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CMH Wealth Management LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $663,665,262
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $37,459,908
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $31,014,339
- APPLE INC · COM · 037833100 · shares: $28,217,119
- J P MORGAN EXCHANGE TRADED F · ACTI HIGH YI ETF · 46654Q633 · shares: $27,810,510
- AMAZON COM INC · COM · 023135106 · shares: $23,866,577
- MFS ACTIVE EXCHANGE TRADED F · INTERNATINL ETF · 55286W405 · shares: $23,060,773
- T ROWE PRICE EXCHANGE-TRADED · SMALL MID CAP · 87283Q826 · shares: $22,621,549
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $20,534,968
- VANGUARD WORLD FD · FINANCIALS ETF · 92204A405 · shares: $20,349,719
- ELI LILLY & CO · COM · 532457108 · shares: $16,791,545
Reported holdings
112 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,756 shares | $328,460 |
| HERCULES CAPITAL INC | COM | 427096508 | — | 18,270 shares | $307,115 |
| HOME DEPOT INC | COM | 437076102 | — | 1,038 shares | $295,301 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,539 shares | $273,426 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,352 shares | $255,992 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 3,184 shares | $249,690 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 2,539 shares | $237,245 |
| ORACLE CORP | COM | 68389X105 | — | 1,627 shares | $223,387 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 2,589 shares | $214,810 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 1,828 shares | $199,947 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,469 shares | $199,843 |
| LINDE PLC | SHS | G54950103 | — | 286 shares | $135,750 |