Titelia

Holdings of CMH Wealth Management LLC

104 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.6 % of the equity sleeve

Sector breakdown

  • Technology 18.5 %
  • Industrials 10.6 %
  • Financials 7.8 %
  • Health care 7.6 %
  • Consumer discretionary 7.3 %
  • Funds 6.3 %
  • Communication 5.3 %
  • Consumer staples 3.3 %
  • Energy 0.7 %
  • Unattributed 32.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US103521.6M $99.71 %
2GB11.5M $0.29 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 74,55827.6M $
2Alphabet Inc 87,69525.2M $
3Apple Inc 88,87122.6M $
4Amazon.com Inc 102,84821.4M $
5T Rowe Price Exchange-Traded Funds Inc 504,44218.5M $
6Vanguard Financials ETF 145,28417.6M $
7Boeing Co/The 68,65013.7M $
8VANGUARD ENERGY ETF VANGUARD ENERGY ETF 78,03813.5M $
9iShares Trust 194,19913.3M $
10Eli Lilly & Co 14,07712.9M $
11SELECT SECTOR SPDR TRUST (THE) 116,67312.9M $
12GE Vernova Inc 14,56212.7M $
13TJX Cos Inc/The 68,48310.9M $
14Broadcom Inc 35,31110.9M $
15State Street Health Care Select Sector SPDR ETF 71,21110.4M $
16Vanguard Intermediate-Term Corporate Bond ETF 125,26910.4M $
17Palo Alto Networks Inc 60,1229.6M $
18iShares Trust 125,0519.5M $
19Vertiv Holdings Co 37,6109.4M $
20Vanguard World Fund 40,5319.1M $
21Blackrock Inc 9,3309M $
22iShares Trust 26,3618.7M $
23ServiceNow Inc 75,9427.9M $
24JPMorgan Chase & Co 26,9367.9M $
25NVIDIA Corp 44,3697.7M $
26Fidelity Total Bond ETF 155,4267.1M $
27INVESCO AEROSPACE & DEFEN 41,5386.9M $
28Berkshire Hathaway Inc 13,5506.5M $
29TRP BLUE CHIP GROWTH ETF 146,4126.5M $
30Visa Inc 21,3556.5M $
31State Street Utilities Select Sector SPDR ETF 135,3206.2M $
32Walmart Inc 49,7376.2M $
33Mastercard Inc 12,3386.2M $
34Vanguard Real Estate ETF 65,3015.8M $
35State Street Materials Select Sector SPDR ETF 115,4895.8M $
36Salesforce Inc 30,9125.8M $
37Stryker Corp 16,8875.6M $
38Tesla Inc 14,8795.5M $
39Select Sector Spdr Trust 31,4385.1M $
40Danaher Corp 25,3694.8M $
41Blackstone Inc 39,9574.6M $
42Vanguard Russell 1000 15,3644.5M $
43Snowflake Inc 26,8304M $
44Johnson & Johnson 15,7953.9M $
45Exxon Mobil Corp 21,5933.7M $
46Procter & Gamble Co/The 23,9123.5M $
47J.P. MORGAN EXCHANGE-TRADED FUND TRUST 47,5203.4M $
48Merck & Co Inc 27,8213.4M $
49Union Pacific Corp 12,1613M $
50Cigna Group/The 10,9812.9M $
51WP Carey Inc 41,7802.9M $
52Deere & Co 4,9432.8M $
53Chevron Corp 13,4192.8M $
54PepsiCo Inc 16,9532.6M $
55Caterpillar Inc 3,6602.6M $
56Ishares S&p 100 Etf 7,9602.5M $
57Illinois Tool Works Inc 9,1872.4M $
58Schwab U.S. Small-Cap ETF 82,6192.4M $
59Vanguard FTSE Developed Markets ETF 34,3002.2M $
60Pfizer Inc 69,8422M $
61Enterprise Products Partners LP 47,0601.8M $
62Schwab US Broad Market ETF 67,2701.7M $
63Novartis AG 11,0531.7M $
643M Co 11,4641.7M $
65Lockheed Martin Corp 2,6851.6M $
66iShares Preferred and Income S 52,0251.6M $
67Diageo PLC 20,5631.5M $
68FedEx Corp 4,1411.5M $
69Walt Disney Co/The 15,1251.5M $
70RTX Corp 7,3621.4M $
71General Mills, Inc. 36,9101.4M $
72Verizon Communications Inc 24,6461.2M $
73VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 15,5241.2M $
74iShares Core S&P 500 ETF 1,7751.2M $
75Abbott Laboratories 10,3101.1M $
76Honeywell International Inc 4,6761.1M $
77UnitedHealth Group Inc 3,8881.1M $
78Unilever PLC 16,888971.5K $
79Hercules Capital Inc 65,120961.8K $
80Vanguard Total Stock Market ETF 2,870920.7K $
81Ryder System Inc 4,264872.8K $
82Schwab US Dividend Equity ETF 27,735850.9K $
83Emerson Electric Co. 6,125802.5K $
84State Street SPDR S&P 500 ETF Trust 1,215792.3K $
85RPM International Inc 6,925688.3K $
86L3Harris Technologies Inc 1,985685.1K $
87Constellation Brands Inc 3,250487.5K $
88iShares Trust 1,248445.1K $
89Select Sector Spdr Trust 8,290409.3K $
90Invesco QQQ Trust Series 1 676390.2K $
91Thermo Fisher Scientific Inc 767377K $
92Coca-Cola Co/The 4,875373.3K $
93Palantir Technologies Inc 2,090305.7K $
94iShares Bitcoin Trust ETF 7,799299.6K $
95Vanguard Large-Cap ETF 1,000298.9K $
96United Parcel Service Inc 2,935288.7K $
97Home Depot Inc/The 874287.5K $
98Oracle Corp 1,843271.1K $
99Vanguard Information Technology ETF 385268.6K $
100Glaukos Corp 2,438262.5K $