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CMH Wealth Management LLC

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13F filer, CIK 1657516, PORTSMOUTH, NH

CMH Wealth Management LLC reported $429,643,862 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-11. Its ten largest share positions make up 39.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001657516-25-000004

Period
2025-06-30
Reported value
$430M
Holdings
54
Top 10 weight
39.61%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMSLnew+489,121$16M
GEVnew+14,651$7.75M
SNPSnew+10,724$5.5M
MFSInew+137,861$3.92M
UNHadded+11,987$3.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMMDreduced-131,230-$8.89M
MSFTreduced-12,334-$6.14M
TTDreduced-73,209-$5.27M
ADBEreduced-11,203-$4.33M
XBIexited-37,949-$3.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001657516-25-000004, largest first. % of portfolio is the value over $429,643,862, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 68,925 shares; 2025Q1: 66,975 shares; 2025Q2: 54,641 shares 54,641$27.2M6.33%-12,334Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,692 shares; 2024Q4: 127,725 shares; 2025Q1: 106,702 shares; 2025Q2: 105,223 shares 105,223$23.1M5.37%-1,479Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,162 shares; 2024Q4: 137,552 shares; 2025Q1: 116,845 shares; 2025Q2: 115,785 shares 115,785$20.4M4.75%-1,060Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,162 shares; 2024Q4: 107,097 shares; 2025Q1: 108,174 shares; 2025Q2: 98,600 shares 98,600$20.2M4.71%-9,574Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,166 shares; 2024Q4: 137,867 shares; 2025Q1: 135,356 shares; 2025Q2: 133,988 shares 133,988$17.1M3.97%-1,368Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489,121 shares 489,121$16M3.73%newTimeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,989 shares; 2024Q4: 231,043 shares; 2025Q1: 233,807 shares; 2025Q2: 191,772 shares 191,772$11.7M2.72%-42,035Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,795 shares; 2024Q4: 56,167 shares; 2025Q1: 55,685 shares; 2025Q2: 55,490 shares 55,490$11.6M2.71%-195Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,144 shares; 2024Q4: 49,444 shares; 2025Q1: 51,829 shares; 2025Q2: 51,487 shares 51,487$11.5M2.68%-342Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,536 shares; 2024Q4: 115,955 shares; 2025Q1: 116,407 shares; 2025Q2: 95,407 shares 95,407$11.4M2.65%-21,000Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,581 shares; 2024Q4: 96,842 shares; 2025Q1: 94,681 shares; 2025Q2: 94,868 shares 94,868$10.3M2.4%+187Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,374 shares; 2024Q4: 39,497 shares; 2025Q1: 39,817 shares; 2025Q2: 57,947 shares 57,947$9.99M2.33%+18,130Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,055 shares; 2024Q4: 50,365 shares; 2025Q1: 49,838 shares; 2025Q2: 47,915 shares 47,915$9.81M2.28%-1,923Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,872 shares; 2025Q1: 12,297 shares; 2025Q2: 12,462 shares 12,462$9.71M2.26%+165Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 31,574 shares; 2025Q1: 32,575 shares; 2025Q2: 30,559 shares 30,559$9.71M2.26%-2,016Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,131 shares; 2024Q4: 80,013 shares; 2025Q1: 80,615 shares; 2025Q2: 78,048 shares 78,048$9.64M2.24%-2,567Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,468 shares; 2024Q4: 110,736 shares; 2025Q1: 112,954 shares; 2025Q2: 115,232 shares 115,232$9.56M2.22%+2,278Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,261 shares; 2024Q4: 56,401 shares; 2025Q1: 203,648 shares; 2025Q2: 130,439 shares 130,439$9.39M2.19%-73,209Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 12,173 shares; 2025Q1: 8,566 shares; 2025Q2: 8,687 shares 8,687$8.93M2.08%+121Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,491 shares; 2024Q4: 60,140 shares; 2025Q1: 60,004 shares; 2025Q2: 58,681 shares 58,681$8.66M2.01%-1,323Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,202 shares; 2024Q4: 40,879 shares; 2025Q1: 40,968 shares; 2025Q2: 39,492 shares 39,492$8.65M2.01%-1,476Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,712 shares; 2024Q4: 258,881 shares; 2025Q1: 258,417 shares; 2025Q2: 127,187 shares 127,187$8.62M2.01%-131,230Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,374 shares; 2024Q4: 13,612 shares; 2025Q1: 13,852 shares; 2025Q2: 25,839 shares 25,839$8.06M1.88%+11,987Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,651 