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CWM

CMH Wealth Management Portfolio holdings

AUM $655M
1-Year Est. Return 25.75%
This Fund
S&P 500
This Quarter Est. Return
+15.8%
1 Year Est. Return
+25.75%
3 Year Est. Return
+76.6%
5 Year Est. Return
+93.7%
10 Year Est. Return
–
AUM
$655M
AUM Growth
+$72.9M
Cap. Flow
+$2.59M
Cap. Flow %
0.4%
Top 10 Hldgs %
35.74%
Holding
121
New
8
Increased
54
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.15M
2
IBB icon
iShares Biotechnology ETF
IBB
+$4.96M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$2.47M
4
JPHY
JPMorgan Active High Yield ETF
JPHY
+$1.58M
5
MFSI
MFS Active International ETF
MFSI
+$1.02M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$4.79M
2
XOM icon
ExxonMobil
XOM
+$3.66M
3
AMZN icon
Amazon
AMZN
+$3.32M
4
NOW icon
ServiceNow
NOW
+$3.23M
5
WPC icon
W.P. Carey
WPC
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 17.02%
2 Industrials 10.61%
3 Financials 7.24%
4 Healthcare 7%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.23T
$31.8M 4.85%
88,908
+1,213
+1% +$437K
MSFT icon
2
Microsoft
MSFT
$2.93T
$27.7M 4.23%
74,289
-269
-0.4% -$109K
JPHY
3
JPMorgan Active High Yield ETF
JPHY
$2.24B
$27.1M 4.14%
537,374
+31,384
+6% +$1.58M
AAPL icon
4
Apple
AAPL
$4.9T
$25.2M 3.85%
87,186
-1,685
-2% -$482K
TMSL icon
5
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.67B
$22.9M 3.5%
522,648
+18,206
+4% +$743K
MFSI
6
MFS Active International ETF
MFSI
$1.13B
$21.5M 3.29%
663,446
+32,256
+5% +$1.02M
AMZN icon
7
Amazon
AMZN
$2.66T
$21.4M 3.26%
89,639
-13,209
-13% -$3.32M
VFH icon
8
Vanguard Financials ETF
VFH
$13.4B
$19.8M 3.03%
150,808
+5,524
+4% +$705K
PANW icon
9
Palo Alto Networks
PANW
$292B
$19.5M 2.97%
57,173
-2,949
-5% -$675K
LLY icon
10
Eli Lilly
LLY
$1.05T
$17.3M 2.63%
14,385
+308
+2% +$315K
SOXX icon
11
iShares Semiconductor ETF
SOXX
$43.4B
$16.4M 2.51%
25,661
-700
-3% -$355K
BA icon
12
Boeing
BA
$169B
$15.5M 2.36%
71,558
+2,908
+4% +$647K
ACWX icon
13
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$15.2M 2.32%
200,223
+6,024
+3% +$448K
AVGO icon
14
Broadcom
AVGO
$1.76T
$13.7M 2.08%
36,177
+866
+2% +$347K
XLC icon
15
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$12.8M 1.95%
119,407
+2,734
+2% +$312K
VRT icon
16
Vertiv
VRT
$111B
$12.7M 1.93%
37,825
+215
+0.6% +$68.2K
VDE icon
17
Vanguard Energy ETF
VDE
$9.76B
$12M 1.83%
79,777
+1,739
+2% +$282K
SMMD icon
18
iShares Russell 2500 ETF
SMMD
$3.56B
$11.6M 1.78%
127,138
+2,087
+2% +$179K
GEV icon
19
GE Vernova
GEV
$284B
$11.6M 1.77%
9,871
-4,691
-32% -$4.79M
XLV icon
20
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$11.5M 1.76%
72,630
+1,419
+2% +$211K
TJX icon
21
TJX Companies
TJX
$171B
$10.8M 1.65%
71,490
+3,007
+4% +$475K
FBND icon
22
Fidelity Total Bond ETF
FBND
$26.9B
$9.57M 1.46%
209,527
+54,101
+35% +$2.47M
VDC icon
23
Vanguard Consumer Staples ETF
VDC
$7.96B
$9.39M 1.43%
41,650
+1,119
+3% +$255K
VCIT icon
24
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$9.24M 1.41%
111,825
-13,444
-11% -$1.11M
NVDA icon
25
NVIDIA
NVDA
$4.91T
$9.23M 1.41%
46,153
+1,784
+4% +$367K
1
2 3 4 5

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CMH Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, CMH Wealth Management held 121 positions worth $655M, up 13% from $583M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

CMH Wealth Management's Q2 2026 filing shows 8 new, 54 increased, 50 reduced and 4 closed positions. Its largest new stake was iShares Expanded Tech-Software Sector ETF: 80,457 shares worth $7.29M. The largest sale was GE Vernova, an estimated $4.79M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Industrials and Financials.

  • CMH Wealth Management's largest Q2 2026 buy was iShares Expanded Tech-Software Sector ETF: 80,457 shares worth $7.29M.
  • CMH Wealth Management added most to Fidelity Total Bond ETF in Q2 2026, an estimated $2.47M increase.
  • CMH Wealth Management's biggest Q2 2026 reduction was GE Vernova, cutting an estimated $4.79M.
  • CMH Wealth Management fully exited ExxonMobil in Q2 2026, selling an estimated $3.66M.
  • CMH Wealth Management's ten largest holdings make up 36% of its $655M portfolio in Q2 2026.
  • CMH Wealth Management opened 8 new positions and closed 4 in Q2 2026.
  • CMH Wealth Management's portfolio value rose 13% quarter-over-quarter to $655M.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.