CFM WEALTH PARTNERS LLC

CIK

1801097

Location

AUSTIN, TX

Portfolio Value

Small $722,767,753

Diversification

Diversified

Filing Date

Global Rank

#2,321 / 8,633 ▲ 98

Top Industry

Semiconductors 26.4%

3Y Alpha vs SPY

+82.2%

Period ended 51 days ago

Filed Aug 7, 2026 · 13d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+731.8%

SPY

+76.2%

Annualised alpha

+81.8%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.7%

−0.6 pts

Top 5

42.2%

+0.5 pts

Top 10

55.1%

+0.8 pts

HHI

525

Diversified−14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.1%	$333,015,852	27
Communication Services	12.0%	$86,463,314	7
Financial Services	8.6%	$61,852,808	17
Energy	8.1%	$58,892,974	18
Consumer Cyclical	7.7%	$55,491,918	9
Consumer Defensive	6.6%	$47,540,781	9
Unclassified	3.9%	$28,466,166	3
Healthcare	3.4%	$24,520,922	10
Industrials	2.6%	$18,683,283	13
Basic Materials	0.9%	$6,673,161	3
Real Estate	0.1%	$910,031	1
Utilities	0.0%	$256,543	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	+8,489	37,032	$11,031,462
SBLK	Star Bulk Carriers Corp.	+6,647	121,072	$3,023,167
INTC	Intel Corp	+4,245	15,834	$2,210,901
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,100	17,687	$8,446,780
AMD	Advanced Micro Devices Inc	+1,865	55,008	$31,954,697
DELL	Dell Technologies Inc.	+1,772	4,718	$2,035,628
QXO	QXO, Inc.	+1,615	46,674	$806,526
AVGO	Broadcom Inc.	+635	31,296	$11,822,064
BAC	Bank Of America Corp /De/	+434	8,062	$459,372
LLY	ELI LILLY & Co	+374	11,402	$13,675,902
VICR	Vicor Corp	+333	3,988	$1,514,562
CVX	Chevron Corp	+183	17,557	$2,910,248
TSLA	Tesla, Inc.	+170	5,007	$2,105,944
COST	Costco Wholesale Corp /New	+68	12,546	$11,736,406
CRWD	CrowdStrike Holdings, Inc.	+60	12,865	$9,817,796
GS	Goldman Sachs Group Inc	+50	4,538	$4,589,597
V	Visa Inc.	+33	43,424	$14,898,340
SPG	Simon Property Group Inc.	+9	4,069	$910,031
ORCL	Oracle Corp	+2	1,396	$204,583
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ASO	Academy Sports & Outdoors, Inc.	−19,723	11,292	$532,191
KO	Coca Cola Co	−15,391	42,080	$3,419,841
IBIT	iShares Bitcoin Trust ETF	−10,635	14,144	$470,853
NVDA	Nvidia Corp	−9,796	532,703	$106,588,543
CRCL	Circle Internet Group, Inc.	−7,227	5,899	$369,454
OKE	Oneok Inc /New/	−6,888	11,134	$967,989
NFLX	Netflix Inc	−5,584	62,563	$4,466,998
MCD	Mcdonalds Corp	−5,206	10,517	$2,842,850
HD	Home Depot, Inc.	−4,826	13,203	$4,656,434
PG	PROCTER & GAMBLE Co	−4,759	3,896	$571,309
PEP	Pepsico Inc	−4,602	3,083	$417,438
AAPL	Apple Inc.	−4,336	271,129	$78,453,887
PM	Philip Morris International Inc.	−3,481	89,631	$16,215,144
T	At&T Inc.	−3,418	10,024	$207,496
FFIN	First Financial Bankshares Inc	−3,371	139,285	$4,819,261
KMI	Kinder Morgan, Inc.	−3,222	13,937	$445,565
VZ	Verizon Communications Inc	−2,075	11,337	$480,008
EQT	EQT Corp	−1,787	21,904	$1,164,635
MO	Altria Group, Inc.	−1,761	81,261	$5,846,728
MSFT	Microsoft Corp	−1,329	49,252	$18,371,981
WMT	Walmart Inc.	−997	56,586	$6,408,930
SBUX	Starbucks Corp	−982	3,202	$327,212
ORLY	O Reilly Automotive Inc	−869	142,061	$13,082,397
KKR	KKR & Co. Inc.	−847	31,623	$2,902,358
META	Meta Platforms, Inc.	−708	31,789	$17,906,425
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	8,197	$2,906,410
MU	Micron Technology Inc	2,505	$2,891,496
CRDO	Credo Technology Group Holding Ltd	10,629	$2,890,556
SNDK	Sandisk Corp	421	$957,240
GLW	Corning Inc /Ny	3,010	$768,844
FTNT	Fortinet, Inc.	2,100	$322,602
LYV	Live Nation Entertainment, Inc.	1,137	$208,196
EMR	Emerson Electric Co	1,450	$207,567
APO	Apollo Global Management, Inc.	1,745	$206,450
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
COIN	Coinbase Global, Inc.	4,849	$846,683
BMNR	Bitmine Immersion Technologies, Inc.	33,711	$666,803
CRGY	Crescent Energy Co	48,298	$652,023
TPL	Texas Pacific Land Corp	1,357	$643,977
CRM	Salesforce, Inc.	1,892	$353,179
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $722,767,753 total · filing declares 149 positions · $783,286,726 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	532,703	-9,796	$106,588,543	+12.7%	14.75%
