13F HOLDINGS REPORT
CMH Wealth Management LLC
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001657516-25-000008
Total Value
$469.2M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 53,261 | $27.6M | 5.88% |
| 2 | ALPHABET INC | GOOG | 109,035 | $26.5M | 5.65% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46654Q633 | 479,750 | $24.5M | 5.22% |
| 4 | AMAZON COM INC | AMZN | 103,341 | $22.7M | 4.84% |
| 5 | APPLE INC | AAPL | 77,400 | $19.7M | 4.20% |
| 6 | T ROWE PRICE ETF INC | 87283Q826 | 493,290 | $17.3M | 3.70% |
| 7 | VANGUARD WORLD FD | 92204A405 | 131,958 | $17.3M | 3.69% |
| 8 | ISHARES TR | 464288240 | 191,664 | $12.5M | 2.66% |
| 9 | BOEING CO | BA-PA | 55,932 | $12.1M | 2.57% |
| 10 | VANGUARD WORLD FD | 92204A306 | 95,618 | $12.0M | 2.56% |
| 11 | SNOWFLAKE INC | SNOW | 50,561 | $11.4M | 2.43% |
| 12 | ADOBE INC | ADBE | 32,046 | $11.3M | 2.41% |
| 13 | ELI LILLY & CO | LLY | 14,776 | $11.3M | 2.40% |
| 14 | FISERV INC | FISV | 86,676 | $11.2M | 2.38% |
| 15 | SELECT SECTOR SPDR TR | 81369Y852 | 92,187 | $10.9M | 2.33% |
| 16 | SERVICENOW INC | NOW | 11,595 | $10.7M | 2.27% |
| 17 | SELECT SECTOR SPDR TR | 81369Y209 | 72,144 | $10.0M | 2.14% |
| 18 | TJX COS INC NEW | 872540109 | 68,717 | $9.9M | 2.12% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C870 | 116,841 | $9.8M | 2.09% |
| 20 | PALO ALTO NETWORKS INC | PANW | 48,192 | $9.8M | 2.09% |
| 21 | ISHARES TR | 46435G268 | 126,486 | $9.3M | 1.99% |
| 22 | GE VERNOVA INC | GEV | 14,711 | $9.0M | 1.93% |
| 23 | VANGUARD WORLD FD | 92204A207 | 39,414 | $8.4M | 1.80% |
| 24 | BLACKROCK INC | BLK | 7,130 | $8.3M | 1.77% |
| 25 | NVIDIA CORPORATION | NVDA | 43,616 | $8.1M | 1.73% |
| 26 | ISHARES TR | 464287523 | 28,354 | $7.7M | 1.64% |
| 27 | DANAHER CORPORATION | 235851102 | 38,381 | $7.6M | 1.62% |
| 28 | SYNOPSYS INC | SNPS | 15,299 | $7.5M | 1.61% |
| 29 | TESLA INC | TSLA | 16,842 | $7.5M | 1.60% |
| 30 | T ROWE PRICE ETF INC | 87283Q107 | 151,486 | $7.4M | 1.58% |
| 31 | MASTERCARD INCORPORATED | MA | 12,577 | $7.2M | 1.52% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 45,034 | $7.0M | 1.49% |
| 33 | FIDELITY MERRIMACK STR TR | 316188309 | 147,254 | $6.8M | 1.46% |
| 34 | VISA INC | V | 19,979 | $6.8M | 1.45% |
| 35 | THE TRADE DESK INC | 88339J105 | 135,240 | $6.6M | 1.41% |
| 36 | SALESFORCE INC | CRM | 27,106 | $6.4M | 1.37% |
| 37 | VERTIV HOLDINGS CO | VRT | 38,318 | $5.8M | 1.23% |
| 38 | SELECT SECTOR SPDR TR | 81369Y100 | 60,209 | $5.4M | 1.15% |
| 39 | WALMART INC | WMT | 48,812 | $5.0M | 1.07% |
| 40 | SELECT SECTOR SPDR TR | 81369Y704 | 29,589 | $4.6M | 0.97% |
| 41 | VANGUARD SCOTTSDALE FDS | 92206C730 | 14,725 | $4.5M | 0.95% |
| 42 | WORKDAY INC | WDAY | 18,214 | $4.4M | 0.93% |
| 43 | VANGUARD INDEX FDS | 922908553 | 46,998 | $4.3M | 0.92% |
| 44 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 143,298 | $4.2M | 0.90% |
| 45 | ISHARES TR | 464288810 | 57,874 | $3.5M | 0.74% |
| 46 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 43,568 | $3.0M | 0.64% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,628 | $1.3M | 0.28% |
| 48 | JOHNSON & JOHNSON | JNJ | 2,777 | $514,912 | 0.11% |
| 49 | ORACLE CORP | ORCL-PD | 1,754 | $493,296 | 0.11% |
| 50 | PROCTER AND GAMBLE CO | 742718109 | 2,853 | $438,364 | 0.09% |
| 51 | ABBVIE INC | ABBV | 1,623 | $375,790 | 0.08% |
| 52 | INVESCO QQQ TR | IVZ | 456 | $274,086 | 0.06% |
| 53 | SELECT SECTOR SPDR TR | 81369Y407 | 1,117 | $267,678 | 0.06% |
| 54 | MOODYS CORP | MCO | 533 | $253,964 | 0.05% |
| 55 | JPMORGAN CHASE & CO. | VYLD | 803 | $253,291 | 0.05% |