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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%

No holdings matched the selected filter criteria.

3 4 5 6 7

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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.