13F HOLDINGS REPORT
CMH Wealth Management LLC
Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001657516-25-000004
Total Value
$429.6M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 54,641 | $27.2M | 6.33% |
| 2 | AMAZON COM INC | AMZN | 105,223 | $23.1M | 5.37% |
| 3 | ALPHABET INC | GOOG | 115,785 | $20.4M | 4.75% |
| 4 | APPLE INC | AAPL | 98,600 | $20.2M | 4.71% |
| 5 | VANGUARD WORLD FD | 92204A405 | 133,988 | $17.1M | 3.97% |
| 6 | T ROWE PRICE ETF INC | 87283Q826 | 489,121 | $16.0M | 3.73% |
| 7 | ISHARES TR | 464288240 | 191,772 | $11.7M | 2.72% |
| 8 | BOEING CO | BA-PA | 55,490 | $11.6M | 2.71% |
| 9 | SNOWFLAKE INC | SNOW | 51,487 | $11.5M | 2.68% |
| 10 | VANGUARD WORLD FD | 92204A306 | 95,407 | $11.4M | 2.65% |
| 11 | SELECT SECTOR SPDR TR | 81369Y852 | 94,868 | $10.3M | 2.40% |
| 12 | FISERV INC | FISV | 57,947 | $10.0M | 2.33% |
| 13 | PALO ALTO NETWORKS INC | PANW | 47,915 | $9.8M | 2.28% |
| 14 | ELI LILLY & CO | LLY | 12,462 | $9.7M | 2.26% |
| 15 | TESLA INC | TSLA | 30,559 | $9.7M | 2.26% |
| 16 | TJX COS INC NEW | 872540109 | 78,048 | $9.6M | 2.24% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 115,232 | $9.6M | 2.22% |
| 18 | THE TRADE DESK INC | 88339J105 | 130,439 | $9.4M | 2.19% |
| 19 | SERVICENOW INC | NOW | 8,687 | $8.9M | 2.08% |
| 20 | SELECT SECTOR SPDR TR | 81369Y704 | 58,681 | $8.7M | 2.01% |
| 21 | VANGUARD WORLD FD | 92204A207 | 39,492 | $8.6M | 2.01% |
| 22 | ISHARES TR | 46435G268 | 127,187 | $8.6M | 2.01% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 25,839 | $8.1M | 1.88% |
| 24 | GE VERNOVA INC | GEV | 14,651 | $7.8M | 1.80% |
| 25 | BLACKROCK INC | BLK | 7,263 | $7.6M | 1.77% |
| 26 | DANAHER CORPORATION | 235851102 | 38,463 | $7.6M | 1.77% |
| 27 | SALESFORCE INC | CRM | 27,420 | $7.5M | 1.74% |
| 28 | ADOBE INC | ADBE | 18,963 | $7.3M | 1.71% |
| 29 | T ROWE PRICE ETF INC | 87283Q107 | 157,427 | $7.1M | 1.66% |
| 30 | VISA INC | V | 19,745 | $7.0M | 1.63% |
| 31 | MASTERCARD INCORPORATED | MA | 12,453 | $7.0M | 1.63% |
| 32 | HONEYWELL INTL INC | 438516106 | 29,681 | $6.9M | 1.61% |
| 33 | ISHARES TR | 464287523 | 28,913 | $6.9M | 1.61% |
| 34 | NVIDIA CORPORATION | NVDA | 43,556 | $6.9M | 1.60% |
| 35 | FIDELITY MERRIMACK STR TR | 316188309 | 146,774 | $6.7M | 1.57% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 45,044 | $6.4M | 1.49% |
| 37 | SELECT SECTOR SPDR TR | 81369Y209 | 46,072 | $6.2M | 1.45% |
| 38 | TARGET CORP | TGT | 60,619 | $6.0M | 1.39% |
| 39 | SYNOPSYS INC | SNPS | 10,724 | $5.5M | 1.28% |
| 40 | SELECT SECTOR SPDR TR | 81369Y100 | 60,988 | $5.4M | 1.25% |
| 41 | VANGUARD INDEX FDS | 922908553 | 47,240 | $4.2M | 0.98% |
| 42 | VANGUARD SCOTTSDALE FDS | 92206C730 | 14,940 | $4.2M | 0.98% |
| 43 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 137,861 | $3.9M | 0.91% |
| 44 | ISHARES TR | 464288810 | 59,190 | $3.7M | 0.86% |
| 45 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 42,995 | $2.8M | 0.66% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,718 | $1.3M | 0.31% |
| 47 | PROCTER AND GAMBLE CO | 742718109 | 2,864 | $456,293 | 0.11% |
| 48 | JOHNSON & JOHNSON | JNJ | 2,797 | $427,242 | 0.10% |
| 49 | ABBVIE INC | ABBV | 1,626 | $301,819 | 0.07% |
| 50 | SELECT SECTOR SPDR TR | 81369Y407 | 1,290 | $280,356 | 0.07% |
| 51 | MOODYS CORP | MCO | 533 | $267,348 | 0.06% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 884 | $256,281 | 0.06% |
| 53 | INVESCO QQQ TR | IVZ | 456 | $251,818 | 0.06% |
| 54 | AIR PRODS & CHEMS INC | AIIR | 717 | $202,238 | 0.05% |