Cmh Wealth Management LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $434 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $48.6M, Alphabet Inc. with a value of $29.2M, Microsoft Corp with a value of $27.5M, Amazon Com Inc with a value of $24.2M, and Apple Inc. with a value of $20.3M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $403M to 434M.

Below you can find more details about Cmh Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $434 Million
Technology: $148 Million
ETFs: $143 Million
Consumer Cyclical: $41.4 Million
Communication Services: $33.4 Million
Healthcare: $23.6 Million
Industrials: $15.7 Million
Financial Services: $15.4 Million
Consumer Defensive: $5.53 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $434 Million
  • Prior Value $403 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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