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CMH Wealth Management LLC

CIK:0001657516
Investment Adviser
$425M AUM
55 holdings
Salem, NH, USA
Founded:2009
10 employees
Latest filing:Sep 30, 2025

CMH Wealth Management, LLC is an SEC-registered investment adviser providing discretionary investment management and wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, limited partnerships, corporations, and business entities. Services include investment management, financial planning, retirement, estate, tax, insurance, and charitable planning, but not legal or accounting services.

Investment Strategy

Discretionary allocation among mutual funds, exchange-traded funds, individual debt (bond) and equity (stock) securities, tailored to client objectives. Strategies are documented in a Strategic Investment Allocation and validated by an Investment Policy Statement, reviewed and updated periodically. Clients may impose reasonable restrictions on accounts, communicated in writing.

Latest 13F Filing Activity

CMH Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 53 equity positions with a total 13F market value of $469M. The fund increased holdings in Alphabet Inc., Vertiv Holdings Co., Walmart Inc. among other positions. CMH Wealth Management LLC reduced exposure to Unitedhealth Group Inc., Honeywell Intl Inc., Target Corp. among others.

Top Buys
G
GOOGLALPHABET INC
+$6.1M
V
VRTVERTIV HOLDINGS CO
+$5.8M
W
WMTWALMART INC
+$5.0M
W
WDAYWORKDAY INC
+$4.4M
A
ADBEADOBE INC
+$4.0M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$8.1M
H
HONHONEYWELL INTL INC
-$6.9M
T
TGTTARGET CORP
-$6.0M
X
XLISELECT SECTOR SPDR TR
-$4.1M
T
TTDTHE TRADE DESK INC
-$2.8M

Top Holdings

M
MSFTMICROSOFT CORP
+5.9%$27.6M
G
GOOGLALPHABET INC
+5.6%$26.5M
A
AMZNAMAZON COM INC
+4.8%$22.7M
A
AAPLAPPLE INC
+4.2%$19.7M
T
TMSLT ROWE PRICE ETF INC
+3.7%$17.3M

Equity Positions (53)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP5.88%$27.6M53,261$160.28$517.95+$407.6K
ALPHABET INC5.65%$26.5M109,035$71.73$243.10+$6.1M
AMAZON COM INC4.84%$22.7M103,341$99.34$219.57-$394.3K
APPLE INC4.20%$19.7M77,400$71.76$254.63-$521.4K
T ROWE PRICE ETF INC3.70%$17.3M493,290$32.82$35.17+$1.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.1%
SERVICES-BUSINESS SERVICES, NEC
+5.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.8%
ELECTRONIC COMPUTERS
+4.2%