StockDriftsStockDriftsTop 50 CMH Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 4.85% | 88.9K | $31.8M | +1.38%(+1.21K) | $74.28(+364.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.23% | 74.3K | $27.7M | -0.36%(-269) | $235.08(+106.76%) | 2026-06-30 | |
| JPHY | J P MORGAN EXCHANGE TRADED F | 4.14% | 537.4K | $27.1M | +6.20%(+31.38K) | $50.75(-0.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.85% | 87.2K | $25.2M | -1.90%(-1.69K) | $96.59(+216.18%) | 2026-06-30 | |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | 3.5% | 522.6K | $22.9M | +3.61%(+18.21K) | $32.03(+38.87%) | 2026-06-30 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 3.29% | 663.4K | $21.5M | +5.11%(+32.26K) | $29.50(+14.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.26% | 89.6K | $21.4M | -12.84%(-13.21K) | $104.03(+152.37%) | 2026-06-30 | |
| VFH | VANGUARD WORLD FD | 3.03% | 150.8K | $19.8M | +3.80%(+5.52K) | $70.68(+101.78%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.97% | 57.2K | $19.5M | -4.91%(-2.95K) | $89.15(+324.26%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.63% | 14.4K | $17.3M | +2.19%(+308) | $355.84(+231.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.97% | +8.77% | +52.23% |
| Top 20 Holdings Unweighted | +16.01% | +56.13% | +8.82% | +52.63% |
CMH Wealth Management LLC reports $655.46M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (4.8%), MSFT (4.2%) and JPHY (4.1%). The top 20 holdings account for 56.04% of reported assets. Its disclosed equity book has returned +55.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CMH Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1657516). View CMH Wealth Management LLC’s 13F filings on SEC