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CFM Wealth Partners

CFM Wealth Partners Portfolio holdings

AUM $783M Turnover 10.39%
1-Year Est. Return 47.07%
This Fund
S&P 500
This Quarter Est. Return
+30.84%
1 Year Est. Return
+47.07%
3 Year Est. Return
+152.4%
5 Year Est. Return
+210.53%
10 Year Est. Return
–
AUM
$783M
AUM Growth
+$116M
Cap. Flow
-$5.66M
Cap. Flow %
-0.72%
Top 10 Hldgs %
48.9%
Holding
154
New
11
Increased
26
Reduced
62
Closed
5
Avg Time Held
4.4 years
Top 10 Avg Time Held
3.1 years
Top 20 Avg Time Held
4 years

Top Buys

Rank Stock Value
1
ARM icon
Arm
ARM
+$2.18M
2
CRDO icon
Credo Technology Group
CRDO
+$2.1M
3
MU icon
Micron Technology
MU
+$1.88M
4
MRVL icon
Marvell Technology
MRVL
+$1.7M
5
TSM icon
TSMC
TSM
+$852K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.01M
2
HD icon
Home Depot
HD
+$1.57M
3
MCD icon
McDonald's
MCD
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.24M
5
KO icon
Coca-Cola
KO
+$1.22M

Sector Composition

Rank Sector Weight
1 Technology 42.52%
2 Miscellaneous 11.45%
3 Communication Services 11.04%
4 Financials 7.81%
5 Energy 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.17T
$107M 13.61%
532,703
-9,796
-2% -$2.01M
2019 Q4
26 quarters
AAPL icon
2
Apple
AAPL
$5.01T
$78.5M 10.02%
271,129
-4,336
-2% -$1.24M
2019 Q4
26 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.17T
$47.7M 6.09%
133,449
-397
-0.3% -$143K
2019 Q4
26 quarters
AMD icon
4
Advanced Micro Devices
AMD
$863B
$32M 4.08%
55,008
+1,865
+4% +$765K
2019 Q4
26 quarters
AMZN icon
5
Amazon
AMZN
$2.7T
$25.3M 3.23%
106,285
-602
-0.6% -$151K
2023 Q2
12 quarters
PANW icon
6
Palo Alto Networks
PANW
$280B
$23.7M 3.02%
69,449
-523
-0.7% -$120K
2019 Q4
26 quarters
MSFT icon
7
Microsoft
MSFT
$3.93T
$18.4M 2.35%
49,252
-1,329
-3% -$538K
2019 Q4
26 quarters
META icon
8
Meta Platforms (Facebook)
META
$1.81T
$17.9M 2.29%
31,789
-708
-2% -$433K
2019 Q4
26 quarters
WMB icon
9
Williams Companies
WMB
$87.2B
$16.8M 2.15%
226,183
-222
-0.1% -$16.3K
2019 Q4
26 quarters
PM icon
10
Philip Morris
PM
$320B
$16.2M 2.07%
89,631
-3,481
-4% -$604K
2019 Q4
26 quarters
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.12T
$15.2M 1.95%
43,133
-57
-0.1% -$20.4K
2019 Q4
26 quarters
QQQ icon
12
Invesco QQQ Trust
QQQ
$475B
$15.1M 1.93%
20,557
-548
-3% -$377K
2019 Q4
26 quarters
V icon
13
Visa
V
$756B
$14.9M 1.9%
43,424
+33
+0.1% +$10.6K
2019 Q4
26 quarters
LLY icon
14
Eli Lilly
LLY
$1.12T
$13.7M 1.75%
11,402
+374
+3% +$382K
2019 Q4
26 quarters
ORLY icon
15
O'Reilly Automotive
ORLY
$72.2B
$13.1M 1.67%
142,061
-869
-0.6% -$79.3K
2019 Q4
26 quarters
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$12.9M 1.64%
17,217
-227
-1% -$165K
2019 Q4
26 quarters
AVGO icon
17
Broadcom
AVGO
$1.57T
$11.8M 1.51%
31,296
+635
+2% +$255K
2025 Q1
5 quarters
COST icon
18
Costco
COST
$438B
$11.7M 1.5%
12,546
+68
+0.5% +$67.8K
2019 Q4
26 quarters
JPM icon
19
JPMorgan Chase
JPM
$902B
$11.6M 1.48%
35,410
-377
-1% -$117K
2019 Q4
26 quarters
XOM icon
20
ExxonMobil
XOM
$736B
$11.2M 1.43%
81,723
-96
-0.1% -$14.4K
2019 Q4
26 quarters
MRVL icon
21
Marvell Technology
MRVL
$205B
$11M 1.41%
37,032
+8,489
+30% +$1.7M
2026 Q1
1 quarter
AMAT icon
22
Applied Materials
AMAT
$325B
$10.1M 1.29%
13,989
-609
-4% -$281K
2019 Q4
26 quarters
CRWD icon
23
CrowdStrike
CRWD
$233B
$9.8M 1.25%
51,460
+240
+0.5% +$34.1K
2021 Q1
21 quarters
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$124B
$9.18M 1.17%
73,961
+1,613
+2% +$194K
2019 Q4
26 quarters
IWD icon
25
iShares Russell 1000 Value ETF
IWD
$83.6B
$8.97M 1.14%
36,980
+1,326
+4% +$309K
2019 Q4
26 quarters
1
2 3 4 5

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CFM Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, CFM Wealth Partners held 154 positions worth $783M, up 17% from $667M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

CFM Wealth Partners's Q2 2026 filing shows 11 new, 26 increased, 62 reduced and 5 closed positions. Its largest new stake was Arm: 8,197 shares worth $2.91M. The largest sale was NVIDIA, an estimated $2.01M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 36% a quarter earlier, followed by Miscellaneous and Communication Services.

  • CFM Wealth Partners's largest Q2 2026 buy was Arm: 8,197 shares worth $2.91M.
  • CFM Wealth Partners added most to Marvell Technology in Q2 2026, an estimated $1.7M increase.
  • CFM Wealth Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $2.01M.
  • CFM Wealth Partners fully exited Coinbase in Q2 2026, selling an estimated $847K.
  • CFM Wealth Partners's ten largest holdings make up 49% of its $783M portfolio in Q2 2026.
  • CFM Wealth Partners opened 11 new positions and closed 5 in Q2 2026.
  • CFM Wealth Partners's portfolio value rose 17% quarter-over-quarter to $783M.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.