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Latest CMH Wealth Management LLC Stock Portfolio

$655Million | No. of Holdings #116

CMH Wealth Management LLC Performance

2026 Q2+11.19%
YTD+7.12%
2025+10.33%

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 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CMH Wealth Management LLC reported an equity portfolio of $655.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CMH Wealth Management LLC are GOOG, MSFT, . The fund has invested 4.8% of it's portfolio in ALPHABET INC and 4.2% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in GENERAL MILLS INC (GIS), DIAGEO PLC (DEO) and VANGUARD SCOTTSDALE FDS (BNDW). CMH Wealth Management LLC opened new stock positions in ISHARES TR (IJR), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and FIDELITY MERRIMACK STR TR (FBND).
CMH Wealth Management LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$655Million
  as of Jul 09, 2026

CMH Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CMH Wealth Management LLC made a return of 11.19% in the last quarter. In trailing 12 months, it's portfolio return was 20.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr7,289,400
ishares tr5,484,700
honeywell intl inc600,164
honeywell aerospace inc591,168
fedex fght hldg co inc313,778
ishares tr240,114
vanguard intl equity index f216,829
vanguard index fds204,606
New stocks bought by CMH Wealth Management LLC

Additions

Ticker% Inc.
vanguard world fd679
vanguard index fds300
fidelity merrimack str tr34.81
j p morgan exchange traded f8.48
select sector spdr tr8.42
stryker corporation8.2
t rowe price exchange-traded7.63
lockheed martin corp7.49
Additions to existing portfolio by CMH Wealth Management LLC

Reductions

Ticker% Reduced
general mills inc-60.89
diageo plc-55.5
vanguard scottsdale fds-44.35
wp carey inc-43.38
servicenow inc-42.98
ge vernova inc-32.21
disney walt co-28.95
hercules capital inc-28.95
CMH Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-3,663,500
ishares bitcoin trust etf-299,638
honeywell intl inc-1,056,920
nike inc-247,520
glaukos corp-262,476
CMH Wealth Management LLC got rid off the above stocks

Sector Distribution

CMH Wealth Management LLC has about 48.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Others48.6
Technology17.1
Industrials8.7
Healthcare6.7
Consumer Cyclical5.9
Communication Services5.2
Financial Services4.4
Consumer Defensive2

Market Cap. Distribution

CMH Wealth Management LLC has about 51.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED48.6
MEGA-CAP31.6
LARGE-CAP19.6

Stocks belong to which Index?

About 47.1% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others52.9
S&P 50047.1
Top 5 Winners (%)%
PANW
palo alto networks inc
110.0 %
IJR
ishares tr
93.7 %
SNOW
snowflake inc
68.5 %
UNH
unitedhealth group inc
51.6 %
CAT
caterpillar inc
49.2 %
Top 5 Winners ($)$
PANW
palo alto networks inc
10.6 M
IJR
ishares tr
8.1 M
GOOG
alphabet inc
6.2 M
LLY
eli lilly & co
4.0 M
ge vernova inc
3.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-61.6 %
PLTR
palantir technologies inc
-20.1 %
CVX
chevron corporation
-19.5 %
LHX
l3harris technologies inc
-15.8 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1.8 M
VAW
vanguard world fd
-1.0 M
CRM
salesforce inc
-0.9 M
WMT
walmart inc
-0.6 M
TJX
tjx cos inc new
-0.6 M

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 116 stocks in it's portfolio. About 35.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for CMH Wealth Management LLC last quarter.

$655.46MTotal Value
122Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CMH Wealth Management LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CMH Wealth Management LLC's holding in Ishares Tr over time
2.33%200,223
$15.24M
2.33%
increased 3.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CMH Wealth Management LLC's holding in Ishares Tr over time
0.19%40,350
$1.23M
0.19%
decreased 22.44 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
CMH Wealth Management LLC's holding in Ishares Tr over time
1.78%127,138
$11.65M
1.78%
increased 1.67 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
CMH Wealth Management LLC's holding in J P Morgan Exchange Traded F over time
0.62%51,550
$4.09M
0.62%
increased 8.48 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
1.41%111,825
$9.24M
1.41%
decreased 10.73 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
0.79%15,258
$5.17M
0.79%
decreased 0.69 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
0.1%8,639
$682.8K
0.1%
decreased 44.35 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
CMH Wealth Management LLC's holding in Invesco Exchange Traded Fd T over time
1.16%43,045
$7.60M
1.16%
increased 3.63 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
CMH Wealth Management LLC's holding in Invesco Exchange Traded Fd T over time
0.25%25,203
$1.63M
0.25%
decreased 3.68 percentreduced