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CWP

CFM Wealth Partners Portfolio holdings

AUM $783M
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

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
CVX icon
51
Chevron
CVX
$396B
$2.91M 0.37%
17,557
+183
+1% +$34.1K
ARM icon
52
Arm
ARM
$255B
$2.91M 0.37%
+8,197
New +$2.18M
KKR icon
53
KKR & Co
KKR
$97.6B
$2.9M 0.37%
31,623
-847
-3% -$82.1K
MU icon
54
Micron Technology
MU
$1.05T
$2.89M 0.37%
+2,505
New +$1.88M
CRDO icon
55
Credo Technology Group
CRDO
$43.7B
$2.89M 0.37%
+10,629
New +$2.1M
MCD icon
56
McDonald's
MCD
$188B
$2.84M 0.36%
10,517
-5,206
-33% -$1.49M
IWB icon
57
iShares Russell 1000 ETF
IWB
$49.1B
$2.76M 0.35%
6,745
-72
-1% -$28.5K
MDLZ icon
58
Mondelez International
MDLZ
$79.6B
$2.72M 0.35%
47,088
– –
MPLX icon
59
MPLX
MPLX
$60.1B
$2.63M 0.34%
46,729
– –
USAC icon
60
USA Compression Partners
USAC
$3.9B
$2.43M 0.31%
92,125
– –
ESGD icon
61
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$2.4M 0.31%
23,352
-175
-0.7% -$17.8K
FTAI icon
62
FTAI Aviation
FTAI
$20B
$2.29M 0.29%
8,447
– –
INTC icon
63
Intel
INTC
$473B
$2.21M 0.28%
15,834
+4,245
+37% +$429K
WES icon
64
Western Midstream Partners
WES
$20B
$2.18M 0.28%
49,883
– –
TSLA icon
65
Tesla
TSLA
$1.38T
$2.11M 0.27%
5,007
+170
+4% +$67.6K
DELL icon
66
Dell
DELL
$295B
$2.04M 0.26%
4,718
+1,772
+60% +$513K
EFA icon
67
iShares MSCI EAFE ETF
EFA
$79.6B
$1.98M 0.25%
19,045
+5,277
+38% +$543K
TRGP icon
68
Targa Resources
TRGP
$61.7B
$1.65M 0.21%
6,166
– –
TXN icon
69
Texas Instruments
TXN
$236B
$1.63M 0.21%
5,474
– –
PSX icon
70
Phillips 66
PSX
$97.4B
$1.63M 0.21%
9,623
– –
HESM icon
71
Hess Midstream
HESM
$5.08B
$1.59M 0.2%
42,260
– –
VICR icon
72
Vicor
VICR
$8.66B
$1.51M 0.19%
3,988
+333
+9% +$90.9K
IVW icon
73
iShares S&P 500 Growth ETF
IVW
$76.8B
$1.5M 0.19%
10,902
-188
-2% -$24.8K
LRCX icon
74
Lam Research
LRCX
$378B
$1.48M 0.19%
3,426
– –
ODFL icon
75
Old Dominion Freight Line
ODFL
$41.2B
$1.46M 0.19%
6,750
– –
1 2
3
4 5

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TIAM
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LF
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CCG
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CC
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GC
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8OGI
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HCI
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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.