CMH Wealth Management LLC
CIK 1657516
13F filing for Q2 2026・No. 3,331
- Holdings
- US$655.46M
- Quarter change
- +US$72.91M
- Entries
- 117
- Net bought (estimate)
- +US$2.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 5
- Cut 49
- Added 54
- Corporate actions 2
- Unchanged 5
Largest holdings
117 stocks worth US$655.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Added | 88,908 | US$31.77M | 4.85% |
| MSFTMicrosoftCOM | Cut | 74,289 | US$27.71M | 4.23% |
| J P MORGAN EXCHANGE TRADED FACTI HIGH YI ETF | Added | 537,374 | US$27.12M | 4.14% |
| AAPLAppleCOM | Cut | 87,186 | US$25.23M | 3.85% |
| T ROWE PRICE EXCHANGE-TRADEDSMALL MID CAP | Added | 522,648 | US$22.92M | 3.50% |
| MFS ACTIVE EXCHANGE TRADED FINTERNATINL ETF | Added | 663,446 | US$21.55M | 3.29% |
| AMZNAmazonCOM | Cut | 89,639 | US$21.36M | 3.26% |
| VFHVANGUARD WORLD FDFINANCIALS ETF | Added | 150,808 | US$19.85M | 3.03% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 57,173 | US$19.5M | 2.97% |
| LLYELI LILLY & COCOM | Added | 14,385 | US$17.25M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.