Q3 2026 13F · SEC CIK 1657516

CMH Wealth Management LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $663.7M
Reported positions: 112
Top holdings a year, 3 yrs: +15.5%
Assets under management: $813.4M

CMH Wealth Management LLC is a wealth manager that reported 112 positions worth $663.7M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Microsoft Corp (MSFT, 5.6%), Alphabet Inc (GOOGL, 4.7%), Apple Inc (AAPL, 4.3%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.

CMH Wealth Management LLC holdings largest 50 of 112 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CMH Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.6%	4.2%	73,036	-1.7%	$37.5M
GOOGLAlphabet Inc	4.7%	4.8%	90,137	+1.4%	$31.0M
AAPLApple Inc	4.3%	3.8%	84,731	-2.8%	$28.2M
JPHYJ P Morgan Exchange Traded F	4.2%	4.1%	570,472	+6.2%	$27.8M
AMZNAmazon Com Inc	3.6%	3.3%	95,792	+6.9%	$23.9M
MFSIMfs Active	3.5%	3.3%	705,870	+6.4%	$23.1M
TMSLT Rowe Price Exchange-Traded	3.4%	3.5%	555,812	+6.3%	$22.6M
PANWPalo Alto Networks Inc	3.1%	3.0%	51,685	-9.6%	$20.5M
VFHVanguard World Fd	3.1%	3.0%	156,428	+3.7%	$20.3M
LLYEli Lilly & Co	2.5%	2.6%	14,512	+0.9%	$16.8M
ACWXIshares Tr	2.4%	2.3%	212,065	+5.9%	$16.0M
SOXXIshares Tr	2.3%	2.5%	26,352	+2.7%	$15.0M
VDEVanguard World Fd	2.1%	1.8%	82,242	+3.1%	$14.2M
XLCSelect Sector Spdr Tr	2.1%	2.0%	127,343	+6.6%	$14.1M
BABoeing Co	2.1%	2.4%	74,324	+3.9%	$13.8M
XLVSelect Sector Spdr Tr	1.9%	1.8%	75,338	+3.7%	$12.7M
AVGOBroadcom Inc	1.8%	2.1%	33,183	-8.3%	$11.7M
SMMDIshares Tr	1.7%	1.8%	133,816	+5.3%	$11.4M
NVDANvidia Corporation	1.7%	1.4%	49,591	+7.4%	$11.3M
FBNDFidelity Merrimack Str Tr	1.6%	1.5%	245,083	+17.0%	$10.7M
TJXTjx Cos Inc New	1.6%	1.7%	78,192	+9.4%	$10.3M
BLKBlackrock Inc	1.6%	1.4%	9,748	+2.9%	$10.3M
GEVGe Vernova Inc	1.5%	1.8%	10,485	+6.2%	$10.0M
VDCVanguard World Fd	1.4%	1.4%	43,747	+5.0%	$9.5M
IGVIshares Tr	1.4%	1.1%	88,280	+9.7%	$9.4M
SNOWSnowflake Inc	1.3%	1.0%	25,726	-3.3%	$8.7M
JPMJpmorgan Chase & Co	1.3%	1.4%	26,116	-5.1%	$8.6M
TCHPT Rowe Price Exchange-Traded	1.3%	1.2%	167,086	+6.0%	$8.6M
VCITVanguard Scottsdale Fds	1.3%	1.4%	106,081	-5.1%	$8.3M
VVisa Inc	1.2%	1.1%	22,706	+3.4%	$8.2M
MAMastercard Incorporated	1.1%	1.0%	13,579	+3.9%	$7.5M
VRTVertiv Holdings Co	1.1%	1.9%	30,373	-19.7%	$7.3M
PPAInvesco Aerospace & Defense ETF	1.0%	1.2%	44,823	+4.1%	$6.9M
CRMSalesforce Inc	1.0%	0.7%	30,101	+0.8%	$6.9M
VNQVanguard Index Fds	1.0%	1.0%	72,732	+6.1%	$6.5M
DHRDanaher Corp Del	1.0%	0.8%	29,153	+7.2%	$6.5M
IBBIshares Tr	1.0%	0.8%	30,583	+6.1%	$6.4M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	12,653	-7.2%	$6.3M
XLUSelect Sector Spdr Tr	0.9%	1.0%	156,560	+6.7%	$6.2M
XLBSelect Sector Spdr Tr	0.9%	0.9%	124,727	+4.2%	$6.1M
WMTWalmart Inc	0.9%	0.9%	58,183	+9.2%	$6.0M
NOWServicenow Inc	0.9%	0.7%	45,057	+4.1%	$6.0M
VONEVanguard Scottsdale Fds	0.8%	0.8%	16,329	+7.0%	$5.6M
SYKStryker Corporation	0.8%	0.9%	19,970	+9.3%	$5.5M
TSLATesla Inc	0.8%	0.9%	15,478	+5.0%	$5.5M
XLISelect Sector Spdr Tr	0.8%	0.9%	31,536	+1.7%	$5.3M
ETNEaton Corp PLC	0.7%	0.8%	10,571	-15.3%	$4.5M
JAVAJ P Morgan Exchange Traded F	0.7%	0.6%	56,076	+8.8%	$4.5M
MRKMerck & Co Inc	0.6%	—	27,382	—	$4.0M
JNJJohnson & Johnson	0.6%	0.6%	14,905	-5.7%	$3.9M

What CMH Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: +15.5% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$663.7M	112
Q2 2026	$655.5M	117
Q1 2026	$582.5M	113
Q4 2025	$466.9M	53
Q3 2025	$469.2M	55
Q2 2025	$429.6M	54
Q1 2025	$399.1M	55
Q4 2024	$436.6M	54
Q3 2024	$425.1M	53
Q2 2024	$406.3M	49
Q1 2024	$393.6M	44
Q4 2023	$412.6M	44

Questions about CMH Wealth Management LLC's portfolio

What stocks does CMH Wealth Management LLC own?

CMH Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 112 positions worth $663.7M. The largest are Microsoft Corp (MSFT) at 5.6%, Alphabet Inc (GOOGL) at 4.7%, Apple Inc (AAPL) at 4.3%, J P Morgan Exchange Traded F (JPHY) at 4.2% and Amazon Com Inc (AMZN) at 3.6%.

What did CMH Wealth Management LLC buy last quarter?

In Q3 2026, CMH Wealth Management LLC added Fidelity Merrimack Str Tr (FBND) (+17.0% shares), Ishares Tr (IGV) (+9.7% shares) and Tjx Cos Inc New (TJX) (+9.4% shares), compared with its Q2 2026 filing.

What did CMH Wealth Management LLC sell last quarter?

In Q3 2026, CMH Wealth Management LLC cut from its top 50 Blackstone Inc (BX), Vertiv Holdings Co (VRT) (-19.7% shares), Eaton Corp PLC (ETN) (-15.3% shares) and Palo Alto Networks Inc (PANW) (-9.6% shares), compared with its Q2 2026 filing.

How has CMH Wealth Management LLC's portfolio performed?

A portfolio copying CMH Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is CMH Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. CMH Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does CMH Wealth Management LLC manage?

CMH Wealth Management LLC reported $813.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $663.7M.