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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
-1.58%
1 Year Est. Return
+25.75%
3 Year Est. Return
+76.6%
5 Year Est. Return
+93.7%
10 Year Est. Return
–
AUM
$583M
AUM Growth
+$116M
Cap. Flow
+$141M
Cap. Flow %
24.28%
Top 10 Hldgs %
35.04%
Holding
120
New
67
Increased
28
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
MFSI
MFS Active International ETF
MFSI
+$15.1M
2
AVGO icon
Broadcom
AVGO
+$11.6M
3
MSFT icon
Microsoft
MSFT
+$8.53M
4
JPM icon
JPMorgan Chase
JPM
+$7.68M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.07M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$7.18M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.62M
3
META icon
Meta Platforms (Facebook)
META
+$4.54M
4
WDAY icon
Workday
WDAY
+$3.88M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$3.55M

Sector Composition

Rank Sector Weight
1 Technology 16.62%
2 Industrials 10.67%
3 Financials 7.67%
4 Healthcare 7.1%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$916B
$7.92M 1.36%
26,936
+25,308
+1,555% +$7.68M
NVDA icon
27
NVIDIA
NVDA
$4.6T
$7.74M 1.33%
44,369
+849
+2% +$156K
FBND icon
28
Fidelity Total Bond ETF
FBND
$27.1B
$7.12M 1.22%
155,426
+2,087
+1% +$96.2K
PPA icon
29
Invesco Aerospace & Defense ETF
PPA
$8.07B
$6.88M 1.18%
41,538
-791
-2% -$138K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.1T
$6.49M 1.11%
13,550
+10,635
+365% +$5.22M
TCHP icon
31
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.03B
$6.47M 1.11%
146,412
-8,807
-6% -$417K
V icon
32
Visa
V
$701B
$6.45M 1.11%
21,355
+1,701
+9% +$547K
XLU icon
33
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$6.21M 1.07%
+135,320
New +$6.07M
WMT icon
34
Walmart Inc
WMT
$909B
$6.19M 1.06%
49,737
+943
+2% +$116K
MA icon
35
Mastercard
MA
$498B
$6.16M 1.06%
12,338
-218
-2% -$115K
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$39.9B
$5.79M 0.99%
65,301
+17,984
+38% +$1.65M
XLB icon
37
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$5.77M 0.99%
115,489
-6,317
-5% -$317K
CRM icon
38
Salesforce
CRM
$154B
$5.77M 0.99%
30,912
-6,296
-17% -$1.3M
SYK icon
39
Stryker
SYK
$135B
$5.56M 0.96%
+16,887
New +$6.06M
TSLA icon
40
Tesla
TSLA
$1.18T
$5.53M 0.95%
14,879
-2,322
-13% -$957K
XLI icon
41
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$5.08M 0.87%
31,438
+2,259
+8% +$379K
DHR icon
42
Danaher
DHR
$138B
$4.82M 0.83%
25,369
-11,421
-31% -$2.43M
BX icon
43
Blackstone
BX
$104B
$4.59M 0.79%
+39,957
New +$5.2M
VONE icon
44
Vanguard Russell 1000 ETF
VONE
$8.09B
$4.53M 0.78%
15,364
+311
+2% +$95.9K
ETN icon
45
Eaton
ETN
$141B
$4.52M 0.78%
+12,626
New +$4.49M
SNOW icon
46
Snowflake
SNOW
$98.1B
$4.05M 0.69%
26,830
-19,084
-42% -$3.53M
JNJ icon
47
Johnson & Johnson
JNJ
$640B
$3.86M 0.66%
15,795
+12,673
+406% +$2.95M
XOM icon
48
ExxonMobil
XOM
$650B
$3.66M 0.63%
+21,593
New +$3.15M
PG icon
49
Procter & Gamble
PG
$340B
$3.45M 0.59%
23,912
+20,444
+590% +$3.1M
JAVA icon
50
JPMorgan Active Value ETF
JAVA
$6.74B
$3.41M 0.59%
47,520
+2,775
+6% +$206K
1
2
3 4 5

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CMH Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, CMH Wealth Management held 120 positions worth $583M, up 25% from $467M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

CMH Wealth Management deployed $141M of net new capital in Q1 2026, opening 67 new positions and adding to 28 existing holdings. Its largest new stake was Broadcom: 35,311 shares worth $10.9M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 22% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $5.62M trimmed.

  • CMH Wealth Management's largest Q1 2026 buy was Broadcom: 35,311 shares worth $10.9M.
  • CMH Wealth Management added most to MFS Active International ETF in Q1 2026, an estimated $15.1M increase.
  • CMH Wealth Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $5.62M.
  • CMH Wealth Management fully exited Synopsys in Q1 2026, selling an estimated $7.18M.
  • CMH Wealth Management's ten largest holdings make up 35% of its $583M portfolio in Q1 2026.
  • CMH Wealth Management opened 67 new positions and closed 7 in Q1 2026.
  • CMH Wealth Management's portfolio value rose 25% quarter-over-quarter to $583M.

Based on CMH Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.