Institutional Fund
Cmh Wealth Management LLC
Portsmouth, NHCIK 16575165 filings on record
Portfolio Value
$582.54M
Q1 2026
Holdings
113
Reported positions
New Buys
67
Opened this quarter
QoQ Change
+24.8%
from $466.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp4.7%
- J P Morgan Exchange Traded F4.4%
- Alphabet Inc4.3%
- Apple Inc3.9%
- Amazon Com Inc3.7%
- Mfs Active Exchange Traded F3.2%
- Other75.8%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 74.6K | $27.60M | 4.7% | +20.4K | Added |
| 2 | J P Morgan Exchange Traded F | 506.0K | $25.38M | 4.4% | +4.3K | Added |
| 3 | Alphabet Inc | 87.7K | $25.22M | 4.3% | −17.9K | Reduced |
| 4 | Apple Inc | 88.9K | $22.55M | 3.9% | +12.9K | Added |
| 5 | Amazon Com Inc | 102.8K | $21.42M | 3.7% | −184 | Reduced |
| 6 | Mfs Active Exchange Traded F | 631.2K | $18.76M | 3.2% | +487.8K | Added |
| 7 | T Rowe Price ETF Inc | 504.4K | $18.50M | 3.2% | +2.3K | Added |
| 8 | Vanguard World Fd | 145.3K | $17.55M | 3.0% | +13.1K | Added |
| 9 | Boeing Co | 68.7K | $13.66M | 2.3% | +3.8K | Added |
| 10 | Vanguard World Fd | 78.0K | $13.50M | 2.3% | −17.7K | Reduced |
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