CMH Wealth Management LLC Concentrated Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	37,208 (+37.3%)	$9,868 (+53.3%)	2.1%	$187.66	+32.2%	COM	79466L302
BA	BOEING CO	64,825 (+15.9%)	$14,075 (+16.6%)	3.0%	$184.17	+11.7%	COM	097023105
NOW	SERVICENOW INC	58,167 (+401.7%)	$8,911 (-16.5%)	1.9%	$159.94	+7.3%	COM	81762P102
MSFT	MICROSOFT CORP	54,184 (+1.7%)	$26,204 (-5.0%)	5.6%	$149.45	+235.0%	COM	594918104
JPHY	J P MORGAN EXCHANGE TRADED F	501,730 (+4.6%)	$25,515 (+4.2%)	5.5%	$51.01	—	ACTIVE HIGH YIEL	46654Q633
TJX	TJX COS INC NEW	69,551 (+1.2%)	$10,684 (+7.6%)	2.3%	$53.24	+177.4%	COM	872540109
TMSL	T ROWE PRICE ETF INC	502,103 (+1.8%)	$18,025 (+3.9%)	3.9%	$32.85	—	SMALL MID CAP	87283Q826
VCIT	VANGUARD SCOTTSDALE FDS	123,036 (+5.3%)	$10,304 (+4.9%)	2.2%	$79.60	—	INT-TERM CORP	92206C870
TCHP	T ROWE PRICE ETF INC	155,219 (+2.5%)	$7,739 (+4.5%)	1.7%	$21.63	—	PRICE BLUE CHIP	87283Q107
JPM	JPMORGAN CHASE & CO.	1,628 (+102.7%)	$525 (+107.1%)	0.1%	$257.95	+20.0%	COM	46625H100
FBND	FIDELITY MERRIMACK STR TR	153,339 (+4.1%)	$7,100 (+3.9%)	1.5%	$48.32	—	TOTAL BD ETF	316188309
TSLA	TESLA INC	17,201 (+2.1%)	$7,736 (+3.3%)	1.7%	$247.60	+79.0%	COM	88160R101
JAVA	J P MORGAN EXCHANGE TRADED F	44,745 (+2.7%)	$3,209 (+6.8%)	0.7%	$52.37	—	ACTIVE VALUE ETF	46641Q167
VONE	VANGUARD SCOTTSDALE FDS	15,053 (+2.2%)	$4,652 (+4.5%)	1.0%	$204.68	—	VNG RUS1000IDX	92206C730
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,915 (+10.9%)	$1,465 (+10.9%)	0.3%	$434.98	+14.4%	CL B NEW	084670702
JNJ	JOHNSON & JOHNSON	3,122 (+12.4%)	$646 (+25.5%)	0.1%	$147.58	+33.5%	COM	478160104
XLB	SELECT SECTOR SPDR TR	121,806 (+102.3%)	$5,524 (+2.4%)	1.2%	$53.01	—	STATE STREET MAT	81369Y100
PG	PROCTER AND GAMBLE CO	3,468 (+21.6%)	$497 (+13.4%)	0.1%	$155.42	-5.3%	COM	742718109
XLY	SELECT SECTOR SPDR TR	2,098 (+87.8%)	$251 (-6.4%)	0.1%	$171.54	—	STATE STREET CON	81369Y407

Exited Positions (3)

ADBE ADOBE INC 2.4%

Value ($000) $11,304 Shares 32,046 Est. Cost $434.94 Unrealized -21.8%

FISV FISERV INC 2.4%

Value ($000) $11,175 Shares 86,676 Est. Cost $131.99 Unrealized -36.5%

ORCL ORACLE CORP 0.1%

Value ($000) $493 Shares 1,754 Est. Cost $254.17 Unrealized -6.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ADBE	ADOBE INC	32,046	$11,304	2.4%	$434.94	-21.8%	—	00724F101
FISV	FISERV INC	86,676	$11,175	2.4%	$131.99	-36.5%	—	337738108
ORCL	ORACLE CORP	1,754	$493	0.1%	$254.17	-6.3%	—	68389X105

Decreased Positions (17)

GOOGL ALPHABET INC 7.1%

Value ($000) $33,046 (+24.7%) Shares 105,579 (-3.2%) Est. Cost $108.63 Unrealized +162.9%

LLY ELI LILLY & CO 3.3%

Value ($000) $15,380 (+36.4%) Shares 14,311 (-3.1%) Est. Cost $318.16 Unrealized +200.3%

TTD THE TRADE DESK INC 0.7%

Value ($000) $3,115 (-53.0%) Shares 82,067 (-39.3%) Est. Cost $80.51 Unrealized -44.9%

SNOW SNOWFLAKE INC 2.2%

Value ($000) $10,072 (-11.7%) Shares 45,914 (-9.2%) Est. Cost $145.51 Unrealized +67.7%

