Investor
CMH Wealth Management LLC
CIK 0001657516 · filed 2026-04-13 · SEC filing
13F book
$582.5M
Positions
113
67 new · 7 sold
Largest name
4.7%
Microsoft Corp · MSFT
Est. mark
−$19.1M
Price effect on 46 names still held. Flow $134.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 74.6K | $27.6M | 4.7% | −$6.15M | Added$1.39M |
| J P Morgan Exchange Traded F | — | 506K | $25.4M | 4.4% | −$352.8K | Added−$139.1K |
| Alphabet Inc | — | 87.7K | $25.2M | 4.3% | −$2.23M | Cut−$7.83M |
| Apple Inc. | AAPL | 88.9K | $22.6M | 3.9% | −$1.37M | Added$1.9M |
| Amazon Com Inc | AMZN | 102.8K | $21.4M | 3.7% | −$2.32M | Cut−$2.36M |
| Mfs Active Exchange Traded F | — | 631.2K | $18.8M | 3.2% | −$104.7K | Added$14.4M |
| T Rowe Price Etf Inc | — | 504.4K | $18.5M | 3.2% | $386.6K | Added$472.4K |
| Vanguard World Fd | — | 145.3K | $17.6M | 3.0% | −$1.68M | Added−$91.5K |
| Boeing Co | — | 68.7K | $13.7M | 2.3% | −$1.17M | Added−$411.4K |
| Vanguard World Fd | — | 78K | $13.5M | 2.3% | $3.68M | Cut$1.45M |
| Ishares Tr | — | 194.2K | $13.3M | 2.3% | $256.1K | Added$466.3K |
| Eli Lilly & Co | LLY | 14.1K | $12.9M | 2.2% | −$2.18M | Cut−$2.43M |
| Select Sector Spdr Tr | — | 116.7K | $12.9M | 2.2% | −$626.4K | Added$2.18M |
| GE Vernova Inc. | GEV | 14.6K | $12.7M | 2.2% | $3.2M | Cut$3.12M |
| Tjx Cos Inc New | — | 68.5K | $10.9M | 1.9% | $417.1K | Cut$253K |
| Broadcom Inc. | AVGO | 35.3K | $10.9M | 1.9% | — | New |
| Select Sector Spdr Tr | — | 71.2K | $10.4M | 1.8% | −$581.4K | Added−$549.8K |
| Vanguard Scottsdale Fds | — | 125.3K | $10.4M | 1.8% | −$123K | Added$61.7K |
| Palo Alto Networks Inc | PANW | 60.1K | $9.64M | 1.7% | −$1.13M | Added$923.3K |
| Ishares Tr | — | 125.1K | $9.55M | 1.6% | $176.3K | Cut$86.2K |
| Vertiv Holdings Co | VRT | 37.6K | $9.42M | 1.6% | $3.33M | Cut$3.3M |
| Vanguard World Fd | — | 40.5K | $9.1M | 1.6% | $530.6K | Added$707.5K |
| BlackRock, Inc. | BLK | 9.33K | $8.97M | 1.5% | −$760.4K | Added$1.48M |
| Ishares Tr | — | 26.4K | $8.66M | 1.5% | $725.2K | Cut$472.8K |
| ServiceNow, Inc. | NOW | 75.9K | $7.94M | 1.4% | −$2.83M | Added−$970.9K |
| Jpmorgan Chase & Co. | — | 26.9K | $7.92M | 1.4% | −$45.7K | Added$7.4M |
| Nvidia Corp | NVDA | 44.4K | $7.74M | 1.3% | −$526.2K | Added−$378.1K |
| Fidelity Merrimack Str Tr | — | 155.4K | $7.12M | 1.2% | −$77.9K | Added$17.6K |
| Invesco Exchange Traded Fd T | — | 41.5K | $6.88M | 1.2% | $376.7K | Cut$252.9K |
| Berkshire Hathaway Inc Del | — | 13.6K | $6.49M | 1.1% | −$68.4K | Added$5.03M |
| T Rowe Price Etf Inc | — | 146.4K | $6.47M | 1.1% | −$831.6K | Cut−$1.27M |
