CFM WEALTH PARTNERS LLC

CIK

1801097

Location

AUSTIN, TX

Portfolio Value

Small $602,226,607

Diversification

Diversified

Filing Date

Global Rank

#2,080 / 8,232 ▲ 88

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

+0.1%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.9%

SPY

+76.3%

Annualised alpha

+0.1%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

114 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

−0.6 pts

Top 5

40.5%

−2.4 pts

Top 10

53.4%

−1.9 pts

HHI

531

Diversified−35

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$239,177,939	22
Energy	10.8%	$64,985,546	20
Communication Services	10.8%	$64,960,257	6
Financial Services	9.6%	$57,909,709	18
Consumer Cyclical	9.5%	$57,264,529	9
Consumer Defensive	8.3%	$50,230,636	9
Unclassified	4.1%	$24,477,922	3
Healthcare	3.4%	$20,408,255	10
Industrials	2.5%	$15,275,095	12
Basic Materials	1.1%	$6,525,062	3
Real Estate	0.1%	$757,311	1
Utilities	0.0%	$254,346	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+14,280	15,587	$5,267,626
AMD	Advanced Micro Devices Inc	+8,014	53,143	$10,810,880
QXO	QXO, Inc.	+7,519	45,059	$875,045
AVGO	Broadcom Inc.	+3,877	30,661	$9,489,886
PEP	Pepsico Inc	+3,557	7,685	$1,193,403
PM	Philip Morris International Inc.	+3,481	93,112	$15,395,138
QQQ	Invesco Qqq Trust, Series 1	+2,212	21,105	$12,181,383
SBLK	Star Bulk Carriers Corp.	+1,824	114,425	$2,628,342
GOOGL	Alphabet Inc.	+1,769	133,846	$38,488,755
META	Meta Platforms, Inc.	+1,671	32,497	$18,592,508
LLY	ELI LILLY & Co	+1,112	11,028	$10,143,223
WMT	Walmart Inc.	+892	57,583	$7,156,415
C	Citigroup Inc	+750	4,613	$523,160
ABBV	AbbVie Inc.	+480	26,523	$5,768,487
SPY	Spdr S&P 500 ETF Trust	+471	17,444	$11,344,530
JPM	Jpmorgan Chase & Co	+207	35,787	$10,527,103
AMZN	Amazon Com Inc	+153	106,887	$22,261,355
SHW	Sherwin Williams Co	+98	18,613	$5,966,397
MS	Morgan Stanley	+78	14,963	$2,462,460
TSLA	Tesla, Inc.	+70	4,837	$1,798,154
CVX	Chevron Corp	+68	17,374	$3,594,680
DIS	Walt Disney Co	+4	2,736	$263,695
ORCL	Oracle Corp	+2	1,394	$205,071
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−30,067	1,892	$353,179
NFLX	Netflix Inc	−5,251	68,147	$6,552,334
PLTR	Palantir Technologies Inc.	−4,461	2,609	$381,644
BMNR	Bitmine Immersion Technologies, Inc.	−4,064	33,711	$666,803
NVDA	Nvidia Corp	−3,753	542,499	$94,611,825
KKR	KKR & Co. Inc.	−3,544	32,470	$3,003,475
PANW	Palo Alto Networks Inc	−3,471	69,972	$11,217,911
AAPL	Apple Inc.	−2,421	275,465	$69,910,262
V	Visa Inc.	−1,756	43,391	$13,114,495
B	Barrick Mining Corp	−1,500	6,000	$244,740
PB	Prosperity Bancshares Inc	−1,499	6,571	$441,439
CRWD	CrowdStrike Holdings, Inc.	−1,474	12,805	$4,999,200
ORLY	O Reilly Automotive Inc	−1,141	142,930	$13,193,868
COP	Conocophillips	−1,139	8,718	$1,150,776
KO	Coca Cola Co	−1,075	57,471	$4,370,669
PSX	Phillips 66	−1,000	9,623	$1,753,118
HD	Home Depot, Inc.	−946	18,029	$5,929,557
MA	Mastercard Inc	−810	15,345	$7,667,282
KMI	Kinder Morgan, Inc.	−733	17,159	$575,341
BRK-B	Berkshire Hathaway Inc	−629	9,072	$4,347,302
NEM	NEWMONT Corp /DE/	−600	2,900	$313,925
MSFT	Microsoft Corp	−584	50,581	$18,723,568
PAA	Plains All American Pipeline LP	−495	18,556	$414,355
WMB	Williams Companies, Inc.	−453	226,405	$16,477,755
VZ	Verizon Communications Inc	−442	13,412	$673,282
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	28,543	$2,827,184
TPL	Texas Pacific Land Corp	1,357	$643,977
VICR	Vicor Corp	3,655	$588,455
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	32,070	$4,912,803
APO	Apollo Global Management, Inc.	2,215	$320,643
BX	Blackstone Inc.	1,302	$200,690
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 positions · $602,226,607 total · as of Mar 31, 2026

