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CMH Wealth Management LLC

CIK 1657516 · latest 13F filed 22 October 2026 · Read the filing on EDGAR

CMH Wealth Management LLC reported 112 US-listed holdings worth $663.7 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: Microsoft Corp. (5.6%), Alphabet Inc. (4.7%) and Apple Inc. (4.3%). Against the quarter before, it opened 2 positions, added to 40, trimmed 63 and sold out of 7.

Reported holdings$663.7M+1.3% on Q2 2026
Positions112-5 on Q2 2026
The largest ten37.9%of its reported holdings
Latest 13FQ3 2026filed 22 October 2026
Where the money is
Added toTrimmed
MSFT5.6%GOOGL4.7%AAPL4.3%JPHY4.2%AMZN3.6%MFSI3.5%TMSL3.4%PANW3.1%VFH3.1%LLY2.5%ACWX2.4%SOXX2.3%VDE2.1%98 more53.1%

The 14 largest of its 112 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $425.1 million in 53 positions$425MQ3 24Q4 2024: $436.6 million in 54 positions$437MQ4 24Q1 2025: $399.1 million in 55 positions$399MQ1 25Q2 2025: $429.6 million in 54 positions$430MQ2 25Q3 2025: $469.2 million in 55 positions$469MQ3 25Q4 2025: $466.9 million in 53 positions$467MQ4 25Q1 2026: $582.5 million in 113 positions$583MQ1 26Q2 2026: $655.5 million in 117 positions$655MQ2 26Q3 2026: $663.7 million in 112 positions$664MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +20.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +20.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 40Held 7Trimmed 63Sold out 7
Opened: 2Added: 40Held: 7Trimmed: 63Sold out: 7

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 2

  1. ExxonMobil Holdings Corp. XOM$3.1 million
  2. Linde plc LIN$135,750

Added to 40

  1. J P Morgan Exchange Traded F JPHY+33,098 shares · +6%
  2. Fidelity Merrimack STR Trust FBND+35,556 shares · +17%
  3. Amazon.com Inc. AMZN+6,153 shares · +7%
  4. MFS Active Exchange Traded F MFSI+42,424 shares · +6%
  5. T Rowe Price ETF Inc. TMSL+33,164 shares · +6%
  6. iShares Trust ACWX+11,842 shares · +6%
  7. TJX Companies Inc. TJX+6,702 shares · +9%
  8. Select Sector SPDR Trust XLC+7,936 shares · +7%

and 32 more in the table below

Trimmed 63

  1. Palo Alto Networks Inc. PANW-5,488 shares · -10%
  2. Vertiv Holdings Co. VRT-7,452 shares · -20%
  3. W. P. Carey Inc. WPC-16,721 shares · -71%
  4. Broadcom Inc. AVGO-2,994 shares · -8%
  5. Pfizer Inc. PFE-36,460 shares · -65%
  6. Toronto-Dominion Bank TD-8,615 shares · -34%
  7. Enbridge Inc ENB-18,350 shares · -33%
  8. iShares Trust PFF-27,925 shares · -69%

and 55 more in the table below

Sold out of 7

  1. Enterprise Products Partners LP EPD$1.5 million last quarter
  2. Diageo plc DEO$735,477 last quarter
  3. General Mills Inc. GIS$502,338 last quarter
  4. Constellation Brands, Inc. STZ$366,224 last quarter
  5. Moody's Corp. MCO$242,766 last quarter
  6. NextEra Energy Inc. NEE$213,984 last quarter
  7. Vanguard Small Cap ETF VB$204,606 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Microsoft Corp. MSFT73.0K$37.5 million5.64%-1.3K
Alphabet Inc. GOOGL90.1K$31.0 million4.67%+1.2K
Apple Inc. AAPL84.7K$28.2 million4.25%-2.5K
J P Morgan Exchange Traded F JPHY570.5K$27.8 million4.19%+33.1K
Amazon.com Inc. AMZN95.8K$23.9 million3.60%+6.2K
MFS Active Exchange Traded F MFSI705.9K$23.1 million3.47%+42.4K
T Rowe Price ETF Inc. TMSL555.8K$22.6 million3.41%+33.2K
Palo Alto Networks Inc. PANW51.7K$20.5 million3.09%-5.5K
Vanguard World FD VFH156.4K$20.3 million3.07%+5.6K
Eli Lilly & Co. LLY14.5K$16.8 million2.53%+127
iShares Trust ACWX212.1K$16.0 million2.42%+11.8K
iShares Trust SOXX26.4K$15.0 million2.26%+691
Vanguard World FD VDE82.2K$14.2 million2.13%+2.5K
Select Sector SPDR Trust XLC127.3K$14.1 million2.13%+7.9K
Boeing Co. BA74.3K$13.8 million2.08%+2.8K
Select Sector SPDR Trust XLV75.3K$12.7 million1.91%+2.7K
Broadcom Inc. AVGO33.2K$11.7 million1.76%-3.0K
iShares Trust SMMD133.8K$11.4 million1.72%+6.7K
NVIDIA Corp. NVDA49.6K$11.3 million1.71%+3.4K
Fidelity Merrimack STR Trust FBND245.1K$10.7 million1.61%+35.6K
TJX Companies Inc. TJX78.2K$10.3 million1.56%+6.7K
BlackRock, Inc. BLK9.7K$10.3 million1.55%+272
GE Vernova Inc. GEV10.5K$10.0 million1.50%+614
Vanguard World FD VDC43.7K$9.5 million1.44%+2.1K
iShares Trust IGV88.3K$9.4 million1.42%+7.8K
Snowflake Inc. SNOW25.7K$8.7 million1.32%-888
JPMorgan Chase & Co. JPM26.1K$8.6 million1.30%-1.4K
T Rowe Price ETF Inc. TCHP167.1K$8.6 million1.29%+9.5K
Vanguard Intermediate-Term Corp. VCIT106.1K$8.3 million1.25%-5.7K
Visa Inc. V22.7K$8.2 million1.23%+752
Mastercard Inc. MA13.6K$7.5 million1.13%+514
Vertiv Holdings Co. VRT30.4K$7.3 million1.10%-7.5K
Invesco Exchange Traded FD T PPA44.8K$6.9 million1.04%+1.8K
Salesforce, Inc. CRM30.1K$6.9 million1.04%+244
Vanguard Real Estate ETF VNQ72.7K$6.5 million0.98%+4.2K
Danaher Corp. DHR29.2K$6.5 million0.97%+2.0K
iShares Trust IBB30.6K$6.4 million0.97%+1.7K
Berkshire Hathaway Inc. Class B BRKB12.7K$6.3 million0.95%-975
Select Sector SPDR Trust XLU156.6K$6.2 million0.93%+9.8K
Select Sector SPDR Trust XLB124.7K$6.1 million0.92%+5.0K
Walmart Inc. WMT58.2K$6.0 million0.91%+4.9K
ServiceNow, Inc. NOW45.1K$6.0 million0.91%+1.8K
Vanguard Scottsdale FDS VONE16.3K$5.6 million0.85%+1.1K
Stryker Corp. SYK20.0K$5.5 million0.83%+1.7K
Tesla, Inc. TSLA15.5K$5.5 million0.83%+733
Select Sector SPDR Trust XLI31.5K$5.3 million0.79%+535
Eaton Corp. plc ETN10.6K$4.5 million0.68%-1.9K
J P Morgan Exchange Traded F JAVA56.1K$4.5 million0.67%+4.5K
Merck & Co., Inc. MRK27.4K$4.0 million0.60%-976
Johnson & Johnson JNJ14.9K$3.9 million0.59%-895
Blackstone Inc. BX30.7K$3.4 million0.52%-5.4K
