CFM WEALTH PARTNERS LLC
Sector Allocation
- Technology52.7%$413.1M
- Other11.3%$88.7M
- Financials7.9%$62.1M
- Energy7.5%$58.9M
- Consumer Discretionary7.2%$56.3M
- Consumer Staples6.1%$47.5M
- Healthcare3.1%$24.5M
- Industrials2.3%$17.9M
- Materials0.9%$7.4M
- Communication Services0.7%$5.6M
AUM History
13fpro.ai/research/fund/cfm-wealth-partners-llc-1801097
Conviction and streaks
Stable · top 10 = 48.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$106.6MAAPL
$78.5MGOOGL
$47.7MAMD
$32.0MAMZN
$25.3MPANW
$23.7MMSFT
$18.4MMETA
$17.9MWMB
$16.8MPM
$16.2MGOOG
$15.2MQQQ
$15.1MV
$14.9MLLY
$13.7MORLY
$13.1MSPY
$12.9MAVGO
$11.8MCOST
$11.7MJPM
$11.6MXOM.R34088
$11.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cfm-wealth-partners-llc-1801097
CFM WEALTH PARTNERS LLC 13F holdings — Q2 2026
$783.3M portfolio (+17.4% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
$106.6M
13.6% of stocks
-2%This quarter-3.5%Since filed7+ qtrsHeld$78.5M
10.0% of stocks
-2%This quarter+9.8%Since filed7+ qtrsHeld$47.7M
6.1% of stocks
-0.3%This quarter-11.1%Since filed7+ qtrsHeld$32.0M
4.1% of stocks
+4%This quarter+9.9%Since filed7+ qtrsHeld$25.3M
3.2% of stocks
-0.6%This quarter-9.3%Since filed7+ qtrsHeld$23.7M
3.0% of stocks
-0.7%This quarter+7.3%Since filed7+ qtrsHeld$18.4M
2.4% of stocks
-3%This quarter+6.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$17.9M
2.3% of stocks
-2%This quarter+6.5%Since filed7+ qtrsHeld$16.8M
2.1% of stocks
-0.1%This quarter+1.9%Since filed7+ qtrsHeld$16.2M
2.1% of stocks
-4%This quarter+6.5%Since filed7+ qtrsHeld
All holdings — CFM WEALTH PARTNERS LLC (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $15.2M | 1.9% | 43K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $15.1M | 1.9% | 21K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VISA INC. | Financials | $14.9M | 1.9% | 43K | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $13.7M | 1.8% | 11K | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $13.1M | 1.7% | 142K | -0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $12.9M | 1.6% | 17K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $11.8M | 1.5% | 31K | +2% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.7M | 1.5% | 13K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JPMORGAN CHASE & CO | Financials | $11.6M | 1.5% | 35K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EXXON MOBIL CORP | Energy | $11.2M | 1.4% | 82K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Marvell Technology, Inc. | Technology | $11.0M | 1.4% | 37K | +30% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | APPLIED MATERIALS INC /DE | Technology | $10.1M | 1.3% | 14K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CrowdStrike Holdings, Inc. | Technology | $9.8M | 1.3% | 13K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $9.2M | 1.2% | 74K | +309% | — | — | 13F |
| 25 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $9.0M | 1.1% | 37K | +4% | — | — | 13F |
| 26 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $8.4M | 1.1% | 18K | +13% | |||
| 27 | $MA | Mastercard Inc | Financials | $7.7M | 1.0% | 15K | -2% | |||
| 28 | — | ISHARES TR - RUS MID CAP ETF | — | $7.2M | 0.9% | 65K | +4% | |||
| 29 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $6.8M | 0.9% | 184K | — | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $6.6M | 0.8% | 26K | -1% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $6.4M | 0.8% | 57K | -2% | |||
| 32 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.2M | 0.8% | 41K | -0.2% | |||
| 33 | $SHW | SHERWIN WILLIAMS CO | Materials | $6.2M | 0.8% | 18K | -4% | |||
| 34 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.8M | 0.8% | 81K | -2% | |||
| 35 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.8M | 0.7% | 8,424 | -0.2% | |||
| 36 | — | ISHARES TR - MSCI USA MIN ETF | — | $5.5M | 0.7% | 57K | -4% | |||
