Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $392 Million
  • Q2 2025

Cmh Wealth Management LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $392 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.2M, Amazon Com Inc with a value of $23.1M, Alphabet Inc. with a value of $20.4M, Apple Inc. with a value of $20.2M, and Vanguard Financial ETF with a value of $17.1M.

Examining the 13F form we can see an increase of $4.46M in the current position value, from $387M to 392M.

Below you can find more details about Cmh Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $392 Million
ETFs: $133 Million
Technology: $121 Million
Consumer Cyclical: $42.4 Million
Healthcare: $26.1 Million
Communication Services: $20.4 Million
Industrials: $18.5 Million
Financial Services: $15.9 Million
Consumer Defensive: $6.44 Million
Other: $202,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$27.2 Million 6.94% of portfolio
54,641
Q2 2025 Reduced 18.42%
$2.28T
$23.1 Million 5.9% of portfolio
105,223
Q2 2025 Reduced 1.39%
$1.07T
$20.4 Million 5.21% of portfolio
115,785
Q2 2025 Reduced 0.91%
$3.38T
$20.2 Million 5.17% of portfolio
98,600
Q2 2025 Reduced 8.85%
$0
$17.1 Million 4.36% of portfolio
133,988
Q2 2025 Reduced 1.01%
$0
$11.7 Million 2.98% of portfolio
191,772
Q2 2025 Reduced 17.98%
$138B
$11.6 Million 2.97% of portfolio
55,490
Q2 2025 Reduced 0.35%
$67.7B
$11.5 Million 2.94% of portfolio
51,487
Q2 2025 Reduced 0.66%
$0
$11.4 Million 2.92% of portfolio
95,407
Q2 2025 Reduced 18.04%
$0
$10.3 Million 2.63% of portfolio
94,868
Q2 2025 Added 0.2%
$58.7B
$9.81 Million 2.5% of portfolio
47,915
Q2 2025 Reduced 3.86%
$724B
$9.71 Million 2.48% of portfolio
12,462
Q2 2025 Added 1.34%
$1.01T
$9.71 Million 2.48% of portfolio
30,559
Q2 2025 Reduced 6.19%
$142B
$9.64 Million 2.46% of portfolio
78,048
Q2 2025 Reduced 3.18%
$0
$9.56 Million 2.44% of portfolio
115,232
Q2 2025 Added 2.02%
$36.2B
$9.39 Million 2.4% of portfolio
130,439
Q2 2025 Reduced 35.95%
$0
$8.66 Million 2.21% of portfolio
58,681
Q2 2025 Reduced 2.2%
$0
$8.65 Million 2.21% of portfolio
39,492
Q2 2025 Reduced 3.6%
$0
$8.62 Million 2.2% of portfolio
127,187
Q2 2025 Reduced 50.78%
$269B
$8.06 Million 2.06% of portfolio
25,839
Q2 2025 Added 86.54%
$142B
$7.6 Million 1.94% of portfolio
38,463
Q2 2025 Reduced 7.45%
$260B
$7.48 Million 1.91% of portfolio
27,420
Q2 2025 Added 5.8%
$170B
$7.34 Million 1.87% of portfolio
18,963
Q2 2025 Reduced 37.14%
$79.5B
$7.25 Million 1.85% of portfolio
57,947
Q2 2025 Added 45.53%
$0
$7.14 Million 1.82% of portfolio
157,427
Q2 2025 Reduced 5.81%
$530B
$7 Million 1.79% of portfolio
12,453
Q2 2025 Reduced 18.59%
$572B
$7.01 Million 1.79% of portfolio
19,745
Q2 2025 Reduced 21.89%
$160B
$6.91 Million 1.77% of portfolio
29,681
Q2 2025 Reduced 2.94%
$0
$6.9 Million 1.76% of portfolio
28,913
Q2 2025 Reduced 1.41%
$431B
$6.88 Million 1.76% of portfolio
43,556
Q2 2025 Reduced 0.39%
$0
$6.71 Million 1.71% of portfolio
146,774
Q2 2025 Added 4.59%
$0
$6.38 Million 1.63% of portfolio
45,044
Q2 2025 Reduced 0.16%
$0
$6.21 Million 1.59% of portfolio
46,072
Q2 2025 Added 1.65%
$47.7B
$5.98 Million 1.53% of portfolio
60,619
Q2 2025 Reduced 1.3%
$90.1B
$5.5 Million 1.4% of portfolio
10,724
Q2 2025 New
$0
$5.36 Million 1.37% of portfolio
60,988
Q2 2025 Reduced 0.91%
$0
$4.18 Million 1.07% of portfolio
14,940
Q2 2025 Reduced 3.11%
$0
$4.21 Million 1.07% of portfolio
47,240
Q2 2025 Reduced 4.61%
$0
$3.71 Million 0.95% of portfolio
59,190
Q2 2025 Reduced 4.27%
$0
$2.82 Million 0.72% of portfolio
42,995
Q2 2025 Reduced 1.85%
$631B
$1.32 Million 0.34% of portfolio
2,718
Q2 2025 Reduced 15.64%
$369B
$456,000 0.12% of portfolio
2,864
Q2 2025 Reduced 6.53%
$426B
$427,000 0.11% of portfolio
2,797
Q2 2025 Reduced 8.74%
$338B
$301,000 0.08% of portfolio
1,626
Q2 2025 Added 1.37%
$0
$280,000 0.07% of portfolio
1,290
Q2 2025 New
$850B
$256,000 0.07% of portfolio
884
Q2 2025 Reduced 5.35%
$92B
$267,000 0.07% of portfolio
533
Q2 2024 New
$0
$251,000 0.06% of portfolio
456
Q1 2025 Reduced 13.31%
$65.1B
$202,000 0.05% of portfolio
717
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $392 Million
  • Prior Value $387 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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