§ 13F · FUND PROFILE
CFM WEALTH PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $689M (13F)Positions · 147Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 542K | $95M | 14.2% | −1% |
| 2 | AAPL | APPLE INC | 275K | $70M | 10.5% | −1% |
| 3 | GOOGL | ALPHABET INC | 134K | $38M | 5.8% | +1% |
| 4 | AMZN | AMAZON COM INC | 107K | $22M | 3.3% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 51K | $19M | 2.8% | −1% |
| 6 | META | META PLATFORMS INC | 32K | $19M | 2.8% | +5% |
| 7 | WMB | WILLIAMS COS INC | 226K | $16M | 2.5% | ±0% |
| 8 | PM | PHILIP MORRIS INTL INC | 93K | $15M | 2.3% | +4% |
| 9 | XOM | EXXON MOBIL CORP | 82K | $14M | 2.1% | ±0% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 143K | $13M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CFM SIGNAL
AC read
CFM WEALTH PARTNERS LLC is a Other fund managing $689 million in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed