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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
INTC icon
101
Intel
INTC
$527B
$511K 0.08%
11,589
– –
IBM icon
102
IBM
IBM
$223B
$495K 0.07%
2,041
– –
PH icon
103
Parker-Hannifin
PH
$134B
$486K 0.07%
543
– –
IYF icon
104
iShares US Financials ETF
IYF
$4.44B
$485K 0.07%
4,122
– –
IYR icon
105
iShares US Real Estate ETF
IYR
$4.58B
$484K 0.07%
5,118
-67
-1% -$6.51K
DELL icon
106
Dell
DELL
$320B
$484K 0.07%
2,946
-134
-4% -$17.9K
LMT icon
107
Lockheed Martin
LMT
$138B
$466K 0.07%
771
– –
ABT icon
108
Abbott
ABT
$193B
$466K 0.07%
4,538
-405
-8% -$45.7K
IVV icon
109
iShares Core S&P 500 ETF
IVV
$910B
$446K 0.07%
683
-82
-11% -$56K
IJR icon
110
iShares Core S&P Small-Cap ETF
IJR
$113B
$445K 0.07%
3,577
– –
PB icon
111
Prosperity Bancshares
PB
$8.97B
$441K 0.07%
6,571
-1,499
-19% -$105K
IJH icon
112
iShares Core S&P Mid-Cap ETF
IJH
$128B
$439K 0.07%
6,496
-1,643
-20% -$114K
IGSB icon
113
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$435K 0.07%
8,285
– –
PAA icon
114
Plains All American Pipeline
PAA
$16.5B
$414K 0.06%
18,556
-495
-3% -$10.1K
T icon
115
AT&T
T
$168B
$390K 0.06%
13,442
– –
PLTR icon
116
Palantir
PLTR
$430B
$382K 0.06%
2,609
-4,461
-63% -$682K
SBUX icon
117
Starbucks
SBUX
$124B
$375K 0.06%
4,184
– –
BAC icon
118
Bank of America
BAC
$448B
$372K 0.06%
7,628
– –
CRM icon
119
Salesforce
CRM
$165B
$353K 0.05%
1,892
-30,067
-94% -$6.23M
LUNG icon
120
Pulmonx
LUNG
$92.8M
$341K 0.05%
264,039
– –
NEM icon
121
Newmont
NEM
$120B
$314K 0.05%
2,900
-600
-17% -$69.2K
BLK icon
122
Blackrock
BLK
$183B
$307K 0.05%
319
– –
ESGE icon
123
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
$303K 0.05%
6,653
– –
BND icon
124
Vanguard Total Bond Market
BND
$162B
$302K 0.05%
4,103
– –
ADP icon
125
Automatic Data Processing
ADP
$110B
$298K 0.04%
1,465
– –
2 3 4
5
6

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JSL
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NEAM
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MTWSIF
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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.