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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
DVY icon
101
iShares Select Dividend ETF
DVY
$23.8B
$518K 0.07%
3,317
-65
-2% -$10K
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$124B
$501K 0.06%
6,496
– –
PH icon
103
Parker-Hannifin
PH
$125B
$487K 0.06%
498
-45
-8% -$41.2K
VZ icon
104
Verizon
VZ
$208B
$480K 0.06%
11,337
-2,075
-15% -$97.3K
PB icon
105
Prosperity Bancshares
PB
$8.69B
$480K 0.06%
6,571
– –
IGSB icon
106
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$475K 0.06%
9,070
+785
+9% +$41.1K
IBIT icon
107
iShares Bitcoin Trust
IBIT
$58.6B
$471K 0.06%
14,144
-10,635
-43% -$433K
BAC icon
108
Bank of America
BAC
$436B
$459K 0.06%
8,062
+434
+6% +$23.1K
KMI icon
109
Kinder Morgan
KMI
$70.3B
$446K 0.06%
13,937
-3,222
-19% -$104K
IVV icon
110
iShares Core S&P 500 ETF
IVV
$898B
$443K 0.06%
591
-92
-13% -$67K
PEP icon
111
PepsiCo
PEP
$193B
$417K 0.05%
3,083
-4,602
-60% -$688K
LOW icon
112
Lowe's Companies
LOW
$117B
$417K 0.05%
1,890
-343
-15% -$77.9K
PAA icon
113
Plains All American Pipeline
PAA
$18B
$413K 0.05%
18,556
– –
ABT icon
114
Abbott
ABT
$195B
$412K 0.05%
4,538
– –
LMT icon
115
Lockheed Martin
LMT
$130B
$393K 0.05%
771
– –
CRCL
116
Circle Internet Group
CRCL
$22.1B
$369K 0.05%
5,899
-7,227
-55% -$703K
IWM icon
117
iShares Russell 2000 ETF
IWM
$80.8B
$346K 0.04%
1,153
– –
LUNG icon
118
Pulmonx
LUNG
$102M
$343K 0.04%
264,039
– –
GE icon
119
GE Aerospace
GE
$355B
$340K 0.04%
911
– –
ADP icon
120
Automatic Data Processing
ADP
$114B
$328K 0.04%
1,465
– –
SBUX icon
121
Starbucks
SBUX
$123B
$327K 0.04%
3,202
-982
-23% -$98.9K
IYJ icon
122
iShares US Industrials ETF
IYJ
$1.9B
$327K 0.04%
1,963
– –
FTNT icon
123
Fortinet
FTNT
$122B
$323K 0.04%
+2,100
New +$243K
ALLY icon
124
Ally Financial
ALLY
$12.8B
$306K 0.04%
6,655
– –
BND icon
125
Vanguard Total Bond Market
BND
$161B
$301K 0.04%
4,103
– –
3 4
5
6 7

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TWM
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TIAM
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LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CC
Converium Capital Montreal $783M AUM
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return
8OGI
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HCI
Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return

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.