Q2 2026 13F · SEC CIK 1801097

Cfm Wealth Partners LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $783.3M
Reported positions: 149
Top holdings a year, 3 yrs: +27.8%
Assets under management: $885.8M

Cfm Wealth Partners LLC is a wealth manager that reported 149 positions worth $783.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Nvidia Corporation Com (NVDA, 13.6%), Apple Inc (AAPL, 10.0%), Alphabet Inc (GOOGL, 6.1%). A portfolio copying its top holdings returned 27.8% a year over the last 3 years, against 20.4% for the S&P 500.

Cfm Wealth Partners LLC holdings largest 50 of 149 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cfm Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	13.6%	14.2%	532,703	-1.8%	$106.6M
AAPLApple Inc	10.0%	10.5%	271,129	-1.6%	$78.5M
GOOGLAlphabet Inc	6.1%	5.8%	133,449	-0.3%	$47.7M
AMDAdvanced Micro Devices Inc	4.1%	1.6%	55,008	+3.5%	$32.0M
AMZNAmazon Com Inc Com	3.2%	3.3%	106,285	-0.6%	$25.3M
PANWPalo Alto Networks Inc	3.0%	1.7%	69,449	-0.7%	$23.7M
MSFTMicrosoft Corp	2.3%	2.8%	49,252	-2.6%	$18.4M
METAMeta Platforms Inc Class A	2.3%	2.8%	31,789	-2.2%	$17.9M
WMBWilliams Companies	2.1%	2.5%	226,183	-0.1%	$16.8M
PMPhilip Morris Intl Inc Com	2.1%	2.3%	89,631	-3.7%	$16.2M
GOOGAlphabet Inc	1.9%	1.9%	43,133	-0.1%	$15.2M
QQQInvesco Qqq Tr	1.9%	1.8%	20,557	-2.6%	$15.1M
VVisa Inc Com Cl A	1.9%	2.0%	43,424	+0.1%	$14.9M
LLYLilly Eli & Co	1.7%	1.5%	11,402	+3.4%	$13.7M
ORLYO'Reilly Automotive Inc	1.7%	2.0%	142,061	-0.6%	$13.1M
SPYSpdr S&p 500 ETF Tr	1.6%	1.7%	17,217	-1.3%	$12.9M
AVGOBroadcom Inc	1.5%	1.4%	31,296	+2.1%	$11.8M
COSTCostco Whsl Corp New	1.5%	1.9%	12,546	+0.5%	$11.7M
JPMJpmorgan Chase & Co	1.5%	1.6%	35,410	-1.1%	$11.6M
XOMExxon Mobil Corp	1.4%	2.1%	81,723	-0.1%	$11.2M
MRVLMarvell Technology Inc	1.4%	0.4%	37,032	+29.7%	$11.0M
AMATApplied Matls Inc	1.3%	0.7%	13,989	-4.2%	$10.1M
CRWDCrowdstrike Hldgs Inc Class A	1.3%	0.7%	12,865	+0.5%	$9.8M
IWFIshares Russell 1000 Growth ETF	1.2%	1.2%	73,961	+308.9%	$9.2M
IWDIshares Russell 1000 Value ETF	1.1%	1.1%	36,980	+3.7%	$9.0M
TSMTaiwan Semiconductor Manufac	1.1%	0.8%	17,687	+13.5%	$8.4M
MAMastercard Inc.	1.0%	1.1%	14,998	-2.3%	$7.7M
IWRIshares Russell Midcap ETF	0.9%	0.9%	64,949	+3.8%	$7.2M
EPDEnterprise Prods Partners L	0.9%	1.0%	183,670	+0.0%	$6.8M
ABBVAbbvie Inc	0.8%	0.9%	26,216	-1.2%	$6.6M
WMTWalmart Inc	0.8%	1.1%	56,586	-1.7%	$6.4M
TJXTjx Cos Inc New Com	0.8%	1.0%	40,899	-0.2%	$6.2M
SHWSherwin Williams Co Com	0.8%	0.9%	17,954	-3.5%	$6.2M
MOAltria Group Inc	0.7%	0.8%	81,261	-2.1%	$5.8M
VOOVanguard S&p 500 ETF	0.7%	0.8%	8,424	-0.2%	$5.8M
USMVIshares Msci USA Min Volfctr ETF	0.7%	0.8%	56,808	-3.7%	$5.5M
CATCaterpillar Inc Com	0.6%	0.5%	4,738	-1.0%	$5.0M
FFINFirst Financial Bancshares, In	0.6%	0.6%	139,285	-2.4%	$4.8M
HDHome Depot Inc Com	0.6%	0.9%	13,203	-26.8%	$4.7M
GSGoldman Sachs Group Inc	0.6%	0.6%	4,538	+1.1%	$4.6M
NFLXNetflix Inc Total	0.6%	1.0%	62,563	-8.2%	$4.5M
QUALIshares Msci USA Quality Factor ETF	0.6%	0.6%	20,288	-0.9%	$4.5M
RYRoyal Bank of Canada	0.6%	0.5%	21,401	+0.0%	$4.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	8,753	-3.5%	$4.4M
ETPCEnergy Transfer L P	0.5%	0.5%	188,858	+0.0%	$3.6M
SPSMSpdr Series Trust	0.4%	0.4%	60,421	+0.2%	$3.5M
KOCoca Cola Co	0.4%	0.7%	42,080	-26.8%	$3.4M
MSMorgan Stanley Com New	0.4%	—	14,963	—	$3.1M
PWRQuanta Svcs Inc Com	0.4%	—	4,202	—	$3.0M
SBLKStar Bulk Carriers Corp.	0.4%	—	121,072	—	$3.0M

