CMH Wealth Management LLC
CIK: 1657516SEC EDGAR →
Portfolio Value
$189.4B
Holdings
117
As of
Q2 2026
New Positions
6
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 537,374 | $27.1B | 14.31% |
| 2 | T ROWE PRICE EXCHANGE-TRADED | 522,648 | $22.9B | 12.10% |
| 3 | MFS ACTIVE EXCHANGE TRADED F | 663,446 | $21.5B | 11.38% |
| 4 | ISHARES TR | 200,223 | $15.2B | 8.04% |
| 5 | ISHARES TR | 127,138 | $11.6B | 6.15% |
| 6 | FIDELITY MERRIMACK STR TR | 209,527 | $9.6B | 5.05% |
| 7 | VANGUARD SCOTTSDALE FDS | 111,825 | $9.2B | 4.88% |
| 8 | T ROWE PRICE EXCHANGE-TRADED | 157,576 | $7.9B | 4.17% |
| 9 | ISHARES TR | 80,457 | $7.3B | 3.85% |
| 10 | SELECT SECTOR SPDR TR | 146,716 | $6.7B | 3.51% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $142.1B | 75.0% |
| Unknown | 8 | $29.5B | 15.5% |
| Energy | 3 | $4.5B | 2.4% |
| Technology | 10 | $4.4B | 2.3% |
| Healthcare | 11 | $3.5B | 1.8% |
| Consumer Defensive | 8 | $2.4B | 1.2% |
| Real Estate | 1 | $1.7B | 0.9% |
| Communication Services | 2 | $1.1B | 0.6% |
| Utilities | 2 | $225.6M | 0.1% |
| Industrials | 15 | $55.1M | 0.0% |
| Consumer Cyclical | 4 | $38.7M | 0.0% |
| Basic Materials | 2 | $2.1M | 0.0% |