CMH Wealth Management LLC reported 68 positions worth $372.13M for the quarter ended Sep 30, 2026, up 0.3% on the prior quarter. It opened 2 new positions, added to 17, trimmed 47 and exited 6. Its largest holding is Microsoft Corp at 10.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +18.9K | – | $3.08M | 0.827% |
| AMZN Amazon Com Inc | +6,153 | +6.9% | $1.53M | 6.41% |
| TJX Tjx Companies Inc | +6,702 | +9.4% | $886.74K | 2.78% |
| NVDA Nvidia Corp | +3,438 | +7.4% | $785.99K | 3.05% |
| GEV GE Vernova Inc. | +614 | +6.2% | $583.60K | 2.68% |
| BA Boeing Co | +2,766 | +3.9% | $514.61K | 3.72% |
| WMT Walmart Inc. | +4,881 | +9.2% | $507.23K | 1.62% |
| SYK Stryker Corp | +1,699 | +9.3% | $469.37K | 1.48% |
| DHR Danaher Corp | +1,952 | +7.2% | $433.24K | 1.74% |
| GOOGL Alphabet Inc. | +1,229 | +1.4% | $422.87K | 8.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | -5,488 | -9.6% | $2.18M | 5.52% |
| VRT Vertiv Holdings Co | -7,452 | -19.7% | $1.80M | 1.97% |
| EPD Enterprise Products Partners L.P. | -39.6K | -100.0% | $1.46M | Exited |
| WPC W. P. Carey Inc. | -16.7K | -70.7% | $1.10M | 0.122% |
| AVGO Broadcom Inc. | -2,994 | -8.3% | $1.05M | 3.13% |
| PFE Pfizer Inc | -36.5K | -65.1% | $1.04M | 0.15% |
| TD Toronto Dominion Bank | -8,615 | -34.1% | $1.01M | 0.526% |
| ENB Enbridge Inc | -18.4K | -32.5% | $853.09K | 0.476% |
| ETN Eaton Corp plc | -1,910 | -15.3% | $820.75K | 1.22% |
| AAPL Apple Inc. | -2,455 | -2.8% | $817.56K | 7.58% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EPD Enterprise Products Partners L.P. | -39.6K | $1.46M | 0.392% |
| DEO Diageo Plc | -9,150 | $735.48K | 0.198% |
| GIS General Mills Inc | -14.4K | $502.34K | 0.135% |
| STZ Constellation Brands, Inc. | -2,633 | $366.22K | 0.099% |
| MCO Moodys Corp | -536 | $242.77K | 0.065% |
| NEE Nextera Energy Inc | -2,438 | $213.98K | 0.058% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 73.0K | $37.46M | 10.07% | -1,253 | -1.7% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 90.1K | $31.01M | 8.33% | +1,229 | +1.4% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 84.7K | $28.22M | 7.58% | -2,455 | -2.8% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 95.8K | $23.87M | 6.41% | +6,153 | +6.9% | Added | 0% |
| 5 | PANW Palo Alto Networks Inc | Technology | 51.7K | $20.53M | 5.52% | -5,488 | -9.6% | Reduced | 0.01% |
| 6 | LLY ELI LILLY & Co | Healthcare | 14.5K | $16.79M | 4.51% | +127 | +0.9% | Added | 0% |
| 7 | BA Boeing Co | Industrials | 74.3K | $13.83M | 3.72% | +2,766 | +3.9% | Added | 0.01% |
| 8 | AVGO Broadcom Inc. | Technology | 33.2K | $11.65M | 3.13% | -2,994 | -8.3% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 49.6K | $11.34M | 3.05% | +3,438 | +7.4% | Added | 0% |
| 10 | TJX Tjx Companies Inc | Consumer Discretionary | 78.2K | $10.35M | 2.78% | +6,702 | +9.4% | Added | 0.01% |
| 11 | BLK BlackRock, Inc. | Financial Services | 9,748 | $10.32M | 2.77% | +272 | +2.9% | Added | 0.01% |
| 12 | GEV GE Vernova Inc. | Industrials | 10.5K | $9.97M | 2.68% | +614 | +6.2% | Added | 0% |
| 13 | SNOW Snowflake Inc. | Technology | 25.7K | $8.74M | 2.35% | -888 | -3.3% | Reduced | 0.01% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 26.1K | $8.64M | 2.32% | -1,400 | -5.1% | Reduced | 0% |
| 15 | V Visa Inc. | Financial Services | 22.7K | $8.16M | 2.19% | +752 | +3.4% | Added | 0% |
Tip. Select a row to see that position’s full history at CMH Wealth Management.
As of its Q3 2026 13F filing, CMH Wealth Management LLC’s five largest positions were Microsoft Corp (MSFT) at 10.1%, Alphabet Inc. (GOOGL) at 8.3%, Apple Inc. (AAPL) at 7.6%, Amazon Com Inc (AMZN) at 6.4%, Palo Alto Networks Inc (PANW) at 5.5% of the reported portfolio.
CMH Wealth Management LLC reported a 13F portfolio worth $372.13M across 68 positions for Q3 2026. That is up 0.3% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($3.08M), Amazon Com Inc ($1.53M), Tjx Companies Inc ($886.74K). It opened 2 new positions.
Its largest sales by value were Palo Alto Networks Inc ($2.18M), Vertiv Holdings Co ($1.80M), Enterprise Products Partners L.P. ($1.46M). It exited 6 positions entirely.
From the Form 13F-HR reports CMH Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.