shares 14,651$7.75M1.8%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,706 shares; 2025Q1: 7,603 shares; 2025Q2: 7,263 shares 7,263$7.62M1.77%-340Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,161 shares; 2024Q4: 41,422 shares; 2025Q1: 41,561 shares; 2025Q2: 38,463 shares 38,463$7.61M1.77%-3,098Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,419 shares; 2024Q4: 31,437 shares; 2025Q1: 25,917 shares; 2025Q2: 27,420 shares 27,420$7.49M1.74%+1,503Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 17,756 shares; 2025Q1: 30,166 shares; 2025Q2: 18,963 shares 18,963$7.34M1.71%-11,203Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,548 shares; 2024Q4: 169,886 shares; 2025Q1: 167,139 shares; 2025Q2: 157,427 shares 157,427$7.14M1.66%-9,712Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,689 shares; 2024Q4: 25,966 shares; 2025Q1: 25,279 shares; 2025Q2: 19,745 shares 19,745$7.01M1.63%-5,534Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,585 shares; 2024Q4: 15,566 shares; 2025Q1: 15,297 shares; 2025Q2: 12,453 shares 12,453$7M1.63%-2,844Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,044 shares; 2025Q1: 30,579 shares; 2025Q2: 29,681 shares 29,681$6.91M1.61%-898Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,044 shares; 2024Q4: 29,327 shares; 2025Q1: 29,326 shares; 2025Q2: 28,913 shares 28,913$6.9M1.61%-413Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,849 shares; 2024Q4: 43,146 shares; 2025Q1: 43,726 shares; 2025Q2: 43,556 shares 43,556$6.88M1.6%-170Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,794 shares; 2024Q4: 138,891 shares; 2025Q1: 140,331 shares; 2025Q2: 146,774 shares 146,774$6.74M1.57%+6,443Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,847 shares; 2024Q4: 42,894 shares; 2025Q1: 45,115 shares; 2025Q2: 45,044 shares 45,044$6.38M1.49%-71Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,894 shares; 2024Q4: 45,411 shares; 2025Q1: 45,325 shares; 2025Q2: 46,072 shares 46,072$6.21M1.45%+747Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,785 shares; 2024Q4: 46,701 shares; 2025Q1: 61,420 shares; 2025Q2: 60,619 shares 60,619$5.98M1.39%-801Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,084 shares; 2024Q4: 14,261 shares; 2025Q1: not reported; 2025Q2: 10,724 shares 10,724$5.5M1.28%newTimeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,594 shares; 2024Q4: 61,039 shares; 2025Q1: 61,549 shares; 2025Q2: 60,988 shares 60,988$5.36M1.25%-561Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,277 shares; 2024Q4: 48,410 shares; 2025Q1: 49,523 shares; 2025Q2: 47,240 shares 47,240$4.21M0.98%-2,283Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 15,684 shares; 2025Q1: 15,419 shares; 2025Q2: 14,940 shares 14,940$4.2M0.98%-479Timeline
MFSIMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,861 shares 137,861$3.92M0.91%newTimeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,917 shares; 2024Q4: 62,754 shares; 2025Q1: 61,829 shares; 2025Q2: 59,190 shares 59,190$3.71M0.86%-2,639Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,888 shares; 2024Q4: 44,218 shares; 2025Q1: 43,806 shares; 2025Q2: 42,995 shares 42,995$2.82M0.66%-811Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 3,672 shares; 2025Q1: 3,222 shares; 2025Q2: 2,718 shares 2,718$1.32M0.31%-504Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 2,864 shares 2,864$456K0.11%-200Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,797 shares 2,797$427K0.1%-268Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,250 shares; 2025Q1: 1,604 shares; 2025Q2: 1,626 shares 1,626$302K0.07%+22Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares 1,290$280K0.07%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares 533$267K0.06%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 934 shares; 2025Q2: 884 shares 884$256K0.06%-50Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 456 shares; 2025Q2: 456 shares 456$252K0.06%0Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares 717$202K0.05%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XBISPDR SERIES TRUST37,949$3.08Mshares
IBITISHARES BITCOIN TRUST ETF7,183$336Kshares
PGRPROGRESSIVE CORP1,159$328Kshares
MPCMARATHON PETE CORP2,229$325Kshares
ZBHZIMMER BIOMET HOLDINGS INC2,300$260Kshares
ATOATMOS ENERGY CORP1,350$209Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001657516-25-000004 base2025-07-11acceptance time not in the bulk data set