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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
ENB icon
51
Enbridge
ENB
$121B
$3.38M 0.58%
+62,400
New +$3.18M
MRK icon
52
Merck
MRK
$319B
$3.37M 0.58%
+27,821
New +$3.21M
UNP icon
53
Union Pacific
UNP
$172B
$2.95M 0.51%
+12,161
New +$2.98M
CI icon
54
Cigna
CI
$75B
$2.93M 0.5%
+10,981
New +$3.04M
WPC icon
55
W.P. Carey
WPC
$16.8B
$2.88M 0.49%
+41,780
New +$2.93M
TD icon
56
Toronto Dominion Bank
TD
$199B
$2.85M 0.49%
+30,595
New +$2.91M
DE icon
57
Deere & Co
DE
$161B
$2.79M 0.48%
+4,943
New +$2.79M
CVX icon
58
Chevron
CVX
$386B
$2.78M 0.48%
+13,419
New +$2.45M
PEP icon
59
PepsiCo
PEP
$189B
$2.63M 0.45%
+16,953
New +$2.64M
CAT icon
60
Caterpillar
CAT
$384B
$2.59M 0.45%
+3,660
New +$2.53M
OEF icon
61
iShares S&P 100 ETF
OEF
$20B
$2.53M 0.43%
+7,960
New +$2.67M
ITW icon
62
Illinois Tool Works
ITW
$81.2B
$2.41M 0.41%
+9,187
New +$2.5M
SCHA icon
63
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$2.4M 0.41%
+82,619
New +$2.48M
VEA icon
64
Vanguard FTSE Developed Markets ETF
VEA
$230B
$2.2M 0.38%
+34,300
New +$2.26M
PFE icon
65
Pfizer
PFE
$141B
$1.96M 0.34%
+69,842
New +$1.86M
EPD icon
66
Enterprise Products Partners
EPD
$81.1B
$1.78M 0.31%
+47,060
New +$1.67M
SCHB icon
67
Schwab US Broad Market ETF
SCHB
$43.2B
$1.69M 0.29%
+67,270
New +$1.77M
NVS icon
68
Novartis
NVS
$297B
$1.69M 0.29%
+11,053
New +$1.69M
MMM icon
69
3M
MMM
$90.9B
$1.66M 0.29%
+11,464
New +$1.83M
LMT icon
70
Lockheed Martin
LMT
$133B
$1.62M 0.28%
+2,685
New +$1.65M
PFF icon
71
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.58M 0.27%
+52,025
New +$1.63M
DEO icon
72
Diageo
DEO
$48.8B
$1.53M 0.26%
+20,563
New +$1.79M
MDT icon
73
Medtronic
MDT
$108B
$1.48M 0.25%
+16,980
New +$1.63M
FDX icon
74
FedEx
FDX
$73.1B
$1.48M 0.25%
+4,141
New +$1.44M
DIS icon
75
Walt Disney
DIS
$168B
$1.46M 0.25%
+15,125
New +$1.6M
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.