CMH Wealth Management LLC
114 holdingsFiling period: 2026-03-31Current AUM: $663.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 74.6K | $27.6M | $34.6M | 5.22% | +20.4K | 2026-03-31 |
| 2 | JPHY | J P MORGAN EXCHANGE TRADED F | 506.0K | $25.4M | $25.4M | 3.83% | +4.3K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 87.7K | $25.2M | $31.2M | 4.71% | -17,884 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 88.9K | $22.6M | $27.5M | 4.14% | +12.9K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 102.8K | $21.4M | $27.9M | 4.21% | -184 | 2026-03-31 |
| 6 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 631.2K | $18.8M | $21.1M | 3.18% | +487.8K | 2026-03-31 |
| 7 | TMSL | T ROWE PRICE ETF INC | 504.4K | $18.5M | $21.6M | 3.25% | +2.3K | 2026-03-31 |
| 8 | VFH | VANGUARD WORLD FD | 145.3K | $17.6M | $20.2M | 3.05% | +13.1K | 2026-03-31 |
| 9 | BA | BOEING CO | 68.7K | $13.7M | $14.8M | 2.24% | +3.8K | 2026-03-31 |
| 10 | VDE | VANGUARD WORLD FD | 78.0K | $13.5M | $13.1M | 1.98% | -17,684 | 2026-03-31 |
| 11 | ACWX | ISHARES TR | 194.2K | $13.3M | $14.6M | 2.20% | +3.1K | 2026-03-31 |
| 12 | LLY | ELI LILLY & CO | 14.1K | $12.9M | $16.2M | 2.44% | -234 | 2026-03-31 |
| 13 | XLC | SELECT SECTOR SPDR TR | 116.7K | $12.9M | $12.6M | 1.90% | +25.4K | 2026-03-31 |
| 14 | GEV | GE VERNOVA INC | 14.6K | $12.7M | $14.4M | 2.17% | -122 | 2026-03-31 |
| 15 | TJX | TJX COS INC NEW | 68.5K | $10.9M | $10.8M | 1.62% | -1,068 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 35.3K | $10.9M | $13.7M | 2.07% | -- | 2026-03-31 |
| 17 | XLV | SELECT SECTOR SPDR TR | 71.2K | $10.4M | $11.6M | 1.74% | +216 | 2026-03-31 |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | 125.3K | $10.4M | $10.2M | 1.53% | +2.2K | 2026-03-31 |
| 19 | PANW | PALO ALTO NETWORKS INC | 60.1K | $9.6M | $19.9M | 3.01% | +12.8K | 2026-03-31 |
| 20 | SMMD | ISHARES TR | 125.1K | $9.5M | $11.1M | 1.68% | -1,203 | 2026-03-31 |
| 21 | VRT | VERTIV HOLDINGS CO | 37.6K | $9.4M | $9.1M | 1.37% | -167 | 2026-03-31 |
| 22 | VDC | VANGUARD WORLD FD | 40.5K | $9.1M | $9.3M | 1.41% | +788 | 2026-03-31 |
| 23 | BLK | BLACKROCK INC | 9.3K | $9.0M | $10.2M | 1.53% | +2.3K | 2026-03-31 |
| 24 | SOXX | ISHARES TR | 26.4K | $8.7M | $13.3M | 2.01% | -838 | 2026-03-31 |
| 25 | NOW | SERVICENOW INC | 75.9K | $7.9M | $8.4M | 1.27% | +17.8K | 2026-03-31 |
← Scroll →
Page 1 of 5