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Latest CFM WEALTH PARTNERS LLC Stock Portfolio

$667Million | No. of Holdings #143

CFM WEALTH PARTNERS LLC Performance

2026 Q1-3.27%
YTD-3.27%
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 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, CFM WEALTH PARTNERS LLC reported an equity portfolio of $667.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of CFM WEALTH PARTNERS LLC are NVDA, AAPL, GOOG. The fund has invested 14.2% of it's portfolio in NVIDIA CORPORATION and 10.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off SERVICENOW INC (NOW), APOLLO GLOBAL MGMT INC and BLACKSTONE INC (BX) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), PALANTIR TECHNOLOGIES INC (PLTR) and ISHARES TR (IJR). CFM WEALTH PARTNERS LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), TEXAS PACIFIC LAND CORPORATI (TPL) and VICOR CORP (VICR). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MANUFAC (TSM), PEPSICO INC (PEP) and ISHARES TR (AMPS).
CFM WEALTH PARTNERS LLC Equity Portfolio Value
Last Reported on: 21 Apr, 2026
$667Million
  as of Apr 21, 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 -3.27% in the last quarter. In trailing 12 months, it's portfolio return was 18.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc2,827,180
texas pacific land corporati643,978
vicor corp588,455
New stocks bought by CFM WEALTH PARTNERS LLC

Additions

Ticker% Inc.
taiwan semiconductor manufac1,092
pepsico inc86.17
ishares tr59.79
ishares tr25.58
qxo inc20.03
citigroup inc19.41
advanced micro devices inc17.76
broadcom inc14.48
Additions to existing portfolio by CFM WEALTH PARTNERS LLC

Reductions

Ticker% Reduced
salesforce inc-94.08
palantir technologies inc-63.1
ishares tr-20.19
barrick mng corp-20.00
prosperity bancshares inc-18.57
newmont corp-17.14
conocophillips-11.56
bitmine immersion tecnologie-10.76
CFM WEALTH PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-4,912,800
spdr index shs fds-200,382
apollo global mgmt inc-320,664
blackstone inc-200,690
CFM WEALTH PARTNERS LLC got rid off the above stocks

Sector Distribution

CFM WEALTH PARTNERS LLC has about 35.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Energy
  • Consumer Cyclical
  • Consumer Defensive
  • Financial Services
  • Healthcare
  • Industrials
Sector%
Technology35.1
Others13.6
Communication Services11.6
Energy9.6
Consumer Cyclical8.6
Consumer Defensive7.5
Financial Services7.1
Healthcare3.1
Industrials1.8

Market Cap. Distribution

CFM WEALTH PARTNERS LLC has about 83.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP66.5
LARGE-CAP17.2
UNALLOCATED13.6
MID-CAP2.7

Stocks belong to which Index?

About 81.1% 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 50078.7
Others18.9
RUSSELL 20002.4
Top 5 Winners (%)%
CRGY
crescent energy company
60.9 %
XOM
exxon mobil corp
40.9 %
PSX
phillips 66
39.2 %
COP
conocophillips
38.6 %
TRGP
targa res corp
35.9 %
Top 5 Winners ($)$
XOM
exxon mobil corp
4.0 M
WMB
williams cos inc
2.9 M
COST
costco wholesale corporation
1.7 M
AMAT
applied matls inc
1.2 M
EPD
enterprise prods partners l
1.1 M
Top 5 Losers (%)%
LUNG
pulmonx corp
-41.6 %
KKR
kkr & co inc
-26.1 %
BMNR
bitmine immersion tecnologie
-25.7 %
QCOM
qualcomm inc
-24.7 %
ORCL
oracle corp
-24.5 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-6.6 M
MSFT
microsoft corp
-5.8 M
AAPL
apple inc
-5.0 M
GOOG
alphabet inc
-3.4 M
META
meta platforms inc
-2.8 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 143 stocks in it's portfolio. About 48.2% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for CFM WEALTH PARTNERS LLC last quarter.

$667.24MTotal Value
147Positions
21 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of CFM WEALTH PARTNERS LLC, last reported on 21 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CFM WEALTH PARTNERS LLC's holding in Ishares Tr over time
0.06%8,285
$435.5K
0.06%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
CFM WEALTH PARTNERS LLC's holding in Ishares Inc over time
0.03%1,708
$204.1K
0.03%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
CFM WEALTH PARTNERS LLC's holding in Ishares Tr over time
0.34%23,527
$2.25M
0.34%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CFM WEALTH PARTNERS LLC's holding in Spdr Series Trust over time
0.44%60,298
$2.91M
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
$302.1K
0.04%
unchanged 0 percentunchanged