Holdings of CMH Wealth Management LLC
104 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35.6 % of the equity sleeve
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 classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 103 | 521.6M $ | 99.71 % |
| 2 | GB | 1 | 1.5M $ | 0.29 % |
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 $ |