| 37 | $CAT | CATERPILLAR INC | Industrials | $5.0M | 0.6% | 4,738 | -1% | |||
| 38 | $FFIN | FIRST FINANCIAL BANKSHARES INC | Financials | $4.8M | 0.6% | 139K | -2% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.7M | 0.6% | 13K | -27% | |||
| 40 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.6M | 0.6% | 4,538 | +1% | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $4.5M | 0.6% | 63K | -8% | |||
| 42 | — | ISHARES TR - MSCI USA QLT FCT | — | $4.5M | 0.6% | 20K | -0.9% | |||
| 43 | $RY | ROYAL BANK OF CANADA | Financials | $4.4M | 0.6% | 21K | — | |||
| 44 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.4M | 0.6% | 8,753 | -4% | |||
| 45 | $ET | Energy Transfer LP | Energy | $3.6M | 0.5% | 189K | — | |||
| 46 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $3.5M | 0.4% | 60K | +0.2% | |||
| 47 | $KO | COCA COLA CO | Consumer Staples | $3.4M | 0.4% | 42K | -27% | |||
| 48 | $MS | MORGAN STANLEY | Financials | $3.1M | 0.4% | 15K | — | |||
| 49 | $PWR | QUANTA SERVICES, INC. | Industrials | $3.0M | 0.4% | 4,202 | -1% | |||
| 50 | $SBLK | Star Bulk Carriers Corp. | Industrials | $3.0M | 0.4% | 121K | +6% | |||
| 51 | $CVX | CHEVRON CORP | Energy | $2.9M | 0.4% | 18K | +1% | |||
| 52 | $ARM | ARM HOLDINGS PLC /UK | Technology | $2.9M | 0.4% | 8,197 | New | |||
| 53 | $KKR | KKR & Co. Inc. | Financials | $2.9M | 0.4% | 32K | -3% | |||
| 54 | $MU | MICRON TECHNOLOGY INC | Technology | $2.9M | 0.4% | 2,505 | New | |||
| 55 | $CRDO | Credo Technology Group Holding Ltd | Technology | $2.9M | 0.4% | 11K | New | |||
| 56 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.8M | 0.4% | 11K | -33% | |||
| 57 | — | ISHARES TR - RUS 1000 ETF | — | $2.8M | 0.3% | 6,745 | -1% | |||
| 58 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.7M | 0.3% | 47K | — | |||
| 59 | $MPLX | MPLX LP | Energy | $2.6M | 0.3% | 47K | — | |||
| 60 | $USAC | USA Compression Partners, LP | Energy | $2.4M | 0.3% | 92K | — | |||
| 61 | — | ISHARES TR - ESG AW MSCI EAFE | — | $2.4M | 0.3% | 23K | -0.7% | |||
| 62 | $FTAI | FTAI Aviation Ltd. | Industrials | $2.3M | 0.3% | 8,447 | — | |||
| 63 | $INTC | INTEL CORP | Technology | $2.2M | 0.3% | 16K | +37% | |||
| 64 | $WES | Western Midstream Partners, LP | Energy | $2.2M | 0.3% | 50K | — | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.3% | 5,007 | +4% | |||
| 66 | $DELL | Dell Technologies Inc. | Technology | $2.0M | 0.3% | 4,718 | +60% | |||
| 67 | — | ISHARES TR - MSCI EAFE ETF | — | $2.0M | 0.3% | 19K | +38% | |||
| 68 | $TRGP | Targa Resources Corp. | Energy | $1.7M | 0.2% | 6,166 | — | |||
| 69 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.2% | 5,474 | — | |||
| 70 | $PSX | Phillips 66 | Energy | $1.6M | 0.2% | 9,623 | — | |||
| 71 | $HESM | Hess Midstream LP | Energy | $1.6M | 0.2% | 42K | — | |||
| 72 | $VICR | VICOR CORP | Technology | $1.5M | 0.2% | 3,988 | +9% | |||
| 73 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.5M | 0.2% | 11K | -2% | |||
| 74 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.2% | 3,426 | — | |||
| 75 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $1.5M | 0.2% | 6,750 | — | |||
| 76 | $ENB | ENBRIDGE INC | Energy | $1.4M | 0.2% | 26K | — | |||
| 77 | $UNP | UNION PACIFIC CORP | Industrials | $1.3M | 0.2% | 4,712 | -1% | |||
| 78 | $EQT | EQT Corp | Energy | $1.2M | 0.1% | 22K | -8% | |||
| 79 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.1% | 9,045 | — | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.1% | 8,071 | — | |||
| 81 | $OKE | ONEOK INC /NEW/ | Energy | $968K | 0.1% | 11K | -38% | |||
| 82 | $SNDK | Sandisk Corp | Technology | $957K | 0.1% | 421 | New | |||
| 83 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $910K | 0.1% | 4,069 | +0.2% | |||
| 84 | $COP | CONOCOPHILLIPS | Energy | $868K | 0.1% | 8,348 | -4% | |||
