Latest CFM WEALTH PARTNERS LLC Stock Portfolio

CFM WEALTH PARTNERS LLC Performance:

2025 Q4: -5.56%YTD: -8.41%2024: 28.04%

Performance for 2025 Q4 is -5.56%, and YTD is -8.41%, and 2024 is 28.04%.

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

CFM WEALTH PARTNERS LLC is a hedge fund based in AUSTIN, TX. On 30-Jan-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $472.7 Millions. In it's latest 13F Holdings report, CFM WEALTH PARTNERS LLC reported an equity portfolio of $692.8 Millions as of 31 Dec, 2025.

The top stock holdings of CFM WEALTH PARTNERS LLC are NVDA, AAPL, GOOG. The fund has invested 14.7% of it's portfolio in NVIDIA CORPORATION and 10.9% of portfolio in APPLE INC.

The fund managers got completely rid off NIKE INC (NKE), UBER TECHNOLOGIES INC (UBER) and WASTE MGMT INC DEL (WM) stocks. They significantly reduced their stock positions in STARBUCKS CORP (SBUX), AMGEN INC (AMGN) and PFIZER INC (PFE). CFM WEALTH PARTNERS LLC opened new stock positions in BRISTOL-MYERS SQUIBB CO (BMY). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and BITMINE IMMERSION TECNOLOGIE (BMNR).

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

Our best estimate is that CFM WEALTH PARTNERS LLC made a return of -5.56% in the last quarter. In trailing 12 months, it's portfolio return was -8.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bristol-myers squibb co	215,760

New stocks bought by CFM WEALTH PARTNERS LLC

Additions

Ticker	% Inc.
netflix inc	943
servicenow inc	405
bitmine immersion tecnologie	84.73
circle internet group inc	82.04
ishares bitcoin trust etf	68.34
coinbase global inc	60.05
palantir technologies inc	16.94
morgan stanley	16.04

Additions to existing portfolio by CFM WEALTH PARTNERS LLC

Reductions

Ticker	% Reduced
starbucks corp	-55.16
amgen inc	-32.53
pfizer inc	-27.2
ishares tr	-25.15
chevron corp new	-17.15
academy sports & outdoors in	-12.31
exxon mobil corp	-12.24
conocophillips	-12.04

CFM WEALTH PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nike inc	-218,046
uber technologies inc	-207,990
emerson elec co	-206,608
waste mgmt inc del	-206,918

CFM WEALTH PARTNERS LLC got rid off the above stocks

Sector Distribution

CFM WEALTH PARTNERS LLC has about 38.3% of it's holdings in Technology sector.

Sector	%
Technology	38.3
Others	12.6
Communication Services	12.1
Consumer Cyclical	8.7
Financial Services	8
Energy	7.5
Consumer Defensive	6.5
Healthcare	3.1
Industrials	1.5

Market Cap. Distribution

CFM WEALTH PARTNERS LLC has about 84.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	62.9
LARGE-CAP	21.9
UNALLOCATED	12.6
MID-CAP	1.4

Stocks belong to which Index?

About 82.4% of the stocks held by CFM WEALTH PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	80.3
Others	17.6
RUSSELL 2000	2.1

Top 5 Winners (%)		%
LLY	eli lilly & co	39.5 %
LUNG	pulmonx corp	36.4 %
	barrick mng corp	32.9 %
AMD	advanced micro devices inc	32.3 %
GOOG	alphabet inc	28.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	9.4 M
AAPL	apple inc	4.9 M
LLY	eli lilly & co	3.2 M
GOOG	alphabet inc	3.1 M
AMD	advanced micro devices inc	2.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.0 %
BMNR	bitmine immersion tecnologie	-41.3 %
	circle internet group inc	-34.2 %
ORCL	oracle corp	-30.7 %

Top 5 Losers ($)		$
NFLX	netflix inc	-44.4 M
NOW	servicenow inc	-14.7 M
ORLY	oreilly automotive inc	-2.4 M
META	meta platforms inc	-2.2 M
MSFT	microsoft corp	-1.8 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 144 stocks in it's portfolio. About 50% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CFM WEALTH PARTNERS LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	10.90	277,886	75,546,100	reduced	-3.85

AAXJ	ishares tr	0.06	8,285	438,111	unchanged	0.00

ABBV	abbvie inc	0.86	26,043	5,950,580	added	6.7

ABT	abbott labs	0.09	4,943	619,308	unchanged	0.00

ACWV	ishares inc	0.03	1,708	202,825	unchanged	0.00

ADP	automatic data processing in	0.05	1,465	376,842	unchanged	0.00

AGT	ishares tr	0.32	23,527	2,237,180	reduced	-2.18

ALLY	ally finl inc	0.04	6,655	301,405	reduced	-1.71

AMAT	applied matls inc	0.54	14,598	3,751,540	reduced	-0.8

AMD	advanced micro devices inc	1.40	45,129	9,664,830	reduced	-0.22

AMGN	amgen inc	0.10	2,074	678,841	reduced	-32.53

AMPS	ishares tr	0.80	58,758	5,532,650	added	0.88

AMPS	ishares tr	0.05	2,947	358,385	reduced	-2.22

AMPS	ishares tr	0.04	4,850	246,671	unchanged	0.00

AMZN	amazon com inc	3.56	106,734	24,636,300	reduced	-3.22

ASO	academy sports & outdoors in	0.22	31,267	1,562,100	reduced	-12.31

AVGO	broadcom inc	1.34	26,784	9,269,900	added	13.95

BAC	bank america corp	0.06	7,628	419,540	unchanged	0.00

BIL	spdr series trust	0.41	60,179	2,819,990	reduced	-0.07

BIV	vanguard bd index fds	0.04	4,103	303,909	unchanged	0.00