Cmh Wealth Management Llc Portfolio Stock Holdings
Cmh Wealth Management Llc disclosed 117 stock positions valued at approximately $655.5 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 117
- Portfolio Value
- $655.5M
Holdings by Sector
Cmh Wealth Management Llc Portfolio Holdings in Q2 2026
111 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 4.85% | 88,908 | +1,213 | +1.38% | $31,773,053 |
| MICROSOFT CORP | MSFT | Technology | 4.23% | 74,289 | -269 | -0.36% | $27,711,186 |
| APPLE INC | AAPL | Technology | 3.85% | 87,186 | -1,685 | -1.90% | $25,228,250 |
| T ROWE PRICE EXCHANGE-TRADED | TMSL | Other | 3.50% | 522,648 | +18,206 | +3.61% | $22,918,115 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.26% | 89,639 | -13,209 | -12.84% | $21,364,560 |
| VANGUARD WORLD FD | VFH | Other | 3.03% | 150,808 | +5,524 | +3.80% | $19,846,333 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.97% | 57,173 | -2,949 | -4.91% | $19,497,137 |
| ELI LILLY & CO | LLY | Healthcare | 2.63% | 14,385 | +308 | +2.19% | $17,253,801 |
| ISHARES TR | SOXX | Other | 2.51% | 25,661 | -700 | -2.66% | $16,442,543 |
| BOEING CO | BA | Industrials | 2.36% | 71,558 | +2,908 | +4.24% | $15,490,106 |
| ISHARES TR | ACWX | Other | 2.32% | 200,223 | +6,024 | +3.10% | $15,238,973 |
| BROADCOM INC | AVGO | Technology | 2.08% | 36,177 | +866 | +2.45% | $13,665,862 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.95% | 119,407 | +2,734 | +2.34% | $12,792,072 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.93% | 37,825 | +215 | +0.57% | $12,664,567 |
| VANGUARD WORLD FD | VDE | Other | 1.83% | 79,777 | +1,739 | +2.23% | $11,976,922 |
| ISHARES TR | SMMD | Other | 1.78% | 127,138 | +2,087 | +1.67% | $11,649,655 |
| GE VERNOVA INC | GEV | Utilities | 1.77% | 9,871 | -4,691 | -32.21% | $11,601,947 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.76% | 72,630 | +1,419 | +1.99% | $11,523,476 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.65% | 71,490 | +3,007 | +4.39% | $10,830,735 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.46% | 209,527 | +54,101 | +34.81% | $9,566,272 |
| VANGUARD WORLD FD | VDC | Other | 1.43% | 41,650 | +1,119 | +2.76% | $9,391,659 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.41% | 111,825 | -13,444 | -10.73% | $9,242,337 |
| NVIDIA CORPORATION | NVDA | Technology | 1.41% | 46,153 | +1,784 | +4.02% | $9,234,754 |
| BLACKROCK INC | BLK | Other | 1.39% | 9,476 | +146 | +1.56% | $9,111,743 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.37% | 27,516 | +580 | +2.15% | $9,006,970 |
| T ROWE PRICE EXCHANGE-TRADED | TCHP | Other | 1.20% | 157,576 | +11,164 | +7.63% | $7,892,982 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 1.16% | 43,045 | +1,507 | +3.63% | $7,603,900 |
| VISA INC | V | Financial Services | 1.15% | 21,954 | +599 | +2.80% | $7,532,198 |
| ISHARES TR | IGV | Other | 1.11% | 80,457 | +80,457 | +100.00% | $7,289,405 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.04% | 13,628 | +78 | +0.58% | $6,819,315 |
| SNOWFLAKE INC | SNOW | Technology | 1.03% | 26,614 | -216 | -0.81% | $6,773,263 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.02% | 13,065 | +727 | +5.89% | $6,710,184 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.01% | 146,716 | +11,396 | +8.42% | $6,652,104 |
| VANGUARD INDEX FDS | VNQ | Other | 1.01% | 68,560 | +3,259 | +4.99% | $6,611,241 |
| TESLA INC | TSLA | Consumer Cyclical | 0.95% | 14,745 | -134 | -0.90% | $6,201,747 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.93% | 119,756 | +4,267 | +3.69% | $6,087,198 |
| WALMART INC | WMT | Consumer Defensive | 0.92% | 53,302 | +3,565 | +7.17% | $6,036,985 |
| STRYKER CORPORATION | SYK | Healthcare | 0.88% | 18,271 | +1,384 | +8.20% | $5,768,419 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.88% | 31,001 | -437 | -1.39% | $5,742,316 |
| ISHARES TR | IBB | Other | 0.84% | 28,838 | +28,838 | +100.00% | $5,484,700 |
| EATON CORP PLC | ETN | Other | 0.81% | 12,481 | -145 | -1.15% | $5,318,404 |
| DANAHER CORP DEL | DHR | Healthcare | 0.79% | 27,201 | +1,832 | +7.22% | $5,192,015 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.79% | 15,258 | -106 | -0.69% | $5,168,190 |
| SALESFORCE INC | CRM | Technology | 0.72% | 29,857 | -1,055 | -3.41% | $4,690,589 |
| SERVICENOW INC | NOW | Technology | 0.66% | 43,302 | -32,640 | -42.98% | $4,298,973 |
| BLACKSTONE INC | BX | Financial Services | 0.65% | 36,032 | -3,925 | -9.82% | $4,239,886 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.62% | 51,550 | +4,030 | +8.48% | $4,093,586 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 15,800 | +5 | +0.03% | $4,012,793 |
