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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
KO icon
101
Coca-Cola
KO
$377B
$373K 0.06%
+4,875
New +$369K
PLTR icon
102
Palantir
PLTR
$295B
$306K 0.05%
+2,090
New +$320K
IBIT icon
103
iShares Bitcoin Trust
IBIT
$46.7B
$300K 0.05%
+7,799
New +$338K
VV icon
104
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$299K 0.05%
+1,000
New +$313K
UPS icon
105
United Parcel Service
UPS
$88.6B
$289K 0.05%
+2,935
New +$315K
HD icon
106
Home Depot
HD
$331B
$287K 0.05%
+874
New +$318K
ORCL icon
107
Oracle
ORCL
$374B
$271K 0.05%
+1,843
New +$300K
VGT icon
108
Vanguard Information Technology ETF
VGT
$139B
$269K 0.05%
+3,080
New +$284K
GKOS icon
109
Glaukos
GKOS
$9.83B
$262K 0.05%
+2,438
New +$274K
NKE icon
110
Nike
NKE
$61.9B
$248K 0.04%
+4,650
New +$282K
MCO icon
111
Moody's
MCO
$82.8B
$233K 0.04%
533
– –
VO icon
112
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$229K 0.04%
+3,184
New +$237K
NEE icon
113
NextEra Energy
NEE
$181B
$224K 0.04%
+2,407
New +$214K
ABBV icon
114
AbbVie
ABBV
$443B
– –
-1,023
Closed -$234K
IHI icon
115
iShares US Medical Devices ETF
IHI
$3.13B
– –
-57,055
Closed -$3.55M
META icon
116
Meta Platforms (Facebook)
META
$1.42T
– –
-6,882
Closed -$4.54M
SNPS icon
117
Synopsys
SNPS
$74.4B
– –
-15,279
Closed -$7.18M
TTD icon
118
Trade Desk
TTD
$8.48B
– –
-82,067
Closed -$3.12M
WDAY icon
119
Workday
WDAY
$39.6B
– –
-18,071
Closed -$3.88M
XLY icon
120
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
– –
-2,098
Closed -$251K
1 2 3 4
5

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GPSPJS
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PAI
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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.