Cmh Wealth Management Llc Portfolio Shifts: Significant ETF Buys and Tech Sells in Q2 2026
This analysis details the observable investment activities of Cmh Wealth Management Llc for the second quarter ending June 30, 2026.
Mid-cap investment firm Cmh Wealth Management Llc has shown significant portfolio turnover during the second quarter of 2026. The firm's holdings have changed substantially, reflecting both new purchases and divestments across various sectors.
The most notable activity appears to be concentrated buying in exchange-traded funds (ETFs). Cmh Wealth Management Llc significantly increased its position in ISHARES TR (IGV) by acquiring the entire holding count from the previous period, representing a 100% increase. Similarly, the firm added shares to ISHARES TR (IBB), also increasing its stake by 100%. These substantial purchases suggest confidence in these specific ETF strategies or a tactical allocation decision.
Conversely, the firm divested from several holdings during Q2. Shares of AMAZON COM INC (AMZN), which previously held a portfolio percentage allocation of 3.26%, were sold or reduced by approximately 12.84%. Similarly, the position in GENERAL MILLS INC (GIS) saw its stake decrease significantly (-60.89%), and shares of DIAGEO PLC (DEO) were also divested, reducing the allocation by 55.5%. These exits indicate a strategic shift away from consumer-related stocks.
The portfolio adjustments are part of Cmh Wealth Management Llc's ongoing management strategy for its assets under management as of June 30, 2026, totaling $604.5 million. The firm appears to be actively managing its exposure across different asset classes and sectors during this period.
Other activities observed include a moderate increase in T ROWE PRICE EXCHANGE-TRADED (TMSL), which gained 3.61% allocation, and small increases in other ETFs like VANGUARD SCOTTSDALE FDS (VCIT) (-10.73%) and the SPDR XLU fund (+8.42%). On the sell side, besides AMZN and DEO/GIS, there was a notable reduction in ISHARES TR (PFF) (-22.44%) and SERVICENOW INC (NOW) (-42.98%).
The overall portfolio turnover rate, while not explicitly provided, appears high based on the number of changes observed. The firm's actions in Q2 2026 reflect a dynamic approach to managing its investments.