CMH Wealth Management LLC

Name: CMH Wealth Management LLC 13F holdings, Q2 2026
Creator: CMH Wealth Management LLC
Published: 2026-07-09

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), CMH Wealth Management LLC reported 117 stock positions worth $655.5 million. Its top holding was Alphabet Class A (GOOGL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.2%) and JPMorgan Active H Yield ETF (JPHY, 4.1%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 57 and reduced 49. The biggest buy was a new position in iShares Expanded Tech-Softwa (IGV) and the biggest sale ServiceNow (NOW, shares −43%).

Most Recent 13F: Q2 2026
Location: PORTSMOUTH, NH
CIK: 0001657516
Portfolio Value: $655.5M (Q2 2026)
SEC Filing: 0001657516-26-000004 ↗ filed Jul 9, 2026

Holdings Value

Holdings 117 stocks · $655.5M


GOOGL Alphabet Inc. Class A	4.85%	88,908	$31.8M	Add +1.4%
MSFT Microsoft Corp.	4.23%	74,289	$27.7M	Reduce -0.4%
JPHY JPMorgan Active H Yield ETF	4.14%	537,374	$27.1M	Add +6.2%
AAPL Apple Inc.	3.85%	87,186	$25.2M	Reduce -1.9%
TMSL T.rowe PRC Small-Mid Cap ETF	3.50%	522,648	$22.9M	Add +3.6%
MFSI MFS Active International	3.29%	663,446	$21.5M	Add +5.1%
AMZN Amazon.com Inc.	3.26%	89,639	$21.4M	Reduce -12.8%
VFH Vanguard Financials ETF	3.03%	150,808	$19.8M	Add +3.8%
PANW Palo Alto Networks Inc.	2.97%	57,173	$19.5M	Reduce -4.9%
LLY Eli Lilly & Co.	2.63%	14,385	$17.3M	Add +2.2%
SOXX iShares Semiconductor ETF	2.51%	25,661	$16.4M	Reduce -2.7%
BA The Boeing Co.	2.36%	71,558	$15.5M	Add +4.2%
ACWX iShares MSCI Acwi Ex US ETF	2.32%	200,223	$15.2M	Add +3.1%
AVGO Broadcom Inc.	2.08%	36,177	$13.7M	Add +2.5%
XLC SS Comm Select Sector SPDR	1.95%	119,407	$12.8M	Add +2.3%
VRT Vertiv Holdings Co. Class A	1.93%	37,825	$12.7M	Add +0.6%
VDE Vanguard Energy ETF	1.83%	79,777	$12.0M	Add +2.2%
SMMD iShares Russell 2500 ETF	1.78%	127,138	$11.6M	Add +1.7%
GEV GE Vernova Inc.	1.77%	9,871	$11.6M	Reduce -32.2%
XLV SS Health Care Select Sector	1.76%	72,630	$11.5M	Add +2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.65%	71,490	$10.8M	Add +4.4%
FBND Fidelity Total Bond ETF	1.46%	209,527	$9.6M	Add +34.8%
VDC Vanguard Consumer Staple ETF	1.43%	41,650	$9.4M	Add +2.8%
VCIT Vanguard Int-Term Corporate	1.41%	111,825	$9.2M	Reduce -10.7%
NVDA Nvidia Corp.	1.41%	46,153	$9.2M	Add +4.0%
BLK BlackRock Inc.	1.39%	9,476	$9.1M	Add +1.6%
JPM JPMorgan Chase & Co.	1.37%	27,516	$9.0M	Add +2.1%
TCHP T Rowe Price Blue Chip Growt	1.20%	157,576	$7.9M	Add +7.6%
PPA Invesco Aerospace & Defense	1.16%	43,045	$7.6M	Add +3.6%
V Visa Inc. Class A	1.15%	21,954	$7.5M	Add +2.8%
IGV iShares Expanded Tech-Softwa	1.11%	80,457	$7.3M	New
BRK.B Berkshire Hathaway Inc. Class B	1.04%	13,628	$6.8M	Add +0.6%
SNOW Snowflake Inc.	1.03%	26,614	$6.8M	Reduce -0.8%
MA Mastercard Inc. Class A	1.02%	13,065	$6.7M	Add +5.9%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.01%	146,716	$6.7M	Add +8.4%
VNQ Vanguard Real Estate ETF	1.01%	68,560	$6.6M	Add +5.0%
TSLA Tesla Inc.	0.95%	14,745	$6.2M	Reduce -0.9%
XLB SS Materials Select Sector	0.93%	119,756	$6.1M	Add +3.7%
WMT Walmart Inc.	0.92%	53,302	$6.0M	Add +7.2%
SYK Stryker Corp.	0.88%	18,271	$5.8M	Add +8.2%
XLI SS Industrial Select Sector	0.88%	31,001	$5.7M	Reduce -1.4%
IBB iShares Biotechnology ETF	0.84%	28,838	$5.5M	New
ETN Eaton Corp. PLC	0.81%	12,481	$5.3M	Reduce -1.1%
DHR Danaher Corp.	0.79%	27,201	$5.2M	Add +7.2%
VONE Vanguard Russell 1000	0.79%	15,258	$5.2M	Reduce -0.7%
CRM Salesforce Inc.	0.72%	29,857	$4.7M	Reduce -3.4%
NOW ServiceNow Inc.	0.66%	43,302	$4.3M	Reduce -43.0%
BX Blackstone Inc.	0.65%	36,032	$4.2M	Reduce -9.8%
JAVA JPMorgan Active Value ETF	0.62%	51,550	$4.1M	Add +8.5%
JNJ Johnson & Johnson	0.61%	15,800	$4.0M	Add +0.0%
CAT Caterpillar Inc.	0.57%	3,493	$3.7M	Reduce -4.6%
MRK Merck & Co. Inc.	0.56%	28,358	$3.7M	Add +1.9%
PG The Procter & Gamble Co.	0.52%	23,462	$3.4M	Reduce -1.9%
UNP Union Pacific Corp.	0.49%	11,893	$3.2M	Reduce -2.2%
DE Deere & Co.	0.48%	4,912	$3.1M	Reduce -0.6%
SCHA Schwab US Small-Cap ETF	0.47%	85,619	$3.1M	Add +3.6%
TD Toronto-Dominion Bank	0.47%	25,260	$3.1M	Reduce -17.4%
ENB Enbridge Inc.	0.47%	56,425	$3.1M	Reduce -9.6%
OEF iShares S&P 100 ETF	0.47%	8,335	$3.0M	Add +4.7%
CI The Cigna Group	0.41%	9,814	$2.7M	Reduce -10.6%
ITW Illinois Tool Works	0.40%	9,587	$2.6M	Add +4.3%
VEA Vanguard Ftse Developed ETF	0.39%	35,800	$2.6M	Add +4.4%
CVX Chevron Corp.	0.36%	14,075	$2.3M	Add +4.9%
PEP Pepsico Inc.	0.35%	17,178	$2.3M	Add +1.3%
SCHB Schwab US Broad Market ETF	0.31%	70,320	$2.0M	Add +4.5%
NVS Novartis AG-Sponsored ADR	0.27%	11,433	$1.8M	Add +3.4%
MMM 3M Co.	0.27%	10,925	$1.8M	Reduce -4.7%
WPC WP Carey Inc.	0.26%	23,655	$1.7M	Reduce -43.4%
UNH Unitedhealth Group Inc.	0.26%	4,093	$1.7M	Add +5.3%
RSPT Invesco S&P 500 Equal Weight	0.25%	25,203	$1.6M	Reduce -3.7%
RTX RTX Corp.	0.23%	7,825	$1.5M	Add +6.3%
LMT Lockheed Martin Corp.	0.22%	2,886	$1.5M	Add +7.5%
EPD Enterprise Products Partners	0.22%	39,586	$1.5M	Reduce -15.9%
IVV iShares Core S&P 500 ETF	0.22%	1,900	$1.4M	Add +7.0%
FDX FedEx Corp.	0.21%	4,394	$1.4M	Add +6.1%
