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Latest CFM WEALTH PARTNERS LLC Stock Portfolio

$783Million | No. of Holdings #149

CFM WEALTH PARTNERS LLC Performance

2026 Q2+14.50%
YTD+10.76%
2025+15.75%

About CFM WEALTH PARTNERS LLC and 13F Hedge Fund Stock Holdings

CFM WEALTH PARTNERS LLC is a hedge fund based in Austin, TX. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, CFM WEALTH PARTNERS LLC reported an equity portfolio of $783.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CFM WEALTH PARTNERS LLC are NVDA, AAPL, GOOG. The fund has invested 13.6% of it's portfolio in NVIDIA CORPORATION and 10% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off COINBASE GLOBAL INC (COIN), BITMINE IMMERSION TECNOLOGIE (BMNR) and CRESCENT ENERGY COMPANY (CRGY) stocks. They significantly reduced their stock positions in ACADEMY SPORTS & OUTDOORS IN (ASO), PEPSICO INC (PEP) and CIRCLE INTERNET GROUP INC. CFM WEALTH PARTNERS LLC opened new stock positions in ARM HOLDINGS PLC, MICRON TECHNOLOGY INC (MU) and CREDO TECHNOLOGY GROUP HOLDI (CRDO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ISHARES TR (IJR) and PROSHARES TR (BZQ).
CFM WEALTH PARTNERS LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$783Million
  as of Aug 07, 2026

CFM WEALTH PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CFM WEALTH PARTNERS LLC made a return of 14.5% in the last quarter. In trailing 12 months, it's portfolio return was 22.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
arm holdings plc2,906,410
micron technology inc2,891,500
credo technology group holdi2,890,560
sandisk corp957,240
corning inc768,844
fortinet inc322,602
spdr index shs fds213,732
live nation entertainment in208,196
New stocks bought by CFM WEALTH PARTNERS LLC

Additions

Ticker% Inc.
ishares tr341
ishares tr308
proshares tr97.4
dell technologies inc60.15
ishares tr38.33
intel corp36.63
marvell technology inc29.74
taiwan semiconductor manufac13.47
Additions to existing portfolio by CFM WEALTH PARTNERS LLC

Reductions

Ticker% Reduced
academy sports & outdoors in-63.59
pepsico inc-59.88
circle internet group inc-55.06
procter & gamble co-54.99
ishares bitcoin trust etf-42.92
oneok inc new-38.22
mcdonalds corp-33.11
ishares inc-28.77
CFM WEALTH PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
crescent energy company-652,023
bitmine immersion tecnologie-666,804
coinbase global inc-846,684
salesforce inc-353,180
texas pacific land corporati-643,978
CFM WEALTH PARTNERS LLC got rid off the above stocks

Sector Distribution

CFM WEALTH PARTNERS LLC has about 41% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Energy
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Industrials
Sector%
Technology41
Others13.3
Communication Services11
Energy7.5
Financial Services7.1
Consumer Cyclical7.1
Consumer Defensive6.1
Healthcare3.1
Industrials1.9

Market Cap. Distribution

CFM WEALTH PARTNERS LLC has about 84.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP69
LARGE-CAP15.6
UNALLOCATED13.9
MID-CAP1.5

Stocks belong to which Index?

About 79.9% of the stocks held by CFM WEALTH PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50077.5
Others20.1
RUSSELL 20002.4
Top 5 Winners (%)%
AMD
advanced micro devices inc
176.8 %
INTC
intel corp
145.3 %
MRVL
marvell technology inc
144.5 %
VICR
vicor corp
123.2 %
PANW
palo alto networks inc
112.3 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
20.4 M
NVDA
nvidia corporation
13.8 M
PANW
palo alto networks inc
12.6 M
AAPL
apple inc
9.7 M
GOOG
alphabet inc
9.3 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.8 %
IJR
ishares tr
-60.2 %
BZQ
proshares tr
-40.1 %
T
at&t inc
-25.0 %
circle internet group inc
-24.9 %
Top 5 Losers ($)$
IJR
ishares tr
-13.9 M
XOM
exxon mobil corp
-2.7 M
NFLX
netflix inc.
-1.6 M
AMPS
ishares tr
-1.4 M
COST
costco wholesale corporation
-0.8 M

CFM WEALTH PARTNERS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CFM WEALTH PARTNERS LLC

CFM WEALTH PARTNERS LLC has 149 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for CFM WEALTH PARTNERS LLC last quarter.

$783.29MTotal Value
154Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CFM WEALTH PARTNERS LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFM WEALTH PARTNERS LLC's holding in Ishares Tr over time
0.06%9,070
$475.4K
0.06%
increased 9.47 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CFM WEALTH PARTNERS LLC's holding in Ishares Inc over time
0.03%1,708
$205.4K
0.03%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
CFM WEALTH PARTNERS LLC's holding in Ishares Tr over time
0.31%23,352
$2.40M
0.31%
decreased 0.74 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CFM WEALTH PARTNERS LLC's holding in Spdr Series Trust over time
0.44%60,421
$3.48M
0.44%
increased 0.2 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
CFM WEALTH PARTNERS LLC's holding in Vanguard Bd Index Fds over time
0.04%4,103
$301.2K
0.04%
unchanged 0 percentunchanged