13F HOLDINGS REPORT
CMH Wealth Management LLC
Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001657516-26-000001
Total Value
$466.9M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 105,579 | $33.0M | 7.08% |
| 2 | MICROSOFT CORP | MSFT | 54,184 | $26.2M | 5.61% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46654Q633 | 501,730 | $25.5M | 5.47% |
| 4 | AMAZON COM INC | AMZN | 103,032 | $23.8M | 5.09% |
| 5 | APPLE INC | AAPL | 75,993 | $20.7M | 4.43% |
| 6 | T ROWE PRICE ETF INC | 87283Q826 | 502,103 | $18.0M | 3.86% |
| 7 | VANGUARD WORLD FD | 92204A405 | 132,169 | $17.6M | 3.78% |
| 8 | ELI LILLY & CO | LLY | 14,311 | $15.4M | 3.29% |
| 9 | BOEING CO | BA-PA | 64,825 | $14.1M | 3.01% |
| 10 | ISHARES TR | 464288240 | 191,129 | $12.8M | 2.75% |
| 11 | VANGUARD WORLD FD | 92204A306 | 95,722 | $12.1M | 2.58% |
| 12 | SELECT SECTOR SPDR TR | 81369Y209 | 70,995 | $11.0M | 2.35% |
| 13 | SELECT SECTOR SPDR TR | 81369Y852 | 91,319 | $10.8M | 2.30% |
| 14 | TJX COS INC NEW | 872540109 | 69,551 | $10.7M | 2.29% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C870 | 123,036 | $10.3M | 2.21% |
| 16 | SNOWFLAKE INC | SNOW | 45,914 | $10.1M | 2.16% |
| 17 | SALESFORCE INC | CRM | 37,208 | $9.9M | 2.11% |
| 18 | GE VERNOVA INC | GEV | 14,684 | $9.6M | 2.06% |
| 19 | ISHARES TR | 46435G268 | 126,254 | $9.5M | 2.03% |
| 20 | SERVICENOW INC | NOW | 58,167 | $8.9M | 1.91% |
| 21 | PALO ALTO NETWORKS INC | PANW | 47,315 | $8.7M | 1.87% |
| 22 | DANAHER CORPORATION | 235851102 | 36,790 | $8.4M | 1.81% |
| 23 | VANGUARD WORLD FD | 92204A207 | 39,743 | $8.4M | 1.80% |
| 24 | ISHARES TR | 464287523 | 27,199 | $8.2M | 1.75% |
| 25 | NVIDIA CORPORATION | NVDA | 43,520 | $8.1M | 1.74% |
| 26 | T ROWE PRICE ETF INC | 87283Q107 | 155,219 | $7.7M | 1.66% |
| 27 | TESLA INC | TSLA | 17,201 | $7.7M | 1.66% |
| 28 | BLACKROCK INC | BLK | 7,000 | $7.5M | 1.60% |
| 29 | SYNOPSYS INC | SNPS | 15,279 | $7.2M | 1.54% |
| 30 | MASTERCARD INCORPORATED | MA | 12,556 | $7.2M | 1.54% |
| 31 | FIDELITY MERRIMACK STR TR | 316188309 | 153,339 | $7.1M | 1.52% |
| 32 | VISA INC | V | 19,654 | $6.9M | 1.48% |
| 33 | INVESCO EXCHANGE TRADED FD T | IVZ | 42,329 | $6.6M | 1.42% |
| 34 | VERTIV HOLDINGS CO | VRT | 37,777 | $6.1M | 1.31% |
| 35 | SELECT SECTOR SPDR TR | 81369Y100 | 121,806 | $5.5M | 1.18% |
| 36 | WALMART INC | WMT | 48,794 | $5.4M | 1.16% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C730 | 15,053 | $4.7M | 1.00% |
| 38 | META PLATFORMS INC | META | 6,882 | $4.5M | 0.97% |
| 39 | SELECT SECTOR SPDR TR | 81369Y704 | 29,179 | $4.5M | 0.97% |
| 40 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 143,374 | $4.4M | 0.94% |
| 41 | VANGUARD INDEX FDS | 922908553 | 47,317 | $4.2M | 0.90% |
| 42 | WORKDAY INC | WDAY | 18,071 | $3.9M | 0.83% |
| 43 | ISHARES TR | 464288810 | 57,055 | $3.5M | 0.76% |
| 44 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 44,745 | $3.2M | 0.69% |
| 45 | THE TRADE DESK INC | 88339J105 | 82,067 | $3.1M | 0.67% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,915 | $1.5M | 0.31% |
| 47 | JOHNSON & JOHNSON | JNJ | 3,122 | $646,098 | 0.14% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 1,628 | $524,575 | 0.11% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 3,468 | $497,000 | 0.11% |
| 50 | MOODYS CORP | MCO | 533 | $272,284 | 0.06% |
| 51 | SELECT SECTOR SPDR TR | 81369Y407 | 2,098 | $250,523 | 0.05% |
| 52 | ABBVIE INC | ABBV | 1,023 | $233,746 | 0.05% |
| 53 | INVESCO QQQ TR | IVZ | 356 | $218,695 | 0.05% |