PANW PALO ALTO NETWORKS INC 1.9%

Value ($000) $8,715 (-11.2%) Shares 47,315 (-1.8%) Est. Cost $134.81 Unrealized +49.6%

AAPL APPLE INC 4.4%

Value ($000) $20,659 (+4.8%) Shares 75,993 (-1.8%) Est. Cost $102.38 Unrealized +162.1%

XLV SELECT SECTOR SPDR TR 2.4%

Value ($000) $10,990 (+9.5%) Shares 70,995 (-1.6%) Est. Cost $112.07 Unrealized —

BLK BLACKROCK INC 1.6%

Value ($000) $7,492 (-9.9%) Shares 7,000 (-1.8%) Est. Cost $991.05 Unrealized +9.9%

DHR DANAHER CORPORATION 1.8%

Value ($000) $8,434 (+10.7%) Shares 36,790 (-4.1%) Est. Cost $163.80 Unrealized +34.0%

SOXX ISHARES TR 1.8%

Value ($000) $8,191 (+6.6%) Shares 27,199 (-4.1%) Est. Cost $230.06 Unrealized —

PPA INVESCO EXCHANGE TRADED FD T 1.4%

Value ($000) $6,630 (-5.3%) Shares 42,329 (-6.0%) Est. Cost $115.03 Unrealized —

VRT VERTIV HOLDINGS CO 1.3%

Value ($000) $6,120 (+5.9%) Shares 37,777 (-1.4%) Est. Cost $133.31 Unrealized +30.2%

ABBV ABBVIE INC 0.1%

Value ($000) $234 (-37.8%) Shares 1,023 (-37.0%) Est. Cost $157.47 Unrealized +44.5%

V VISA INC 1.5%

Value ($000) $6,893 (+1.1%) Shares 19,654 (-1.6%) Est. Cost $161.37 Unrealized +110.9%

IHI ISHARES TR 0.8%

Value ($000) $3,546 (+2.0%) Shares 57,055 (-1.4%) Est. Cost $74.88 Unrealized —

QQQ INVESCO QQQ TR 0.0%

Value ($000) $219 (-20.2%) Shares 356 (-21.9%) Est. Cost $444.58 Unrealized —

XLI SELECT SECTOR SPDR TR 1.0%

Value ($000) $4,526 (-0.8%) Shares 29,179 (-1.4%) Est. Cost $88.82 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	105,579 (-3.2%)	$33,046 (+24.7%)	7.1%	$108.63	+162.9%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	14,311 (-3.1%)	$15,380 (+36.4%)	3.3%	$318.16	+200.3%	COM	532457108
TTD	THE TRADE DESK INC	82,067 (-39.3%)	$3,115 (-53.0%)	0.7%	$80.51	-44.9%	COM CL A	88339J105
SNOW	SNOWFLAKE INC	45,914 (-9.2%)	$10,072 (-11.7%)	2.2%	$145.51	+67.7%	COM SHS	833445109
PANW	PALO ALTO NETWORKS INC	47,315 (-1.8%)	$8,715 (-11.2%)	1.9%	$134.81	+49.6%	COM	697435105
AAPL	APPLE INC	75,993 (-1.8%)	$20,659 (+4.8%)	4.4%	$102.38	+162.1%	COM	037833100
XLV	SELECT SECTOR SPDR TR	70,995 (-1.6%)	$10,990 (+9.5%)	2.4%	$112.07	—	STATE STREET HEA	81369Y209
BLK	BLACKROCK INC	7,000 (-1.8%)	$7,492 (-9.9%)	1.6%	$991.05	+9.9%	COM	09290D101
DHR	DANAHER CORPORATION	36,790 (-4.1%)	$8,434 (+10.7%)	1.8%	$163.80	+34.0%	COM	235851102
SOXX	ISHARES TR	27,199 (-4.1%)	$8,191 (+6.6%)	1.8%	$230.06	—	ISHARES SEMICDTR	464287523
PPA	INVESCO EXCHANGE TRADED FD T	42,329 (-6.0%)	$6,630 (-5.3%)	1.4%	$115.03	—	AEROSPACE DEFN	46137V100
VRT	VERTIV HOLDINGS CO	37,777 (-1.4%)	$6,120 (+5.9%)	1.3%	$133.31	+30.2%	COM CL A	92537N108
ABBV	ABBVIE INC	1,023 (-37.0%)	$234 (-37.8%)	0.1%	$157.47	+44.5%	COM	00287Y109
V	VISA INC	19,654 (-1.6%)	$6,893 (+1.1%)	1.5%	$161.37	+110.9%	COM CL A	92826C839
IHI	ISHARES TR	57,055 (-1.4%)	$3,546 (+2.0%)	0.8%	$74.88	—	U.S. MED DVC ETF	464288810
QQQ	INVESCO QQQ TR	356 (-21.9%)	$219 (-20.2%)	0.0%	$444.58	—	UNIT SER 1	46090E103
XLI	SELECT SECTOR SPDR TR	29,179 (-1.4%)	$4,526 (-0.8%)	1.0%	$88.82	—	STATE STREET IND	81369Y704

