CMH Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), CMH Wealth Management LLC reported 53 stock positions worth $466.9 million. Its top holding was Alphabet Class A (GOOGL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 5.6%) and JPMorgan Active H Yield ETF (JPHY, 5.5%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 23 and reduced 28. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0001657516
- Portfolio Value
- $466.9M (Q4 2025)
- SEC Filing
- 0001657516-26-000001 ↗ filed Jan 13, 2026
Holdings Value
Holdings 53 stocks · $466.9M
| GOOGL Alphabet Inc. Class A | 7.08% | 105,579 | $33.0M | Reduce -3.2% |
| MSFT Microsoft Corp. | 5.61% | 54,184 | $26.2M | Add +1.7% |
| JPHY JPMorgan Active H Yield ETF | 5.47% | 501,730 | $25.5M | Add +4.6% |
| AMZN Amazon.com Inc. | 5.09% | 103,032 | $23.8M | Reduce -0.3% |
| AAPL Apple Inc. | 4.43% | 75,993 | $20.7M | Reduce -1.8% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 3.86% | 502,103 | $18.0M | Add +1.8% |
| VFH Vanguard Financials ETF | 3.78% | 132,169 | $17.6M | Add +0.2% |
| LLY Eli Lilly & Co. | 3.29% | 14,311 | $15.4M | Reduce -3.1% |
| BA The Boeing Co. | 3.01% | 64,825 | $14.1M | Add +15.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.75% | 191,129 | $12.8M | Reduce -0.3% |
| VDE Vanguard Energy ETF | 2.58% | 95,722 | $12.1M | Add +0.1% |
| XLV SS Health Care Select Sector | 2.35% | 70,995 | $11.0M | Reduce -1.6% |
| XLC SS Comm Select Sector SPDR | 2.30% | 91,319 | $10.8M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.29% | 69,551 | $10.7M | Add +1.2% |
| VCIT Vanguard Int-Term Corporate | 2.21% | 123,036 | $10.3M | Add +5.3% |
| SNOW Snowflake Inc. | 2.16% | 45,914 | $10.1M | Reduce -9.2% |
| CRM Salesforce Inc. | 2.11% | 37,208 | $9.9M | Add +37.3% |
| GEV GE Vernova Inc. | 2.06% | 14,684 | $9.6M | Reduce -0.2% |
| SMMD iShares Russell 2500 ETF | 2.03% | 126,254 | $9.5M | Reduce -0.2% |
| NOW ServiceNow Inc. | 1.91% | 58,167 | $8.9M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 1.87% | 47,315 | $8.7M | Reduce -1.8% |
| DHR Danaher Corp. | 1.81% | 36,790 | $8.4M | Reduce -4.2% |
| VDC Vanguard Consumer Staple ETF | 1.80% | 39,743 | $8.4M | Add +0.8% |
| SOXX iShares Semiconductor ETF | 1.75% | 27,199 | $8.2M | Reduce -4.1% |
| NVDA Nvidia Corp. | 1.74% | 43,520 | $8.1M | Reduce -0.2% |
| TCHP T Rowe Price Blue Chip Growt | 1.66% | 155,219 | $7.7M | Add +2.5% |
| TSLA Tesla Inc. | 1.66% | 17,201 | $7.7M | Add +2.1% |
| BLK BlackRock Inc. | 1.60% | 7,000 | $7.5M | Reduce -1.8% |
| SNPS Synopsys Inc. | 1.54% | 15,279 | $7.2M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 1.54% | 12,556 | $7.2M | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 1.52% | 153,339 | $7.1M | Add +4.1% |
| V Visa Inc. Class A | 1.48% | 19,654 | $6.9M | Reduce -1.6% |
| PPA Invesco Aerospace & Defense | 1.42% | 42,329 | $6.6M | Reduce -6.0% |
| VRT Vertiv Holdings Co. Class A | 1.31% | 37,777 | $6.1M | Reduce -1.4% |
| XLB SS Materials Select Sector | 1.18% | 121,806 | $5.5M | Add +1.1% |
| WMT Walmart Inc. | 1.16% | 48,794 | $5.4M | Reduce -0.0% |
| VONE Vanguard Russell 1000 | 1.00% | 15,053 | $4.7M | Add +2.2% |
| META Meta Platforms Inc. Class A | 0.97% | 6,882 | $4.5M | New |
| XLI SS Industrial Select Sector | 0.97% | 29,179 | $4.5M | Reduce -1.4% |
| MFSI MFS Active International | 0.94% | 143,374 | $4.4M | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.90% | 47,317 | $4.2M | Add +0.7% |
| WDAY Workday Inc. Class A | 0.83% | 18,071 | $3.9M | Reduce -0.8% |
| IHI iShares U.S. Medical Devices | 0.76% | 57,055 | $3.5M | Reduce -1.4% |
| JAVA JPMorgan Active Value ETF | 0.69% | 44,745 | $3.2M | Add +2.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.67% | 82,067 | $3.1M | Reduce -39.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,915 | $1.5M | Add +10.9% |
| JNJ Johnson & Johnson | 0.14% | 3,122 | $646K | Add +12.4% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,628 | $525K | Add +102.7% |
| PG The Procter & Gamble Co. | 0.11% | 3,468 | $497K | Add +21.6% |
| MCO Moody's Corp. | 0.06% | 533 | $272K | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 2,098 | $251K | Reduce -6.1% |
