Cmh Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$582.5M
Q ending 2026-03-31
Prior quarter
$466.9M
Q ending 2025-12-31
Change
+24.8% QoQ · +46.0% YoY
Positions
113
reported holdings
Largest positions
Top 100 of 113 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $27.6M | 75K |
| J P Morgan Exchange Traded F | JPHY | Shares | $25.4M | 506K |
| Alphabet Inc | GOOGL | Shares | $25.2M | 88K |
| Apple Inc | AAPL | Shares | $22.6M | 89K |
| Amazon Com Inc | AMZN | Shares | $21.4M | 103K |
| Mfs Active Exchange Traded F | MFSI | Shares | $18.8M | 631K |
| T Rowe Price Etf Inc | TMSL | Shares | $18.5M | 504K |
| Vanguard World Fd | VFH | Shares | $17.6M | 145K |
| Boeing Co | BA | Shares | $13.7M | 69K |
| Vanguard World Fd | VDE | Shares | $13.5M | 78K |
| Ishares Tr | ACWX | Shares | $13.3M | 194K |
| Eli Lilly & Co | LLY | Shares | $12.9M | 14K |
| Select Sector Spdr Tr | XLC | Shares | $12.9M | 117K |
| Ge Vernova Inc | GEV | Shares | $12.7M | 15K |
| Tjx Cos Inc New | TJX | Shares | $10.9M | 68K |
| Broadcom Inc | AVGO | Shares | $10.9M | 35K |
| Select Sector Spdr Tr | XLV | Shares | $10.4M | 71K |
| Vanguard Scottsdale Fds | VCIT | Shares | $10.4M | 125K |
| Palo Alto Networks Inc | PANW | Shares | $9.6M | 60K |
| Ishares Tr | SMMD | Shares | $9.5M | 125K |
| Vertiv Holdings Co | VRT | Shares | $9.4M | 38K |
| Vanguard World Fd | VDC | Shares | $9.1M | 41K |
| Blackrock Inc | BLK | Shares | $9.0M | 9K |
| Ishares Tr | SOXX | Shares | $8.7M | 26K |
| Servicenow Inc | NOW | Shares | $7.9M | 76K |
| Jpmorgan Chase & Co | JPM | Shares | $7.9M | 27K |
| Nvidia Corporation | NVDA | Shares | $7.7M | 44K |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.1M | 155K |
| Invesco Exchange Traded Fd T | PPA | Shares | $6.9M | 42K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.5M | 14K |
| T Rowe Price Etf Inc | TCHP | Shares | $6.5M | 146K |
| Visa Inc | V | Shares | $6.5M | 21K |
| Select Sector Spdr Tr | XLU | Shares | $6.2M | 135K |
| Walmart Inc | WMT | Shares | $6.2M | 50K |
| Mastercard Incorporated | MA | Shares | $6.2M | 12K |
| Vanguard Index Fds | VNQ | Shares | $5.8M | 65K |
| Select Sector Spdr Tr | XLB | Shares | $5.8M | 115K |
| Salesforce Inc | CRM | Shares | $5.8M | 31K |
| Stryker Corporation | SYK | Shares | $5.6M | 17K |
| Tesla Inc | TSLA | Shares | $5.5M | 15K |
| Select Sector Spdr Tr | XLI | Shares | $5.1M | 31K |
| Danaher Corp Del | DHR | Shares | $4.8M | 25K |
| Blackstone Inc | BX | Shares | $4.6M | 40K |
| Vanguard Scottsdale Fds | VONE | Shares | $4.5M | 15K |
| Eaton Corp Plc | Shares | $4.5M | 13K | |
| Snowflake Inc | SNOW | Shares | $4.0M | 27K |
| Johnson & Johnson | JNJ | Shares | $3.9M | 16K |
| Exxon Mobil Corp | XOM | Shares | $3.7M | 22K |
| Procter & Gamble Co | PG | Shares | $3.5M | 24K |
| J P Morgan Exchange Traded F | JAVA | Shares | $3.4M | 48K |
| Enbridge Inc | ENB | Shares | $3.4M | 62K |
| Merck & Co Inc | MRK | Shares | $3.4M | 28K |
| Union Pac Corp | UNP | Shares | $3.0M | 12K |
| The Cigna Group | CI | Shares | $2.9M | 11K |
| Wp Carey Inc | WPC | Shares | $2.9M | 42K |
| Toronto Dominion Bk Ont | TD | Shares | $2.9M | 31K |
| Deere & Co | DE | Shares | $2.8M | 5K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Pepsico Inc | PEP | Shares | $2.6M | 17K |
| Caterpillar Inc | CAT | Shares | $2.6M | 4K |
| Ishares Tr | OEF | Shares | $2.5M | 8K |
| Illinois Tool Wks Inc | ITW | Shares | $2.4M | 9K |
| Schwab Strategic Tr | SCHA | Shares | $2.4M | 83K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.2M | 34K |
| Pfizer Inc | PFE | Shares | $2.0M | 70K |
| Enterprise Prods Partners L | EPD | Shares | $1.8M | 47K |
| Schwab Strategic Tr | SCHB | Shares | $1.7M | 67K |
| Novartis Ag | NVS | Shares | $1.7M | 11K |
| 3M Co | MMM | Shares | $1.7M | 11K |
| Lockheed Martin Corp | LMT | Shares | $1.6M | 3K |
| Ishares Tr | PFF | Shares | $1.6M | 52K |
| Diageo Plc | DEO | Shares | $1.5M | 21K |
| Medtronic Plc | Shares | $1.5M | 17K | |
| Fedex Corp | FDX | Shares | $1.5M | 4K |
| Disney Walt Co | DIS | Shares | $1.5M | 15K |
| Rtx Corporation | RTX | Shares | $1.4M | 7K |
| General Mills Inc | GIS | Shares | $1.4M | 37K |
| Verizon Communications Inc | VZ | Shares | $1.2M | 25K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.2M | 16K |
| Johnson Controls Internation | Shares | $1.2M | 9K | |
| Invesco Exchange Traded Fd T | RSPT | Shares | $1.2M | 26K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Abbott Laboratories | ABT | Shares | $1.1M | 10K |
| Honeywell Intl Inc | HONGBP | Shares | $1.1M | 5K |
| Unitedhealth Group Inc | UNH | Shares | $1.1M | 4K |
| Unilever Plc | UL | Shares | $971K | 17K |
| Hercules Capital Inc | HTGC | Shares | $962K | 65K |
| Vanguard Index Fds | VTI | Shares | $921K | 3K |
| Ryder Sys Inc | R | Shares | $873K | 4K |
| Schwab Strategic Tr | SCHD | Shares | $851K | 28K |
| Emerson Elec Co | EMR | Shares | $802K | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $792K | 1K |
| Rpm Intl Inc | RPM | Shares | $688K | 7K |
| L3Harris Technologies Inc | LHX | Shares | $685K | 2K |
| Schwab Strategic Tr | SCHM | Shares | $623K | 20K |
| Constellation Brands Inc | STZ | Shares | $488K | 3K |
| Ishares Tr | IWB | Shares | $445K | 1K |
| Select Sector Spdr Tr | XLF | Shares | $409K | 8K |
| Invesco Qqq Tr | QQQ | Shares | $390K | 676 |
| Thermo Fisher Scientific Inc | TMO | Shares | $377K | 767 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.