PFE Pfizer Inc.	0.21%	56,014	$1.3M	Reduce -19.8%
JCI Johnson Controls Internation	0.20%	9,092	$1.3M	Reduce -1.4%
PFF iShares Preferred & Income S	0.19%	40,350	$1.2M	Reduce -22.4%
MDT Medtronic PLC	0.17%	13,818	$1.1M	Reduce -18.6%
R Ryder System Inc.	0.16%	4,064	$1.1M	Reduce -4.7%
VTI VG Morningstar TS MKT ETF-US	0.16%	2,845	$1.1M	Reduce -0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.16%	10,746	$1.0M	Reduce -28.9%
VZ Verizon Communications Inc.	0.15%	23,972	$1.0M	Reduce -2.7%
ABT Abbott Laboratories	0.15%	10,877	$987K	Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US	0.14%	1,184	$886K	Reduce -2.5%
EMR Emerson Electric Co.	0.13%	6,133	$878K	Add +0.1%
SCHD Schwab US DVD Equity ETF	0.13%	27,285	$865K	Reduce -1.6%
RPM RPM International Inc.	0.12%	6,925	$770K	No change
SCHM Schwab US Mid Cap ETF	0.12%	20,640	$761K	Add +2.6%
DEO Diageo PLC-Sponsored ADR	0.11%	9,150	$735K	Reduce -55.5%
HTGC Hercules Capital Inc.	0.11%	46,270	$730K	Reduce -28.9%
UL Unilever PLC-Sponsored ADR	0.11%	12,103	$728K	Reduce -28.3%
VCSH Vanguard S/T Corp. Bond ETF	0.10%	8,639	$683K	Reduce -44.4%
HON Honeywell International Inc.	0.09%	2,681	$600K	Add +14.7%
HONA Honeywell Aerospace Inc.	0.09%	2,674	$591K	Add +14.4%
LHX L3HARRIS Technologies Inc.	0.09%	1,985	$577K	No change
IWB iShares Russell 1000 ETF	0.08%	1,248	$511K	No change
GIS General Mills Inc.	0.08%	14,435	$502K	Reduce -60.9%
QQQ Invesco QQQ Trust Series 1	0.07%	651	$480K	Reduce -3.7%
XLF SS Financial Select Sector	0.07%	8,190	$439K	Reduce -1.2%
TMO Thermo Fisher Scientific Inc.	0.06%	773	$388K	Add +0.8%
KO The Coca-Cola Co.	0.06%	4,712	$385K	Reduce -3.3%
STZ Constellation Brands Inc. Class A	0.06%	2,633	$366K	Reduce -19.0%
VGT Vanguard Info Tech ETF	0.05%	3,000	$359K	Reduce -2.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.05%	1,000	$344K	No change
FDXF FedEx Freight Holding Co.	0.05%	2,078	$314K	Add +0.4%
HD Home Depot Inc.	0.05%	888	$313K	Add +1.6%
UPS United Parcel Service Class B	0.04%	2,640	$284K	Reduce -10.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.04%	3,184	$257K	No change
MCO Moody's Corp.	0.04%	536	$243K	Add +0.6%
IJR iShares Core S&P Small-Cap E	0.04%	1,619	$240K	New
PLTR Palantir Technologies Inc. Class A	0.04%	2,056	$240K	Reduce -1.6%
ORCL Oracle Corp.	0.04%	1,627	$238K	Reduce -11.7%
VEU Vanguard Ftse All-World Ex-U	0.03%	2,589	$217K	New
NEE Nextera Energy Inc.	0.03%	2,438	$214K	Add +1.3%
VB Vanguard Most SM-Cap ETF-Usd	0.03%	675	$205K	New
XLY SS Consumer Disc Select Sect	0.03%	1,730	$203K	New

