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Livermore
Livermore
ZHEN

CMH Wealth Management LLC

SEC CIK
0001657516
Latest filing
Jul 9, 2026

The latest 13F from CMH Wealth Management LLC covers Q2 2026 (filed Jul 9, 2026): 117 long positions worth $655.5M. The top 10 holdings make up 35.7% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 4.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$15.1M
Added
54
Est. +$16.6M
Reduced
49
Est. −$23.9M
Sold out
5
Est. −$5.53M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    4.8%$31.8MHistory
  2. MSFTMicrosoft Corp
    4.2%$27.7MHistory
  3. J P Morgan Exchange Traded F46654Q633
    4.1%$27.1M
  4. AAPLApple Inc.
    3.8%$25.2MHistory
  5. T Rowe Price Exchange-Traded87283Q826
    3.5%$22.9M

Share of portfolio

Top 5 holdings and the other 112 positions, by share of portfolio value

  1. GOOGL4.8%
  2. MSFT4.2%
  3. J P Morgan Exchange Traded F4.1%
  4. AAPL3.8%
  5. T Rowe Price Exchange-Traded3.5%
  6. Other 112 positions79.4%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr464287515
    +$7.29MNew
  2. iShares Tr464287556
    +$5.48MNew
  3. Fidelity Merrimack STR Tr316188309
    +$2.47MAdded
  4. J P Morgan Exchange Traded F46654Q633
    +$1.58MAdded
  5. MFS Active Exchange Traded F55286W405
    +$1.05MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287515
    +1.11 pp0.0% → 1.1%
  2. iShares Tr464287556
    +0.84 pp0.0% → 0.8%
  3. GOOGLAlphabet Inc.
    +0.52 pp4.3% → 4.8%History
  4. LLYEli Lilly & Co
    +0.41 pp2.2% → 2.6%History
  5. T Rowe Price Exchange-Traded87283Q826
    +0.32 pp3.2% → 3.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GEVGE Vernova Inc.
    −$5.51MReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$3.66MSold outHistory
  3. NOWServiceNow, Inc.
    −$3.24MReducedHistory
  4. AMZNAmazon Com Inc
    −$3.15MReducedHistory
  5. WPCW. P. Carey Inc.
    −$1.31MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NOWServiceNow, Inc.
    −0.71 pp1.4% → 0.7%History
  2. XOMExxonMobil Holdings Corp
    −0.63 pp0.6% → 0.0%History
  3. MSFTMicrosoft Corp
    −0.51 pp4.7% → 4.2%History
  4. AMZNAmazon Com Inc
    −0.42 pp3.7% → 3.3%History
  5. GEVGE Vernova Inc.
    −0.41 pp2.2% → 1.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$655.5M
+$72.9M (+12.5%) vs. prior quarter
Positions
117
+4 vs. prior quarter
Top 10 concentration
35.7%
Top 10 as share of value
Turnover
4.8%
Q2 2026, one quarter
Average holding period
13.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $655.5M (Q2 2026)

Q1 2021: $265.5MQ2 2021: $299.3MQ3 2021: $304.8MQ4 2021: $331.6MQ1 2022: $325.3MQ2 2022: $276.6MQ3 2022: $272.8MQ4 2022: $311.6MQ1 2023: $346.3MQ2 2023: $371.9MQ3 2023: $357.7MQ4 2023: $412.6MQ1 2024: $393.6MQ2 2024: $406.3MQ3 2024: $425.1MQ4 2024: $436.6MQ1 2025: $399.1MQ2 2025: $429.6MQ3 2025: $469.2MQ4 2025: $466.9MQ1 2026: $582.5MQ2 2026: $655.5M
Q1 2021Q2 2026
13F filings of CMH Wealth Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 2026117$655.5MGOOGLMSFTJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026Apr 13, 2026113$582.5MMSFTJ P Morgan Exchange Traded FGOOGLvs. Q4 2025SEC
Q4 2025Jan 13, 202653$466.9MGOOGLMSFTJ P Morgan Exchange Traded Fvs. Q3 2025SEC
Q3 2025Oct 21, 202555$469.2MMSFTGOOGLJ P Morgan Exchange Traded Fvs. Q2 2025SEC
Q2 2025Jul 11, 202554$429.6MMSFTAMZNGOOGLvs. Q1 2025SEC
Q1 2025Apr 14, 202555$399.1MMSFTAAPLAMZNvs. Q4 2024SEC
Q4 2024Jan 16, 202554$436.6MMSFTAMZNAAPLvs. Q3 2024SEC
Q3 2024Oct 15, 202453$425.1MMSFTAAPLAMZNvs. Q2 2024SEC
Q2 2024Jul 11, 202449$406.3MMSFTGOOGLAMZNvs. Q1 2024SEC
Q1 2024Apr 12, 202444$393.6MMSFTAMZNGOOGLvs. Q4 2023SEC
Q4 2023Jan 19, 202444$412.6MMSFTAMZNGOOGLvs. Q3 2023SEC
Q3 2023Oct 13, 202344$357.7MMSFTGOOGLAMZNvs. Q2 2023SEC
Q2 2023Jul 17, 202345$371.9MMSFTAAPLAMZNvs. Q1 2023SEC
Q1 2023Apr 10, 202347$346.3MMSFTAMZNAAPLvs. Q4 2022SEC
Q4 2022Jan 12, 202348$311.6MMSFTAAPLGOOGLvs. Q3 2022SEC
Q3 2022Oct 24, 202246$272.8MAMZNMSFTAAPLvs. Q2 2022SEC
Q2 2022Jul 15, 202247$276.6MAMZNMSFTGOOGLvs. Q1 2022SEC
Q1 2022Apr 13, 202251$325.3MAMZNMSFTAAPLvs. Q4 2021SEC
Q4 2021Jan 18, 202247$331.6MMSFTAAPLAMZNvs. Q3 2021SEC
Q3 2021Oct 28, 2021Amended46$304.8MAMZNMSFTGOOGLvs. Q2 2021SEC
Q2 2021Jul 19, 202144$299.3MAMZNFidelity Merrimack STR TrMSFTvs. Q1 2021SEC
Q1 2021Apr 19, 202145$265.5MAMZNFidelity Merrimack STR TrAAPL–SEC