CMH Wealth Management LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$582.5M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 87.8% (200.1k → 24.4k shares)
4.7%
02
$JPHY
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.4%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 78.6% (92.5k → 19.8k shares)
4.3%
04
$AAPL
APPLE INC
Q1 2026: Increased +9779.3% (420 → 41.5k shares)
3.9%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 80.3% (83.0k → 16.3k shares)
3.7%
06
$MFSI
MFS ACTIVE EXCHANGE TRADED F
Held since at least Q1 2024
3.2%
07
$TMSL
T ROWE PRICE ETF INC
Held since at least Q1 2024
3.2%
08
$VFH
VANGUARD WORLD FD
Held since at least Q1 2024
3.0%
09
$BA
BOEING CO
Q1 2026: Sold 66.1% (12.3k → 4.2k shares)
2.3%
10
$VDE
VANGUARD WORLD FD
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.