Latest CMH Wealth Management LLC Stock Portfolio
CMH Wealth Management LLC Performance:
2025 Q3: 3.97%YTD: 3.5%2024: 10.18%
Performance for 2025 Q3 is 3.97%, and YTD is 3.5%, and 2024 is 10.18%.
About CMH Wealth Management LLC and 13F Hedge Fund Stock Holdings
CMH Wealth Management LLC is a hedge fund based in NORTH HAMPTON, NH. On 08-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $555.9 Millions. In it's latest 13F Holdings report, CMH Wealth Management LLC reported an equity portfolio of $469.2 Millions as of 30 Sep, 2025.
The top stock holdings of CMH Wealth Management LLC are MSFT, GOOG, . The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.7% of portfolio in ALPHABET INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), HONEYWELL INTL INC (HON) and TARGET CORP (TGT) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), TESLA INC (TSLA) and APPLE INC (AAPL). CMH Wealth Management LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, VERTIV HOLDINGS CO (VRT) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), SELECT SECTOR SPDR TR (XLB) and FISERV INC.
The top stock holdings of CMH Wealth Management LLC are MSFT, GOOG, . The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.7% of portfolio in ALPHABET INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), HONEYWELL INTL INC (HON) and TARGET CORP (TGT) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), TESLA INC (TSLA) and APPLE INC (AAPL). CMH Wealth Management LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, VERTIV HOLDINGS CO (VRT) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to ADOBE INC (ADBE), SELECT SECTOR SPDR TR (XLB) and FISERV INC.
CMH Wealth Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CMH Wealth Management LLC made a return of 3.97% in the last quarter. In trailing 12 months, it's portfolio return was 6.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 24,476,800 |
| vertiv holdings co | 5,780,650 |
| walmart inc | 5,030,560 |
| workday inc | 4,384,660 |
| oracle corp | 493,296 |
New stocks bought by CMH Wealth Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| adobe inc | 68.99 |
| select sector spdr tr | 56.59 |
| fiserv inc | 49.58 |
| synopsys inc | 42.66 |
| servicenow inc | 33.48 |
| eli lilly & co | 18.57 |
| mfs active exchange traded f | 3.94 |
| the trade desk inc | 3.68 |
Additions to existing portfolio by CMH Wealth Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -49.58 |
| tesla inc | -44.89 |
| apple inc | -21.5 |
| select sector spdr tr | -13.41 |
| tjx cos inc new | -11.96 |
| jpmorgan chase & co. | -9.16 |
| alphabet inc | -5.83 |
| t rowe price etf inc | -3.77 |
CMH Wealth Management LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| target corp | -5,980,060 |
| honeywell intl inc | -6,912,110 |
| unitedhealth group inc | -8,060,990 |
| air prods & chems inc | -202,238 |
CMH Wealth Management LLC got rid off the above stocks
Sector Distribution
CMH Wealth Management LLC has about 47.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 47.1 |
| Technology | 26.5 |
| Consumer Cyclical | 8.5 |
| Communication Services | 5.6 |
| Healthcare | 4.2 |
| Industrials | 3.8 |
| Financial Services | 3.1 |
| Consumer Defensive | 1.2 |
Market Cap. Distribution
CMH Wealth Management LLC has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 47.1 |
| MEGA-CAP | 34.6 |
| LARGE-CAP | 18.4 |
Stocks belong to which Index?
About 46.9% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 53.1 |
| S&P 500 | 46.9 |
CMH Wealth Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CMH Wealth Management LLC
CMH Wealth Management LLC has 55 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. TTD proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CMH Wealth Management LLC last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.20 | 77,400 | 19,708,400 | reduced | -21.5 | ||
| AAXJ | ishares tr | 2.65 | 191,664 | 12,460,100 | reduced | -0.06 | ||
| AAXJ | ishares tr | 0.74 | 57,874 | 3,477,070 | reduced | -2.22 | ||
| ABBV | abbvie inc | 0.08 | 1,623 | 375,790 | reduced | -0.18 | ||
| ADBE | adobe inc | 2.41 | 32,046 | 11,304,200 | added | 68.99 | ||
| AGT | ishares tr | 1.99 | 126,486 | 9,325,810 | reduced | -0.55 | ||
| AMZN | amazon com inc | 4.84 | 103,341 | 22,690,600 | reduced | -1.79 | ||
| APD | air prods & chems inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BA | boeing co | 2.57 | 55,932 | 12,071,800 | added | 0.8 | ||
| BBAX | j p morgan exchange traded f | 0.64 | 43,568 | 3,004,450 | added | 1.33 | ||
| BNDW | vanguard scottsdale fds | 2.09 | 116,841 | 9,827,500 | added | 1.4 | ||
| BNDW | vanguard scottsdale fds | 0.95 | 14,725 | 4,452,100 | reduced | -1.44 | ||
| CRM | salesforce inc | 1.37 | 27,106 | 6,435,300 | reduced | -1.15 | ||
| CSD | invesco exchange traded fd t | 1.49 | 45,034 | 7,000,540 | reduced | -0.02 | ||
| DHR | danaher corporation | 1.62 | 38,381 | 7,621,610 | reduced | -0.21 | ||
| FBND | fidelity merrimack str tr | 1.46 | 147,254 | 6,833,490 | added | 0.33 | ||
| GOOG | alphabet inc | 5.65 | 109,035 | 26,506,400 | reduced | -5.83 | ||
| HON | honeywell intl inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 1.64 | 28,354 | 7,687,340 | reduced | -1.93 | ||
| JNJ | johnson & johnson | 0.11 | 2,777 | 514,912 | reduced | -0.72 | ||