Holders — by stockHoldings — by fund
CMH Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001657516
$655.5M
disclosed book value
117
positions
4.8%
largest position share
Positions, as of 2026-06-30
top 100 of 117 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 88,908 | $31.8M | 4.8% |
| 2 | MSFTMICROSOFT CORP | 74,289 | $27.7M | 4.2% |
| 3 | JPHYJ P MORGAN EXCHANGE TRADED F | 537,374 | $27.1M | 4.1% |
| 4 | AAPLAPPLE INC | 87,186 | $25.2M | 3.8% |
| 5 | TMSLT ROWE PRICE EXCHANGE-TRADED | 522,648 | $22.9M | 3.5% |
| 6 | MFSIMFS ACTIVE EXCHANGE TRADED F | 663,446 | $21.5M | 3.3% |
| 7 | AMZNAMAZON COM INC | 89,639 | $21.4M | 3.3% |
| 8 | VFHVANGUARD WORLD FD | 150,808 | $19.8M | 3% |
| 9 | PANWPALO ALTO NETWORKS INC | 57,173 | $19.5M | 3% |
| 10 | LLYELI LILLY & CO | 14,385 | $17.3M | 2.6% |
| 11 | SOXXISHARES TR | 25,661 | $16.4M | 2.5% |
| 12 | BABOEING CO | 71,558 | $15.5M | 2.4% |
| 13 | ACWXISHARES TR | 200,223 | $15.2M | 2.3% |
| 14 | AVGOBROADCOM INC | 36,177 | $13.7M | 2.1% |
| 15 | XLCSELECT SECTOR SPDR TR | 119,407 | $12.8M | 2% |
| 16 | VRTVERTIV HOLDINGS CO | 37,825 | $12.7M | 1.9% |
| 17 | VDEVANGUARD WORLD FD | 79,777 | $12.0M | 1.8% |
| 18 | SMMDISHARES TR | 127,138 | $11.6M | 1.8% |
| 19 | GEVGE VERNOVA INC | 9,871 | $11.6M | 1.8% |
| 20 | XLVSELECT SECTOR SPDR TR | 72,630 | $11.5M | 1.8% |
| 21 | TJXTJX COS INC NEW | 71,490 | $10.8M | 1.7% |
| 22 | FBNDFIDELITY MERRIMACK STR TR | 209,527 | $9.6M | 1.5% |
| 23 | VDCVANGUARD WORLD FD | 41,650 | $9.4M | 1.4% |
| 24 | VCITVANGUARD SCOTTSDALE FDS | 111,825 | $9.2M | 1.4% |
| 25 | NVDANVIDIA CORPORATION | 46,153 | $9.2M | 1.4% |
| 26 | BLKBLACKROCK INC | 9,476 | $9.1M | 1.4% |
| 27 | JPMJPMORGAN CHASE & CO | 27,516 | $9.0M | 1.4% |
| 28 | TCHPT ROWE PRICE EXCHANGE-TRADED | 157,576 | $7.9M | 1.2% |
| 29 | PPAINVESCO EXCHANGE TRADED FD T | 43,045 | $7.6M | 1.2% |
| 30 | VVISA INC | 21,954 | $7.5M | 1.1% |
| 31 | IGVISHARES TR | 80,457 | $7.3M | 1.1% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,628 | $6.8M | 1% |
| 33 | SNOWSNOWFLAKE INC | 26,614 | $6.8M | 1% |
| 34 | MAMASTERCARD INCORPORATED | 13,065 | $6.7M | 1% |
| 35 | XLUSELECT SECTOR SPDR TR | 146,716 | $6.7M | 1% |
| 36 | VNQVANGUARD INDEX FDS | 68,560 | $6.6M | 1% |
| 37 | TSLATESLA INC | 14,745 | $6.2M | 0.9% |
| 38 | XLBSELECT SECTOR SPDR TR | 119,756 | $6.1M | 0.9% |
| 39 | WMTWALMART INC | 53,302 | $6.0M | 0.9% |
| 40 | SYKSTRYKER CORPORATION | 18,271 | $5.8M | 0.9% |
| 41 | XLISELECT SECTOR SPDR TR | 31,001 | $5.7M | 0.9% |
| 42 | IBBISHARES TR | 28,838 | $5.5M | 0.8% |
| 43 | ETNEATON CORP PLC | 12,481 | $5.3M | 0.8% |
| 44 | DHRDANAHER CORP DEL | 27,201 | $5.2M | 0.8% |
| 45 | VONEVANGUARD SCOTTSDALE FDS | 15,258 | $5.2M | 0.8% |
| 46 | CRMSALESFORCE INC | 29,857 | $4.7M | 0.7% |
| 47 | NOWSERVICENOW INC | 43,302 | $4.3M | 0.7% |
| 48 | BXBLACKSTONE INC | 36,032 | $4.2M | 0.6% |
| 49 | JAVAJ P MORGAN EXCHANGE TRADED F | 51,550 | $4.1M | 0.6% |
| 50 | JNJJOHNSON & JOHNSON | 15,800 | $4.0M | 0.6% |
| 51 | CATCATERPILLAR INC | 3,493 | $3.7M | 0.6% |
| 52 | MRKMERCK & CO INC | 28,358 | $3.7M | 0.6% |
| 53 | PGPROCTER & GAMBLE CO | 23,462 | $3.4M | 0.5% |
| 54 | UNPUNION PAC CORP | 11,893 | $3.2M | 0.5% |
| 55 | DEDEERE & CO | 4,912 | $3.1M | 0.5% |
| 56 | SCHASCHWAB STRATEGIC TR | 85,619 | $3.1M | 0.5% |
| 57 | TDTORONTO DOMINION BK ONT | 25,260 | $3.1M | 0.5% |
| 58 | ENBENBRIDGE INC | 56,425 | $3.1M | 0.5% |
| 59 | OEFISHARES TR | 8,335 | $3.0M | 0.5% |
| 60 | CITHE CIGNA GROUP | 9,814 | $2.7M | 0.4% |
| 61 | ITWILLINOIS TOOL WKS INC | 9,587 | $2.6M | 0.4% |
| 62 | VEAVANGUARD TAX-MANAGED FDS | 35,800 | $2.6M | 0.4% |
| 63 | CVXCHEVRON CORPORATION | 14,075 | $2.3M | 0.4% |
| 64 | PEPPEPSICO INC | 17,178 | $2.3M | 0.4% |
| 65 | SCHBSCHWAB STRATEGIC TR | 70,320 | $2.0M | 0.3% |
| 66 | NVSNOVARTIS AG | 11,433 | $1.8M | 0.3% |
| 67 | MMM3M CO | 10,925 | $1.8M | 0.3% |
| 68 | WPCWP CAREY INC | 23,655 | $1.7M | 0.3% |
| 69 | UNHUNITEDHEALTH GROUP INC | 4,093 | $1.7M | 0.3% |
| 70 | RSPTINVESCO EXCHANGE TRADED FD T | 25,203 | $1.6M | 0.2% |
| 71 | RTXRTX CORPORATION | 7,825 | $1.5M | 0.2% |
| 72 | LMTLOCKHEED MARTIN CORP | 2,886 | $1.5M | 0.2% |
| 73 | EPDENTERPRISE PRODS PARTNERS L | 39,586 | $1.5M | 0.2% |
| 74 | IVVISHARES TR | 1,900 | $1.4M | 0.2% |
| 75 | FDXFEDEX CORP | 4,394 | $1.4M | 0.2% |
| 76 | PFEPFIZER INC | 56,014 | $1.3M | 0.2% |
| 77 | JCIJOHNSON CONTROLS INTERNATION | 9,092 | $1.3M | 0.2% |
| 78 | PFFISHARES TR | 40,350 | $1.2M | 0.2% |
| 79 | MDTMEDTRONIC PLC | 13,818 | $1.1M | 0.2% |
| 80 | RRYDER SYS INC | 4,064 | $1.1M | 0.2% |
| 81 | VTIVANGUARD INDEX FDS | 2,845 | $1.1M | 0.2% |
| 82 | DISDISNEY WALT CO | 10,746 | $1.0M | 0.2% |
| 83 | VZVERIZON COMMUNICATIONS INC | 23,972 | $1.0M | 0.2% |
| 84 | ABTABBOTT LABORATORIES | 10,877 | $986,956 | 0.2% |
| 85 | SPYSTATE STR SPDR S&P 500 ETF T | 1,184 | $886,430 | 0.1% |
| 86 | EMREMERSON ELEC CO | 6,133 | $877,939 | 0.1% |
| 87 | SCHDSCHWAB STRATEGIC TR | 27,285 | $865,208 | 0.1% |
| 88 | RPMRPM INTL INC | 6,925 | $769,714 | 0.1% |
| 89 | SCHMSCHWAB STRATEGIC TR | 20,640 | $760,997 | 0.1% |
| 90 | DEODIAGEO PLC | 9,150 | $735,477 | 0.1% |
| 91 | HTGCHERCULES CAPITAL INC | 46,270 | $729,675 | 0.1% |
| 92 | ULUNILEVER PLC | 12,103 | $727,633 | 0.1% |
| 93 | VCSHVANGUARD SCOTTSDALE FDS | 8,639 | $682,780 | 0.1% |
| 94 | HONHONEYWELL INTL INC | 2,681 | $600,164 | 0.1% |
| 95 | HONAHONEYWELL AEROSPACE INC | 2,674 | $591,168 | 0.1% |
| 96 | LHXL3HARRIS TECHNOLOGIES INC | 1,985 | $576,822 | 0.1% |
| 97 | IWBISHARES TR | 1,248 | $511,152 | 0.1% |
| 98 | GISGENERAL MILLS INC | 14,435 | $502,338 | 0.1% |
| 99 | QQQINVESCO QQQ TR | 651 | $479,926 | 0.1% |
| 100 | XLFSELECT SECTOR SPDR TR | 8,190 | $439,066 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.