| 85 | $QXO | QXO, Inc. | Consumer Discretionary | $807K | 0.1% | 47K | +4% | |||
| 86 | $GLW | CORNING INC /NY | Materials | $769K | 0.1% | 3,010 | New | |||
| 87 | $AMGN | AMGEN INC | Healthcare | $751K | 0.1% | 2,074 | — | |||
| 88 | $QCOM | QUALCOMM INC/DE | Technology | $722K | 0.1% | 3,905 | -3% | |||
| 89 | $HCA | HCA Healthcare, Inc. | Healthcare | $717K | 0.1% | 1,839 | — | |||
| 90 | $NAD | Nuveen Quality Municipal Income Fund | Other | $693K | 0.1% | 57K | — | |||
| 91 | — | ISHARES TR - US HLTHCARE ETF | — | $674K | 0.1% | 10K | — | |||
| 92 | $C | CITIGROUP INC | Financials | $604K | 0.1% | 4,313 | -7% | |||
| 93 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $574K | 0.1% | 2,041 | — | |||
| 94 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $571K | 0.1% | 3,896 | -55% | |||
| 95 | — | ISHARES TR - CORE HIGH DV ETF | — | $570K | 0.1% | 21K | +342% | |||
| 96 | $ASO | Academy Sports & Outdoors, Inc. | Consumer Discretionary | $532K | 0.1% | 11K | -64% | |||
| 97 | — | ISHARES TR - CORE S&P SCP ETF | — | $531K | 0.1% | 3,577 | — | |||
| 98 | — | ISHARES TR - U.S. FINLS ETF | — | $526K | 0.1% | 4,122 | — | |||
| 99 | — | ISHARES TR - U.S. REAL ES ETF | — | $523K | 0.1% | 5,118 | — | |||
| 100 | $JNJ | JOHNSON & JOHNSON | Healthcare | $520K | 0.1% | 2,047 | -17% | |||
| 101 | — | ISHARES TR - SELECT DIVID ETF | — | $518K | 0.1% | 3,317 | -2% | |||
| 102 | — | ISHARES TR - CORE S&P MCP ETF | — | $501K | 0.1% | 6,496 | — | |||
| 103 | $PH | Parker-Hannifin Corp | Industrials | $487K | 0.1% | 498 | -8% | |||
| 104 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $480K | 0.1% | 11K | -15% | |||
| 105 | $PB | PROSPERITY BANCSHARES INC | Financials | $480K | 0.1% | 6,571 | — | |||
| 106 | — | ISHARES TR - ISHS 1-5YR INVS | — | $475K | 0.1% | 9,070 | +9% | |||
| 107 | $IBIT | iShares Bitcoin Trust ETF | Financials | $471K | 0.1% | 14K | -43% | |||
| 108 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $459K | 0.1% | 8,062 | +6% | |||
| 109 | $KMI | KINDER MORGAN, INC. | Energy | $446K | 0.1% | 14K | -19% | |||
| 110 | — | ISHARES TR - CORE S&P500 ETF | — | $443K | 0.1% | 591 | -13% | |||
| 111 | $PEP | PEPSICO INC | Consumer Staples | $417K | 0.1% | 3,083 | -60% | |||
| 112 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $417K | 0.1% | 1,890 | -15% | |||
| 113 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $413K | 0.1% | 19K | — | |||
| 114 | $ABT | ABBOTT LABORATORIES | Healthcare | $412K | 0.1% | 4,538 | — | |||
| 115 | $LMT | LOCKHEED MARTIN CORP | Industrials | $393K | 0.1% | 771 | — | |||
| 116 | $CRCL | Circle Internet Group, Inc. | Financials | $369K | 0.1% | 5,899 | -55% | |||
| 117 | — | ISHARES TR - RUSSELL 2000 ETF | — | $346K | 0.0% | 1,153 | — | |||
| 118 | $LUNG | Pulmonx Corp | Healthcare | $343K | 0.0% | 264K | — | |||
| 119 | $GE | GENERAL ELECTRIC CO | Industrials | $340K | 0.0% | 911 | — | |||
| 120 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $328K | 0.0% | 1,465 | — | |||
| 121 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $327K | 0.0% | 3,202 | -23% | |||
| 122 | — | ISHARES TR - US INDUSTRIALS | — | $327K | 0.0% | 1,963 | — | |||
| 123 | $FTNT | Fortinet, Inc. | Technology | $323K | 0.0% | 2,100 | New | |||
| 124 | $ALLY | Ally Financial Inc. | Financials | $306K | 0.0% | 6,655 | — | |||
| 125 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $301K | 0.0% | 4,103 | — | |||
| 126 | $BLK | BlackRock, Inc. | Financials | $295K | 0.0% | 307 | -4% | |||
| 127 | $NEM | NEWMONT Corp /DE/ | Materials | $271K | 0.0% | 2,900 | — | |||
| 128 | $CSX | CSX CORP | Industrials | $269K | 0.0% | 5,657 | — | |||
| 129 | $DIS | Walt Disney Co | Communication Services | $263K | 0.0% | 2,736 | — | |||
| 130 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $259K | 0.0% | 4,739 | -29% | |||
