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CMH Wealth Management LLC

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13F filer, CIK 1657516, PORTSMOUTH, NH

CMH Wealth Management LLC reported $466,851,355 across 53 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-13. Its ten largest share positions make up 44.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001657516-26-000001

Period
2025-12-31
Reported value
$467M
Holdings
53
Top 10 weight
44.37%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+46,572$7.13M
METAnew+6,882$4.54M
XLBadded+61,597$2.79M
CRMadded+10,102$2.68M
BAadded+8,893$1.93M

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
ADBEexited-32,046-$11.3M
FISVexited-86,676-$11.2M
TTDreduced-53,173-$2.02M
GOOGLreduced-3,456-$1.08M
SNOWreduced-4,647-$1.02M

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, Q4 2025

Share positions as resolved from 13F-HR 0001657516-26-000001, largest first. % of portfolio is the value over $466,851,355, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,162 shares; 2024Q4: 137,552 shares; 2025Q1: 116,845 shares; 2025Q2: 115,785 shares; 2025Q3: 109,035 shares; 2025Q4: 105,579 shares 105,579$33M7.08%-3,456Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 68,925 shares; 2025Q1: 66,975 shares; 2025Q2: 54,641 shares; 2025Q3: 53,261 shares; 2025Q4: 54,184 shares 54,184$26.2M5.61%+923Timeline
JPHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,750 shares; 2025Q4: 501,730 shares 501,730$25.5M5.47%+21,980Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,692 shares; 2024Q4: 127,725 shares; 2025Q1: 106,702 shares; 2025Q2: 105,223 shares; 2025Q3: 103,341 shares; 2025Q4: 103,032 shares 103,032$23.8M5.09%-309Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,162 shares; 2024Q4: 107,097 shares; 2025Q1: 108,174 shares; 2025Q2: 98,600 shares; 2025Q3: 77,400 shares; 2025Q4: 75,993 shares 75,993$20.7M4.43%-1,407Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489,121 shares; 2025Q3: 493,290 shares; 2025Q4: 502,103 shares 502,103$18M3.86%+8,813Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,166 shares; 2024Q4: 137,867 shares; 2025Q1: 135,356 shares; 2025Q2: 133,988 shares; 2025Q3: 131,958 shares; 2025Q4: 132,169 shares 132,169$17.6M3.78%+211Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,872 shares; 2025Q1: 12,297 shares; 2025Q2: 12,462 shares; 2025Q3: 14,776 shares; 2025Q4: 14,311 shares 14,311$15.4M3.29%-465Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,795 shares; 2024Q4: 56,167 shares; 2025Q1: 55,685 shares; 2025Q2: 55,490 shares; 2025Q3: 55,932 shares; 2025Q4: 64,825 shares 64,825$14.1M3.01%+8,893Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,989 shares; 2024Q4: 231,043 shares; 2025Q1: 233,807 shares; 2025Q2: 191,772 shares; 2025Q3: 191,664 shares; 2025Q4: 191,129 shares 191,129$12.8M2.75%-535Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,536 shares; 2024Q4: 115,955 shares; 2025Q1: 116,407 shares; 2025Q2: 95,407 shares; 2025Q3: 95,618 shares; 2025Q4: 95,722 shares 95,722$12.1M2.58%+104Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,894 shares; 2024Q4: 45,411 shares; 2025Q1: 45,325 shares; 2025Q2: 46,072 shares; 2025Q3: 72,144 shares; 2025Q4: 70,995 shares 70,995$11M2.35%-1,149Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,581 shares; 2024Q4: 96,842 shares; 2025Q1: 94,681 shares; 2025Q2: 94,868 shares; 2025Q3: 92,187 shares; 2025Q4: 91,319 shares 91,319$10.8M2.3%-868Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,131 shares; 2024Q4: 80,013 