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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
CAT icon
51
Caterpillar
CAT
$405B
$3.72M 0.57%
3,493
-167
-5% -$147K
MRK icon
52
Merck
MRK
$315B
$3.67M 0.56%
28,358
+537
+2% +$62.9K
PG icon
53
Procter & Gamble
PG
$349B
$3.44M 0.52%
23,462
-450
-2% -$65.5K
UNP icon
54
Union Pacific
UNP
$179B
$3.23M 0.49%
11,893
-268
-2% -$70.4K
DE icon
55
Deere & Co
DE
$161B
$3.12M 0.48%
4,912
-31
-0.6% -$18K
SCHA icon
56
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$3.09M 0.47%
85,619
+3,000
+4% +$99.1K
TD icon
57
Toronto Dominion Bank
TD
$204B
$3.07M 0.47%
25,260
-5,335
-17% -$584K
ENB icon
58
Enbridge
ENB
$124B
$3.06M 0.47%
56,425
-5,975
-10% -$328K
OEF icon
59
iShares S&P 100 ETF
OEF
$20.1B
$3.05M 0.47%
8,335
+375
+5% +$134K
CI icon
60
Cigna
CI
$74.5B
$2.71M 0.41%
9,814
-1,167
-11% -$330K
ITW icon
61
Illinois Tool Works
ITW
$79.4B
$2.61M 0.4%
9,587
+400
+4% +$104K
VEA icon
62
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.55M 0.39%
35,800
+1,500
+4% +$104K
CVX icon
63
Chevron
CVX
$373B
$2.33M 0.36%
14,075
+656
+5% +$122K
PEP icon
64
PepsiCo
PEP
$187B
$2.33M 0.35%
17,178
+225
+1% +$33.6K
SCHB icon
65
Schwab US Broad Market ETF
SCHB
$43B
$2.04M 0.31%
70,320
+3,050
+5% +$85.4K
NVS icon
66
Novartis
NVS
$293B
$1.79M 0.27%
11,433
+380
+3% +$57K
MMM icon
67
3M
MMM
$83.4B
$1.77M 0.27%
10,925
-539
-5% -$81.7K
WPC icon
68
W.P. Carey
WPC
$16.9B
$1.71M 0.26%
23,655
-18,125
-43% -$1.33M
UNH icon
69
UnitedHealth
UNH
$387B
$1.7M 0.26%
4,093
+205
+5% +$76K
RSPT icon
70
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$1.63M 0.25%
25,203
-962
-4% -$55.2K
RTX icon
71
RTX Corp
RTX
$261B
$1.48M 0.23%
7,825
+463
+6% +$84.9K
LMT icon
72
Lockheed Martin
LMT
$117B
$1.47M 0.22%
2,886
+201
+7% +$109K
EPD icon
73
Enterprise Products Partners
EPD
$82.6B
$1.46M 0.22%
39,586
-7,474
-16% -$282K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$881B
$1.42M 0.22%
1,900
+125
+7% +$91K
FDX icon
75
FedEx
FDX
$74.7B
$1.38M 0.21%
4,394
+253
+6% +$91.9K
1 2
3
4 5

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GPSPJS
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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.