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Kristen L. Hanley

Cmh Wealth Management Llc

Assets Managed
$655.457M
Holdings
117
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.52%(2Q avg: 18.65%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cmh Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 117 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 655.457M in assets, with a quarterly growth rate of 12.52% and a 2-quarter average growth rate of 18.65%. The portfolio is managed by Kristen L. Hanley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.39%
4.85%
$31.773M
88,908 shares@ $357.38 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.36%
4.23%
$27.711M
74,289 shares@ $373.02 avg price
JPHY
Jpmorgan Active H Yield Etf
Recent Activity
Increased 6.21%
4.14%
$27.117M
537,374 shares@ $50.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.89%
3.85%
$25.228M
87,186 shares@ $289.37 avg price
TMSL
T.rowe Prc Small-mid Cap Etf
Recent Activity
Increased 3.61%
3.5%
$22.918M
522,648 shares@ $43.86 avg price
MFSI
Mfs Active International
Recent Activity
Increased 5.12%
3.29%
$21.549M
663,446 shares@ $32.49 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -12.84%
3.26%
$21.365M
89,639 shares@ $238.35 avg price
VFH
Vanguard Financials Etf
Recent Activity
Increased 3.81%
3.03%
$19.846M
150,808 shares@ $131.61 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -4.9%
2.98%
$19.497M
57,173 shares@ $341.03 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 2.19%
2.64%
$17.254M
14,385 shares@ $1199.44 avg price

1-10 of 117