CMH Wealth Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), CMH Wealth Management LLC reported 113 stock positions worth $582.5 million. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by JPMorgan Active H Yield ETF (JPHY, 4.4%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q4 2025, it opened 67 new positions, sold out of 7, added to 28 and reduced 17. The biggest buy was MFS Active International (MFSI, shares +340%) and the biggest sale Alphabet Class A (GOOGL, shares −17%).

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, NH
CIK
0001657516
Portfolio Value
$582.5M (Q1 2026)
SEC Filing
0001657516-26-000003 ↗ filed Apr 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $393.6M Q1 2024 Q2 2024: $406.3M Q2 2024 Q3 2024: $425.1M Q3 2024 Q4 2024: $436.6M Q4 2024 Q1 2025: $399.1M Q1 2025 Q2 2025: $429.6M Q2 2025 Q3 2025: $469.2M Q3 2025 Q4 2025: $466.9M Q4 2025 Q1 2026: $582.5M $582.5M Q1 2026 Q2 2026: $655.5M Q2 2026

Holdings 113 stocks · $582.5M
MSFT Microsoft Corp. 4.74% 74,558 $27.6M Add +37.6%
JPHY JPMorgan Active H Yield ETF 4.36% 505,990 $25.4M Add +0.8%
GOOGL Alphabet Inc. Class A 4.33% 87,695 $25.2M Reduce -16.9%
AAPL Apple Inc. 3.87% 88,871 $22.6M Add +16.9%
AMZN Amazon.com Inc. 3.68% 102,848 $21.4M Reduce -0.2%
MFSI MFS Active International 3.22% 631,190 $18.8M Add +340.2%
TMSL T.rowe PRC Small-Mid Cap ETF 3.18% 504,442 $18.5M Add +0.5%
VFH Vanguard Financials ETF 3.01% 145,284 $17.6M Add +9.9%
BA The Boeing Co. 2.35% 68,650 $13.7M Add +5.9%
VDE Vanguard Energy ETF 2.32% 78,038 $13.5M Reduce -18.5%
ACWX iShares MSCI Acwi Ex US ETF 2.28% 194,199 $13.3M Add +1.6%
LLY Eli Lilly & Co. 2.22% 14,077 $12.9M Reduce -1.6%
XLC SS Comm Select Sector SPDR 2.22% 116,673 $12.9M Add +27.8%
GEV GE Vernova Inc. 2.18% 14,562 $12.7M Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.88% 68,483 $10.9M Reduce -1.5%
AVGO Broadcom Inc. 1.88% 35,311 $10.9M New
XLV SS Health Care Select Sector 1.79% 71,211 $10.4M Add +0.3%
VCIT Vanguard Int-Term Corporate 1.78% 125,269 $10.4M Add +1.8%
PANW Palo Alto Networks Inc. 1.65% 60,122 $9.6M Add +27.1%
SMMD iShares Russell 2500 ETF 1.64% 125,051 $9.5M Reduce -0.9%
VRT Vertiv Holdings Co. Class A 1.62% 37,610 $9.4M Reduce -0.4%
VDC Vanguard Consumer Staple ETF 1.56% 40,531 $9.1M Add +2.0%
BLK BlackRock Inc. 1.54% 9,330 $9.0M Add +33.3%
SOXX iShares Semiconductor ETF 1.49% 26,361 $8.7M Reduce -3.1%
NOW ServiceNow Inc. 1.36% 75,942 $7.9M Add +30.6%
JPM JPMorgan Chase & Co. 1.36% 26,936 $7.9M Add +1554.5%
NVDA Nvidia Corp. 1.33% 44,369 $7.7M Add +1.9%
FBND Fidelity Total Bond ETF 1.22% 155,426 $7.1M Add +1.4%
PPA Invesco Aerospace & Defense 1.18% 41,538 $6.9M Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B 1.11% 13,550 $6.5M Add +364.8%
TCHP T Rowe Price Blue Chip Growt 1.11% 146,412 $6.5M Reduce -5.7%
V Visa Inc. Class A 1.11% 21,355 $6.5M Add +8.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.07% 135,320 $6.2M New
WMT Walmart Inc. 1.06% 49,737 $6.2M Add +1.9%
MA Mastercard Inc. Class A 1.06% 12,338 $6.2M Reduce -1.7%
VNQ Vanguard Real Estate ETF 0.99% 65,301 $5.8M Add +38.0%
XLB SS Materials Select Sector 0.99% 115,489 $5.8M Reduce -5.2%
CRM Salesforce Inc. 0.99% 30,912 $5.8M Reduce -16.9%
SYK Stryker Corp. 0.96% 16,887 $5.6M New
TSLA Tesla Inc. 0.95% 14,879 $5.5M Reduce -13.5%
XLI SS Industrial Select Sector 0.87% 31,438 $5.1M Add +7.7%
DHR Danaher Corp. 0.83% 25,369 $4.8M Reduce -31.0%
BX Blackstone Inc. 0.79% 39,957 $4.6M New
VONE Vanguard Russell 1000 0.78% 15,364 $4.5M Add +2.1%
ETN Eaton Corp. PLC 0.78% 12,626 $4.5M New
SNOW Snowflake Inc. 0.69% 26,830 $4.0M Reduce -41.6%
JNJ Johnson & Johnson 0.66% 15,795 $3.9M Add +405.9%
XOM Exxon Mobil Corp. 0.63% 21,593 $3.7M New
PG The Procter & Gamble Co. 0.59% 23,912 $3.5M Add +589.5%
JAVA JPMorgan Active Value ETF 0.59% 47,520 $3.4M Add +6.2%
ENB Enbridge Inc. 0.58% 62,400 $3.4M New
MRK Merck & Co. Inc. 0.58% 27,821 $3.4M New
UNP Union Pacific Corp. 0.51% 12,161 $3.0M New
CI The Cigna Group 0.50% 10,981 $2.9M New
WPC WP Carey Inc. 0.49% 41,780 $2.9M New
TD Toronto-Dominion Bank 0.49% 30,595 $2.9M New
DE Deere & Co. 0.48% 4,943 $2.8M New
CVX Chevron Corp. 0.48% 13,419 $2.8M New
PEP Pepsico Inc. 0.45% 16,953 $2.6M New
CAT Caterpillar Inc. 0.45% 3,660 $2.6M New
OEF iShares S&P 100 ETF 0.43% 7,960 $2.5M New
ITW Illinois Tool Works 0.41% 9,187 $2.4M New
SCHA Schwab US Small-Cap ETF 0.41% 82,619 $2.4M New
VEA Vanguard Ftse Developed ETF 0.38% 34,300 $2.2M New
PFE Pfizer Inc. 0.34% 69,842 $2.0M New
EPD Enterprise Products Partners 0.31% 47,060 $1.8M New
SCHB Schwab US Broad Market ETF 0.29% 67,270 $1.7M New
NVS Novartis AG-Sponsored ADR 0.29% 11,053 $1.7M New
MMM 3M Co. 0.29% 11,464 $1.7M New
LMT Lockheed Martin Corp. 0.28% 2,685 $1.6M New
PFF iShares Preferred & Income S 0.27% 52,025 $1.6M New
DEO Diageo PLC-Sponsored ADR 0.26% 20,563 $1.5M New
MDT Medtronic PLC 0.25% 16,980 $1.5M New
FDX FedEx Corp. 0.25% 4,141 $1.5M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 15,125 $1.5M New
RTX RTX Corp. 0.24% 7,362 $1.4M New
GIS General Mills Inc. 0.24% 36,910 $1.4M New
VZ Verizon Communications Inc. 0.21% 24,646 $1.2M New
VCSH Vanguard S/T Corp. Bond ETF 0.21% 15,524 $1.2M New
JCI Johnson Controls Internation 0.21% 9,225 $1.2M New
RSPT Invesco S&P 500 Equal Weight 0.20% 26,165 $1.2M New
IVV iShares Core S&P 500 ETF 0.20% 1,775 $1.2M New
ABT Abbott Laboratories 0.18% 10,310 $1.1M New
HON Honeywell International Inc. 0.18% 4,676 $1.1M New
UNH Unitedhealth Group Inc. 0.18% 3,888 $1.1M New
UL Unilever PLC-Sponsored ADR 0.17% 16,888 $971K New
HTGC Hercules Capital Inc. 0.17% 65,120 $962K New
VTI VG Morningstar TS MKT ETF-US 0.16% 2,870 $921K New
R Ryder System Inc. 0.15% 4,264 $873K New
SCHD Schwab US DVD Equity ETF 0.15% 27,735 $851K New
EMR Emerson Electric Co. 0.14% 6,125 $802K New
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 1,215 $792K New
RPM RPM International Inc. 0.12% 6,925 $688K New
LHX L3HARRIS Technologies Inc. 0.12% 1,985 $685K New
SCHM Schwab US Mid Cap ETF 0.11% 20,115 $623K New
STZ Constellation Brands Inc. Class A 0.08% 3,250 $488K New
IWB iShares Russell 1000 ETF 0.08% 1,248 $445K New
XLF SS Financial Select Sector 0.07% 8,290 $409K New
QQQ Invesco QQQ Trust Series 1 0.07% 676 $390K Add +89.9%
TMO Thermo Fisher Scientific Inc. 0.06% 767 $377K New
KO The Coca-Cola Co. 0.06% 4,875 $373K New
PLTR Palantir Technologies Inc. Class A 0.05% 2,090 $306K New
IBIT iShares Bitcoin Trust ETF 0.05% 7,799 $300K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 1,000 $299K New
UPS United Parcel Service Class B 0.05% 2,935 $289K New
HD Home Depot Inc. 0.05% 874 $287K New
ORCL Oracle Corp. 0.05% 1,843 $271K New
VGT Vanguard Info Tech ETF 0.05% 385 $269K New
GKOS Glaukos Corp. 0.05% 2,438 $262K New
NKE Nike Inc. Class B 0.04% 4,650 $248K New
MCO Moody's Corp. 0.04% 533 $233K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 796 $229K New
NEE Nextera Energy Inc. 0.04% 2,407 $224K New

Portfolio Sells Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Reduce -16.9% 4.33% −2.75
SNPS Synopsys Inc. Sold out 0.00% −1.54
SNOW Snowflake Inc. Reduce -41.6% 0.69% −1.46
AMZN Amazon.com Inc. Reduce -0.2% 3.68% −1.42
CRM Salesforce Inc. Reduce -16.9% 0.99% −1.12
LLY Eli Lilly & Co. Reduce -1.6% 2.22% −1.07
DHR Danaher Corp. Reduce -31.0% 0.83% −0.98
META Meta Platforms Inc. Class A Sold out 0.00% −0.97
WDAY Workday Inc. Class A Sold out 0.00% −0.83
IHI iShares U.S. Medical Devices Sold out 0.00% −0.76
TSLA Tesla Inc. Reduce -13.5% 0.95% −0.71
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.67
TCHP T Rowe Price Blue Chip Growt Reduce -5.7% 1.11% −0.55
MA Mastercard Inc. Class A Reduce -1.7% 1.06% −0.48
TJX TJX Companies Inc. Reduce -1.5% 1.88% −0.41
SMMD iShares Russell 2500 ETF Reduce -0.9% 1.64% −0.39
SOXX iShares Semiconductor ETF Reduce -3.1% 1.49% −0.27
VDE Vanguard Energy ETF Reduce -18.5% 2.32% −0.26
PPA Invesco Aerospace & Defense Reduce -1.9% 1.18% −0.24
XLB SS Materials Select Sector Reduce -5.2% 0.99% −0.19
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.05
ABBV Abbvie Inc. Sold out 0.00% −0.05
GEV GE Vernova Inc. Reduce -0.8% 2.18% +0.13
