Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

CMH Wealth Management LLC Q2 2023 vs. Q3 2023: A Comparative Analysis of 13F Holdings

Ava Hoppe | 17 October, 2023


In the world of finance, staying updated with the latest market trends and investment strategies is crucial for success. One way to gain insights into the investment landscape is by analyzing the 13F filings of major fund managers. This article will delve into the Q2 2023 and Q3 2023 13F holdings of CMH Wealth Management LLC, highlighting key changes in their portfolio and discussing the potential implications of these moves.

Key Findings:

1. Microsoft Corp (MSFT): One of the notable changes in CMH Wealth Management LLC's portfolio is their reduced holdings in Microsoft Corp. In Q3 2023, they decreased their shares by 12,753 and the corresponding value by $6,092, resulting in a 21.5% change. Despite this reduction, Microsoft remains a prominent player in CMH Wealth Management LLC's portfolio.

2. Alphabet Inc (GOOGL): CMH Wealth Management LLC slightly increased their holdings in Alphabet Inc during Q3 2023. They acquired an additional 1,946 shares, representing a 10.6% change. This move indicates their confidence in Alphabet's growth prospects and potential returns.

3. Inc (AMZN): Another notable change in CMH Wealth Management LLC's portfolio is their increased holdings in Inc. They added 7,041 shares, resulting in a 2% change. This move aligns with the continued dominance of Amazon in the e-commerce industry and the company's strong performance.

4. Apple Inc (AAPL): CMH Wealth Management LLC reduced their holdings in Apple Inc during Q3 2023, selling 3,313 shares and decreasing the value by $1,986. This corresponds to a 9.1% change. The rationale behind this move could be attributed to various factors, including market conditions and investment strategies.

5. Vanguard World FDS (VDE): CMH Wealth Management LLC significantly increased their position in Vanguard World FDS during Q3 2023. They acquired an additional 34,414 shares, representing a substantial 63.9% change. This move suggests their confidence in the energy sector and Vanguard World FDS as an investment vehicle.

6. Other notable changes: CMH Wealth Management LLC made several other notable changes in their portfolio. For instance, they increased their holdings in Servicenow Inc (NOW) by 0.5%, Vanguard World FDS (VFH) by 2.1%, and decreased their holdings in Palo Alto Networks Inc (PANW) by 26.2%.

Implications and Analysis:

The changes in CMH Wealth Management LLC's Q2 2023 vs. Q3 2023 13F holdings offer valuable insights into their investment strategy and market outlook. While it is important to note that 13F filings represent a snapshot of a fund's holdings at a particular point in time and are subject to change, they can still provide useful information for investors.

Reduced holdings in Microsoft Corp suggest a potential shift in CMH Wealth Management LLC's technology sector allocation. However, their continued strong position in Microsoft indicates confidence in the company's long-term prospects. Similarly, the increased holdings in Alphabet Inc and Inc demonstrate their bullish stance on these tech giants.

The significant increase in holdings of Vanguard World FDS suggests CMH Wealth Management LLC's interest in the energy sector. This move could indicate their anticipation of potential growth in the sector and commitment to diversifying their portfolio.


Analyzing the changes in CMH Wealth Management LLC's Q2 2023 vs. Q3 2023 13F holdings reveals interesting insights into their investment strategy. While some changes might be driven by market conditions or specific investment strategies, it is evident that CMH Wealth Management LLC is actively managing their portfolio to take advantage of emerging opportunities.

However, it is important to remember that 13F filings provide a limited view of a fund's overall holdings and should not be the sole basis for making investment decisions. Investors should conduct thorough research and seek professional advice before making any investment choices.

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only. does not provide investment advice. is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by / All Rights Reserved.