| 131 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $257K | 0.0% | 2,197 | — | |||
| 132 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $256K | 0.0% | 693 | +1% | |||
| 133 | — | ISHARES TR - FLTG RATE NT ETF | — | $248K | 0.0% | 4,850 | — | |||
| 134 | — | PROSHARES TR - S&P 500 DV ARIST | — | $239K | 0.0% | 4,248 | +97% | |||
| 135 | $PFE | PFIZER INC | Healthcare | $237K | 0.0% | 9,862 | — | |||
| 136 | $SHEL | Shell plc | Energy | $234K | 0.0% | 3,020 | — | |||
| 137 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $230K | 0.0% | 4,000 | — | |||
| 138 | $PLTR | Palantir Technologies Inc. | Technology | $226K | 0.0% | 1,937 | -26% | |||
| 139 | $B | BARRICK MINING CORP | Materials | $220K | 0.0% | 6,000 | — | |||
| 140 | $STT | STATE STREET CORP | Financials | $214K | 0.0% | 3,112 | New | |||
| 141 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $208K | 0.0% | 1,137 | New | |||
| 142 | $EMR | EMERSON ELECTRIC CO | Industrials | $208K | 0.0% | 1,450 | New | |||
| 143 | $T | AT&T INC. | Communication Services | $207K | 0.0% | 10K | -25% | |||
| 144 | $APO | Apollo Global Management, Inc. | Financials | $206K | 0.0% | 1,745 | New | |||
| 145 | — | ISHARES TR - S&P SML 600 GWT | — | $206K | 0.0% | 1,156 | New | |||
| 146 | — | ISHARES INC - MSCI GBL MIN VOL | — | $205K | 0.0% | 1,708 | — | |||
| 147 | $ORCL | ORACLE CORP | Technology | $205K | 0.0% | 1,396 | +0.1% | |||
| 148 | $HSY | HERSHEY CO | Consumer Staples | $201K | 0.0% | 1,148 | — | |||
| 149 | $FIP | FTAI Infrastructure Inc. | Industrials | $57K | 0.0% | 12K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 28 added to, 60 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$ARMARM HOLDINGS PLC /UK$2.9M
first bought this quarter
$MUMICRON TECHNOLOGY INC$2.9M
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$2.9M
first bought this quarter
$SNDKSandisk Corp$957K
first bought this quarter
$GLWCORNING INC /NY$769K
first bought this quarter
$FTNTFortinet, Inc.$323K
first bought this quarter
+5 more in the Excel export
Added to (28)
- ISHARES TR - RUS 1000 GRW ETF+309%
now $9.2M
$MRVLMarvell Technology, Inc.+30%
now $11.0M · held 2 qtrs, 2 adds in a row
now $32.0M · held 7+ qtrs, 2 adds in a row
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+13%
now $8.4M · held 5 qtrs, 2 adds in a row
$DELLDell Technologies Inc.+60%
now $2.0M · held 7+ qtrs
$INTCINTEL CORP+37%
now $2.2M · held 7+ qtrs
+22 more in the Excel export
Trimmed (60)
now $106.6M · held 7+ qtrs
$HDHOME DEPOT, INC.-27%
now $4.7M · held 7+ qtrs, 3 trims in a row
$MCDMCDONALDS CORP-33%
now $2.8M · held 7+ qtrs, 4 trims in a row
now $78.5M · held 7+ qtrs
$KOCOCA COLA CO-27%
now $3.4M · held 7+ qtrs, 4 trims in a row
$ASOAcademy Sports & Outdoors, Inc.-64%
now $532K · held 7+ qtrs
+54 more in the Excel export
Holdings by quarter
Every 13F CFM WEALTH PARTNERS LLC has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow CFM WEALTH PARTNERS?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CFM WEALTH PARTNERS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CFM WEALTH PARTNERS LLC disclosed 149 positions worth $783.3M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 13.6% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 11 new positions and exited 5 — including a new stake in $ARM and a full exit from $COIN. The portfolio is most concentrated in Technology (52.7% of disclosed assets). All figures are sourced directly from CFM WEALTH PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1801097.
Funds like this
managers whose biggest positions overlap CFM WEALTH PARTNERS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: CFM WEALTH PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CFM WEALTH PARTNERS LLC (SEC CIK: 1801097), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CFM WEALTH PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.