Institutional Manager · CIK 0001657516
CMH Wealth Management LLC
NORTH HAMPTON, NH · File #028-17982
Latest AUM
$466.9M
Positions
53
Top-10 Concentration
44.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202553 pos · $466.9M
- 13F HOLDINGS REPORTQ/E Sep 202555 pos · $469.2M
- 13F HOLDINGS REPORTQ/E Jun 202554 pos · $429.6M
- 13F HOLDINGS REPORTQ/E Mar 202555 pos · $399.1M
- 13F HOLDINGS REPORTQ/E Dec 202454 pos · $436.6M
- 13F HOLDINGS REPORTQ/E Sep 202453 pos · $425.1M
- 13F HOLDINGS REPORTQ/E Jun 202449 pos · $406.3M
- 13F HOLDINGS REPORTQ/E Mar 202444 pos · $393.6M
- 13F HOLDINGS REPORTQ/E Dec 202344 pos · $357.7M
- 13F HOLDINGS REPORTQ/E Sep 202345 pos · $371.9M
- 13F HOLDINGS REPORTQ/E Jun 202347 pos · $346.3M
- 13F HOLDINGS REPORTQ/E Mar 202348 pos · $311.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 105,579 | $33.0M | 7.09% |
| 2 | MICROSOFT CORP | MSFT | 54,184 | $26.2M | 5.62% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46654Q633 | 501,730 | $25.5M | 5.47% |
| 4 | AMAZON COM INC | AMZN | 103,032 | $23.8M | 5.10% |
| 5 | APPLE INC | AAPL | 75,993 | $20.7M | 4.43% |
| 6 | T ROWE PRICE ETF INC | 87283Q826 | 502,103 | $18.0M | 3.87% |
| 7 | VANGUARD WORLD FD | 92204A405 | 132,169 | $17.6M | 3.78% |
| 8 | ELI LILLY & CO | LLY | 14,311 | $15.4M | 3.30% |
| 9 | BOEING CO | BA-PA | 64,825 | $14.1M | 3.02% |
| 10 | ISHARES TR | 464288240 | 191,129 | $12.8M | 2.75% |
| 11 | VANGUARD WORLD FD | 92204A306 | 95,722 | $12.1M | 2.59% |
| 12 | SELECT SECTOR SPDR TR | 81369Y209 | 70,995 | $11.0M | 2.36% |
| 13 | SELECT SECTOR SPDR TR | 81369Y852 | 91,319 | $10.8M | 2.31% |
| 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 | 2.12% |
| 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% |