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Portfolio (Quarterly) Guide ↗

CMH Wealth Management LLC

· CIK 0001657516
13F Portfolio $469M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VONE VANGUARD SCOTTSDALE FDS 14,725.0 $4.5M 0.95% NEW $302.35 +9.7%
42 WDAY WORKDAY INC Technology 18,214.0 $4.4M 0.93% NEW $240.73 -46.3%
43 VNQ VANGUARD INDEX FDS 46,998.0 $4.3M 0.92% NEW $91.42 +4.4%
44 MFS ACTIVE EXCHANGE TRADED F 143,298.0 $4.2M 0.90% NEW $29.54
45 IHI ISHARES TR 57,874.0 $3.5M 0.74% NEW $60.08 -16.4%
46 JAVA J P MORGAN EXCHANGE TRADED F 43,568.0 $3.0M 0.64% NEW $68.96 +9.9%
47 BERKSHIRE HATHAWAY INC DEL 2,628.0 $1.3M 0.28% NEW $502.74
48 JNJ JOHNSON & JOHNSON Healthcare 2,777.0 $515K 0.11% NEW $185.42 +23.9%
49 ORCL ORACLE CORP Technology 1,754.0 $493K 0.10% NEW $281.24 -34.9%
50 PG PROCTER AND GAMBLE CO Consumer Defensive 2,853.0 $438K 0.09% NEW $153.65 -7.7%
51 ABBV ABBVIE INC Healthcare 1,623.0 $376K 0.08% NEW $231.54 -7.3%
52 QQQ INVESCO QQQ TR Financial Services 456.0 $274K 0.06% NEW $601.07 +17.1%
53 XLY SELECT SECTOR SPDR TR 1,117.0 $268K 0.06% NEW $239.64 -52.1%
54 MCO MOODYS CORP Financial Services 533.0 $254K 0.05% NEW $476.48 -8.0%
55 JPM JPMORGAN CHASE & CO. Financial Services 803.0 $253K 0.05% NEW $315.43 -5.4%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.8%
Consumer Cyclical 14.5%
Communication Services 9.6%
Financial Services 8.3%
Healthcare 7.1%
Industrials 6.4%
Utilities 3.3%
Consumer Defensive 2.0%