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☆CMH Wealth Management LLC

CIK 0001657516 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.419
AUM ($M)
655
Positions
117
Turnover
0.08
Top-10 wt
36%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 122 positions · portfolio value $655M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOGL funds › ALPHABET INC ADD — 4.8% +0.5% 31.8 88,908 +1,213 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 4.2% -0.5% 27.7 74,289 -269 5 —
☆JPHY funds › J P MORGAN EXCHANGE TRADED F ADD — 4.1% -0.2% 27.1 537,374 +31,384 4 —
☆AAPL funds › APPLE INC TRIM — 3.8% -0.0% 25.2 87,186 -1,685 5 —
☆TMSL funds › T ROWE PRICE EXCHANGE-TRADED ADD — 3.5% +0.3% 22.9 522,648 +18,206 5 —
☆MFSI funds › MFS ACTIVE EXCHANGE TRADED F ADD — 3.3% +0.1% 21.5 663,446 +32,256 5 —
☆AMZN funds › AMAZON COM INC TRIM — 3.3% -0.4% 21.4 89,639 -13,209 5 —
☆VFH funds › VANGUARD WORLD FD ADD — 3.0% +0.0% 19.8 150,808 +5,524 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 3.0% +1.3% 19.5 57,173 -2,949 5 —
☆LLY funds › ELI LILLY & CO ADD — 2.6% +0.4% 17.3 14,385 +308 5 —
☆SOXX funds › ISHARES TR TRIM — 2.5% +1.0% 16.4 25,661 -700 5 —
☆BA funds › BOEING CO ADD — 2.4% +0.0% 15.5 71,558 +2,908 5 —
☆ACWX funds › ISHARES TR ADD — 2.3% +0.0% 15.2 200,223 +6,024 5 —
☆AVGO funds › BROADCOM INC ADD — 2.1% +0.2% 13.7 36,177 +866 2 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 2.0% -0.3% 12.8 119,407 +2,734 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 1.9% +0.3% 12.7 37,825 +215 4 —
☆VDE funds › VANGUARD WORLD FD ADD — 1.8% -0.5% 12.0 79,777 +1,739 5 —
☆SMMD funds › ISHARES TR ADD — 1.8% +0.1% 11.6 127,138 +2,087 5 —
☆GEV funds › GE VERNOVA INC TRIM — 1.8% -0.4% 11.6 9,871 -4,691 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 1.8% -0.0% 11.5 72,630 +1,419 5 —
☆TJX funds › TJX COS INC NEW ADD — 1.7% -0.2% 10.8 71,490 +3,007 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.5% +0.2% 9.6 209,527 +54,101 5 —
☆VDC funds › VANGUARD WORLD FD ADD — 1.4% -0.1% 9.4 41,650 +1,119 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 1.4% -0.4% 9.2 111,825 -13,444 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.4% +0.1% 9.2 46,153 +1,784 5 —
☆BLK funds › BLACKROCK INC ADD — 1.4% -0.2% 9.1 9,476 +146 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.4% +0.0% 9.0 27,516 +580 5 —
☆TCHP funds › T ROWE PRICE EXCHANGE-TRADED ADD — 1.2% +0.1% 7.9 157,576 +11,164 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 1.2% -0.0% 7.6 43,045 +1,507 5 —
☆V funds › VISA INC ADD — 1.1% +0.0% 7.5 21,954 +599 5 —
☆IGV funds › ISHARES TR NEW — 1.1% +1.1% 7.3 80,457 +80,457 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.0% -0.1% 6.8 13,628 +78 5 —
☆SNOW funds › SNOWFLAKE INC TRIM — 1.0% +0.3% 6.8 26,614 -216 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 1.0% -0.0% 6.7 13,065 +727 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 1.0% -0.1% 6.7 146,716 +11,396 2 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 1.0% +0.0% 6.6 68,560 +3,259 5 —
☆TSLA funds › TESLA INC TRIM — 0.9% -0.0% 6.2 14,745 -134 5 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.9% -0.1% 6.1 119,756 +4,267 5 —
☆WMT funds › WALMART INC ADD — 0.9% -0.1% 6.0 53,302 +3,565 4 —
☆SYK funds › STRYKER CORPORATION ADD — 0.9% -0.1% 5.8 18,271 +1,384 2 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.9% +0.0% 5.7 31,001 -437 5 —
☆IBB funds › ISHARES TR NEW — 0.8% +0.8% 5.5 28,838 +28,838 1 —
☆ETN funds › EATON CORP PLC TRIM — 0.8% +0.0% 5.3 12,481 -145 2 —
☆DHR funds › DANAHER CORP DEL ADD — 0.8% -0.0% 5.2 27,201 +1,832 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS TRIM — 0.8% +0.0% 5.2 15,258 -106 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.7% -0.3% 4.7 29,857 -1,055 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.7% -0.7% 4.3 43,302 -32,640 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.6% -0.1% 4.2 36,032 -3,925 2 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.6% +0.0% 4.1 51,550 +4,030 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.6% -0.1% 4.0 15,800 +5 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.6% +0.1% 3.7 3,493 -167 2 —
☆MRK funds › MERCK & CO INC ADD — 0.6% -0.0% 3.7 28,358 +537 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.5% -0.1% 3.4 23,462 -450 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.5% -0.0% 3.2 11,893 -268 2 —
☆DE funds › DEERE & CO TRIM — 0.5% -0.0% 3.1 4,912 -31 2 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.5% +0.1% 3.1 85,619 +3,000 2 —
☆TD funds › TORONTO DOMINION BK ONT TRIM — 0.5% -0.0% 3.1 25,260 -5,335 2 —
☆ENB funds › ENBRIDGE INC TRIM — 0.5% -0.1% 3.1 56,425 -5,975 2 —
☆OEF funds › ISHARES TR ADD — 0.5% +0.0% 3.0 8,335 +375 2 —