| CATERPILLAR INC | CAT | Industrials | 0.57% | 3,493 | -167 | -4.56% | $3,719,696 |
| MERCK & CO INC | MRK | Healthcare | 0.56% | 28,358 | +537 | +1.93% | $3,668,305 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.52% | 23,462 | -450 | -1.88% | $3,440,513 |
| UNION PAC CORP | UNP | Industrials | 0.49% | 11,893 | -268 | -2.20% | $3,234,826 |
| DEERE & CO | DE | Industrials | 0.48% | 4,912 | -31 | -0.63% | $3,123,631 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.47% | 85,619 | +3,000 | +3.63% | $3,093,430 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.47% | 25,260 | -5,335 | -17.44% | $3,067,322 |
| ENBRIDGE INC | ENB | Energy | 0.47% | 56,425 | -5,975 | -9.58% | $3,058,800 |
| ISHARES TR | OEF | Other | 0.47% | 8,335 | +375 | +4.71% | $3,049,527 |
| THE CIGNA GROUP | CI | Healthcare | 0.41% | 9,814 | -1,167 | -10.63% | $2,705,403 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.40% | 9,587 | +400 | +4.35% | $2,608,539 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.39% | 35,800 | +1,500 | +4.37% | $2,550,750 |
| CHEVRON CORPORATION | CVX | Energy | 0.36% | 14,075 | +656 | +4.89% | $2,333,023 |
| PEPSICO INC | PEP | Consumer Defensive | 0.35% | 17,178 | +225 | +1.33% | $2,325,840 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.31% | 70,320 | +3,050 | +4.53% | $2,036,468 |
| NOVARTIS AG | NVS | Healthcare | 0.27% | 11,433 | +380 | +3.44% | $1,791,780 |
| 3M CO | MMM | Industrials | 0.27% | 10,925 | -539 | -4.70% | $1,768,867 |
| WP CAREY INC | WPC | Real Estate | 0.26% | 23,655 | -18,125 | -43.38% | $1,713,569 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.26% | 4,093 | +205 | +5.27% | $1,701,174 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.25% | 25,203 | -962 | -3.68% | $1,625,594 |
| RTX CORPORATION | RTX | Industrials | 0.23% | 7,825 | +463 | +6.29% | $1,484,638 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.22% | 2,886 | +201 | +7.49% | $1,470,302 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.22% | 39,586 | -7,474 | -15.88% | $1,455,182 |
| ISHARES TR | IVV | Other | 0.22% | 1,900 | +125 | +7.04% | $1,422,891 |
| FEDEX CORP | FDX | Industrials | 0.21% | 4,394 | +253 | +6.11% | $1,381,170 |
| PFIZER INC | PFE | Healthcare | 0.21% | 56,014 | -13,828 | -19.80% | $1,348,827 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.20% | 9,092 | -133 | -1.44% | $1,332,069 |
| ISHARES TR | PFF | Other | 0.19% | 40,350 | -11,675 | -22.44% | $1,230,272 |
| MEDTRONIC PLC | MDT | Other | 0.17% | 13,818 | -3,162 | -18.62% | $1,091,022 |
| RYDER SYS INC | R | Industrials | 0.16% | 4,064 | -200 | -4.69% | $1,071,846 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 2,845 | -25 | -0.87% | $1,052,764 |
| DISNEY WALT CO | DIS | Communication Services | 0.16% | 10,746 | -4,379 | -28.95% | $1,042,377 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.15% | 23,972 | -674 | -2.73% | $1,014,993 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.15% | 10,877 | +567 | +5.50% | $986,956 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 1,184 | -31 | -2.55% | $886,430 |
| EMERSON ELEC CO | EMR | Industrials | 0.13% | 6,133 | +8 | +0.13% | $877,939 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.13% | 27,285 | -450 | -1.62% | $865,208 |
| RPM INTL INC | RPM | Basic Materials | 0.12% | 6,925 | - | - | $769,714 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.12% | 20,640 | +525 | +2.61% | $760,997 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.11% | 9,150 | -11,413 | -55.50% | $735,477 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 0.11% | 46,270 | -18,850 | -28.95% | $729,675 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.10% | 8,639 | -6,885 | -44.35% | $682,780 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.09% | 1,985 | - | - | $576,822 |
| ISHARES TR | IWB | Other | 0.08% | 1,248 | - | - | $511,152 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.08% | 14,435 | -22,475 | -60.89% | $502,338 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 651 | -25 | -3.70% | $479,926 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.07% | 8,190 | -100 | -1.21% | $439,066 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.06% | 773 | +6 | +0.78% | $387,915 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 4,712 | -163 | -3.34% | $385,419 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 0.06% | 2,633 | -617 | -18.98% | $366,224 |
| VANGUARD WORLD FD | VGT | Other | 0.05% | 3,000 | +2,615 | +679.22% | $358,560 |
| VANGUARD INDEX FDS | VV | Other | 0.05% | 1,000 | - | - | $343,910 |