CMH Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Portsmouth, NH
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$655,457
Net value change ($000)
+72,914 (12.5%)
New positions
9
Sold out positions
5
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 9,858 102.3%
SOXX 7,779 89.8%
IGV 7,289 NEW
GOOGL 6,555 26.0%
IBB 5,485 NEW
TMSL 4,420 23.9%
LLY 4,306 33.3%
VRT 3,241 34.4%
MFSI 2,790 14.9%
AVGO 2,737 25.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,664 -100.0%
NOW -3,641 -45.9%
VDE -1,527 -11.3%
WPC -1,164 -40.4%
VCIT -1,124 -10.8%
GEV -1,116 -8.8%
CRM -1,079 -18.7%
HON -1,057 -100.0%
GIS -872 -63.5%
DEO -796 -52.0%
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