2026 Q1 Portfolio Activity
In 2026 Q1, CMH Wealth Management LLC maintained a portfolio of 120 distinct positions. The most significant new addition was BROADCOM INC, now representing 1.88% of the total fund value. They heavily accumulated shares in MFS ACTIVE EXCHANGE TRADED F, increasing the position by 340.2%. Conversely, CMH Wealth Management LLC completely exited their position in SYNOPSYS INC.
Position History
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Total Positions
120
Quarter
2026 Q1
Top Holding
MSFT (4.7%)
Top 10 Concentration
35.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 120
CMH Wealth Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 4.74% | 5.61% |
#1
1
Prev: #2
|
6.4 |
—
|
20,374 | 37.6% |
P
S
|
74,558 | $27,599,039 |
$189.27
+119.9%
|
2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | ||
|
JPHY
J P MORGAN EXCH...
|
ETF | 4.36% | 5.47% |
#2
1
Prev: #3
|
3.7 |
—
|
4,260 | 0.8% |
P
S
|
505,990 | $25,375,399 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.33% | 7.08% |
#3
2
Prev: #1
|
3.2 |
—
|
-17,884 | -16.9% |
P
S
|
87,695 | $25,217,574 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 3.87% | 4.43% |
#4
1
Prev: #5
|
4.0 |
—
|
12,878 | 16.9% |
P
S
|
88,871 | $22,554,669 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.68% | 5.09% |
#5
1
Prev: #4
|
2.5 |
—
|
-184 | -0.2% |
P
S
|
102,848 | $21,420,153 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MFSI
MFS ACTIVE EXCH...
|
Bond/Debt | 3.22% | 0.94% |
#6
34
Prev: #40
|
4.3 |
—
|
487,816 | 340.2% |
P
S
|
631,190 | $18,758,967 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TMSL
T ROWE PRICE ET...
|
ETF | 3.18% | 3.86% |
#7
1
Prev: #6
|
1.8 |
—
|
2,339 | 0.5% |
P
S
|
504,442 | $18,497,889 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 3.01% | 3.78% |
#8
1
Prev: #7
|
3.2 |
—
|
13,115 | 9.9% |
P
S
|
145,284 | $17,551,761 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BA
BOEING CO
|
Industrials | 2.35% | 3.01% |
#9
Prev: #9
|
2.9 |
—
|
3,825 | 5.9% |
P
S
|
68,650 | $13,663,359 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 2.32% | 2.58% |
#10
1
Prev: #11
|
1.4 |
—
|
-17,684 | -18.5% |
P
S
|
78,038 | $13,503,696 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ACWX
ISHARES TR
|
ETF | 2.28% | 2.75% |
#11
1
Prev: #10
|
1.4 |
—
|
3,070 | 1.6% |
P
S
|
194,199 | $13,296,806 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.22% | 3.29% |
#12
4
Prev: #8
|
1.4 |
—
|
-234 | -1.6% |
P
S
|
14,077 | $12,947,603 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 2.22% | 2.30% |
#13
Prev: #13
|
3.4 |
—
|
25,354 | 27.8% |
P
S
|
116,673 | $12,934,369 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.18% | 2.06% |
#14
4
Prev: #18
|
1.4 |
—
|
-122 | -0.8% |
P
S
|
14,562 | $12,718,410 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.88% | 2.29% |
#15
1
Prev: #14
|
1.3 |
—
|
-1,068 | -1.5% |
P
S
|
68,483 | $10,936,736 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.88% | — |
#16
Prev: #—
|
4.3 |
—
|
35,311 | — |
NEW
|
35,311 | $10,929,108 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.79% | 2.35% |
#17
5
Prev: #12
|
1.2 |
—
|
216 | 0.3% |
P
S
|
71,211 | $10,440,245 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.78% | 2.21% |
#18
3
Prev: #15
|
1.2 |
—
|
2,233 | 1.8% |
P
S
|
125,269 | $10,366,010 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.65% | 1.87% |
#19
2
Prev: #21
|
3.2 |
—
|
12,807 | 27.1% |
P
S
|
60,122 | $9,638,760 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SMMD
ISHARES TR
|
ETF | 1.64% | 2.03% |
#20
1
Prev: #19
|
1.2 |
—
|
-1,203 | -1.0% |
P
S
|
125,051 | $9,547,644 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.62% | 1.31% |
#21
13
Prev: #34
|
1.1 |
—
|
-167 | -0.4% |
P
S
|
37,610 | $9,424,314 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 1.56% | 1.80% |
#22
1
Prev: #23
|
1.1 |
—
|
788 | 2.0% |
P
S
|
40,531 | $9,102,858 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.54% | 1.60% |
#23
5
Prev: #28
|
3.1 |
—
|
2,330 | 33.3% |
P
S
|
9,330 | $8,972,755 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SOXX
ISHARES TR
|
ETF | 1.49% | 1.75% |
#24
Prev: #24
|
1.1 |
—
|
-838 | -3.1% |
P
S
|
26,361 | $8,663,807 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.36% | 1.91% |
#25
5
Prev: #20
|
3.0 |
—
|
17,775 | 30.6% |
P
S
|
75,942 | $7,939,737 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.36% | 0.11% |
#26
22
Prev: #48
|
3.5 |
—
|
25,308 | 1554.5% |
P
S
|
26,936 | $7,923,636 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.33% | 1.74% |
#27
2
Prev: #25
|
1.0 |
—
|
849 | 2.0% |
P
S
|
44,369 | $7,738,394 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.22% | 1.52% |
#28
3
Prev: #31
|
1.0 |
—
|
2,087 | 1.4% |
P
S
|
155,426 | $7,117,884 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PPA
INVESCO EXCHANG...
