Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $403 Million
  • Q3 2025

Cmh Wealth Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $403 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.6M, Alphabet Inc. with a value of $26.5M, Amazon Com Inc with a value of $22.7M, Apple Inc. with a value of $19.7M, and Vanguard Financial ETF with a value of $17.3M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $392M to 403M.

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

Portfolio value $403 Million
ETFs: $138 Million
Technology: $135 Million
Consumer Cyclical: $40.1 Million
Communication Services: $26.5 Million
Healthcare: $19.8 Million
Financial Services: $15.8 Million
Industrials: $15.4 Million
Consumer Defensive: $5.47 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.96T
$27.6 Million 6.85% of portfolio
53,261
Q3 2025 Reduced 2.53%
$1.5T
$26.5 Million 6.58% of portfolio
109,035
Q3 2025 Reduced 5.83%
$2.31T
$22.7 Million 5.63% of portfolio
103,341
Q3 2025 Reduced 1.79%
$4.32T
$19.7 Million 4.89% of portfolio
77,400
Q3 2025 Reduced 21.5%
$0
$17.3 Million 4.3% of portfolio
131,958
Q3 2025 Reduced 1.52%
$0
$12.5 Million 3.09% of portfolio
191,664
Q3 2025 Reduced 0.06%
$133B
$12.1 Million 3.0% of portfolio
55,932
Q3 2025 Added 0.8%
$0
$12 Million 2.99% of portfolio
95,618
Q3 2025 Added 0.22%
$85.1B
$11.4 Million 2.83% of portfolio
50,561
Q3 2025 Reduced 1.8%
$166B
$11.3 Million 2.81% of portfolio
32,046
Q3 2025 Added 68.99%
$785B
$11.3 Million 2.8% of portfolio
14,776
Q3 2025 Added 18.57%
$0
$10.9 Million 2.71% of portfolio
92,187
Q3 2025 Reduced 2.83%
$79.5B
$10.9 Million 2.69% of portfolio
86,676
Q3 2025 Added 49.58%
$191B
$10.7 Million 2.65% of portfolio
11,595
Q3 2025 Added 33.48%
$0
$10 Million 2.49% of portfolio
72,144
Q3 2025 Added 56.59%
$166B
$9.93 Million 2.46% of portfolio
68,717
Q3 2025 Reduced 11.96%
$65.9B
$9.81 Million 2.43% of portfolio
48,192
Q3 2025 Added 0.58%
$0
$9.33 Million 2.31% of portfolio
126,486
Q3 2025 Reduced 0.55%
$0
$8.42 Million 2.09% of portfolio
39,414
Q3 2025 Reduced 0.2%
$477B
$8.14 Million 2.02% of portfolio
43,616
Q3 2025 Added 0.14%
$0
$7.69 Million 1.91% of portfolio
28,354
Q3 2025 Reduced 1.93%
$161B
$7.61 Million 1.89% of portfolio
38,381
Q3 2025 Reduced 0.21%
$71.2B
$7.55 Million 1.87% of portfolio
15,299
Q3 2025 Added 42.66%
$1.43T
$7.49 Million 1.86% of portfolio
16,842
Q3 2025 Reduced 44.89%
$0
$7.4 Million 1.84% of portfolio
151,486
Q3 2025 Reduced 3.77%
$546B
$7.15 Million 1.78% of portfolio
12,577
Q3 2025 Added 1.0%
$0
$7 Million 1.74% of portfolio
45,034
Q3 2025 Reduced 0.02%
$0
$6.81 Million 1.69% of portfolio
147,254
Q3 2025 Added 0.33%
$569B
$6.82 Million 1.69% of portfolio
19,979
Q3 2025 Added 1.19%
$23.8B
$6.63 Million 1.64% of portfolio
135,240
Q3 2025 Added 3.68%
$255B
$6.42 Million 1.59% of portfolio
27,106
Q3 2025 Reduced 1.15%
$0
$5.4 Million 1.34% of portfolio
60,209
Q3 2025 Reduced 1.28%
$284B
$5.03 Million 1.25% of portfolio
48,812
Q3 2025 New
$0
$4.56 Million 1.13% of portfolio
29,589
Q3 2025 Reduced 49.58%
$0
$4.45 Million 1.1% of portfolio
14,725
Q3 2025 Reduced 1.44%
$48B
$4.38 Million 1.09% of portfolio
18,214
Q3 2025 New
$0
$4.3 Million 1.07% of portfolio
46,998
Q3 2025 Reduced 0.51%
$0
$3.48 Million 0.86% of portfolio
57,874
Q3 2025 Reduced 2.22%
$32.7B
$3.32 Million 0.82% of portfolio
38,318
Q3 2025 New
$0
$3 Million 0.75% of portfolio
43,568
Q3 2025 Added 1.33%
$646B
$1.32 Million 0.33% of portfolio
2,628
Q3 2025 Reduced 3.31%
$498B
$514,000 0.13% of portfolio
2,777
Q3 2025 Reduced 0.72%
$759B
$493,000 0.12% of portfolio
1,754
Q3 2025 New
$360B
$438,000 0.11% of portfolio
2,853
Q3 2025 Reduced 0.38%
$403B
$375,000 0.09% of portfolio
1,623
Q3 2025 Reduced 0.18%
$0
$273,000 0.07% of portfolio
456
Q1 2025 Reduced 13.31%
$0
$267,000 0.07% of portfolio
1,117
Q3 2025 Reduced 13.41%
$892B
$253,000 0.06% of portfolio
803
Q3 2025 Reduced 9.16%
$90.7B
$253,000 0.06% of portfolio
533
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $403 Million
  • Prior Value $392 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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