shares; 2025Q1: 80,615 shares; 2025Q2: 78,048 shares; 2025Q3: 68,717 shares; 2025Q4: 69,551 shares 69,551$10.7M2.29%+834Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,468 shares; 2024Q4: 110,736 shares; 2025Q1: 112,954 shares; 2025Q2: 115,232 shares; 2025Q3: 116,841 shares; 2025Q4: 123,036 shares 123,036$10.3M2.21%+6,195Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,144 shares; 2024Q4: 49,444 shares; 2025Q1: 51,829 shares; 2025Q2: 51,487 shares; 2025Q3: 50,561 shares; 2025Q4: 45,914 shares 45,914$10.1M2.16%-4,647Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,419 shares; 2024Q4: 31,437 shares; 2025Q1: 25,917 shares; 2025Q2: 27,420 shares; 2025Q3: 27,106 shares; 2025Q4: 37,208 shares 37,208$9.87M2.11%+10,102Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,651 shares; 2025Q3: 14,711 shares; 2025Q4: 14,684 shares 14,684$9.6M2.06%-27Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,712 shares; 2024Q4: 258,881 shares; 2025Q1: 258,417 shares; 2025Q2: 127,187 shares; 2025Q3: 126,486 shares; 2025Q4: 126,254 shares 126,254$9.46M2.03%-232Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 12,173 shares; 2025Q1: 8,566 shares; 2025Q2: 8,687 shares; 2025Q3: 11,595 shares; 2025Q4: 58,167 shares 58,167$8.91M1.91%+46,572Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,055 shares; 2024Q4: 50,365 shares; 2025Q1: 49,838 shares; 2025Q2: 47,915 shares; 2025Q3: 48,192 shares; 2025Q4: 47,315 shares 47,315$8.72M1.87%-877Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,161 shares; 2024Q4: 41,422 shares; 2025Q1: 41,561 shares; 2025Q2: 38,463 shares; 2025Q3: 38,381 shares; 2025Q4: 36,790 shares 36,790$8.43M1.81%-1,591Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,202 shares; 2024Q4: 40,879 shares; 2025Q1: 40,968 shares; 2025Q2: 39,492 shares; 2025Q3: 39,414 shares; 2025Q4: 39,743 shares 39,743$8.4M1.8%+329Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,044 shares; 2024Q4: 29,327 shares; 2025Q1: 29,326 shares; 2025Q2: 28,913 shares; 2025Q3: 28,354 shares; 2025Q4: 27,199 shares 27,199$8.19M1.75%-1,155Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,849 shares; 2024Q4: 43,146 shares; 2025Q1: 43,726 shares; 2025Q2: 43,556 shares; 2025Q3: 43,616 shares; 2025Q4: 43,520 shares 43,520$8.12M1.74%-96Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,548 shares; 2024Q4: 169,886 shares; 2025Q1: 167,139 shares; 2025Q2: 157,427 shares; 2025Q3: 151,486 shares; 2025Q4: 155,219 shares 155,219$7.74M1.66%+3,733Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 31,574 shares; 2025Q1: 32,575 shares; 2025Q2: 30,559 shares; 2025Q3: 16,842 shares; 2025Q4: 17,201 shares 17,201$7.74M1.66%+359Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,706 shares; 2025Q1: 7,603 shares; 2025Q2: 7,263 shares; 2025Q3: 7,130 shares; 2025Q4: 7,000 shares 7,000$7.49M1.6%-130Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,084 shares; 2024Q4: 14,261 shares; 2025Q1: not reported; 2025Q2: 10,724 shares; 2025Q3: 15,299 shares; 2025Q4: 15,279 shares 15,279$7.18M1.54%-20Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,585 shares; 2024Q4: 15,566 shares; 2025Q1: 15,297 shares; 2025Q2: 12,453 shares; 2025Q3: 12,577 shares; 2025Q4: 12,556 shares 12,556$7.17M1.54%-21Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,794 shares; 2024Q4: 138,891 shares; 2025Q1: 140,331 shares; 2025Q2: 146,774 shares; 2025Q3: 147,254 shares; 2025Q4: 153,339 shares 153,339$7.1M1.52%+6,085Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,689 shares; 2024Q4: 25,966 shares; 2025Q1: 25,279 