Portfolio Sells Q1 2026 → Q2 2026


NOW ServiceNow Inc.	Reduce -43.0%	0.66%	−0.71
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.63
MSFT Microsoft Corp.	Reduce -0.4%	4.23%	−0.51
AMZN Amazon.com Inc.	Reduce -12.8%	3.26%	−0.42
GEV GE Vernova Inc.	Reduce -32.2%	1.77%	−0.41
VCIT Vanguard Int-Term Corporate	Reduce -10.7%	1.41%	−0.37
CRM Salesforce Inc.	Reduce -3.4%	0.72%	−0.27
WPC WP Carey Inc.	Reduce -43.4%	0.26%	−0.23
GIS General Mills Inc.	Reduce -60.9%	0.08%	−0.16
DEO Diageo PLC-Sponsored ADR	Reduce -55.5%	0.11%	−0.15
BX Blackstone Inc.	Reduce -9.8%	0.65%	−0.14
PFE Pfizer Inc.	Reduce -19.8%	0.21%	−0.13
ENB Enbridge Inc.	Reduce -9.6%	0.47%	−0.11
VCSH Vanguard S/T Corp. Bond ETF	Reduce -44.4%	0.10%	−0.11
DIS The Walt Disney Co.	Reduce -28.9%	0.16%	−0.09
CI The Cigna Group	Reduce -10.6%	0.41%	−0.09
MDT Medtronic PLC	Reduce -18.6%	0.17%	−0.09
EPD Enterprise Products Partners	Reduce -15.9%	0.22%	−0.08
PFF iShares Preferred & Income S	Reduce -22.4%	0.19%	−0.08
PG The Procter & Gamble Co.	Reduce -1.9%	0.52%	−0.07
VZ Verizon Communications Inc.	Reduce -2.7%	0.15%	−0.06
UL Unilever PLC-Sponsored ADR	Reduce -28.3%	0.11%	−0.06
HTGC Hercules Capital Inc.	Reduce -28.9%	0.11%	−0.05
IBIT iShares Bitcoin Trust ETF	Sold out	0.00%	−0.05
GKOS Glaukos Corp.	Sold out	0.00%	−0.05
NKE Nike Inc. Class B	Sold out	0.00%	−0.04
STZ Constellation Brands Inc. Class A	Reduce -19.0%	0.06%	−0.03
AAPL Apple Inc.	Reduce -1.9%	3.85%	−0.02
TD Toronto-Dominion Bank	Reduce -17.4%	0.47%	−0.02
PLTR Palantir Technologies Inc. Class A	Reduce -1.6%	0.04%	−0.02
MMM 3M Co.	Reduce -4.7%	0.27%	−0.02
SCHD Schwab US DVD Equity ETF	Reduce -1.6%	0.13%	−0.01
UNP Union Pacific Corp.	Reduce -2.2%	0.49%	−0.01
ORCL Oracle Corp.	Reduce -11.7%	0.04%	−0.01
UPS United Parcel Service Class B	Reduce -10.1%	0.04%	−0.01
KO The Coca-Cola Co.	Reduce -3.3%	0.06%	−0.01
JCI Johnson Controls Internation	Reduce -1.4%	0.20%	−0.00
XLF SS Financial Select Sector	Reduce -1.2%	0.07%	−0.00
TSLA Tesla Inc.	Reduce -0.9%	0.95%	−0.00
DE Deere & Co.	Reduce -0.6%	0.48%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -2.5%	0.14%	−0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -0.9%	0.16%	+0.00
XLI SS Industrial Select Sector	Reduce -1.4%	0.88%	+0.00
QQQ Invesco QQQ Trust Series 1	Reduce -3.7%	0.07%	+0.01
VGT Vanguard Info Tech ETF	Reduce -2.6%	0.05%	+0.01
VONE Vanguard Russell 1000	Reduce -0.7%	0.79%	+0.01
R Ryder System Inc.	Reduce -4.7%	0.16%	+0.01
ETN Eaton Corp. PLC	Reduce -1.1%	0.81%	+0.04
RSPT Invesco S&P 500 Equal Weight	Reduce -3.7%	0.25%	+0.04
CAT Caterpillar Inc.	Reduce -4.6%	0.57%	+0.12

