Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CMH Wealth Management LLC (CIK 1657516) reported $582.5M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($27.6M, 4.74%), JPHY ($25.4M, 4.36%), GOOGL ($25.2M, 4.33%), AAPL ($22.6M, 3.87%), AMZN ($21.4M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $27.6M | 4.74% | 74,558 | Added |
| 2 | JPHY | J P MORGAN EXCHANGE TRADED F | $25.4M | 4.36% | 505,990 | Added |
| 3 | GOOGL | ALPHABET INC | $25.2M | 4.33% | 87,695 | Trimmed |
| 4 | AAPL | APPLE INC | $22.6M | 3.87% | 88,871 | Added |
| 5 | AMZN | AMAZON COM INC | $21.4M | 3.68% | 102,848 | Trimmed |
| 6 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $18.8M | 3.22% | 631,190 | Added |
| 7 | TMSL | T ROWE PRICE ETF INC | $18.5M | 3.18% | 504,442 | Added |
| 8 | VFH | VANGUARD WORLD FD | $17.6M | 3.01% | 145,284 | Added |
| 9 | BA | BOEING CO | $13.7M | 2.35% | 68,650 | Added |
| 10 | VDE | VANGUARD WORLD FD | $13.5M | 2.32% | 78,038 | Trimmed |
| 11 | ACWX | ISHARES TR | $13.3M | 2.28% | 194,199 | Added |
| 12 | XLC | SELECT SECTOR SPDR TR | $12.9M | 2.22% | 116,673 | Added |
| 13 | LLY | ELI LILLY & CO | $12.9M | 2.22% | 14,077 | Trimmed |
| 14 | GEV | GE VERNOVA INC | $12.7M | 2.18% | 14,562 | Trimmed |
| 15 | TJX | TJX COS INC NEW | $10.9M | 1.88% | 68,483 | Trimmed |
| 16 | AVGO | BROADCOM INC | $10.9M | 1.88% | 35,311 | New |
| 17 | XLV | SELECT SECTOR SPDR TR | $10.4M | 1.79% | 71,211 | Added |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $10.4M | 1.78% | 125,269 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC | $9.6M | 1.65% | 60,122 | Added |
| 20 | SMMD | ISHARES TR | $9.5M | 1.64% | 125,051 | Trimmed |
| 21 | VRT | VERTIV HOLDINGS CO | $9.4M | 1.62% | 37,610 | Trimmed |
| 22 | VDC | VANGUARD WORLD FD | $9.1M | 1.56% | 40,531 | Added |
| 23 | BLK | BLACKROCK INC | $9.0M | 1.54% | 9,330 | Added |
| 24 | SOXX | ISHARES TR | $8.7M | 1.49% | 26,361 | Trimmed |
| 25 | NOW | SERVICENOW INC | $7.9M | 1.36% | 75,942 | Added |
Source: SEC Form 13F filings · as of 2026-03-31