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Kristen L. Hanley

Cmh Wealth Management Llc

Assets Managed
$582.543M
Holdings
113
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
24.79%(2Q avg: 12.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cmh Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Cmh Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 582.543M in assets, with a quarterly growth rate of 24.79% and a 2-quarter average growth rate of 12.14%. The portfolio is managed by Kristen L. Hanley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 37.61%
4.74%
$27.599M
74,558 shares@ $370.17 avg price
JPHY
Jpmorgan Active H Yield Etf
Recent Activity
Increased 0.85%
4.36%
$25.375M
505,990 shares@ $50.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -16.93%
4.33%
$25.218M
87,695 shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Increased 16.95%
3.88%
$22.555M
88,871 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.17%
3.68%
$21.42M
102,848 shares@ $208.28 avg price
MFSI
Mfs Active International
Recent Activity
Increased 340.25%
3.23%
$18.759M
631,190 shares@ $29.73 avg price
TMSL
T.rowe Prc Small-mid Cap Etf
Recent Activity
Increased 0.47%
3.18%
$18.498M
504,442 shares@ $36.68 avg price
VFH
Vanguard Financials Etf
Recent Activity
Increased 9.93%
3.02%
$17.552M
145,284 shares@ $120.82 avg price
BA
Boeing Co The
Recent Activity
Increased 5.91%
2.35%
$13.663M
68,650 shares@ $199.03 avg price
VDE
Vanguard Energy Etf
Recent Activity
Decreased -18.47%
2.32%
$13.504M
78,038 shares@ $173.05 avg price

1-10 of 113