Latest CFM WEALTH PARTNERS LLC Stock Portfolio

CFM WEALTH PARTNERS LLC Performance:

2026 Q1: -3.27%YTD: -3.27%2025: 15.75%

Performance for 2026 Q1 is -3.27%, and YTD is -3.27%, and 2025 is 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.

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.

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 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 inc	2,827,180
texas pacific land corporati	643,978
vicor corp	588,455

New stocks bought by CFM WEALTH PARTNERS LLC

Additions

Ticker	% Inc.
taiwan semiconductor manufac	1,092
pepsico inc	86.17
ishares tr	59.79
ishares tr	25.58
qxo inc	20.03
citigroup inc	19.41
advanced micro devices inc	17.76
broadcom inc	14.48

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.

Sector	%
Technology	35.1
Others	13.6
Communication Services	11.6
Energy	9.6
Consumer Cyclical	8.6
Consumer Defensive	7.5
Financial Services	7.1
Healthcare	3.1
Industrials	1.8

Market Cap. Distribution

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

Category	%
MEGA-CAP	66.5
LARGE-CAP	17.2
UNALLOCATED	13.6
MID-CAP	2.7

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.

Index	%
S&P 500	78.7
Others	18.9
RUSSELL 2000	2.4

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.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	10.48	275,465	69,910,300	reduced	-0.87

AAXJ	ishares tr	0.06	8,285	435,460	unchanged	0.00

ABBV	abbvie inc	0.86	26,523	5,768,500	added	1.84

ABT	abbott laboratories	0.07	4,538	465,916	reduced	-8.19

ACWV	ishares inc	0.03	1,708	204,123	unchanged	0.00

ADP	automatic data processing in	0.04	1,465	297,659	unchanged	0.00

AGT	ishares tr	0.34	23,527	2,249,650	unchanged	0.00

ALLY	ally finl inc	0.04	6,655	261,076	unchanged	0.00

AMAT	applied matls inc	0.75	14,598	4,989,450	unchanged	0.00

AMD	advanced micro devices inc	1.62	53,143	10,810,900	added	17.76

AMGN	amgen inc	0.11	2,074	729,737	unchanged	0.00

AMPS	ishares tr	0.82	58,971	5,468,970	added	0.36

AMPS	ishares tr	0.10	4,709	639,105	added	59.79

AMPS	ishares tr	0.04	4,850	247,108	unchanged	0.00

AMZN	amazon com inc	3.34	106,887	22,261,400	added	0.14

ASO	academy sports & outdoors in	0.26	31,015	1,750,800	reduced	-0.81

AVGO	broadcom inc	1.42	30,661	9,489,840	added	14.48

BAC	bank america corp	0.06	7,628	371,865	unchanged	0.00

BIL	spdr series trust	0.44	60,298	2,913,600	added	0.2

BIV	vanguard bd index fds	0.04	4,103	302,145	unchanged	0.00