Latest CMH Wealth Management LLC Stock Portfolio

CMH Wealth Management LLC Performance:

2026 Q1: -3.66%YTD: -3.66%2025: 10.33%

Performance for 2026 Q1 is -3.66%, and YTD is -3.66%, and 2025 is 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 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CMH Wealth Management LLC reported an equity portfolio of $582.5 Millions as of 31 Mar, 2026.

The top stock holdings of CMH Wealth Management LLC are MSFT, , GOOG. The fund has invested 4.7% of it's portfolio in MICROSOFT CORP and 4.4% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off SYNOPSYS INC (SNPS), META PLATFORMS INC (META) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in SNOWFLAKE INC (SNOW), DANAHER CORP DEL (DHR) and VANGUARD WORLD FD (VAW). CMH Wealth Management LLC opened new stock positions in BROADCOM INC (AVGO), SELECT SECTOR SPDR TR (XLB) and STRYKER CORPORATION (SYK). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO (JPM), PROCTER & GAMBLE CO (PG) and JOHNSON & JOHNSON (JNJ).

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

Our best estimate is that CMH Wealth Management LLC made a return of -3.66% in the last quarter. In trailing 12 months, it's portfolio return was 15.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
broadcom inc	10,929,100
select sector spdr tr	6,209,840
stryker corporation	5,563,660
blackstone inc	4,594,660
eaton corp plc	4,515,940
exxon mobil corp	3,663,500
enbridge inc	3,378,340
merck & co inc	3,371,110

New stocks bought by CMH Wealth Management LLC

Additions

Ticker	% Inc.
jpmorgan chase & co	1,554
procter & gamble co	589
johnson & johnson	405
berkshire hathaway inc del	364
mfs active exchange traded f	340
invesco qqq tr	89.89
vanguard index fds	38.01
microsoft corp	37.6

Additions to existing portfolio by CMH Wealth Management LLC

Reductions

Ticker	% Reduced
snowflake inc	-41.56
danaher corp del	-31.04
vanguard world fd	-18.47
alphabet inc	-16.94
salesforce inc	-16.92
tesla inc	-13.5
t rowe price etf inc	-5.67
select sector spdr tr	-5.19

CMH Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
the trade desk inc	-3,115,260
ishares tr	-3,545,970
workday inc	-3,881,290
synopsys inc	-7,176,850
meta platforms inc	-4,542,750
select sector spdr tr	-250,523
abbvie inc	-233,746

CMH Wealth Management LLC got rid off the above stocks

Sector Distribution

CMH Wealth Management LLC has about 46.9% of it's holdings in Others sector.

Sector	%
Others	46.9
Technology	16.7
Industrials	8.5
Healthcare	6.8
Consumer Cyclical	6.6
Communication Services	4.8
Financial Services	4.5
Consumer Defensive	2.5
Energy	2

Market Cap. Distribution

CMH Wealth Management LLC has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.9
MEGA-CAP	32.4
LARGE-CAP	20.4

Stocks belong to which Index?

About 48.9% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.1
S&P 500	48.9

Top 5 Winners (%)		%
VRT	vertiv holdings co	54.5 %
VAW	vanguard world fd	34.0 %
	ge vernova inc	33.5 %
WMT	walmart inc	11.7 %
JNJ	johnson & johnson	10.1 %

Top 5 Winners ($)		$
VAW	vanguard world fd	4.1 M
VRT	vertiv holdings co	3.3 M
	ge vernova inc	3.2 M
IJR	ishares tr	0.7 M
WMT	walmart inc	0.6 M

Top 5 Losers (%)		%
NOW	servicenow inc	-29.1 %
CRM	salesforce inc	-27.1 %
SNOW	snowflake inc	-24.8 %
MSFT	microsoft corp	-20.9 %
TSLA	tesla inc	-16.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-7.3 M
NOW	servicenow inc	-3.3 M
CRM	salesforce inc	-2.7 M
SNOW	snowflake inc	-2.5 M
GOOG	alphabet inc	-2.5 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 112 stocks in it's portfolio. About 35% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VAW was the most profitable stock for CMH Wealth Management LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.87	88,871	22,554,700	added	16.95

AAXJ	ishares tr	2.28	194,199	13,296,800	added	1.61

AAXJ	ishares tr	0.27	52,025	1,577,400	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ABT	abbott laboratories	0.18	10,310	1,058,500	new

AGT	ishares tr	1.64	125,051	9,547,640	reduced	-0.95

AMZN	amazon com inc	3.68	102,848	21,420,200	reduced	-0.18

AVGO	broadcom inc	1.88	35,311	10,929,100	new

BA	boeing co	2.35	68,650	13,663,400	added	5.9

BBAX	j p morgan exchange traded f	0.58	47,520	3,409,560	added	6.2

BNDW	vanguard scottsdale fds	1.78	125,269	10,366,000	added	1.81

BNDW	vanguard scottsdale fds	0.78	15,364	4,534,220	added	2.07

BNDW	vanguard scottsdale fds	0.21	15,524	1,230,570	new

BX	blackstone inc	0.79	39,957	4,594,660	new

CAT	caterpillar inc	0.44	3,660	2,592,960	new

CI	the cigna group	0.50	10,981	2,929,060	new

CRM	salesforce inc	0.99	30,912	5,770,340	reduced	-16.92

CSD	invesco exchange traded fd t	1.18	41,538	6,882,850	reduced	-1.87

CSD	invesco exchange traded fd t	0.20	26,165	1,184,230	new