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

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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