AAPL	Apple Inc. Technology	Reduced	271,129	-4,336	$78,453,887	+12.2%	10.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	176,582	-454	$62,930,851	+23.7%	8.71%
AMD	Advanced Micro Devices Inc Technology	Added	55,008	+1,865	$31,954,697	+195.6%	4.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,285	-602	$25,331,966	+13.8%	3.50%
PANW	Palo Alto Networks Inc Technology	Reduced	69,449	-523	$23,683,497	+111.1%	3.28%
MSFT	Microsoft Corp Technology	Reduced	49,252	-1,329	$18,371,981	−1.9%	2.54%
META	Meta Platforms, Inc. Communication Services	Reduced	31,789	-708	$17,906,425	−3.7%	2.48%
WMB	Williams Companies, Inc. Energy	Reduced	226,183	-222	$16,814,444	+2.0%	2.33%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	89,631	-3,481	$16,215,144	+5.3%	2.24%
QQQ	Invesco Qqq Trust, Series 1	Reduced	20,557	-548	$15,138,174	+24.3%	2.09%
V	Visa Inc. Financial Services	Added	43,424	+33	$14,898,340	+13.6%	2.06%
LLY	ELI LILLY & Co Healthcare	Added	11,402	+374	$13,675,902	+34.8%	1.89%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	142,061	-869	$13,082,397	−0.8%	1.81%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,217	-227	$12,857,139	+13.3%	1.78%
AVGO	Broadcom Inc. Technology	Added	31,296	+635	$11,822,064	+24.6%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,546	+68	$11,736,406	−5.6%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,410	-377	$11,590,755	+10.1%	1.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	81,723	-96	$11,173,168	−19.5%	1.55%
MRVL	Marvell Technology, Inc. Technology	Added	37,032	+8,489	$11,031,462	+290.2%	1.53%
AMAT	Applied Materials Inc /De Technology	Reduced	13,989	-609	$10,114,047	+102.7%	1.40%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	12,865	+60	$9,817,796	+96.4%	1.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,687	+2,100	$8,446,780	+60.4%	1.17%
MA	Mastercard Inc Financial Services	Reduced	14,998	-347	$7,702,972	+0.5%	1.07%
EPD	Enterprise Products Partners L.P. Energy	Held	183,670	0	$6,751,709	−2.9%	0.93%
ABBV	AbbVie Inc. Healthcare	Reduced	26,216	-307	$6,596,994	+14.4%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	56,586	-997	$6,408,930	−10.4%	0.89%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	40,899	-64	$6,196,198	−5.3%	0.86%
SHW	Sherwin Williams Co Basic Materials	Reduced	17,954	-659	$6,181,921	+3.6%	0.86%
MO	Altria Group, Inc. Consumer Defensive	Reduced	81,261	-1,761	$5,846,728	+6.7%	0.81%
CAT	Caterpillar Inc Industrials	Reduced	4,738	-50	$5,045,496	+48.7%	0.70%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	139,285	-3,371	$4,819,261	+14.7%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,203	-4,826	$4,656,434	−21.5%	0.64%
GS	Goldman Sachs Group Inc Financial Services	Added	4,538	+50	$4,589,597	+20.9%	0.64%
NFLX	Netflix Inc Communication Services	Reduced	62,563	-5,584	$4,466,998	−31.8%	0.62%
RY	Royal Bank Of Canada Financial Services	Held	21,401	0	$4,429,364	+27.9%	0.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,753	-319	$4,379,913	+0.8%	0.61%
ET	Energy Transfer LP Energy	Held	188,858	0	$3,610,964	−0.9%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	42,080	-15,391	$3,419,841	−21.8%	0.47%
MS	Morgan Stanley Financial Services	Held	14,963	0	$3,127,865	+27.0%	0.43%
PWR	Quanta Services, Inc. Industrials	Reduced	4,202	-46	$3,025,608	+29.7%	0.42%
SBLK	Star Bulk Carriers Corp. Industrials	Added	121,072	+6,647	$3,023,167	+15.0%	0.42%
CVX	Chevron Corp Energy	Added	17,557	+183	$2,910,248	−19.0%	0.40%
ARM	Arm Holdings PLC /Uk Technology	NEW	8,197	NEW	$2,906,410	NEW	0.40%
KKR	KKR & Co. Inc. Financial Services	Reduced	31,623	-847	$2,902,358	−3.4%	0.40%
MU	Micron Technology Inc Technology	NEW	2,505	NEW	$2,891,496	NEW	0.40%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	10,629	NEW	$2,890,556	NEW	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,517	-5,206	$2,842,850	−41.8%	0.39%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	47,088	0	$2,723,569	+0.3%	0.38%
MPLX	Mplx LP Energy	Held	46,729	0	$2,632,244	−1.3%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.