Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $434 Million
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$48.6 Million 11.2% of portfolio
58,167
Q4 2025 Added 401.66%
$1.65T
$29.2 Million 6.72% of portfolio
105,579
Q4 2025 Reduced 3.17%
$3.78T
$27.5 Million 6.33% of portfolio
54,184
Q4 2025 Added 1.73%
$2.39T
$24.2 Million 5.57% of portfolio
103,032
Q4 2025 Reduced 0.3%
$4.3T
$20.3 Million 4.68% of portfolio
75,993
Q4 2025 Reduced 1.82%
$0
$16.9 Million 3.89% of portfolio
132,169
Q4 2025 Added 0.16%
$971B
$14.6 Million 3.37% of portfolio
14,311
Q4 2025 Reduced 3.15%
$0
$12.7 Million 2.93% of portfolio
191,129
Q4 2025 Reduced 0.28%
$114B
$12.4 Million 2.86% of portfolio
64,825
Q4 2025 Added 15.9%
$0
$12.4 Million 2.85% of portfolio
95,722
Q4 2025 Added 0.11%
$82.2B
$11.8 Million 2.72% of portfolio
45,914
Q4 2025 Reduced 9.19%
$0
$10.8 Million 2.48% of portfolio
70,995
Q4 2025 Reduced 1.59%
$0
$10.6 Million 2.43% of portfolio
121,806
Q4 2025 Added 102.31%
$0
$10.3 Million 2.37% of portfolio
123,036
Q4 2025 Added 5.3%
$170B
$10.2 Million 2.34% of portfolio
69,551
Q4 2025 Added 1.21%
$0
$10.2 Million 2.34% of portfolio
91,319
Q4 2025 Reduced 0.94%
$0
$9.15 Million 2.11% of portfolio
126,254
Q4 2025 Reduced 0.18%
$237B
$8.82 Million 2.03% of portfolio
37,208
Q4 2025 Added 37.27%
$0
$8.37 Million 1.93% of portfolio
39,743
Q4 2025 Added 0.83%
$160B
$8.11 Million 1.87% of portfolio
36,790
Q4 2025 Reduced 4.15%
$465B
$8.12 Million 1.87% of portfolio
43,520
Q4 2025 Reduced 0.22%
$0
$7.85 Million 1.81% of portfolio
27,199
Q4 2025 Reduced 4.07%
$0
$7.59 Million 1.75% of portfolio
155,219
Q4 2025 Added 2.46%
$0
$7.09 Million 1.63% of portfolio
153,339
Q4 2025 Added 4.13%
$1.29T
$7.03 Million 1.62% of portfolio
17,201
Q4 2025 Added 2.13%
$512B
$6.74 Million 1.55% of portfolio
12,556
Q4 2025 Reduced 0.17%
$533B
$6.4 Million 1.47% of portfolio
19,654
Q4 2025 Reduced 1.63%
$0
$6.39 Million 1.47% of portfolio
42,329
Q4 2025 Reduced 6.01%
$59.7B
$5.96 Million 1.37% of portfolio
15,279
Q4 2025 Reduced 0.13%
$279B
$5.02 Million 1.16% of portfolio
48,794
Q4 2025 Reduced 0.04%
$0
$4.58 Million 1.05% of portfolio
15,053
Q4 2025 Added 2.23%
$0
$4.44 Million 1.02% of portfolio
29,179
Q4 2025 Reduced 1.39%
$0
$4.24 Million 0.98% of portfolio
47,317
Q4 2025 Added 0.68%
$1.37T
$4.19 Million 0.97% of portfolio
6,882
Q4 2025 New
$46.4B
$4.17 Million 0.96% of portfolio
18,071
Q4 2025 Reduced 0.79%
$0
$3.56 Million 0.82% of portfolio
57,055
Q4 2025 Reduced 1.42%
$18.6B
$3.44 Million 0.79% of portfolio
82,067
Q4 2025 Reduced 39.32%
$32.7B
$3.27 Million 0.75% of portfolio
37,777
Q4 2025 Reduced 1.41%
$0
$3.11 Million 0.72% of portfolio
44,745
Q4 2025 Added 2.7%
$662B
$1.48 Million 0.34% of portfolio
2,915
Q4 2025 Added 10.92%
$522B
$623,000 0.14% of portfolio
3,122
Q4 2025 Added 12.42%
$346B
$505,000 0.12% of portfolio
3,468
Q4 2025 Added 21.56%
$0
$484,000 0.11% of portfolio
2,098
Q4 2025 Added 87.82%
$881B
$489,000 0.11% of portfolio
1,628
Q4 2025 Added 102.74%
$414B
$239,000 0.06% of portfolio
1,023
Q4 2025 Reduced 36.97%
$87.8B
$255,000 0.06% of portfolio
533
Q2 2024 New
$0
$214,000 0.05% of portfolio
356
Q4 2025 Reduced 21.93%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 0.18%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 1.82%

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
Track This Portfolio

Track Cmh Wealth Management LLC Portfolio

Follow Cmh Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cmh Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cmh Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email