VRT Vertiv Holdings Co. Class A Reduce -0.4% 1.62% +0.31

Portfolio Buys Q4 2025 → Q1 2026
MFSI MFS Active International Add +340.2% 3.22% +2.29
AVGO Broadcom Inc. New 1.88% +1.88
JPM JPMorgan Chase & Co. Add +1554.5% 1.36% +1.25
XLU St Sr Utl SL SE SPDR ETF-Usd New 1.07% +1.07
SYK Stryker Corp. New 0.96% +0.96
BRK.B Berkshire Hathaway Inc. Class B Add +364.8% 1.11% +0.80
BX Blackstone Inc. New 0.79% +0.79
ETN Eaton Corp. PLC New 0.78% +0.78
XOM Exxon Mobil Corp. New 0.63% +0.63
ENB Enbridge Inc. New 0.58% +0.58
MRK Merck & Co. Inc. New 0.58% +0.58
JNJ Johnson & Johnson Add +405.9% 0.66% +0.52
UNP Union Pacific Corp. New 0.51% +0.51
CI The Cigna Group New 0.50% +0.50
WPC WP Carey Inc. New 0.49% +0.49
TD Toronto-Dominion Bank New 0.49% +0.49
PG The Procter & Gamble Co. Add +589.5% 0.59% +0.49
DE Deere & Co. New 0.48% +0.48
CVX Chevron Corp. New 0.48% +0.48
PEP Pepsico Inc. New 0.45% +0.45
CAT Caterpillar Inc. New 0.45% +0.45
OEF iShares S&P 100 ETF New 0.43% +0.43
ITW Illinois Tool Works New 0.41% +0.41
SCHA Schwab US Small-Cap ETF New 0.41% +0.41
VEA Vanguard Ftse Developed ETF New 0.38% +0.38
PFE Pfizer Inc. New 0.34% +0.34
EPD Enterprise Products Partners New 0.31% +0.31
NVS Novartis AG-Sponsored ADR New 0.29% +0.29
SCHB Schwab US Broad Market ETF New 0.29% +0.29
MMM 3M Co. New 0.29% +0.29
LMT Lockheed Martin Corp. New 0.28% +0.28
PFF iShares Preferred & Income S New 0.27% +0.27
DEO Diageo PLC-Sponsored ADR New 0.26% +0.26
MDT Medtronic PLC New 0.25% +0.25
FDX FedEx Corp. New 0.25% +0.25
DIS The Walt Disney Co. New 0.25% +0.25
RTX RTX Corp. New 0.24% +0.24
GIS General Mills Inc. New 0.24% +0.24
VZ Verizon Communications Inc. New 0.21% +0.21
VCSH Vanguard S/T Corp. Bond ETF New 0.21% +0.21
JCI Johnson Controls Internation New 0.21% +0.21
RSPT Invesco S&P 500 Equal Weight New 0.20% +0.20
IVV iShares Core S&P 500 ETF New 0.20% +0.20
ABT Abbott Laboratories New 0.18% +0.18
HON Honeywell International Inc. New 0.18% +0.18
UNH Unitedhealth Group Inc. New 0.18% +0.18
UL Unilever PLC-Sponsored ADR New 0.17% +0.17
HTGC Hercules Capital Inc. New 0.17% +0.17
VTI VG Morningstar TS MKT ETF-US New 0.16% +0.16
R Ryder System Inc. New 0.15% +0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 117$655.5MGOOGL, MSFT, JPHY, AAPL, TMSL
Q1 2026 113$582.5MMSFT, JPHY, GOOGL, AAPL, AMZN
Q4 2025 53$466.9MGOOGL, MSFT, JPHY, AMZN, AAPL
Q3 2025 55$469.2MMSFT, GOOGL, JPHY, AMZN, AAPL
Q2 2025 54$429.6MMSFT, AMZN, GOOGL, AAPL, VFH
Q1 2025 55$399.1MMSFT, AAPL, AMZN, GOOGL, VFH
Q4 2024 54$436.6MMSFT, AMZN, AAPL, GOOGL, SMMD
Q3 2024 53$425.1MMSFT, AAPL, AMZN, GOOGL, SMMD
Q2 2024 49$406.3MMSFT, GOOGL, AMZN, AAPL, SMMD
Q1 2024 44$393.6MMSFT, AMZN, GOOGL, AAPL, SMMD