13F-HR filed by CMH Wealth Management LLC
CMH Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 113 holding rows worth $582,543,458.
- Accession
- 0001657516-26-000003
- Filer
- CIK 1657516
- Filed
- 2026-04-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 113 entries on the cover page, a total value of $582,543,458 stated on the cover page (in dollars after the unit check, H1), rows summing to $582,543,458 with VALUE read as dollars as filed, 13F file number 028-17982. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 74,558 | $27,599,039 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL | 46654Q633 | ACTI HIGH YI ETF | 505,990 | $25,375,399 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 87,695 | $25,217,574 | dollars as filed | |
| Apple Inc | 037833100 | COM | 88,871 | $22,554,669 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 102,848 | $21,420,153 | dollars as filed | |
| MFS ACTIVE EXCHANGE TRADED F | 55286W405 | INTERNATINL ETF | 631,190 | $18,758,967 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q826 | SMALL MID CAP | 504,442 | $18,497,889 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 145,284 | $17,551,761 | dollars as filed | |
| Boeing Company | 097023105 | COM | 68,650 | $13,663,359 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 78,038 | $13,503,696 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 194,199 | $13,296,806 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 14,077 | $12,947,603 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 116,673 | $12,934,369 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 14,562 | $12,718,410 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 68,483 | $10,936,736 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 35,311 | $10,929,108 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 71,211 | $10,440,245 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 125,269 | $10,366,010 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 60,122 | $9,638,760 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 125,051 | $9,547,644 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 37,610 | $9,424,314 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 40,531 | $9,102,858 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 9,330 | $8,972,755 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 26,361 | $8,663,807 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 75,942 | $7,939,737 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 26,936 | $7,923,636 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 44,369 | $7,738,394 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 155,426 | $7,117,884 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 41,538 | $6,882,847 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 13,550 | $6,493,160 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q107 | PRICE BLUE CHIP | 146,412 | $6,468,483 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 21,355 | $6,454,336 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 135,320 | $6,209,835 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 49,737 | $6,193,519 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 12,338 | $6,164,806 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 65,301 | $5,792,199 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 115,489 | $5,770,986 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 30,912 | $5,770,344 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 16,887 | $5,563,664 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 14,879 | $5,531,269 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 31,438 | $5,084,468 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 25,369 | $4,820,031 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 39,957 | $4,594,656 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 15,364 | $4,534,224 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 12,626 | $4,515,942 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 26,830 | $4,046,501 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 15,795 | $3,860,995 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 21,593 | $3,663,500 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 23,912 | $3,453,894 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 47,520 | $3,409,560 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 62,400 | $3,378,336 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 27,821 | $3,371,112 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 12,161 | $2,950,440 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 10,981 | $2,929,065 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 41,780 | $2,878,225 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 30,595 | $2,854,820 | dollars as filed | |
| Deere & Company | 244199105 | COM | 4,943 | $2,792,262 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 13,419 | $2,776,329 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 16,953 | $2,632,561 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,660 | $2,592,964 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 7,960 | $2,531,838 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 9,187 | $2,406,824 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 82,619 | $2,402,573 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 34,300 | $2,197,944 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 69,842 | $1,961,175 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 47,060 | $1,780,768 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 67,270 | $1,688,477 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 11,053 | $1,688,346 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 11,464 | $1,664,917 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,685 | $1,622,788 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 52,025 | $1,577,398 | dollars as filed | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 20,563 | $1,530,906 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 16,980 | $1,483,373 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 4,141 | $1,480,880 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 15,125 | $1,457,763 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 7,362 | $1,420,130 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 36,910 | $1,373,800 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 24,646 | $1,237,251 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 15,524 | $1,230,573 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 9,225 | $1,211,704 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 26,165 | $1,184,228 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,775 | $1,159,448 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 10,310 | $1,058,502 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 4,676 | $1,056,917 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,888 | $1,052,054 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 16,888 | $971,478 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 65,120 | $961,819 | dollars as filed | |
| VTI | 922908769 | COM | 2,870 | $920,725 | dollars as filed | |
| RYDER SYS INC COM | 783549108 | Stock | 4,264 | $872,794 | dollars as filed | |
| SCHD | 808524797 | COM | 27,735 | $850,910 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 6,125 | $802,498 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,215 | $792,347 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 6,925 | $688,345 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 1,985 | $685,123 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 20,115 | $622,761 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 3,250 | $487,500 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,248 | $445,070 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 8,290 | $409,278 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 676 | $390,174 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 767 | $377,004 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,875 | $373,306 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,090 | $305,726 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 7,799 | $299,638 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,000 | $298,850 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,935 | $288,746 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 874 | $287,450 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,843 | $271,124 | dollars as filed | |
| VGT | 92204A702 | SHS | 385 | $268,623 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 2,438 | $262,476 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 4,650 | $247,520 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 533 | $232,522 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 796 | $228,596 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,407 | $223,563 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001657516-26-000003 | this filing | 2026-04-13 | acceptance time not in the bulk data set |