Holdings of CMH Wealth Management LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 104 in 2 countries
- Top ten
- 35.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | NIKE Inc | 4,650 | 247.5K $ | |
| 102 | Moody's Corp | 533 | 232.5K $ | |
| 103 | Vanguard Mid-Cap ETF | 796 | 228.6K $ | |
| 104 | NextEra Energy Inc | 2,407 | 223.6K $ |
Sector breakdown
- Technology 18.5 %
- Industrials 10.6 %
- Financials 7.8 %
- Health care 7.6 %
- Consumer discretionary 7.3 %
- Funds 6.3 %
- Communication 5.3 %
- Consumer staples 3.3 %
- Energy 0.7 %
- Unattributed 32.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.7 %
- United Kingdom 0.3 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 103 | 521.6M $ | 99.71 % |
| 2 | United Kingdom | 1 | 1.5M $ | 0.29 % |
Cite this page
Titelia. "Holdings of CMH Wealth Management LLC". https://titelia.com/en/funds/US13F1657516