§ 13F · FUND PROFILE
CFM WEALTH PARTNERS LLC.
AUM · $783M (13F)Positions · 149Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 533K | $107M | 13.6% | −2% |
| 2 | AAPL | APPLE INC | 271K | $78M | 10.0% | −2% |
| 3 | GOOGL | ALPHABET INC | 133K | $48M | 6.1% | ±0% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 55K | $32M | 4.1% | +4% |
| 5 | AMZN | AMAZON COM INC | 106K | $25M | 3.2% | −1% |
| 6 | PANW | PALO ALTO NETWORKS INC | 69K | $24M | 3.0% | −1% |
| 7 | MSFT | MICROSOFT CORP | 49K | $18M | 2.3% | −3% |
| 8 | META | META PLATFORMS INC | 32K | $18M | 2.3% | −2% |
| 9 | WMB | WILLIAMS COS INC | 226K | $17M | 2.1% | ±0% |
| 10 | PM | PHILIP MORRIS INTL INC | 90K | $16M | 2.1% | −4% |
§ 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 $783 million in assets. The fund runs a portfolio of 149 positions.
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