| Visa Inc. | V | 21.4K | $6.45M | 1.1% | −$952.6K | Added−$438.5K |
| Select Sector Spdr Tr | — | 135.3K | $6.21M | 1.1% | — | New |
| Walmart Inc. | WMT | 49.7K | $6.19M | 1.1% | $640K | Added$757.4K |
| Mastercard Inc | MA | 12.3K | $6.16M | 1.1% | −$878.7K | Cut−$1M |
| Vanguard Index Fds | — | 65.3K | $5.79M | 1.0% | $9.94K | Added$1.61M |
| Select Sector Spdr Tr | — | 115.5K | $5.77M | 1.0% | $533.6K | Cut$247.1K |
| Salesforce, Inc. | CRM | 30.9K | $5.77M | 1.0% | −$2.43M | Cut−$4.1M |
| Stryker Corp | SYK | 16.9K | $5.56M | 1.0% | — | New |
| Tesla, Inc. | TSLA | 14.9K | $5.53M | 0.9% | −$1.16M | Cut−$2.2M |
| Select Sector Spdr Tr | — | 31.4K | $5.08M | 0.9% | $192.9K | Added$558.2K |
| Danaher Corporation | — | 25.4K | $4.82M | 0.8% | −$995.5K | Cut−$3.61M |
| Blackstone Inc. | BX | 40K | $4.59M | 0.8% | — | New |
| Vanguard Scottsdale Fds | — | 15.4K | $4.53M | 0.8% | −$209.5K | Added−$117.8K |
| Eaton Corp Plc | ETN | 12.6K | $4.52M | 0.8% | — | New |
| Snowflake Inc. | SNOW | 26.8K | $4.05M | 0.7% | −$1.84M | Cut−$6.03M |
| Johnson & Johnson | JNJ | 15.8K | $3.86M | 0.7% | $117.1K | Added$3.21M |
| Exxon Mobil Corp | — | 21.6K | $3.66M | 0.6% | — | New |
| Procter And Gamble Co | PG | 23.9K | $3.45M | 0.6% | $3.92K | Added$2.96M |
| J P Morgan Exchange Traded F | — | 47.5K | $3.41M | 0.6% | $1.34K | Added$200.4K |
| Enbridge Inc | — | 62.4K | $3.38M | 0.6% | — | New |
| Merck & Co., Inc. | MRK | 27.8K | $3.37M | 0.6% | — | New |
| Union Pac Corp | — | 12.2K | $2.95M | 0.5% | — | New |
| Cigna Group | CI | 11K | $2.93M | 0.5% | — | New |
| Wp Carey Inc | — | 41.8K | $2.88M | 0.5% | — | New |
| Toronto Dominion Bk Ont | — | 30.6K | $2.85M | 0.5% | — | New |
| Deere & Co | DE | 4.94K | $2.79M | 0.5% | — | New |
| Chevron Corp New | CVX | 13.4K | $2.78M | 0.5% | — | New |
| Pepsico Inc | PEP | 17K | $2.63M | 0.5% | — | New |
| Caterpillar Inc | CAT | 3.66K | $2.59M | 0.4% | — | New |
| Ishares Tr | — | 7.96K | $2.53M | 0.4% | — | New |
| Illinois Tool Wks Inc | — | 9.19K | $2.41M | 0.4% | — | New |
| Schwab Strategic Tr | — | 82.6K | $2.4M | 0.4% | — | New |
| Vanguard Tax-Managed Fds | — | 34.3K | $2.2M | 0.4% | — | New |
| Pfizer Inc | PFE | 69.8K | $1.96M | 0.3% | — | New |
| Enterprise Prods Partners L | — | 47.1K | $1.78M | 0.3% | — | New |
| Schwab Strategic Tr | — | 67.3K | $1.69M | 0.3% | — | New |
| Novartis Ag | — | 11.1K | $1.69M | 0.3% | — | New |
| 3M CO | MMM | 11.5K | $1.66M | 0.3% | — | New |
| Lockheed Martin Corp | LMT | 2.69K | $1.62M | 0.3% | — | New |
| Ishares Tr | — | 52K | $1.58M | 0.3% | — | New |
| Diageo Plc | — | 20.6K | $1.53M | 0.3% | — | New |
| Medtronic Plc | MDT | 17K | $1.48M | 0.3% | — | New |
| Fedex Corp | FDX | 4.14K | $1.48M | 0.3% | — | New |
| Disney Walt Co | — | 15.1K | $1.46M | 0.3% | — | New |
| RTX Corp | RTX | 7.36K | $1.42M | 0.2% | — | New |
| General Mls Inc | GIS | 36.9K | $1.37M | 0.2% | — | New |
| Verizon Communications Inc | VZ | 24.6K | $1.24M | 0.2% | — | New |
| Vanguard Scottsdale Fds | — | 15.5K | $1.23M | 0.2% | — | New |
| Johnson Ctls Intl Plc | — | 9.22K | $1.21M | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 26.2K | $1.18M | 0.2% | — | New |
| Ishares Tr | — | 1.77K | $1.16M | 0.2% | — | New |
| Abbott Labs | ABT | 10.3K | $1.06M | 0.2% | — | New |
| Honeywell Intl Inc | — | 4.68K | $1.06M | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 3.89K | $1.05M | 0.2% | — | New |
| Unilever Plc | — | 16.9K | $971.5K | 0.2% | — | New |
| Hercules Capital Inc | — | 65.1K | $961.8K | 0.2% | — | New |
| Vanguard Index Fds | — | 2.87K | $920.7K | 0.2% | — | New |
| Ryder Sys Inc | — | 4.26K | $872.8K | 0.1% | — | New |
| Schwab Strategic Tr | — | 27.7K | $850.9K | 0.1% | — | New |
| Emerson Elec Co | — | 6.13K | $802.5K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 1.22K | $792.3K | 0.1% | — | New |
| Rpm Intl Inc | — | 6.92K | $688.3K | 0.1% | — | New |
| L3harris Technologies Inc | — | 1.99K | $685.1K | 0.1% | — | New |
| Schwab Strategic Tr | — | 20.1K | $622.8K | 0.1% | — | New |
| Constellation Brands, Inc. | STZ | 3.25K | $487.5K | 0.1% | — | New |
| Ishares Tr | — | 1.25K | $445.1K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 8.29K | $409.3K | 0.1% | — | New |
| Invesco Qqq Tr | — | 676 | $390.2K | 0.1% | −$13.2K | Added$171.5K |
| Thermo Fisher Scientific Inc. | TMO | 767 | $377K | 0.1% | — | New |
| Coca Cola Co | KO | 4.88K | $373.3K | 0.1% | — | New |
| Palantir Technologies Inc. | PLTR | 2.09K | $305.7K | 0.1% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 7.8K | $299.6K | 0.1% | — | New |
| Vanguard Index Fds | — | 1K | $298.9K | 0.1% | — | New |
| United Parcel Service Inc | UPS | 2.94K | $288.7K | 0.1% | — | New |
| Home Depot, Inc. | HD | 874 | $287.4K | 0.0% | — | New |
| Oracle Corp | — | 1.84K | $271.1K | 0.0% | — | New |
| Vanguard World Fd | — | 385 | $268.6K | 0.0% | — | New |
| Glaukos Corp | GKOS | 2.44K | $262.5K | 0.0% | — | New |
| NIKE, Inc. | NKE | 4.65K | $247.5K | 0.0% | — | New |
| Moodys Corp | — | 533 | $232.5K | 0.0% | −$39.8K | Held |
| Vanguard Index Fds | — | 796 | $228.6K | 0.0% | — | New |
| Nextera Energy Inc | — | 2.41K | $223.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.