CMH Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Portsmouth, NH
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$582,543
Net value change ($000)
+115,692 (24.8%)
New positions
67
Sold out positions
7
Turnover %
24.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MFSI 14,393 329.7%
AVGO 10,929 NEW
JPM 7,399 1409.3%
XLU 6,210 NEW
SYK 5,564 NEW
BRK-B 5,028 343.2%
BX 4,595 NEW
ETN 4,516 NEW
XOM 3,664 NEW
ENB 3,378 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -7,828 -23.7%
SNPS -7,177 -100.0%
SNOW -6,025 -59.8%
META -4,543 -100.0%
CRM -4,098 -41.5%
WDAY -3,881 -100.0%
DHR -3,614 -42.9%
IHI -3,546 -100.0%
TTD -3,115 -100.0%
LLY -2,432 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type