CMH Wealth Management LLC
CIK 1657516 · Holdings on Sep 30, 2024 · First reported Oct 15, 2024
Top ten holdings
Q3 2024- MSFT6.92%
- AAPL5.82%
- AMZN5.64%
- GOOGL5.39%
- SMMD4.11%
- VFH3.54%
- VDE3.30%
- ACWX3.07%
- LLY2.78%
- TSLA2.68%
Share classes counted separately43.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSLAWeight increased · +0.83 pp1.85% → 2.68%Shares +5.54K (+14.56%)
- GOOGLWeight decreased · -0.80 pp6.19% → 5.39%Shares +107 (+0.08%)
- SNOWWeight increased · +0.72 pp1.45% → 2.17%Shares +36.41K (+83.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $29.40M | 6.92% | 68.33K shares | 7.45% → 6.92%-0.53 pp +607 (+0.90%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $24.74M | 5.82% | 106.16K shares | 5.54% → 5.82%+0.28 pp -650 (-0.61%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $23.98M | 5.64% | 128.69K shares | 6.08% → 5.64%-0.44 pp +901 (+0.71%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $22.91M | 5.39% | 138.16K shares | 6.19% → 5.39%-0.80 pp +107 (+0.08%) | Added | ↗▾ |
| 05 | SMMDISHARES RUSSELL 2500 ETFRUSEL 2500 ETF View history and evidence | $17.45M | 4.11% | 257.71K shares | 4.00% → 4.11%+0.11 pp -1.89K (-0.73%) | Reduced | ↗▾ |
| 06 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $15.04M | 3.54% | 136.17K shares | 3.38% → 3.54%+0.16 pp -709 (-0.52%) | Reduced | ↗▾ |
| 07 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $14.02M | 3.30% | 113.54K shares | 3.54% → 3.30%-0.24 pp +1.46K (+1.31%) | Added | ↗▾ |
| 08 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $13.05M | 3.07% | 227.99K shares | 2.97% → 3.07%+0.10 pp +1.06K (+0.47%) | Added | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $11.80M | 2.78% | 13.32K shares | 3.05% → 2.78%-0.27 pp -367 (-2.68%) | Reduced | ↗▾ |
| 10 | TSLATESLA INC View history and evidence | $11.41M | 2.68% | 43.60K shares | 1.85% → 2.68%+0.83 pp +5.54K (+14.56%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1657516 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 425122149
}Research all 53 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.