Cmh Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Cmh Wealth Management Llc disclosed 114 stock positions valued at approximately $655.46M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, MICROSOFT CORP, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 114
- Portfolio Value
- $655.46M
Holdings by Sector
Cmh Wealth Management Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 114 holdings in the latest reporting period.