CMH Wealth Management LLC
RIA/Wealth
CMH Wealth Management LLC is a RIA/Wealth based in Portsmouth, NH led by Brian Patrick Carolan, reporting $774.0M in AUM as of Q3 2025 with 37% ETF concentration.
CIOBrian Patrick Carolan
- Portfolio Value
- $440.5M
- Positions
- 53
- Top Holding
- MSFT at 6.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CMH Wealth Management LLC's portfolio (40.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $27.6M | 6.26% | -$714.8K Sold | 0.00% 53.3K shares | |
Internet Content & Information Communication Services | $26.5M | 6.02% | -$1.6M Sold | 0.00% 109.0K shares | |
Specialty Retail Consumer Cyclical | $22.7M | 5.15% | -$413.2K Sold | 0.00% 103.3K shares | |
Consumer Electronics Technology | $19.7M | 4.47% | -$5.4M Sold | 0.00% 77.4K shares | |
ETF ETF | $17.3M | 3.94% | +$146.6K Bought | — 493.3K shares | |
ETF ETF | $17.3M | 3.93% | -$266.4K Sold | — 132.0K shares | |
ETF ETF | $12.5M | 2.83% | -$7.0K Sold | — 191.7K shares | |
Aerospace & Defense Industrials | $12.1M | 2.74% | +$95.4K Bought | 0.01% 55.9K shares | |
ETF ETF | $12.0M | 2.73% | +$26.6K Bought | — 95.6K shares | |
Software - Application Technology | $11.4M | 2.59% | -$208.9K Sold | 0.01% 50.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CMH Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+68.99% | |
+56.59% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-49.58% |
Analytics
Portfolio insights and performance metrics for CMH Wealth Management LLC
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