Portfolio Buys Q1 2026 → Q2 2026


IGV iShares Expanded Tech-Softwa	New	1.11%	+1.11
IBB iShares Biotechnology ETF	New	0.84%	+0.84
GOOGL Alphabet Inc. Class A	Add +1.4%	4.85%	+0.52
LLY Eli Lilly & Co.	Add +2.2%	2.63%	+0.41
TMSL T.rowe PRC Small-Mid Cap ETF	Add +3.6%	3.50%	+0.32
VRT Vertiv Holdings Co. Class A	Add +0.6%	1.93%	+0.31
FBND Fidelity Total Bond ETF	Add +34.8%	1.46%	+0.24
AVGO Broadcom Inc.	Add +2.5%	2.08%	+0.21
SMMD iShares Russell 2500 ETF	Add +1.7%	1.78%	+0.14
TCHP T Rowe Price Blue Chip Growt	Add +7.6%	1.20%	+0.09
NVDA Nvidia Corp.	Add +4.0%	1.41%	+0.08
UNH Unitedhealth Group Inc.	Add +5.3%	0.26%	+0.08
MFSI MFS Active International	Add +5.1%	3.29%	+0.07
SCHA Schwab US Small-Cap ETF	Add +3.6%	0.47%	+0.06
ACWX iShares MSCI Acwi Ex US ETF	Add +3.1%	2.32%	+0.04
V Visa Inc. Class A	Add +2.8%	1.15%	+0.04
JAVA JPMorgan Active Value ETF	Add +8.5%	0.62%	+0.04
IJR iShares Core S&P Small-Cap E	New	0.04%	+0.04
VEU Vanguard Ftse All-World Ex-U	New	0.03%	+0.03
VB Vanguard Most SM-Cap ETF-Usd	New	0.03%	+0.03
XLY SS Consumer Disc Select Sect	New	0.03%	+0.03
OEF iShares S&P 100 ETF	Add +4.7%	0.47%	+0.03
SCHB Schwab US Broad Market ETF	Add +4.5%	0.31%	+0.02
IVV iShares Core S&P 500 ETF	Add +7.0%	0.22%	+0.02
BA The Boeing Co.	Add +4.2%	2.36%	+0.02
VFH Vanguard Financials ETF	Add +3.8%	3.03%	+0.01
VNQ Vanguard Real Estate ETF	Add +5.0%	1.01%	+0.01
JPM JPMorgan Chase & Co.	Add +2.1%	1.37%	+0.01
VEA Vanguard Ftse Developed ETF	Add +4.4%	0.39%	+0.01
SCHM Schwab US Mid Cap ETF	Add +2.6%	0.12%	+0.01
HONA Honeywell Aerospace Inc.	Add +14.4%	0.09%	+0.00
HD Home Depot Inc.	Add +1.6%	0.05%	−0.00
MCO Moody's Corp.	Add +0.6%	0.04%	−0.00
EMR Emerson Electric Co.	Add +0.1%	0.13%	−0.00
TMO Thermo Fisher Scientific Inc.	Add +0.8%	0.06%	−0.01
NEE Nextera Energy Inc.	Add +1.3%	0.03%	−0.01
FDXF FedEx Freight Holding Co.	Add +0.4%	0.05%	−0.01
ITW Illinois Tool Works	Add +4.3%	0.40%	−0.02
NVS Novartis AG-Sponsored ADR	Add +3.4%	0.27%	−0.02
RTX RTX Corp.	Add +6.3%	0.23%	−0.02
MRK Merck & Co. Inc.	Add +1.9%	0.56%	−0.02
PPA Invesco Aerospace & Defense	Add +3.6%	1.16%	−0.02
ABT Abbott Laboratories	Add +5.5%	0.15%	−0.03
XLV SS Health Care Select Sector	Add +2.0%	1.76%	−0.03
MA Mastercard Inc. Class A	Add +5.9%	1.02%	−0.03
DHR Danaher Corp.	Add +7.2%	0.79%	−0.04
FDX FedEx Corp.	Add +6.1%	0.21%	−0.04
JNJ Johnson & Johnson	Add +0.0%	0.61%	−0.05
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +8.4%	1.01%	−0.05
LMT Lockheed Martin Corp.	Add +7.5%	0.22%	−0.05

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