| ABBV Abbvie Inc. | 0.05% | 1,023 | $234K | Reduce -37.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 356 | $219K | Reduce -21.9% |
Portfolio Sells Q3 2025 → Q4 2025
| ADBE Adobe Inc. | Sold out | 0.00% | −2.41 |
| FISV Fiserv Inc. | Sold out | 0.00% | −2.38 |
| TTD Trade Desk Inc./the Class A | Reduce -39.3% | 0.67% | −0.75 |
| SNOW Snowflake Inc. | Reduce -9.2% | 2.16% | −0.27 |
| PANW Palo Alto Networks Inc. | Reduce -1.8% | 1.87% | −0.22 |
| BLK BlackRock Inc. | Reduce -1.8% | 1.60% | −0.17 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.11 |
| WDAY Workday Inc. Class A | Reduce -0.8% | 0.83% | −0.10 |
| PPA Invesco Aerospace & Defense | Reduce -6.0% | 1.42% | −0.07 |
| SNPS Synopsys Inc. | Reduce -0.1% | 1.54% | −0.07 |
| ABBV Abbvie Inc. | Reduce -37.0% | 0.05% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -0.9% | 2.30% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.9% | 0.05% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -6.1% | 0.05% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.4% | 0.97% | −0.00 |
| NVDA Nvidia Corp. | Reduce -0.2% | 1.74% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 1.54% | +0.01 |
| IHI iShares U.S. Medical Devices | Reduce -1.4% | 0.76% | +0.02 |
| V Visa Inc. Class A | Reduce -1.6% | 1.48% | +0.02 |
| SMMD iShares Russell 2500 ETF | Reduce -0.2% | 2.03% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.4% | 1.31% | +0.08 |
| WMT Walmart Inc. | Reduce -0.0% | 1.16% | +0.09 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.3% | 2.75% | +0.09 |
| SOXX iShares Semiconductor ETF | Reduce -4.1% | 1.75% | +0.12 |
| GEV GE Vernova Inc. | Reduce -0.2% | 2.06% | +0.13 |
| DHR Danaher Corp. | Reduce -4.2% | 1.81% | +0.18 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 2.35% | +0.21 |
| AAPL Apple Inc. | Reduce -1.8% | 4.43% | +0.23 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 5.09% | +0.26 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 3.29% | +0.89 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 7.08% | +1.43 |
Portfolio Buys Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | New | 0.97% | +0.97 |
| CRM Salesforce Inc. | Add +37.3% | 2.11% | +0.74 |
| BA The Boeing Co. | Add +15.9% | 3.01% | +0.44 |
| JPHY JPMorgan Active H Yield ETF | Add +4.6% | 5.47% | +0.25 |
| TJX TJX Companies Inc. | Add +1.2% | 2.29% | +0.17 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Add +1.8% | 3.86% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +5.3% | 2.21% | +0.11 |
| VFH Vanguard Financials ETF | Add +0.2% | 3.78% | +0.09 |
| TCHP T Rowe Price Blue Chip Growt | Add +2.5% | 1.66% | +0.08 |
| FBND Fidelity Total Bond ETF | Add +4.1% | 1.52% | +0.06 |
| TSLA Tesla Inc. | Add +2.1% | 1.66% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +102.7% | 0.11% | +0.06 |
| VONE Vanguard Russell 1000 | Add +2.2% | 1.00% | +0.05 |
| JAVA JPMorgan Active Value ETF | Add +2.7% | 0.69% | +0.05 |
| XLB SS Materials Select Sector | Add +1.1% | 1.18% | +0.03 |
| MFSI MFS Active International | Add +0.1% | 0.94% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.9% | 0.31% | +0.03 |
| JNJ Johnson & Johnson | Add +12.4% | 0.14% | +0.03 |
| VDE Vanguard Energy ETF | Add +0.1% | 2.58% | +0.02 |
| PG The Procter & Gamble Co. | Add +21.6% | 0.11% | +0.01 |
| VDC Vanguard Consumer Staple ETF | Add +0.8% | 1.80% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.90% | −0.02 |
| MSFT Microsoft Corp. | Add +1.7% | 5.61% | −0.27 |
| NOW ServiceNow Inc. | Add +0.3% | 1.91% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 117 | $655.5M | GOOGL, MSFT, JPHY, AAPL, TMSL |
| Q1 2026 | 113 | $582.5M | MSFT, JPHY, GOOGL, AAPL, AMZN |
| Q4 2025 | 53 | $466.9M | GOOGL, MSFT, JPHY, AMZN, AAPL |
| Q3 2025 | 55 | $469.2M | MSFT, GOOGL, JPHY, AMZN, AAPL |
| Q2 2025 | 54 | $429.6M | MSFT, AMZN, GOOGL, AAPL, VFH |
| Q1 2025 | 55 | $399.1M | MSFT, AAPL, AMZN, GOOGL, VFH |
| Q4 2024 | 54 | $436.6M | MSFT, AMZN, AAPL, GOOGL, SMMD |
| Q3 2024 | 53 | $425.1M | MSFT, AAPL, AMZN, GOOGL, SMMD |
| Q2 2024 | 49 | $406.3M | MSFT, GOOGL, AMZN, AAPL, SMMD |
| Q1 2024 | 44 | $393.6M | MSFT, AMZN, GOOGL, AAPL, SMMD |