CMH Wealth Management
CMH Wealth Management reported 112 stocks worth $664M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are MSFT (5.6%), GOOGL (4.7%) and AAPL (4.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to GOOGL, JPHY and AMZN, trimmed MSFT, AAPL and PANW and sold out of EPD, DEO and GIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $37.5M | 5.6% | 73K | −1,253 (−2%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $31M | 4.7% | 90K | +1,229 (+1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $28.2M | 4.3% | 85K | −2,455 (−3%) | 8 of 8 | |
| 4 |  JPHY J P Morgan Exchange Traded F | $27.8M | 4.2% | 570K | +33K (+6%) | 5 of 8 | |
| 5 |  AMZN Amazon Com Inc | $23.9M | 3.6% | 96K | +6,153 (+7%) | 8 of 8 | |
| 6 |  MFSI Mfs Active | $23.1M | 3.5% | 706K | +42K (+6%) | 6 of 8 | |
| 7 |  TMSL T Rowe Price ETF Inc | $22.6M | 3.4% | 556K | +33K (+6%) | 6 of 8 | |
| 8 |  PANW Palo Alto Networks Inc | $20.5M | 3.1% | 52K | −5,488 (−10%) | 8 of 8 | |
| 9 |  VFH Vanguard Financials ETF | $20.3M | 3.1% | 156K | +5,620 (+4%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $16.8M | 2.5% | 15K | +127 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EPD Enterprise Products | $1.5M | 40K |
 DEO Diageo PLC | $735K | 9,150 |
 GIS General Mills Inc | $502K | 14K |
 STZ Constellation Brands Incclass Class A | $366K | 2,633 |
 MCO Moodys Corp | $243K | 536 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CMH Wealth Management 13F FAQ
What does CMH Wealth Management own?
CMH Wealth Management reported 112 stocks worth $664M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are MSFT (5.6%), GOOGL (4.7%) and AAPL (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did CMH Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 40 added to, 63 trimmed and 7 sold out. New positions include XOM. It sold all of EPD, DEO and GIS.
When will CMH Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CMH Wealth Management's portfolio worth?
The Q3 2026 filing reports $664M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.