CMH Wealth Management LLC holds a diversified book of 117 stocks worth $655.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Microsoft Corp. Their largest long position is Alphabet Inc-CL A at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as CMH Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $351.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $169.1B |
| UBS Group AG | 79 / 80 | $130.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $77.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $70.5B |
| LPL Financial LLC | 79 / 80 | $59.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $40.2B |
| JONES FINANCIAL COMPANIES LLLP | 79 / 80 | $35.7B |
Ranked by the share of each fund's own book sitting in the names it shares with CMH Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $31.8M | 88.9K | 4.8% | ▲+1.4% Added · +1K sh | |
| 2 | Microsoft Corp COM | $27.7M | 74.3K | 4.2% | ▼−0.4% Reduced · −269 sh | |
| 3 | J P Morgan Exchange Traded F ACTI HIGH YI ETF | $27.1M | 537.4K | 4.1% | ▲+6.2% Added · +31K sh | |
| 4 | Apple Inc COM | $25.2M | 87.2K | 3.8% | ▼−1.9% Reduced · −2K sh | |
| 5 | T Rowe Price Exchange-Traded SMALL MID CAP | $22.9M | 522.6K | 3.5% | ▲+3.6% Added · +18K sh | |
| 6 | MFS Active Exchange Traded F INTERNATINL ETF | $21.5M | 663.4K | 3.3% | ▲+5.1% Added · +32K sh | |
| 7 | Amazon Com Inc COM | $21.4M | 89.6K | 3.3% | ▼−13% Reduced · −13K sh | |
| 8 | Vanguard World FD FINANCIALS ETF | $19.8M | 150.8K | 3.0% | ▲+3.8% Added · +6K sh | |
| 9 | Palo Alto Networks Inc COM | $19.5M | 57.2K | 3.0% | ▼−4.9% Reduced · −3K sh | |
| 10 | Eli Lilly & Co COM | $17.3M | 14.4K | 2.6% | ▲+2.2% Added · +308 sh | |
| 11 | Ishares TR ISHARES SEMICDTR | $16.4M | 25.7K | 2.5% | ▼−2.6% Reduced · −700 sh | |
| 12 | Boeing Co COM | $15.5M | 71.6K | 2.4% | ▲+4.2% Added · +3K sh | |
| 13 | Ishares TR MSCI ACWI EX US | $15.2M | 200.2K | 2.3% | ▲+3.1% Added · +6K sh | |
| 14 | Broadcom Inc COM | $13.7M | 36.2K | 2.1% | ▲+2.5% Added · +866 sh | |
| 15 | Select Sector SPDR TR ST STR SVC ETF | $12.8M | 119.4K | 2.0% | ▲+2.3% Added · +3K sh | |
| 16 | Vertiv Holdings Co COM CL A | $12.7M | 37.8K | 1.9% | ▲+0.6% Added · +215 sh | |
| 17 | Vanguard World FD ENERGY ETF | $12.0M | 79.8K | 1.8% | ▲+2.2% Added · +2K sh | |
| 18 | Ishares TR RUSEL 2500 ETF | $11.6M | 127.1K | 1.8% | ▲+1.7% Added · +2K sh | |
| 19 | Ge Vernova Inc COM | $11.6M | 9.9K | 1.8% | ▼−32% Reduced · −5K sh | |
| 20 | Select Sector SPDR TR ST STR CARE ETF | $11.5M | 72.6K | 1.8% | ▲+2.0% Added · +1K sh | |
| 21 | TJX Cos Inc New COM | $10.8M | 71.5K | 1.7% | ▲+4.4% Added · +3K sh | |
| 22 | Fidelity Merrimack STR TR TOTAL BD ETF | $9.6M | 209.5K | 1.5% | ▲+35% Added · +54K sh | |
| 23 | Vanguard World FD CONSUM STP ETF | $9.4M | 41.6K | 1.4% | ▲+2.8% Added · +1K sh | |
| 24 | Vanguard Scottsdale FDS INT-TERM CORP | $9.2M | 111.8K | 1.4% | ▼−11% Reduced · −13K sh | |