What Cfm Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+308.9% shares
MRVL Marvell Technology Inc+29.7% shares
TSM Taiwan Semiconductor Manufac+13.5% shares

Reduced

KO Coca Cola Co-26.8% shares
HD Home Depot Inc Com-26.8% shares
NFLX Netflix Inc Total-8.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.8% /yr; S&P 500 +20.1%
3 years: +27.8% /yr; S&P 500 +20.4%
5 years: +16.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$783.3M	149
Q1 2026	$667.2M	143
Q4 2025	$692.8M	144
Q3 2025	$688.8M	147
Q2 2025	$628.3M	141
Q1 2025	$567.1M	139
Q4 2024	$592.9M	139
Q3 2024	$572.6M	143
Q2 2024	$544.4M	146
Q1 2024	$498.4M	153
Q4 2023	$442.1M	160
Q3 2023	$381.8M	141

Questions about Cfm Wealth Partners LLC's portfolio

What stocks does Cfm Wealth Partners LLC own?

Cfm Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 149 positions worth $783.3M. The largest are Nvidia Corporation Com (NVDA) at 13.6%, Apple Inc (AAPL) at 10.0%, Alphabet Inc (GOOGL) at 6.1%, Advanced Micro Devices Inc (AMD) at 4.1% and Amazon Com Inc Com (AMZN) at 3.2%.

What did Cfm Wealth Partners LLC buy last quarter?

In Q2 2026, Cfm Wealth Partners LLC added Ishares Russell 1000 Growth ETF (IWF) (+308.9% shares), Marvell Technology Inc (MRVL) (+29.7% shares) and Taiwan Semiconductor Manufac (TSM) (+13.5% shares), compared with its Q1 2026 filing.

What did Cfm Wealth Partners LLC sell last quarter?

In Q2 2026, Cfm Wealth Partners LLC cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Kkr & Co Inc Cl A (KKR), Coca Cola Co (KO) (-26.8% shares), Home Depot Inc Com (HD) (-26.8% shares) and Netflix Inc Total (NFLX) (-8.2% shares), compared with its Q1 2026 filing.

How has Cfm Wealth Partners LLC's portfolio performed?

A portfolio copying Cfm Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.8% against +20.1%. Over 5 years: +16.2% a year against +11.6%.

When is Cfm Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cfm Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cfm Wealth Partners LLC manage?

Cfm Wealth Partners LLC reported $885.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $783.3M.