Cmh Wealth Management Llc Portfolio Stock Holdings
Cmh Wealth Management Llc disclosed 113 stock positions valued at approximately $582.5 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, ALPHABET INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 113
- Portfolio Value
- $582.5M
Holdings by Sector
Cmh Wealth Management Llc Portfolio Holdings in Q1 2026
110 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 4.74% | 74,558 | +20,374 | +37.60% | $27,599,039 |
| ALPHABET INC | GOOGL | Communication Services | 4.33% | 87,695 | -17,884 | -16.94% | $25,217,574 |
| APPLE INC | AAPL | Technology | 3.87% | 88,871 | +12,878 | +16.95% | $22,554,669 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.68% | 102,848 | -184 | -0.18% | $21,420,153 |
| T ROWE PRICE ETF INC | TMSL | Other | 3.18% | 504,442 | +2,339 | +0.47% | $18,497,889 |
| VANGUARD WORLD FD | VFH | Other | 3.01% | 145,284 | +13,115 | +9.92% | $17,551,761 |
| BOEING CO | BA | Industrials | 2.35% | 68,650 | +3,825 | +5.90% | $13,663,359 |
| VANGUARD WORLD FD | VDE | Other | 2.32% | 78,038 | -17,684 | -18.47% | $13,503,696 |
| ISHARES TR | ACWX | Other | 2.28% | 194,199 | +3,070 | +1.61% | $13,296,806 |
| ELI LILLY & CO | LLY | Healthcare | 2.22% | 14,077 | -234 | -1.64% | $12,947,603 |
| SELECT SECTOR SPDR TR | XLC | Other | 2.22% | 116,673 | +25,354 | +27.76% | $12,934,369 |
| GE VERNOVA INC | GEV | Utilities | 2.18% | 14,562 | -122 | -0.83% | $12,718,410 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.88% | 68,483 | -1,068 | -1.54% | $10,936,736 |
| BROADCOM INC | AVGO | Technology | 1.88% | 35,311 | +35,311 | +100.00% | $10,929,108 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.79% | 71,211 | +216 | +0.30% | $10,440,245 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.78% | 125,269 | +2,233 | +1.81% | $10,366,010 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.65% | 60,122 | +12,807 | +27.07% | $9,638,760 |
| ISHARES TR | SMMD | Other | 1.64% | 125,051 | -1,203 | -0.95% | $9,547,644 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.62% | 37,610 | -167 | -0.44% | $9,424,314 |
| VANGUARD WORLD FD | VDC | Other | 1.56% | 40,531 | +788 | +1.98% | $9,102,858 |
| BLACKROCK INC | BLK | Other | 1.54% | 9,330 | +2,330 | +33.29% | $8,972,755 |
| ISHARES TR | SOXX | Other | 1.49% | 26,361 | -838 | -3.08% | $8,663,807 |
| SERVICENOW INC | NOW | Technology | 1.36% | 75,942 | +17,775 | +30.56% | $7,939,737 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.36% | 26,936 | +25,308 | +1554.55% | $7,923,636 |
| NVIDIA CORPORATION | NVDA | Technology | 1.33% | 44,369 | +849 | +1.95% | $7,738,394 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.22% | 155,426 | +2,087 | +1.36% | $7,117,884 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 1.18% | 41,538 | -791 | -1.87% | $6,882,847 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.11% | 13,550 | +10,635 | +364.84% | $6,493,160 |
| T ROWE PRICE ETF INC | TCHP | Other | 1.11% | 146,412 | -8,807 | -5.67% | $6,468,483 |
| VISA INC | V | Financial Services | 1.11% | 21,355 | +1,701 | +8.65% | $6,454,336 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.07% | 135,320 | +135,320 | +100.00% | $6,209,835 |
| WALMART INC | WMT | Consumer Defensive | 1.06% | 49,737 | +943 | +1.93% | $6,193,519 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.06% | 12,338 | -218 | -1.74% | $6,164,806 |
| VANGUARD INDEX FDS | VNQ | Other | 0.99% | 65,301 | +17,984 | +38.01% | $5,792,199 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.99% | 115,489 | -6,317 | -5.19% | $5,770,986 |
| SALESFORCE INC | CRM | Technology | 0.99% | 30,912 | -6,296 | -16.92% | $5,770,344 |
| STRYKER CORPORATION | SYK | Healthcare | 0.96% | 16,887 | +16,887 | +100.00% | $5,563,664 |
| TESLA INC | TSLA | Consumer Cyclical | 0.95% | 14,879 | -2,322 | -13.50% | $5,531,269 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.87% | 31,438 | +2,259 | +7.74% | $5,084,468 |
| DANAHER CORP DEL | DHR | Healthcare | 0.83% | 25,369 | -11,421 | -31.04% | $4,820,031 |
| BLACKSTONE INC | BX | Financial Services | 0.79% | 39,957 | +39,957 | +100.00% | $4,594,656 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.78% | 15,364 | +311 | +2.07% | $4,534,224 |
| EATON CORP PLC | ETN | Other | 0.78% | 12,626 | +12,626 | +100.00% | $4,515,942 |
| SNOWFLAKE INC | SNOW | Technology | 0.69% | 26,830 | -19,084 | -41.56% | $4,046,501 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.66% | 15,795 | +12,673 | +405.93% | $3,860,995 |
| EXXON MOBIL CORP | XOM | Energy | 0.63% | 21,593 | +21,593 | +100.00% | $3,663,500 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.59% | 23,912 | +20,444 | +589.50% | $3,453,894 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.59% | 47,520 | +2,775 | +6.20% | $3,409,560 |
| ENBRIDGE INC | ENB | Energy | 0.58% | 62,400 | +62,400 | +100.00% | $3,378,336 |
| MERCK & CO INC | MRK | Healthcare | 0.58% | 27,821 | +27,821 | +100.00% | $3,371,112 |
| UNION PAC CORP | UNP | Industrials | 0.51% | 12,161 | +12,161 | +100.00% | $2,950,440 |
| THE CIGNA GROUP | CI | Healthcare | 0.50% | 10,981 | +10,981 | +100.00% | $2,929,065 |
| WP CAREY INC | WPC | Real Estate | 0.49% | 41,780 | +41,780 | +100.00% | $2,878,225 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.49% | 30,595 | +30,595 | +100.00% | $2,854,820 |
| DEERE & CO | DE | Industrials | 0.48% | 4,943 | +4,943 | +100.00% | $2,792,262 |
| CHEVRON CORPORATION | CVX | Energy | 0.48% | 13,419 | +13,419 | +100.00% | $2,776,329 |
| PEPSICO INC | PEP | Consumer Defensive | 0.45% | 16,953 | +16,953 | +100.00% | $2,632,561 |
| CATERPILLAR INC | CAT | Industrials | 0.45% | 3,660 | +3,660 | +100.00% | $2,592,964 |
| ISHARES TR | OEF | Other | 0.43% | 7,960 | +7,960 | +100.00% | $2,531,838 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.41% | 9,187 | +9,187 | +100.00% | $2,406,824 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.41% | 82,619 | +82,619 | +100.00% | $2,402,573 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 34,300 | +34,300 | +100.00% | $2,197,944 |
| PFIZER INC | PFE | Healthcare | 0.34% | 69,842 | +69,842 | +100.00% | $1,961,175 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.31% | 47,060 | +47,060 | +100.00% | $1,780,768 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.29% | 67,270 | +67,270 | +100.00% | $1,688,477 |
| NOVARTIS AG | NVS | Healthcare | 0.29% | 11,053 | +11,053 | +100.00% | $1,688,346 |
| 3M CO | MMM | Industrials | 0.29% | 11,464 | +11,464 | +100.00% | $1,664,917 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.28% | 2,685 | +2,685 | +100.00% | $1,622,788 |
| ISHARES TR | PFF | Other | 0.27% | 52,025 | +52,025 | +100.00% | $1,577,398 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.26% | 20,563 | +20,563 | +100.00% | $1,530,906 |
| MEDTRONIC PLC | MDT | Other | 0.25% | 16,980 | +16,980 | +100.00% | $1,483,373 |
| FEDEX CORP | FDX | Industrials | 0.25% | 4,141 | +4,141 | +100.00% | $1,480,880 |
| DISNEY WALT CO | DIS | Communication Services | 0.25% | 15,125 | +15,125 | +100.00% | $1,457,763 |
| RTX CORPORATION | RTX | Industrials | 0.24% | 7,362 | +7,362 | +100.00% | $1,420,130 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.24% | 36,910 | +36,910 | +100.00% | $1,373,800 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.21% | 24,646 | +24,646 | +100.00% | $1,237,251 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.21% | 15,524 | +15,524 | +100.00% | $1,230,573 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.21% | 9,225 | +9,225 | +100.00% | $1,211,704 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.20% | 26,165 | +26,165 | +100.00% | $1,184,228 |
| ISHARES TR | IVV | Other | 0.20% | 1,775 | +1,775 | +100.00% | $1,159,448 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.18% | 10,310 | +10,310 | +100.00% | $1,058,502 |
| HONEYWELL INTL INC | HON | Industrials | 0.18% | 4,676 | +4,676 | +100.00% | $1,056,917 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 3,888 | +3,888 | +100.00% | $1,052,054 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 0.17% | 65,120 | +65,120 | +100.00% | $961,819 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 2,870 | +2,870 | +100.00% | $920,725 |
| RYDER SYS INC | R | Industrials | 0.15% | 4,264 | +4,264 | +100.00% | $872,794 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.15% | 27,735 | +27,735 | +100.00% | $850,910 |
| EMERSON ELEC CO | EMR | Industrials | 0.14% | 6,125 | +6,125 | +100.00% | $802,498 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 1,215 | +1,215 | +100.00% | $792,347 |
| RPM INTL INC | RPM | Basic Materials | 0.12% | 6,925 | +6,925 | +100.00% | $688,345 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.12% | 1,985 | +1,985 | +100.00% | $685,123 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.11% | 20,115 | +20,115 | +100.00% | $622,761 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 0.08% | 3,250 | +3,250 | +100.00% | $487,500 |
| ISHARES TR | IWB | Other | 0.08% | 1,248 | +1,248 | +100.00% | $445,070 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.07% | 8,290 | +8,290 | +100.00% | $409,278 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 676 | +320 | +89.89% | $390,174 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.06% | 767 | +767 | +100.00% | $377,004 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 4,875 | +4,875 | +100.00% | $373,306 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.05% | 2,090 | +2,090 | +100.00% | $305,726 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.05% | 7,799 | +7,799 | +100.00% | $299,638 |