Procter & Gamble Co. PG23.0K$3.3 million0.50%-450
iShares Trust OEF8.3K$3.2 million0.48%-50
Deere & Co. DE4.6K$3.1 million0.47%-278
ExxonMobil Holdings Corp. XOM18.9K$3.1 million0.46%new
Schwab Strategic Trust SCHA83.9K$2.7 million0.41%-1.7K
Chevron Corp. CVX13.1K$2.7 million0.40%-927
Union Pacific Corp. UNP9.7K$2.6 million0.40%-2.2K
Vanguard Ftse Developed Markets VEA34.2K$2.4 million0.36%-1.6K
Illinois Tool Works Inc. ITW8.8K$2.3 million0.34%-790
Caterpillar Inc. CAT2.8K$2.2 million0.34%-740
Cigna Group CI7.6K$2.1 million0.31%-2.2K
Schwab Strategic Trust SCHB68.3K$2.0 million0.30%-2.0K
PepsiCo Inc. PEP15.5K$2.0 million0.30%-1.7K
Toronto-Dominion Bank TD16.6K$2.0 million0.29%-8.6K
Enbridge Inc ENB38.1K$1.8 million0.27%-18.4K
Invesco Exchange Traded FD T RSPT24.6K$1.6 million0.24%-650
3M Co. MMM9.7K$1.6 million0.24%-1.2K
Novartis AG NVS10.9K$1.6 million0.23%-555
Lockheed Martin Corp. LMT2.8K$1.4 million0.22%-51
UnitedHealth Group Inc. UNH3.8K$1.4 million0.21%-325
RTX Corp. RTX7.2K$1.3 million0.20%-625
iShares Core S&P 500 ETF IVV1.7K$1.3 million0.20%-156
Johnson Controls International plc JCI8.6K$1.3 million0.19%-500
FedEx Corp. FDX4.3K$1.2 million0.19%-100
Abbott Laboratories ABT10.0K$987,9790.15%-880
VG Totl STK Vprs VTI2.5K$933,7290.14%-350
Emerson Electric Co. EMR5.9K$912,4540.14%-250
Ryder System Inc. R4.0K$900,1750.14%-113
SPDR S&P 500 SPY1.1K$874,6100.13%-40
Schwab Strategic Trust SCHD26.1K$848,5460.13%-1.2K
Verizon Communications Inc. VZ16.7K$767,6550.12%-7.2K
Medtronic plc MDT8.0K$698,8410.11%-5.8K
Walt Disney Co. DIS6.7K$697,7070.11%-4.1K
Schwab US Mid-Cap ETF SCHM19.1K$651,1430.10%-1.5K
Pfizer Inc. PFE19.6K$557,6920.08%-36.5K
Thermo Fisher Scientific Inc. TMO773$522,1770.08%no change
iShares Trust IWB1.2K$519,4280.08%no change
Honeywell International Inc. HON2.4K$506,2560.08%-281
Invesco QQQ Trust QQQ616$456,1690.07%-35
W. P. Carey Inc. WPC6.9K$454,7320.07%-16.7K
RPM International Inc. RPM4.6K$451,4160.07%-2.4K
Unilever plc UL7.2K$438,6530.07%-4.9K
L3Harris Technologies, Inc. LHX1.8K$421,9420.06%-203
Financial Select Sector SPDR ETF XLF7.9K$420,5250.06%-315
Honeywell Aerospace Inc. Com HONA2.5K$380,7620.06%-217
Vanguard World FD VGT3.0K$377,0100.06%no change
iShares Trust PFF12.4K$366,5380.06%-27.9K
Coca-Cola Co. KO4.2K$361,3130.05%-540
Vanguard Large Cap ETF VV1.0K$351,8500.05%no change
Palantir Technologies Inc. PLTR1.8K$328,4600.05%-300
Hercules Capital Inc. HTGC18.3K$307,1150.05%-28.0K
Home Depot, Inc. HD1.0K$295,3010.04%+150
Vanguard Short-Term Corp. BD Idx VCSH3.5K$273,4260.04%-5.1K
Select Sector SPDR Trust XLY2.4K$255,9920.04%+622
Vanguard Mid Cap Index ETF VO3.2K$249,6900.04%no change
United Parcel Service Inc. UPS2.5K$237,2450.04%-101
Oracle Corp. ORCL1.6K$223,3870.03%no change
Vanguard FTSE All-World ex-US ETF VEU2.6K$214,8100.03%no change
Fedex Fght Hldg Co. Inc. Common Stock FDXF1.8K$199,9470.03%-250
iShares Core S&P Small-Cap ETF IJR1.5K$199,8430.03%-150
Linde plc LIN286$135,7500.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.