CMH Wealth Management LLC holds a diversified book of 117 stocks worth $655.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-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.
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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.
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
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 |
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 ~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.