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CFM Wealth Partners Portfolio holdings

AUM $783M
1-Year Est. Return 47.07%
This Fund
S&P 500
This Quarter Est. Return
-1.39%
1 Year Est. Return
+47.07%
3 Year Est. Return
+152.4%
5 Year Est. Return
+210.53%
10 Year Est. Return
–
AUM
$667M
AUM Growth
-$25.6M
Cap. Flow
-$1.72M
Cap. Flow %
-0.26%
Top 10 Hldgs %
48.19%
Holding
147
New
3
Increased
31
Reduced
51
Closed
4

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$4.91M
2
MRVL icon
Marvell Technology
MRVL
+$2.4M
3
AMD icon
Advanced Micro Devices
AMD
+$1.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
AVGO icon
Broadcom
AVGO
+$1.28M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$6.23M
2
NOW icon
ServiceNow
NOW
+$4.91M
3
NVDA icon
NVIDIA
NVDA
+$689K
4
PLTR icon
Palantir
PLTR
+$682K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

Rank Sector Weight
1 Technology 35.85%
2 Communication Services 11.59%
3 Energy 9.74%
4 Consumer Discretionary 8.58%
5 Financials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
76
ConocoPhillips
COP
$150B
$1.15M 0.17%
8,718
-1,139
-12% -$126K
TXN icon
77
Texas Instruments
TXN
$250B
$1.06M 0.16%
5,474
– –
MRK icon
78
Merck
MRK
$334B
$971K 0.15%
8,071
-100
-1% -$11.5K
IBIT icon
79
iShares Bitcoin Trust
IBIT
$47.2B
$952K 0.14%
24,779
-165
-0.7% -$7.14K
QXO
80
QXO Inc
QXO
$16.1B
$875K 0.13%
45,059
+7,519
+20% +$172K
HCA icon
81
HCA Healthcare
HCA
$89.1B
$870K 0.13%
1,839
-92
-5% -$46.3K
COIN icon
82
Coinbase
COIN
$40.6B
$847K 0.13%
4,849
-420
-8% -$82.7K
SPG icon
83
Simon Property Group
SPG
$71.7B
$757K 0.11%
4,060
-90
-2% -$17.2K
LRCX icon
84
Lam Research
LRCX
$422B
$732K 0.11%
3,426
– –
AMGN icon
85
Amgen
AMGN
$226B
$730K 0.11%
2,074
– –
CSCO icon
86
Cisco
CSCO
$447B
$702K 0.11%
9,045
– –
VZ icon
87
Verizon
VZ
$200B
$673K 0.1%
13,412
-442
-3% -$20.5K
BMNR
88
BitMine Immersion Technologies
BMNR
$11B
$667K 0.1%
33,711
-4,064
-11% -$95.8K
NAD icon
89
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$657K 0.1%
57,144
– –
CRGY icon
90
Crescent Energy
CRGY
$3.93B
$652K 0.1%
48,298
– –
TPL icon
91
Texas Pacific Land
TPL
$23.9B
$644K 0.1%
+1,357
New +$583K
HDV
92
iShares Core High Dividend ETF
HDV
$15.1B
$639K 0.1%
23,545
+8,810
+60% +$235K
IYH icon
93
iShares US Healthcare ETF
IYH
$3.77B
$620K 0.09%
10,060
– –
JNJ icon
94
Johnson & Johnson
JNJ
$632B
$600K 0.09%
2,453
– –
VICR icon
95
Vicor
VICR
$10.4B
$588K 0.09%
+3,655
New +$604K
KMI icon
96
Kinder Morgan
KMI
$71.4B
$575K 0.09%
17,159
-733
-4% -$22.9K
LOW icon
97
Lowe's Companies
LOW
$122B
$528K 0.08%
2,233
– –
C icon
98
Citigroup
C
$233B
$523K 0.08%
4,613
+750
+19% +$85.4K
QCOM icon
99
Qualcomm
QCOM
$173B
$518K 0.08%
4,022
– –
DVY icon
100
iShares Select Dividend ETF
DVY
$24B
$512K 0.08%
3,382
+689
+26% +$104K
2 3
4
5 6

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RTM
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JSL
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NEAM
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LA
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MTWSIF
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PC
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CFM Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, CFM Wealth Partners held 147 positions worth $667M, down 3.7% from $693M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 4.8%. CFM Wealth Partners opened 3 new positions and exited 4, leaving the 147-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 38% a quarter earlier, followed by Communication Services and Energy.

  • CFM Wealth Partners's largest Q1 2026 buy was Marvell Technology: 28,543 shares worth $2.83M.
  • CFM Wealth Partners added most to TSMC in Q1 2026, an estimated $4.91M increase.
  • CFM Wealth Partners's biggest Q1 2026 reduction was Salesforce, cutting an estimated $6.23M.
  • CFM Wealth Partners fully exited ServiceNow in Q1 2026, selling an estimated $4.91M.
  • CFM Wealth Partners's ten largest holdings make up 48% of its $667M portfolio in Q1 2026.
  • CFM Wealth Partners opened 3 new positions and closed 4 in Q1 2026.
  • CFM Wealth Partners's portfolio value fell 3.7% quarter-over-quarter to $667M.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.