Portfolio (Quarterly) Guide ↗

CMH Wealth Management LLC

· CIK 0001657516

13F Portfolio $467M AUM 53 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 21 Added 19 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADBE	ADOBE INC	Technology	32,046	$11.3M	2.41%	SOLD
2	FISV	FISERV INC	Technology	86,676	$11.2M	2.38%	SOLD
3	ORCL	ORACLE CORP	Technology	1,754	$493K	0.10%	SOLD

Sector Allocation

Technology 39.6%

Consumer Cyclical 15.7%

Communication Services 13.9%

Healthcare 9.2%

Financial Services 8.4%

Industrials 7.5%

Utilities 3.6%

Consumer Defensive 2.2%