CMH Wealth Management LLC

CIK 0001657516 · PORTSMOUTH, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

CMH Wealth Management LLC reported 117 positions worth $655.5M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: GOOGL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$655.5M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.7%
Est. Net Flow (Q)
2026 Q2
10 / 117 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$31.8M4.85%88,908
2MSFTMICROSOFT CORPSH$27.7M4.23%74,289
3JPHYJ P MORGAN EXCHANGE TRADED FSH$27.1M4.14%537,374
4AAPLAPPLE INCSH$25.2M3.85%87,186
5TMSLT ROWE PRICE EXCHANGE-TRADEDSH$22.9M3.50%522,648
6MFSIMFS ACTIVE EXCHANGE TRADED FSH$21.5M3.29%663,446
7AMZNAMAZON COM INCSH$21.4M3.26%89,639
8VFHVANGUARD WORLD FDSH$19.8M3.03%150,808
9PANWPALO ALTO NETWORKS INCSH$19.5M2.97%57,173
10LLYELI LILLY & COSH$17.3M2.63%14,385

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CMH Wealth Management LLC hold as of Q2 2026?

CMH Wealth Management LLC reported 117 positions worth $655.5M in its Q2 2026 13F filing. Largest positions: GOOGL (4.8%), MSFT (4.2%), JPHY (4.1%), AAPL (3.8%) and TMSL (3.5%).

What did CMH Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CMH Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.