CMH Wealth Management LLC
CIK: 0001657516SEC EDGAR →
Portfolio Value
$466.9B
Holdings
53
As of
Q4 2025
New Positions
53
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 105,579 | $33.0B | 7.08% |
| 2 | MICROSOFT CORP | 54,184 | $26.2B | 5.61% |
| 3 | J P MORGAN EXCHANGE TRADED F | 501,730 | $25.5B | 5.47% |
| 4 | AMAZON COM INC | 103,032 | $23.8B | 5.09% |
| 5 | APPLE INC | 75,993 | $20.7B | 4.43% |
| 6 | T ROWE PRICE ETF INC | 502,103 | $18.0B | 3.86% |
| 7 | VANGUARD WORLD FD | 132,169 | $17.6B | 3.78% |
| 8 | ELI LILLY & CO | 14,311 | $15.4B | 3.29% |
| 9 | BOEING CO | 64,825 | $14.1B | 3.01% |
| 10 | ISHARES TR | 191,129 | $12.8B | 2.75% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (53)
$33.0B · 106K shares
$26.2B · 54K shares
$25.5B · 502K shares
$23.8B · 103K shares
$20.7B · 76K shares
$18.0B · 502K shares
$17.6B · 132K shares
$15.4B · 14K shares
$14.1B · 65K shares
$12.8B · 191K shares
$12.1B · 96K shares
$11.0B · 71K shares
$10.8B · 91K shares
$10.7B · 70K shares
$10.3B · 123K shares
$10.1B · 46K shares
$9.9B · 37K shares
$9.6B · 15K shares
$9.5B · 126K shares
$8.9B · 58K shares
$8.7B · 47K shares
$8.4B · 37K shares
$8.4B · 40K shares
$8.2B · 27K shares
$8.1B · 44K shares
$7.7B · 155K shares
$7.7B · 17K shares
$7.5B · 7K shares
$7.2B · 15K shares
$7.2B · 13K shares
$7.1B · 153K shares
$6.9B · 20K shares
$6.6B · 42K shares
$6.1B · 38K shares
$5.5B · 122K shares
$5.4B · 49K shares
$4.7B · 15K shares
$4.5B · 7K shares
$4.5B · 29K shares
$4.4B · 143K shares
$4.2B · 47K shares
$3.9B · 18K shares
$3.5B · 57K shares
$3.2B · 45K shares
$3.1B · 82K shares
$1.5B · 3K shares
$646.0M · 3K shares
$524.0M · 2K shares
$497.0M · 3K shares
$272.0M · 533 shares
$250.0M · 2K shares
$233.0M · 1K shares
$218.0M · 356 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $206.1B | 44.2% |
| Technology | 10 | $106.7B | 22.9% |
| Consumer Cyclical | 3 | $42.2B | 9.0% |
| Communication Services | 2 | $37.6B | 8.1% |
| Healthcare | 4 | $24.7B | 5.3% |
| Industrials | 2 | $20.2B | 4.3% |
| Unknown | 4 | $13.8B | 3.0% |
| Utilities | 1 | $9.6B | 2.1% |
| Consumer Defensive | 2 | $5.9B | 1.3% |