| 25 | Nvidia Corporation COM | $9.2M | 46.2K | 1.4% | ▲+4.0% Added · +2K sh | |
| 26 | BlackRock Inc COM | $9.1M | 9.5K | 1.4% | ▲+1.6% Added · +146 sh | |
| 27 | JPMorgan Chase & Co COM | $9.0M | 27.5K | 1.4% | ▲+2.1% Added · +580 sh | |
| 28 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $7.9M | 157.6K | 1.2% | ▲+7.6% Added · +11K sh | |
| 29 | Invesco Exchange Traded FD T AEROSPACE DEFN | $7.6M | 43.0K | 1.2% | ▲+3.6% Added · +2K sh | |
| 30 | Visa Inc COM CL A | $7.5M | 22.0K | 1.1% | ▲+2.8% Added · +599 sh | |
| 31 | Ishares TR EXPANDED TECH | $7.3M | 80.5K | 1.1% | ▲New New position | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.6K | 1.0% | ▲+0.6% Added · +78 sh | |
| 33 | Snowflake Inc COM SHS | $6.8M | 26.6K | 1.0% | ▼−0.8% Reduced · −216 sh | |
| 34 | Mastercard Incorporated CL A | $6.7M | 13.1K | 1.0% | ▲+5.9% Added · +727 sh | |
| 35 | Select Sector SPDR TR ST STR UTIL ETF | $6.7M | 146.7K | 1.0% | ▲+8.4% Added · +11K sh | |
| 36 | Vanguard Index FDS REAL ESTATE ETF | $6.6M | 68.6K | 1.0% | ▲+5.0% Added · +3K sh | |
| 37 | Tesla Inc COM | $6.2M | 14.7K | 0.9% | ▼−0.9% Reduced · −134 sh | |
| 38 | Select Sector SPDR TR ST STR MATER ETF | $6.1M | 119.8K | 0.9% | ▲+3.7% Added · +4K sh | |
| 39 | Walmart Inc COM | $6.0M | 53.3K | 0.9% | ▲+7.2% Added · +4K sh | |
| 40 | Stryker Corporation COM | $5.8M | 18.3K | 0.9% | ▲+8.2% Added · +1K sh | |
| 41 | Select Sector SPDR TR ST STR INDL ETF | $5.7M | 31.0K | 0.9% | ▼−1.4% Reduced · −437 sh | |
| 42 | Ishares TR ISHARES BIOTECH | $5.5M | 28.8K | 0.8% | ▲New New position | |
| 43 | Eaton Corp PLC SHS | $5.3M | 12.5K | 0.8% | ▼−1.1% Reduced · −145 sh | |
| 44 | Danaher Corp Del COM | $5.2M | 27.2K | 0.8% | ▲+7.2% Added · +2K sh | |
| 45 | Vanguard Scottsdale FDS VNG RUS1000IDX | $5.2M | 15.3K | 0.8% | ▼−0.7% Reduced · −106 sh | |
| 46 | Salesforce Inc COM | $4.7M | 29.9K | 0.7% | ▼−3.4% Reduced · −1K sh | |
| 47 | Servicenow Inc COM | $4.3M | 43.3K | 0.7% | ▼−43% Reduced · −33K sh | |
| 48 | Blackstone Inc COM | $4.2M | 36.0K | 0.6% | ▼−9.8% Reduced · −4K sh | |
| 49 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $4.1M | 51.5K | 0.6% | ▲+8.5% Added · +4K sh | |
| 50 | Johnson & Johnson COM | $4.0M | 15.8K | 0.6% | ▲~0% Added · +5 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1657516/holdings"
Use Arkolith to show CMH Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 117 | $655.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 113 | $582.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 53 | $466.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 55 | $469.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 54 | $429.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 55 | $399.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 54 | $436.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 53 | $425.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.