We are live on ! Find out more
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
MSFT icon
1
Microsoft
MSFT
$2.93T
$27.6M 4.74%
74,558
+20,374
+38% +$8.53M
JPHY
2
JPMorgan Active High Yield ETF
JPHY
$2.24B
$25.4M 4.36%
505,990
+4,260
+0.8% +$215K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.23T
$25.2M 4.33%
87,695
-17,884
-17% -$5.62M
AAPL icon
4
Apple
AAPL
$4.9T
$22.6M 3.87%
88,871
+12,878
+17% +$3.35M
AMZN icon
5
Amazon
AMZN
$2.66T
$21.4M 3.68%
102,848
-184
-0.2% -$40.5K
MFSI
6
MFS Active International ETF
MFSI
$1.13B
$18.8M 3.22%
631,190
+487,816
+340% +$15.1M
TMSL icon
7
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.67B
$18.5M 3.18%
504,442
+2,339
+0.5% +$88.6K
VFH icon
8
Vanguard Financials ETF
VFH
$13.4B
$17.6M 3.01%
145,284
+13,115
+10% +$1.67M
BA icon
9
Boeing
BA
$169B
$13.7M 2.35%
68,650
+3,825
+6% +$871K
VDE icon
10
Vanguard Energy ETF
VDE
$9.76B
$13.5M 2.32%
78,038
-17,684
-18% -$2.68M
ACWX icon
11
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$13.3M 2.28%
194,199
+3,070
+2% +$217K
LLY icon
12
Eli Lilly
LLY
$1.05T
$12.9M 2.22%
14,077
-234
-2% -$237K
XLC icon
13
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$12.9M 2.22%
116,673
+25,354
+28% +$2.94M
GEV icon
14
GE Vernova
GEV
$284B
$12.7M 2.18%
14,562
-122
-0.8% -$95.2K
TJX icon
15
TJX Companies
TJX
$171B
$10.9M 1.88%
68,483
-1,068
-2% -$166K
AVGO icon
16
Broadcom
AVGO
$1.76T
$10.9M 1.88%
+35,311
New +$11.6M
XLV icon
17
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$10.4M 1.79%
71,211
+216
+0.3% +$33.3K
VCIT icon
18
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$10.4M 1.78%
125,269
+2,233
+2% +$187K
PANW icon
19
Palo Alto Networks
PANW
$292B
$9.64M 1.65%
60,122
+12,807
+27% +$2.15M
SMMD icon
20
iShares Russell 2500 ETF
SMMD
$3.56B
$9.55M 1.64%
125,051
-1,203
-1% -$94.8K
VRT icon
21
Vertiv
VRT
$111B
$9.42M 1.62%
37,610
-167
-0.4% -$37.1K
VDC icon
22
Vanguard Consumer Staples ETF
VDC
$7.96B
$9.1M 1.56%
40,531
+788
+2% +$180K
BLK icon
23
Blackrock
BLK
$166B
$8.97M 1.54%
9,330
+2,330
+33% +$2.45M
SOXX icon
24
iShares Semiconductor ETF
SOXX
$43.4B
$8.66M 1.49%
26,361
-838
-3% -$286K
NOW icon
25
ServiceNow
NOW
$106B
$7.94M 1.36%
75,942
+17,775
+31% +$2.09M
1
2 3 4 5

Similar funds

BL
BWCP LP Dallas, Texas $656M AUM 41.58% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
GPSPJS
General Pension Society PZU Joint Stock Warsaw, Poland $654M AUM 55.85% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

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.