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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
TMO icon
101
Thermo Fisher Scientific
TMO
$198B
$388K 0.06%
773
+6
+0.8% +$2.88K
KO icon
102
Coca-Cola
KO
$351B
$385K 0.06%
4,712
-163
-3% -$12.9K
STZ icon
103
Constellation Brands
STZ
$22.7B
$366K 0.06%
2,633
-617
-19% -$91.7K
VGT icon
104
Vanguard Information Technology ETF
VGT
$139B
$359K 0.05%
3,000
-80
-3% -$8.76K
VV icon
105
Vanguard Large-Cap ETF
VV
$52.2B
$344K 0.05%
1,000
– –
FDXF
106
FedEx Freight
FDXF
$22.7B
$314K 0.05%
+2,078
New +$340K
HD icon
107
Home Depot
HD
$338B
$313K 0.05%
888
+14
+2% +$4.55K
UPS icon
108
United Parcel Service
UPS
$100B
$284K 0.04%
2,640
-295
-10% -$30.7K
VO icon
109
Vanguard Mid-Cap ETF
VO
$106B
$257K 0.04%
3,184
– –
MCO icon
110
Moody's
MCO
$89.2B
$243K 0.04%
536
+3
+0.6% +$1.35K
IJR icon
111
iShares Core S&P Small-Cap ETF
IJR
$110B
$240K 0.04%
+1,619
New +$222K
PLTR icon
112
Palantir
PLTR
$317B
$240K 0.04%
2,056
-34
-2% -$4.64K
ORCL icon
113
Oracle
ORCL
$364B
$238K 0.04%
1,627
-216
-12% -$39.1K
VEU icon
114
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$217K 0.03%
+2,589
New +$212K
NEE icon
115
NextEra Energy
NEE
$185B
$214K 0.03%
2,438
+31
+1% +$2.8K
VB icon
116
Vanguard Small-Cap ETF
VB
$79.7B
$205K 0.03%
+675
New +$193K
XLY icon
117
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$203K 0.03%
+1,730
New +$202K
GKOS icon
118
Glaukos
GKOS
$9.21B
– –
-2,438
Closed -$262K
IBIT icon
119
iShares Bitcoin Trust
IBIT
$47B
– –
-7,799
Closed -$300K
NKE icon
120
Nike
NKE
$64.9B
– –
-4,650
Closed -$248K
XOM icon
121
ExxonMobil
XOM
$611B
– –
-21,593
Closed -$3.66M
1 2 3 4
5

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GPSPJS
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VCM
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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.