DOSSIER · 13F-HR · Q2 2026

CFM WEALTH PARTNERS LLC

$783M in tracked AUM across 149 positions as of Q2 2026.

CW
CIK 0001801097 · last filed Jun 30, 2026
Total AUM
$783M
as of Q2 2026
Holdings
149
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CFM WEALTH PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$107M533K13.6%
02
AAPL
APPLE INC
$78M271K10.0%
03
GOOGL
ALPHABET INC
$48M133K6.1%
04
AMD
ADVANCED MICRO DEVICES INC
$32M55K4.1%
05
AMZN
AMAZON COM INC
$25M106K3.2%
06
PANW
PALO ALTO NETWORKS INC
$24M69K3.0%
07
MSFT
MICROSOFT CORP
$18M49K2.3%
08
META
META PLATFORMS INC
$18M32K2.3%
09
WMB
WILLIAMS COS INC
$17M226K2.1%
10
PM
PHILIP MORRIS INTL INC
$16M90K2.1%

Filing history

2026Q2Jun 30
$783M 17.4%
149 positionsView →
2026Q1Mar 31
$667M 3.7%
143 positionsView →
2025Q4Dec 31
$693M 0.6%
144 positionsView →
2025Q3Sep 30
$689M 9.6%
147 positionsView →
2025Q2Jun 30
$628M 10.8%
141 positionsLocked
2025Q1Mar 31
$567M 4.4%
139 positionsLocked
2024Q4Dec 31
$593M 3.6%
139 positionsLocked
2024Q3Sep 30
$573M 5.2%
143 positionsLocked
2024Q2Jun 30
$544M 9.2%
146 positionsLocked
2024Q1Mar 31
$498M 12.7%
153 positionsLocked
2023Q4Dec 31
$442M 15.8%
160 positionsLocked
2023Q3Sep 30
$382M 7.3%
141 positionsLocked
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