CMH Wealth Management LLC
CIK: 1657516SEC EDGAR →
Portfolio Value
$167.2B
Holdings
113
As of
Q1 2026
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 505,990 | $25.4B | 15.18% |
| 2 | MFS ACTIVE EXCHANGE TRADED F | 631,190 | $18.8B | 11.22% |
| 3 | T ROWE PRICE ETF INC | 504,442 | $18.5B | 11.06% |
| 4 | ISHARES TR | 194,199 | $13.3B | 7.95% |
| 5 | VANGUARD SCOTTSDALE FDS | 125,269 | $10.4B | 6.20% |
| 6 | ISHARES TR | 125,051 | $9.5B | 5.71% |
| 7 | FIDELITY MERRIMACK STR TR | 155,426 | $7.1B | 4.26% |
| 8 | T ROWE PRICE ETF INC | 146,412 | $6.5B | 3.87% |
| 9 | SELECT SECTOR SPDR TR | 135,320 | $6.2B | 3.71% |
| 10 | VANGUARD INDEX FDS | 65,301 | $5.8B | 3.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $123.0B | 73.6% |
| Unknown | 5 | $25.2B | 15.1% |
| Energy | 4 | $5.2B | 3.1% |
| Consumer Defensive | 8 | $4.3B | 2.5% |
| Healthcare | 12 | $3.5B | 2.1% |
| Real Estate | 1 | $2.9B | 1.7% |
| Communication Services | 2 | $1.5B | 0.9% |
| Basic Materials | 1 | $688.3M | 0.4% |
| Industrials | 17 | $337.9M | 0.2% |
| Consumer Cyclical | 5 | $285.7M | 0.2% |
| Utilities | 2 | $236.3M | 0.1% |
| Technology | 10 | $96.8M | 0.1% |