§ 13F · FUND PROFILE
CMH Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $469M (13F)Positions · 55Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 75K | $28M | 4.7% | +38% |
| 2 | JPHY | J P MORGAN EXCHANGE TRADED F | 506K | $25M | 4.4% | +1% |
| 3 | GOOGL | ALPHABET INC | 88K | $25M | 4.3% | −17% |
| 4 | AAPL | APPLE INC | 89K | $23M | 3.9% | +17% |
| 5 | AMZN | AMAZON COM INC | 103K | $21M | 3.7% | ±0% |
| 6 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 631K | $19M | 3.2% | +340% |
| 7 | TMSL | T ROWE PRICE ETF INC | 504K | $18M | 3.2% | ±0% |
| 8 | VFH | VANGUARD WORLD FD | 145K | $18M | 3.0% | +10% |
| 9 | BA | BOEING CO | 69K | $14M | 2.3% | +6% |
| 10 | VDE | VANGUARD WORLD FD | 78K | $14M | 2.3% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CMH SIGNAL
AC read
CMH Wealth Management LLC is a Other fund managing $469 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed