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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
BLK icon
26
Blackrock
BLK
$166B
$9.11M 1.39%
9,476
+146
+2% +$151K
JPM icon
27
JPMorgan Chase
JPM
$907B
$9.01M 1.37%
27,516
+580
+2% +$180K
TCHP icon
28
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.13B
$7.89M 1.2%
157,576
+11,164
+8% +$557K
PPA icon
29
Invesco Aerospace & Defense ETF
PPA
$7.95B
$7.6M 1.16%
43,045
+1,507
+4% +$258K
V icon
30
Visa
V
$682B
$7.53M 1.15%
21,954
+599
+3% +$192K
IGV icon
31
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$7.29M 1.11%
+80,457
New +$7.15M
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.06T
$6.82M 1.04%
13,628
+78
+0.6% +$37.5K
SNOW icon
33
Snowflake
SNOW
$93.2B
$6.77M 1.03%
26,614
-216
-0.8% -$39.7K
MA icon
34
Mastercard
MA
$480B
$6.71M 1.02%
13,065
+727
+6% +$362K
XLU icon
35
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$6.65M 1.01%
146,716
+11,396
+8% +$516K
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$39.6B
$6.61M 1.01%
68,560
+3,259
+5% +$311K
TSLA icon
37
Tesla
TSLA
$1.43T
$6.2M 0.95%
14,745
-134
-0.9% -$53.3K
XLB icon
38
State Street Materials Select Sector SPDR ETF
XLB
$8.34B
$6.09M 0.93%
119,756
+4,267
+4% +$219K
WMT icon
39
Walmart Inc
WMT
$909B
$6.04M 0.92%
53,302
+3,565
+7% +$443K
SYK icon
40
Stryker
SYK
$123B
$5.77M 0.88%
18,271
+1,384
+8% +$436K
XLI icon
41
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$5.74M 0.88%
31,001
-437
-1% -$75.9K
IBB icon
42
iShares Biotechnology ETF
IBB
$9.23B
$5.48M 0.84%
+28,838
New +$4.96M
ETN icon
43
Eaton
ETN
$155B
$5.32M 0.81%
12,481
-145
-1% -$58.5K
DHR icon
44
Danaher
DHR
$144B
$5.19M 0.79%
27,201
+1,832
+7% +$333K
VONE icon
45
Vanguard Russell 1000 ETF
VONE
$8.24B
$5.17M 0.79%
15,258
-106
-0.7% -$34.8K
CRM icon
46
Salesforce
CRM
$140B
$4.69M 0.72%
29,857
-1,055
-3% -$186K
NOW icon
47
ServiceNow
NOW
$106B
$4.3M 0.66%
43,302
-32,640
-43% -$3.23M
BX icon
48
Blackstone
BX
$155B
$4.24M 0.65%
36,032
-3,925
-10% -$472K
JAVA icon
49
JPMorgan Active Value ETF
JAVA
$6.76B
$4.09M 0.62%
51,550
+4,030
+8% +$308K
JNJ icon
50
Johnson & Johnson
JNJ
$609B
$4.01M 0.61%
15,800
+5
+0% +$1.17K
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.