|
Unknown | 1.18% | 1.42% |
#29
4
Prev: #33
|
1.0 |
—
|
-791 | -1.9% |
P
S
|
41,538 | $6,882,847 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.11% | 0.31% |
#30
16
Prev: #46
|
3.4 |
—
|
10,635 | 364.8% |
P
S
|
13,550 | $6,493,160 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TCHP
T ROWE PRICE ET...
|
ETF | 1.11% | 1.66% |
#31
5
Prev: #26
|
0.9 |
—
|
-8,807 | -5.7% |
P
S
|
146,412 | $6,468,483 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
V
VISA INC
|
Financial Services | 1.11% | 1.48% |
#32
Prev: #32
|
2.4 |
—
|
1,701 | 8.7% |
P
S
|
21,355 | $6,454,336 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.07% | — |
#33
Prev: #—
|
3.9 |
—
|
135,320 | — |
NEW
|
135,320 | $6,209,835 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.06% | 1.16% |
#34
2
Prev: #36
|
0.9 |
—
|
943 | 1.9% |
P
S
|
49,737 | $6,193,519 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.06% | 1.54% |
#35
5
Prev: #30
|
0.9 |
—
|
-218 | -1.7% |
P
S
|
12,338 | $6,164,806 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.99% | 0.90% |
#36
5
Prev: #41
|
2.9 |
—
|
17,984 | 38.0% |
P
S
|
65,301 | $5,792,199 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.99% | 1.18% |
#37
2
Prev: #35
|
0.9 |
—
|
-6,317 | -5.2% |
P
S
|
115,489 | $5,770,986 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.99% | 2.11% |
#38
21
Prev: #17
|
0.9 |
—
|
-6,296 | -16.9% |
P
S
|
30,912 | $5,770,344 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.96% | — |
#39
Prev: #—
|
3.9 |
—
|
16,887 | — |
NEW
|
16,887 | $5,563,664 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.95% | 1.66% |
#40
13
Prev: #27
|
0.9 |
—
|
-2,322 | -13.5% |
P
S
|
14,879 | $5,531,269 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.87% | 0.97% |
#41
2
Prev: #39
|
2.3 |
—
|
2,259 | 7.7% |
P
S
|
31,438 | $5,084,468 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.83% | 1.81% |
#42
20
Prev: #22
|
0.3 |
—
|
-11,421 | -31.0% |
P
S
|
25,369 | $4,820,031 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.79% | — |
#43
Prev: #—
|
3.8 |
—
|
39,957 | — |
NEW
|
39,957 | $4,594,656 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 0.78% | 1.00% |
#44
7
Prev: #37
|
0.8 |
—
|
311 | 2.1% |
P
S
|
15,364 | $4,534,224 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.78% | — |
#45
Prev: #—
|
3.8 |
—
|
12,626 | — |
NEW
|
12,626 | $4,515,942 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.69% | 2.16% |
#46
30
Prev: #16
|
0.3 |
—
|
-19,084 | -41.6% |
P
S
|
26,830 | $4,046,501 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.66% | 0.14% |
#47
Prev: #47
|
3.3 |
—
|
12,673 | 405.9% |
P
S
|
15,795 | $3,860,995 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.63% | — |
#48
Prev: #—
|
3.8 |
—
|
21,593 | — |
NEW
|
21,593 | $3,663,500 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.59% | 0.11% |
#49
Prev: #49
|
3.2 |
—
|
20,444 | 589.5% |
P
S
|
23,912 | $3,453,894 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JAVA
J P MORGAN EXCH...
|
ETF | 0.59% | 0.69% |
#50
6
Prev: #44
|
2.2 |
—
|
2,775 | 6.2% |
P
S
|
47,520 | $3,409,560 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 120 holdings