Cmh Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Cmh Wealth Management Llc disclosed 112 stock positions valued at approximately $663.67M as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, ALPHABET INC, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 112
- Portfolio Value
- $663.67M
Holdings by Sector
Cmh Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.64% | 73,036 | -1,253 | -1.69% | $37,459,908 |
| ALPHABET INC | GOOGL | Communication Services | 4.67% | 90,137 | +1,229 | +1.38% | $31,014,339 |
| APPLE INC | AAPL | Technology | 4.25% | 84,731 | -2,455 | -2.82% | $28,217,119 |
| J P MORGAN EXCHANGE TRADED F | JPHY | Other | 4.19% | 570,472 | +33,098 | +6.16% | $27,810,510 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.60% | 95,792 | +6,153 | +6.86% | $23,866,577 |
| MFS ACTIVE EXCHANGE TRADED F | MFSI | Other | 3.47% | 705,870 | +42,424 | +6.39% | $23,060,773 |
| T ROWE PRICE EXCHANGE-TRADED | TMSL | Other | 3.41% | 555,812 | +33,164 | +6.35% | $22,621,549 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.09% | 51,685 | -5,488 | -9.60% | $20,534,968 |
| VANGUARD WORLD FD | VFH | Other | 3.07% | 156,428 | +5,620 | +3.73% | $20,349,719 |
| ELI LILLY & CO | LLY | Healthcare | 2.53% | 14,512 | +127 | +0.88% | $16,791,545 |
| ISHARES TR | ACWX | Other | 2.42% | 212,065 | +11,842 | +5.91% | $16,036,356 |
| ISHARES TR | SOXX | Other | 2.26% | 26,352 | +691 | +2.69% | $14,984,802 |
| VANGUARD WORLD FD | VDE | Other | 2.13% | 82,242 | +2,465 | +3.09% | $14,158,783 |
| SELECT SECTOR SPDR TR | XLC | Other | 2.13% | 127,343 | +7,936 | +6.65% | $14,131,253 |
| BOEING CO | BA | Industrials | 2.08% | 74,324 | +2,766 | +3.87% | $13,827,933 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.91% | 75,338 | +2,708 | +3.73% | $12,688,426 |
| BROADCOM INC | AVGO | Technology | 1.76% | 33,183 | -2,994 | -8.28% | $11,653,538 |
| ISHARES TR | SMMD | Other | 1.72% | 133,816 | +6,678 | +5.25% | $11,443,945 |
| NVIDIA CORPORATION | NVDA | Technology | 1.71% | 49,591 | +3,438 | +7.45% | $11,337,453 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.61% | 245,083 | +35,556 | +16.97% | $10,652,587 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.56% | 78,192 | +6,702 | +9.37% | $10,345,584 |
| BLACKROCK INC | BLK | Financial Services | 1.55% | 9,748 | +272 | +2.87% | $10,316,211 |
| GE VERNOVA INC | GEV | Utilities | 1.50% | 10,485 | +614 | +6.22% | $9,965,888 |
| VANGUARD WORLD FD | VDC | Other | 1.44% | 43,747 | +2,097 | +5.03% | $9,546,033 |
| ISHARES TR | IGV | Other | 1.42% | 88,280 | +7,823 | +9.72% | $9,400,055 |
| SNOWFLAKE INC | SNOW | Technology | 1.32% | 25,726 | -888 | -3.34% | $8,735,521 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.30% | 26,116 | -1,400 | -5.09% | $8,640,116 |
| T ROWE PRICE EXCHANGE-TRADED | TCHP | Other | 1.29% | 167,086 | +9,510 | +6.04% | $8,589,892 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.25% | 106,081 | -5,744 | -5.14% | $8,307,204 |
| VISA INC | V | Financial Services | 1.23% | 22,706 | +752 | +3.43% | $8,158,947 |
Showing 30 of 112 holdings in the latest reporting period.