CMH Wealth Management LLC
CIK: 0001657516SEC EDGAR →
Portfolio Value
$466.9M
Holdings
53
As of
Q4 2025
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 105,579 | $33.0M | 7.08% |
| 2 | MICROSOFT CORP | 54,184 | $26.2M | 5.61% |
| 3 | J P MORGAN EXCHANGE TRADED F | 501,730 | $25.5M | 5.47% |
| 4 | AMAZON COM INC | 103,032 | $23.8M | 5.09% |
| 5 | APPLE INC | 75,993 | $20.7M | 4.43% |
| 6 | T ROWE PRICE ETF INC | 502,103 | $18.0M | 3.86% |
| 7 | VANGUARD WORLD FD | 132,169 | $17.6M | 3.78% |
| 8 | ELI LILLY & CO | 14,311 | $15.4M | 3.29% |
| 9 | BOEING CO | 64,825 | $14.1M | 3.01% |
| 10 | ISHARES TR | 191,129 | $12.8M | 2.75% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (53)
$33.0M · 106K shares
$26.2M · 54K shares
$25.5M · 502K shares
$23.8M · 103K shares
$20.7M · 76K shares
$18.0M · 502K shares
$17.6M · 132K shares
$15.4M · 14K shares
$14.1M · 65K shares
$12.8M · 191K shares
$12.1M · 96K shares
$11.0M · 71K shares
$10.8M · 91K shares
$10.7M · 70K shares
$10.3M · 123K shares
$10.1M · 46K shares
$9.9M · 37K shares
$9.6M · 15K shares
$9.5M · 126K shares
$8.9M · 58K shares
$8.7M · 47K shares
$8.4M · 37K shares
$8.4M · 40K shares
$8.2M · 27K shares
$8.1M · 44K shares
$7.7M · 155K shares
$7.7M · 17K shares
$7.5M · 7K shares
$7.2M · 15K shares
$7.2M · 13K shares
$7.1M · 153K shares
$6.9M · 20K shares
$6.6M · 42K shares
$6.1M · 38K shares
$5.5M · 122K shares
$5.4M · 49K shares
$4.7M · 15K shares
$4.5M · 7K shares
$4.5M · 29K shares
$4.4M · 143K shares
$4.2M · 47K shares
$3.9M · 18K shares
$3.5M · 57K shares
$3.2M · 45K shares
$3.1M · 82K shares
$1.5M · 3K shares
$646K · 3K shares
$524K · 2K shares
$497K · 3K shares
$272K · 533 shares
$250K · 2K shares
$233K · 1K shares
$218K · 356 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $206.1M | 44.2% |
| Technology | 10 | $106.7M | 22.9% |
| Consumer Cyclical | 3 | $42.2M | 9.0% |
| Communication Services | 2 | $37.6M | 8.1% |
| Healthcare | 4 | $24.7M | 5.3% |
| Industrials | 2 | $20.2M | 4.3% |
| Unknown | 4 | $13.8M | 3.0% |
| Utilities | 1 | $9.6M | 2.1% |
| Consumer Defensive | 2 | $5.9M | 1.3% |