☆CI funds › THE CIGNA GROUP TRIM — 0.4% -0.1% 2.7 9,814 -1,167 2 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.4% -0.0% 2.6 9,587 +400 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.0% 2.6 35,800 +1,500 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.4% -0.1% 2.3 14,075 +656 2 —
☆PEP funds › PEPSICO INC ADD — 0.4% -0.1% 2.3 17,178 +225 2 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 2.0 70,320 +3,050 2 —
☆NVS funds › NOVARTIS AG ADD — 0.3% -0.0% 1.8 11,433 +380 2 —
☆MMM funds › 3M CO TRIM — 0.3% -0.0% 1.8 10,925 -539 2 —
☆WPC funds › WP CAREY INC TRIM — 0.3% -0.2% 1.7 23,655 -18,125 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.3% +0.1% 1.7 4,093 +205 2 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 1.6 25,203 -962 2 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 1.5 7,825 +463 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.2% -0.1% 1.5 2,886 +201 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.2% -0.1% 1.5 39,586 -7,474 2 —
☆IVV funds › ISHARES TR ADD — 0.2% +0.0% 1.4 1,900 +125 2 —
☆FDX funds › FEDEX CORP ADD — 0.2% -0.0% 1.4 4,394 +253 2 —
☆PFE funds › PFIZER INC TRIM — 0.2% -0.1% 1.3 56,014 -13,828 2 —
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.2% -0.0% 1.3 9,092 -133 2 —
☆PFF funds › ISHARES TR TRIM — 0.2% -0.1% 1.2 40,350 -11,675 2 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.2% -0.1% 1.1 13,818 -3,162 2 —
☆R funds › RYDER SYS INC TRIM — 0.2% +0.0% 1.1 4,064 -200 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 1.1 2,845 -25 2 —
☆DIS funds › DISNEY WALT CO TRIM — 0.2% -0.1% 1.0 10,746 -4,379 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% -0.1% 1.0 23,972 -674 2 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.2% -0.0% 1.0 10,877 +567 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.0% 0.9 1,184 -31 2 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% -0.0% 0.9 6,133 +8 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.9 27,285 -450 2 —
☆RPM funds › RPM INTL INC HOLD — 0.1% -0.0% 0.8 6,925 +0 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.8 20,640 +525 2 —
☆DEO funds › DIAGEO PLC TRIM — 0.1% -0.2% 0.7 9,150 -11,413 2 —
☆HTGC funds › HERCULES CAPITAL INC TRIM — 0.1% -0.1% 0.7 46,270 -18,850 2 —
☆UL funds › UNILEVER PLC TRIM — 0.1% -0.1% 0.7 12,103 -4,785 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.1% 0.7 8,639 -6,885 2 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.6 2,681 +2,681 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 0.6 2,674 +2,674 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.1% -0.0% 0.6 1,985 +0 2 —
☆IWB funds › ISHARES TR HOLD — 0.1% +0.0% 0.5 1,248 +0 2 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.1% -0.2% 0.5 14,435 -22,475 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.1% +0.0% 0.5 651 -25 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.4 8,190 -100 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.1% -0.0% 0.4 773 +6 2 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.4 4,712 -163 2 —
☆STZ funds › CONSTELLATION BRANDS INC TRIM — 0.1% -0.0% 0.4 2,633 -617 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 3,000 +2,615 2 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 1,000 +0 2 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.3 2,078 +2,078 1 —
☆HD funds › HOME DEPOT INC ADD — 0.0% -0.0% 0.3 888 +14 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.3 2,640 -295 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.3 3,184 +2,388 2 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 0.2 536 +3 5 —
☆IJR funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,619 +1,619 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.2 2,056 -34 2 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 0.2 1,627 -216 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.2 2,589 +2,589 1 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.0% -0.0% 0.2 2,438 +31 2 —
☆VB funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 675 +675 1 —
☆XLY funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 1,730 +1,730 1 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.2% 0.0 0 -4,676 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.6% 0.0 0 -21,593 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.0% 0.0 0 -4,650 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF EXIT — 0.0% -0.1% 0.0 0 -7,799 0 —
☆GKOS funds › GLAUKOS CORP EXIT — 0.0% -0.0% 0.0 0 -2,438 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 655 117 0.08 36% 0.021 0.417 — in
2026Q1 583 113 0.26 35% 0.021 0.135 — in
2025Q4 467 53 0.07 44% 0.031 0.429 — in
2025Q3 469 55 0.12 41% 0.029 0.314 — in
2025Q2 430 54 0.11 40% 0.028 0.340 — entered
2025Q1 399 55 0.00 43% 0.030 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status