Unchanged Positions (16)

AMZN AMAZON COM INC 5.1%

Value ($000) $23,782 Shares 103,032 Est. Cost $119.62 Unrealized +91.3%

GEV GE VERNOVA INC 2.1%

Value ($000) $9,597 Shares 14,684 Est. Cost $415.97 Unrealized +46.4%

WDAY WORKDAY INC 0.8%

Value ($000) $3,881 Shares 18,071 Est. Cost $231.22 Unrealized -1.7%

WMT WALMART INC 1.2%

Value ($000) $5,436 Shares 48,794 Est. Cost $99.23 Unrealized +8.0%

SNPS SYNOPSYS INC 1.5%

Value ($000) $7,177 Shares 15,279 Est. Cost $495.63 Unrealized -10.4%

ACWX ISHARES TR 2.7%

Value ($000) $12,830 Shares 191,129 Est. Cost $45.82 Unrealized —

VFH VANGUARD WORLD FD 3.8%

Value ($000) $17,643 Shares 132,169 Est. Cost $62.42 Unrealized —

XLC SELECT SECTOR SPDR TR 2.3%

Value ($000) $10,750 Shares 91,319 Est. Cost $50.89 Unrealized —

SMMD ISHARES TR 2.0%

Value ($000) $9,461 Shares 126,254 Est. Cost $55.68 Unrealized —

MFSI MFS ACTIVE EXCHANGE TRADED F 0.9%

Value ($000) $4,366 Shares 143,374 Est. Cost $28.49 Unrealized —

VNQ VANGUARD INDEX FDS 0.9%

Value ($000) $4,187 Shares 47,317 Est. Cost $82.88 Unrealized —

VDC VANGUARD WORLD FD 1.8%

Value ($000) $8,395 Shares 39,743 Est. Cost $148.30 Unrealized —

NVDA NVIDIA CORPORATION 1.7%

Value ($000) $8,116 Shares 43,520 Est. Cost $118.19 Unrealized +57.5%

VDE VANGUARD WORLD FD 2.6%

Value ($000) $12,053 Shares 95,722 Est. Cost $81.94 Unrealized —

MCO MOODYS CORP 0.1%

Value ($000) $272 Shares 533 Est. Cost $393.01 Unrealized +24.0%

MA MASTERCARD INCORPORATED 1.5%

Value ($000) $7,168 Shares 12,556 Est. Cost $287.60 Unrealized +94.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	103,032	$23,782	5.1%	$119.62	+91.3%	COM	023135106
GEV	GE VERNOVA INC	14,684	$9,597	2.1%	$415.97	+46.4%	COM	36828A101
WDAY	WORKDAY INC	18,071	$3,881	0.8%	$231.22	-1.7%	CL A	98138H101
WMT	WALMART INC	48,794	$5,436	1.2%	$99.23	+8.0%	COM	931142103
SNPS	SYNOPSYS INC	15,279	$7,177	1.5%	$495.63	-10.4%	COM	871607107
ACWX	ISHARES TR	191,129	$12,830	2.7%	$45.82	—	MSCI ACWI EX US	464288240
VFH	VANGUARD WORLD FD	132,169	$17,643	3.8%	$62.42	—	FINANCIALS ETF	92204A405
XLC	SELECT SECTOR SPDR TR	91,319	$10,750	2.3%	$50.89	—	STATE STREET COM	81369Y852
SMMD	ISHARES TR	126,254	$9,461	2.0%	$55.68	—	RUSEL 2500 ETF	46435G268
MFSI	MFS ACTIVE EXCHANGE TRADED F	143,374	$4,366	0.9%	$28.49	—	INTERNATINL ETF	55286W405
VNQ	VANGUARD INDEX FDS	47,317	$4,187	0.9%	$82.88	—	REAL ESTATE ETF	922908553
VDC	VANGUARD WORLD FD	39,743	$8,395	1.8%	$148.30	—	CONSUM STP ETF	92204A207
NVDA	NVIDIA CORPORATION	43,520	$8,116	1.7%	$118.19	+57.5%	COM	67066G104
VDE	VANGUARD WORLD FD	95,722	$12,053	2.6%	$81.94	—	ENERGY ETF	92204A306
MCO	MOODYS CORP	533	$272	0.1%	$393.01	+24.0%	COM	615369105
MA	MASTERCARD INCORPORATED	12,556	$7,168	1.5%	$287.60	+94.4%	CL A	57636Q104