CFM WEALTH PARTNERS LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $885,842,605 | Individuals and high net worth (91%) |
| Feb 2025 to Mar 2026 | $760,860,746 | Individuals and high net worth (87%) |
| Feb 2024 to Jan 2025 | $585,520,055 | Individuals and high net worth (90%) |
| May 2023 to Jan 2024 | $472,676,541 | Individuals and high net worth (97%) |
| Feb 2023 to Apr 2023 | $472,676,541 | Individuals and high net worth (97%) |
| Feb 2022 to Jan 2023 | $576,318,057 | Individuals and high net worth (96%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 49.1%; sector active share 26.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.6% | $333,015,852 |
| Communication Services | 11.8% | $86,463,314 |
| Financial Services | 8.5% | $61,852,808 |
| Consumer Cyclical | 7.6% | $55,491,918 |
| Energy | 7.6% | $55,282,010 |
| Consumer Defensive | 6.5% | $47,540,781 |
| Unclassified | 5.4% | $39,316,671 |
| Healthcare | 3.4% | $24,520,922 |
| Industrials | 2.6% | $18,683,283 |
| Basic Materials | 0.9% | $6,673,161 |
| Real Estate | 0.1% | $910,031 |
| Utilities | 0.0% | $256,543 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +55,874 | 73,961 | $0 | |
| — | +16,101 | 20,810 | $570,402 | ||
| MRVL | Marvell Technology, Inc. | +8,489 | 37,032 | $11,031,462 | |
| SBLK | Star Bulk Carriers Corp. | +6,647 | 121,072 | $3,023,167 | |
| EFA | iShares MSCI EAFE ETF | +5,277 | 19,045 | $0 | |
| INTC | Intel Corp | +4,245 | 15,834 | $2,210,901 | |
| IWR | iShares Russell Mid-Cap ETF | +2,396 | 64,949 | $0 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +2,100 | 17,687 | $8,446,780 | |
| — | +2,096 | 4,248 | $238,567 | ||
| 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 | |
| IWD | iShares Russell 1000 Value ETF | +1,326 | 36,980 | $0 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +785 | 9,070 | $0 | |
| AVGO | Broadcom Inc. | +635 | 31,296 | $11,822,064 | |
| BAC | Bank Of America Corp | +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 | |
| — | +123 | 60,421 | $3,484,479 | ||
| COST | Costco Wholesale Corp | +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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | −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 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −2,163 | 56,808 | $0 | |
| VZ | Verizon Communications Inc | −2,075 | 11,337 | $480,008 | |
| ESGE | iShares Trust | −1,914 | 4,739 | $0 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ARM | Arm Holdings PLC | 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 | 3,010 | $768,844 | |
| FTNT | Fortinet, Inc. | 2,100 | $322,602 | |
| FEZ | State Street(R) SPDR(R) EURO STOXX 50(R) ETF | 3,112 | $213,732 | |
| 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 | |
| IJT | iShares S&P Small-Cap 600 Growth ETF | 1,156 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 532,703 | $106,588,543 | 14.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 271,129 | $78,453,887 | 10.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 133,449 | $47,690,669 | 6.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 55,008 | $31,954,697 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 106,285 | $25,331,966 | 3.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 69,449 | $23,683,497 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 49,252 | $18,371,981 | 2.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 31,789 | $17,906,425 | 2.45% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 226,183 | $16,814,444 | 2.30% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 89,631 | $16,215,144 | 2.22% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 43,133 | $15,240,182 | 2.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 20,557 | $15,138,174 | 2.07% | |
| V |
Visa Inc.
Financial Services
|
Added | 43,424 | $14,898,340 | 2.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 11,402 | $13,675,902 | 1.87% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 142,061 | $13,082,397 | 1.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 17,217 | $12,857,139 | 1.76% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 31,296 | $11,822,064 | 1.62% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 12,546 | $11,736,406 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 35,410 | $11,590,755 | 1.59% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 81,723 | $11,173,168 | 1.53% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 37,032 | $11,031,462 | 1.51% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 13,989 | $10,114,047 | 1.39% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 12,865 | $9,817,796 | 1.34% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 17,687 | $8,446,780 | 1.16% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 14,998 | $7,702,972 | 1.06% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 183,670 | $6,751,709 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 26,216 | $6,596,994 | 0.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 56,586 | $6,408,930 | 0.88% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 40,899 | $6,196,198 | 0.85% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 17,954 | $6,181,921 | 0.85% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 81,261 | $5,846,728 | 0.80% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 8,424 | $5,785,687 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,738 | $5,045,496 | 0.69% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
Reduced | 139,285 | $4,819,261 | 0.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 13,203 | $4,656,434 | 0.64% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,538 | $4,589,597 | 0.63% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 62,563 | $4,466,998 | 0.61% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 21,401 | $4,429,364 | 0.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 8,753 | $4,379,913 | 0.60% | |
|
|
Added | 60,421 | $3,484,479 | 0.48% | ||
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 42,080 | $3,419,841 | 0.47% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 14,963 | $3,127,865 | 0.43% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 4,202 | $3,025,608 | 0.41% | |
| SBLK |
Star Bulk Carriers Corp.
Industrials
|
Added | 121,072 | $3,023,167 | 0.41% | |
| CVX |
Chevron Corp
Energy
|
Added | 17,557 | $2,910,248 | 0.40% | |
| ARM |
Arm Holdings PLC
Technology
|
NEW | 8,197 | $2,906,410 | 0.40% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 31,623 | $2,902,358 | 0.40% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 2,505 | $2,891,496 | 0.40% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 10,629 | $2,890,556 | 0.40% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,517 | $2,842,850 | 0.39% |
Showing the top 50 of 149 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.