§ 13F · FUND PROFILE
CMH Wealth Management LLC.
AUM · $655M (13F)Positions · 117Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 89K | $32M | 4.8% | +1% |
| 2 | MSFT | MICROSOFT CORP | 74K | $28M | 4.2% | ±0% |
| 3 | JPHY | J P MORGAN EXCHANGE TRADED F | 537K | $27M | 4.1% | +6% |
| 4 | AAPL | APPLE INC | 87K | $25M | 3.8% | −2% |
| 5 | TMSL | T ROWE PRICE EXCHANGE-TRADED | 523K | $23M | 3.5% | +4% |
| 6 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 663K | $22M | 3.3% | +5% |
| 7 | AMZN | AMAZON COM INC | 90K | $21M | 3.3% | −13% |
| 8 | VFH | VANGUARD WORLD FD | 151K | $20M | 3.0% | +4% |
| 9 | PANW | PALO ALTO NETWORKS INC | 57K | $19M | 3.0% | −5% |
| 10 | LLY | ELI LILLY & CO | 14K | $17M | 2.6% | +2% |
§ 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 $655 million in assets. The fund runs a portfolio of 117 positions.
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