Latest CMH Wealth Management LLC Stock Portfolio
CMH Wealth Management LLC Performance:
2025 Q4: -2.93%YTD: -0.4%2024: 11%
Performance for 2025 Q4 is -2.93%, and YTD is -0.4%, and 2024 is 11%.
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 $466.9 Millions as of 31 Dec, 2025.
The top stock holdings of CMH Wealth Management LLC are GOOG, MSFT, . The fund has invested 7.1% of it's portfolio in ALPHABET INC and 5.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ADOBE INC (ADBE), FISERV INC and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in THE TRADE DESK INC (TTD), ABBVIE INC (ABBV) and INVESCO QQQ TR (QQQ). CMH Wealth Management LLC opened new stock positions in META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), JPMORGAN CHASE & CO. (JPM) and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of CMH Wealth Management LLC are GOOG, MSFT, . The fund has invested 7.1% of it's portfolio in ALPHABET INC and 5.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ADOBE INC (ADBE), FISERV INC and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in THE TRADE DESK INC (TTD), ABBVIE INC (ABBV) and INVESCO QQQ TR (QQQ). CMH Wealth Management LLC opened new stock positions in META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), JPMORGAN CHASE & CO. (JPM) and SELECT SECTOR SPDR TR (XLB).
CMH Wealth Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CMH Wealth Management LLC made a return of -2.93% in the last quarter. In trailing 12 months, it's portfolio return was -0.4%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| meta platforms inc | 4,542,750 |
New stocks bought by CMH Wealth Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| servicenow inc | 401 |
| jpmorgan chase & co. | 102 |
| select sector spdr tr | 102 |
| select sector spdr tr | 87.82 |
| salesforce inc | 37.27 |
| procter and gamble co | 21.56 |
| boeing co | 15.9 |
| johnson & johnson | 12.42 |
Additions to existing portfolio by CMH Wealth Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| the trade desk inc | -39.32 |
| abbvie inc | -36.97 |
| invesco qqq tr | -21.93 |
| snowflake inc | -9.19 |
| invesco exchange traded fd t | -6.01 |
| danaher corporation | -4.15 |
| ishares tr | -4.07 |
| alphabet inc | -3.17 |
CMH Wealth Management LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fiserv inc | -11,175,100 |
| adobe inc | -11,304,200 |
| oracle corp | -493,296 |
CMH Wealth Management LLC got rid off the above stocks
Sector Distribution
CMH Wealth Management LLC has about 46% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Communication Services
- Healthcare
- Industrials
- Financial Services
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 46 |
| Technology | 22.9 |
| Consumer Cyclical | 9 |
| Communication Services | 8.1 |
| Healthcare | 5.3 |
| Industrials | 4.3 |
| Financial Services | 3.2 |
| Consumer Defensive | 1.3 |
Market Cap. Distribution
CMH Wealth Management LLC has about 54% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 46 |
| MEGA-CAP | 36.6 |
| LARGE-CAP | 17.4 |
Stocks belong to which Index?
About 49.1% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 50.9 |
| S&P 500 | 49.1 |
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 53 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. NOW 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: 13 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.42 | 75,993 | 20,659,500 | reduced | -1.82 | ||
| AAXJ | ishares tr | 2.75 | 191,129 | 12,830,500 | reduced | -0.28 | ||
| AAXJ | ishares tr | 0.76 | 57,055 | 3,545,970 | reduced | -1.42 | ||
| ABBV | abbvie inc | 0.05 | 1,023 | 233,746 | reduced | -36.97 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 2.03 | 126,254 | 9,461,480 | reduced | -0.18 | ||
| AMZN | amazon com inc | 5.09 | 103,032 | 23,781,800 | reduced | -0.3 | ||
| BA | boeing co | 3.02 | 64,825 | 14,074,800 | added | 15.9 | ||
| BBAX | j p morgan exchange traded f | 0.69 | 44,745 | 3,209,110 | added | 2.7 | ||
| BNDW | vanguard scottsdale fds | 2.21 | 123,036 | 10,304,300 | added | 5.3 | ||
| BNDW | vanguard scottsdale fds | 1.00 | 15,053 | 4,651,980 | added | 2.23 | ||
| CRM | salesforce inc | 2.11 | 37,208 | 9,868,000 | added | 37.27 | ||
| CSD | invesco exchange traded fd t | 1.42 | 42,329 | 6,629,990 | reduced | -6.01 | ||
| DHR | danaher corporation | 1.81 | 36,790 | 8,433,660 | reduced | -4.15 | ||
| FBND | fidelity merrimack str tr | 1.52 | 153,339 | 7,100,240 | added | 4.13 | ||
| GOOG | alphabet inc | 7.08 | 105,579 | 33,046,200 | reduced | -3.17 | ||
| IJR | ishares tr | 1.75 | 27,199 | 8,190,980 | reduced | -4.07 | ||
| JNJ | johnson & johnson | 0.14 | 3,122 | 646,098 | added | 12.42 | ||
| JPM | jpmorgan chase & co. | 0.11 | 1,628 | 524,575 | added | 102 | ||
| LLY | eli lilly & co | 3.29 | 14,311 | 15,379,700 | reduced | -3.15 | ||