value$31.77M
4.85%
Sole
88.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares74.29K
TypeSH
Market value$27.71M
4.23%
Sole
74.29K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares537.37K
TypeSH
Market value$27.12M
4.14%
Sole
537.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.19K
TypeSH
Market value$25.23M
3.85%
Sole
87.19K
Shared
0.00
None
0.00
T ROWE PRICE EXCHANGE-TRADED
SOLEShares522.65K
TypeSH
Market value$22.92M
3.50%
Sole
522.65K
Shared
0.00
None
0.00
MFS ACTIVE EXCHANGE TRADED F
SOLEShares663.45K
TypeSH
Market value$21.55M
3.29%
Sole
663.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares89.64K
TypeSH
Market value$21.36M
3.26%
Sole
89.64K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares150.81K
TypeSH
Market value$19.85M
3.03%
Sole
150.81K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares57.17K
TypeSH
Market value$19.50M
2.97%
Sole
57.17K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares14.38K
TypeSH
Market value$17.25M
2.63%
Sole
14.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.66K
TypeSH
Market value$16.44M
2.51%
Sole
25.66K
Shared
0.00
None
0.00
BOEING CO
SOLEShares71.56K
TypeSH
Market value$15.49M
2.36%
Sole
71.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.22K
TypeSH
Market value$15.24M
2.32%
Sole
200.22K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.18K
TypeSH
Market value$13.67M
2.08%
Sole
36.18K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares119.41K
TypeSH
Market value$12.79M
1.95%
Sole
119.41K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares37.83K
TypeSH
Market value$12.66M
1.93%
Sole
37.83K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares79.78K
TypeSH
Market value$11.98M
1.83%
Sole
79.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares127.14K
TypeSH
Market value$11.65M
1.78%
Sole
127.14K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares9.87K
TypeSH
Market value$11.60M
1.77%
Sole
9.87K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares72.63K
TypeSH
Market value$11.52M
1.76%
Sole
72.63K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares71.49K
TypeSH
Market value$10.83M
1.65%
Sole
71.49K
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares209.53K
TypeSH
Market value$9.57M
1.46%
Sole
209.53K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares41.65K
TypeSH
Market value$9.39M
1.43%
Sole
41.65K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares111.83K
TypeSH
Market value$9.24M
1.41%
Sole
111.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares46.15K
TypeSH
Market value$9.23M
1.41%
Sole
46.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 88.91K | SH | $31.77M 4.85% | 88.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 74.29K | SH | $27.71M 4.23% | 74.29K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTI HIGH YI ETF | 537.37K | SH | $27.12M 4.14% | 537.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.19K | SH | $25.23M 3.85% | 87.19K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | SMALL MID CAP | 522.65K | SH | $22.92M 3.50% | 522.65K | 0.00 | 0.00 |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERNATINL ETF | 663.45K | SH | $21.55M 3.29% | 663.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 89.64K | SH | $21.36M 3.26% | 89.64K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 150.81K | SH | $19.85M 3.03% | 150.81K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 57.17K | SH | $19.50M 2.97% | 57.17K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 14.38K | SH | $17.25M 2.63% | 14.38K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 25.66K | SH | $16.44M 2.51% | 25.66K | 0.00 | 0.00 |
BOEING COSOLE | COM | 71.56K | SH | $15.49M 2.36% | 71.56K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 200.22K | SH | $15.24M 2.32% | 200.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.18K | SH | $13.67M 2.08% | 36.18K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 119.41K | SH | $12.79M 1.95% | 119.41K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 37.83K | SH | $12.66M 1.93% | 37.83K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 79.78K | SH | $11.98M 1.83% | 79.78K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 127.14K | SH | $11.65M 1.78% | 127.14K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 9.87K | SH | $11.60M 1.77% | 9.87K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 72.63K | SH | $11.52M 1.76% | 72.63K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 71.49K | SH | $10.83M 1.65% | 71.49K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 209.53K | SH | $9.57M 1.46% | 209.53K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 41.65K | SH | $9.39M 1.43% | 41.65K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 111.83K | SH | $9.24M 1.41% | 111.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 46.15K | SH | $9.23M 1.41% | 46.15K | 0.00 | 0.00 |
Page 1 of 5
…