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CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
-1.39%
1 Year Est. Return
+27.85%
3 Year Est. Return
+116.49%
5 Year Est. Return
+166.86%
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

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

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

1 Technology 35.85%
2 Communication Services 11.59%
3 Energy 9.74%
4 Consumer Discretionary 8.58%
5 Financials 8.58%

No holdings matched the selected filter criteria.

2 3 4 5 6

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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.