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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
RTX icon
76
RTX Corp
RTX
$290B
$1.42M 0.24%
+7,362
New +$1.46M
GIS icon
77
General Mills
GIS
$19.1B
$1.37M 0.24%
+36,910
New +$1.6M
VZ icon
78
Verizon
VZ
$195B
$1.24M 0.21%
+24,646
New +$1.14M
VCSH icon
79
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.23M 0.21%
+15,524
New +$1.24M
JCI icon
80
Johnson Controls International
JCI
$88.8B
$1.21M 0.21%
+9,225
New +$1.19M
RSPT icon
81
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$1.18M 0.2%
+26,165
New +$1.22M
IVV icon
82
iShares Core S&P 500 ETF
IVV
$878B
$1.16M 0.2%
+1,775
New +$1.21M
ABT icon
83
Abbott
ABT
$183B
$1.06M 0.18%
+10,310
New +$1.16M
HON icon
84
Honeywell
HON
$77B
$1.06M 0.18%
+4,676
New +$1.07M
UNH icon
85
UnitedHealth
UNH
$376B
$1.05M 0.18%
+3,888
New +$1.16M
UL icon
86
Unilever
UL
$137B
$971K 0.17%
+16,888
New +$1.13M
HTGC icon
87
Hercules Capital
HTGC
$3.07B
$962K 0.17%
+65,120
New +$1.06M
VTI icon
88
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$921K 0.16%
+2,870
New +$963K
R icon
89
Ryder
R
$9.83B
$873K 0.15%
+4,264
New +$862K
SCHD icon
90
Schwab US Dividend Equity ETF
SCHD
$103B
$851K 0.15%
+27,735
New +$841K
EMR icon
91
Emerson Electric
EMR
$83.9B
$802K 0.14%
+6,125
New +$881K
SPY icon
92
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$792K 0.14%
+1,215
New +$826K
RPM icon
93
RPM International
RPM
$13.7B
$688K 0.12%
+6,925
New +$748K
LHX icon
94
L3Harris
LHX
$51.6B
$685K 0.12%
+1,985
New +$694K
SCHM icon
95
Schwab US Mid-Cap ETF
SCHM
$14.5B
$623K 0.11%
+20,115
New +$640K
STZ icon
96
Constellation Brands
STZ
$22.2B
$488K 0.08%
+3,250
New +$502K
IWB icon
97
iShares Russell 1000 ETF
IWB
$48.2B
$445K 0.08%
+1,248
New +$465K
XLF icon
98
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$409K 0.07%
+8,290
New +$432K
QQQ icon
99
Invesco QQQ Trust
QQQ
$453B
$390K 0.07%
676
+320
+90% +$194K
TMO icon
100
Thermo Fisher Scientific
TMO
$213B
$377K 0.06%
+767
New +$416K
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.