shares; 2025Q2: 19,745 shares; 2025Q3: 19,979 shares; 2025Q4: 19,654 shares 19,654$6.89M1.48%-325Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,847 shares; 2024Q4: 42,894 shares; 2025Q1: 45,115 shares; 2025Q2: 45,044 shares; 2025Q3: 45,034 shares; 2025Q4: 42,329 shares 42,329$6.63M1.42%-2,705Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,318 shares; 2025Q4: 37,777 shares 37,777$6.12M1.31%-541Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,594 shares; 2024Q4: 61,039 shares; 2025Q1: 61,549 shares; 2025Q2: 60,988 shares; 2025Q3: 60,209 shares; 2025Q4: 121,806 shares 121,806$5.52M1.18%+61,597Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,812 shares; 2025Q4: 48,794 shares 48,794$5.44M1.16%-18Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 15,684 shares; 2025Q1: 15,419 shares; 2025Q2: 14,940 shares; 2025Q3: 14,725 shares; 2025Q4: 15,053 shares 15,053$4.65M1%+328Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,882 shares 6,882$4.54M0.97%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,491 shares; 2024Q4: 60,140 shares; 2025Q1: 60,004 shares; 2025Q2: 58,681 shares; 2025Q3: 29,589 shares; 2025Q4: 29,179 shares 29,179$4.53M0.97%-410Timeline
MFSIMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,861 shares; 2025Q3: 143,298 shares; 2025Q4: 143,374 shares 143,374$4.37M0.94%+76Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,277 shares; 2024Q4: 48,410 shares; 2025Q1: 49,523 shares; 2025Q2: 47,240 shares; 2025Q3: 46,998 shares; 2025Q4: 47,317 shares 47,317$4.19M0.9%+319Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,214 shares; 2025Q4: 18,071 shares 18,071$3.88M0.83%-143Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,917 shares; 2024Q4: 62,754 shares; 2025Q1: 61,829 shares; 2025Q2: 59,190 shares; 2025Q3: 57,874 shares; 2025Q4: 57,055 shares 57,055$3.55M0.76%-819Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,888 shares; 2024Q4: 44,218 shares; 2025Q1: 43,806 shares; 2025Q2: 42,995 shares; 2025Q3: 43,568 shares; 2025Q4: 44,745 shares 44,745$3.21M0.69%+1,177Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,261 shares; 2024Q4: 56,401 shares; 2025Q1: 203,648 shares; 2025Q2: 130,439 shares; 2025Q3: 135,240 shares; 2025Q4: 82,067 shares 82,067$3.12M0.67%-53,173Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 3,672 shares; 2025Q1: 3,222 shares; 2025Q2: 2,718 shares; 2025Q3: 2,628 shares; 2025Q4: 2,915 shares 2,915$1.47M0.31%+287Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,797 shares; 2025Q3: 2,777 shares; 2025Q4: 3,122 shares 3,122$646K0.14%+345Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 934 shares; 2025Q2: 884 shares; 2025Q3: 803 shares; 2025Q4: 1,628 shares 1,628$525K0.11%+825Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 2,864 shares; 2025Q3: 2,853 shares; 2025Q4: 3,468 shares 3,468$497K0.11%+615Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533$272K0.06%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,117 shares; 2025Q4: 2,098 shares 2,098$251K0.05%+981Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,250 shares; 2025Q1: 1,604 shares; 2025Q2: 1,626 shares; 2025Q3: 1,623 shares; 2025Q4: 1,023 shares 1,023$234K0.05%-600Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 356 shares 356$219K0.05%-100Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ADBEADOBE INC32,046$11.3Mshares
FISVFISERV INC86,676$11.2Mshares
ORCLORACLE CORP1,754$493Kshares

How Q4 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 0001657516-26-000001 base2026-01-13acceptance time not in the bulk data set