CMH Wealth Management LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 655,457
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 117 | 655,457 | 13F-HR | CMH Wealth Management LLC |
| Q1 2026 | 4/13/2026 | 113 | 582,543 | 13F-HR | CMH Wealth Management LLC |
| Q4 2025 | 1/13/2026 | 53 | 466,851 | 13F-HR | CMH Wealth Management LLC |
| Q3 2025 | 10/21/2025 | 55 | 469,237 | 13F-HR | CMH Wealth Management LLC |
| Q2 2025 | 7/11/2025 | 54 | 429,644 | 13F-HR | CMH Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 401.9 K | 61.3% | 58.14 K | 0 | 58.14 K |
| ETFs | 253.6 K | 38.7% | 14.77 K | 0 | 14.77 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
655,457
Holdings
117
QoQ value change ($000)
72,914
(12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.