CFM WEALTH PARTNERS LLC

CIK 0001801097 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

CFM WEALTH PARTNERS LLC reported 149 positions worth $783.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: NVDA (13.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$783.3M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.9%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$106.6M13.61%532,703
2AAPLAPPLE INCSH$78.5M10.02%271,129
3GOOGLALPHABET INCSH$47.7M6.09%133,449
4AMDADVANCED MICRO DEVICES INCSH$32.0M4.08%55,008
5AMZNAMAZON COM INCSH$25.3M3.23%106,285
6PANWPALO ALTO NETWORKS INCSH$23.7M3.02%69,449
7MSFTMICROSOFT CORPSH$18.4M2.35%49,252
8METAMETA PLATFORMS INCSH$17.9M2.29%31,789
9WMBWILLIAMS COS INCSH$16.8M2.15%226,183
10PMPHILIP MORRIS INTL INCSH$16.2M2.07%89,631

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CFM WEALTH PARTNERS LLC hold as of Q2 2026?

CFM WEALTH PARTNERS LLC reported 149 positions worth $783.3M in its Q2 2026 13F filing. Largest positions: NVDA (13.6%), AAPL (10.0%), GOOGL (6.1%), AMD (4.1%) and AMZN (3.2%).

What did CFM WEALTH PARTNERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CFM WEALTH PARTNERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.