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

Showing 1–50 of 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	542,499	-3,753	$94,611,825	−7.1%	15.71%
AAPL	Apple Inc. Technology	Reduced	275,465	-2,421	$69,910,262	−7.5%	11.61%
GOOGL	Alphabet Inc. Communication Services	Added	133,846	+1,769	$38,488,755	−6.9%	6.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	106,887	+153	$22,261,355	−9.6%	3.70%
MSFT	Microsoft Corp Technology	Reduced	50,581	-584	$18,723,568	−24.3%	3.11%
META	Meta Platforms, Inc. Communication Services	Added	32,497	+1,671	$18,592,508	−8.6%	3.09%
WMB	Williams Companies, Inc. Energy	Reduced	226,405	-453	$16,477,755	+20.8%	2.74%
PM	Philip Morris International Inc. Consumer Defensive	Added	93,112	+3,481	$15,395,138	+7.1%	2.56%
XOM	Exxon Mobil Corp Energy	Reduced	81,819	-387	$13,881,411	+40.3%	2.31%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	142,930	-1,141	$13,193,868	+0.4%	2.19%
V	Visa Inc. Financial Services	Reduced	43,391	-1,756	$13,114,495	−17.2%	2.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	12,478	-120	$12,433,453	+14.4%	2.06%
QQQ	Invesco Qqq Trust, Series 1	Added	21,105	+2,212	$12,181,383	+5.0%	2.02%
SPY	Spdr S&P 500 ETF Trust	Added	17,444	+471	$11,344,530	−2.0%	1.88%
PANW	Palo Alto Networks Inc Technology	Reduced	69,972	-3,471	$11,217,911	−17.1%	1.86%
AMD	Advanced Micro Devices Inc Technology	Added	53,143	+8,014	$10,810,880	+11.9%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,787	+207	$10,527,103	−8.2%	1.75%
LLY	ELI LILLY & Co Healthcare	Added	11,028	+1,112	$10,143,223	−4.8%	1.68%
AVGO	Broadcom Inc. Technology	Added	30,661	+3,877	$9,489,886	+2.4%	1.58%
MA	Mastercard Inc Financial Services	Reduced	15,345	-810	$7,667,282	−16.9%	1.27%
WMT	Walmart Inc. Consumer Defensive	Added	57,583	+892	$7,156,415	+13.3%	1.19%
EPD	Enterprise Products Partners L.P. Energy	Held	183,670	0	$6,950,072	+18.0%	1.15%
NFLX	Netflix Inc Communication Services	Reduced	68,147	-5,251	$6,552,334	−4.8%	1.09%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	40,963	-206	$6,541,791	+3.4%	1.09%
SHW	Sherwin Williams Co Basic Materials	Added	18,613	+98	$5,966,397	−0.6%	0.99%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	18,029	-946	$5,929,557	−9.2%	0.98%
ABBV	AbbVie Inc. Healthcare	Added	26,523	+480	$5,768,487	−3.1%	0.96%
MO	Altria Group, Inc. Consumer Defensive	Held	83,022	0	$5,478,621	+14.4%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	15,587	+14,280	$5,267,626	+1226.2%	0.87%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	12,805	-1,474	$4,999,200	−25.3%	0.83%
AMAT	Applied Materials Inc /De Technology	Held	14,598	0	$4,989,450	+33.0%	0.83%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	15,723	-284	$4,886,551	−0.1%	0.81%
KO	Coca Cola Co Consumer Defensive	Reduced	57,471	-1,075	$4,370,669	+6.8%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,072	-629	$4,347,302	−10.8%	0.72%
FFIN	First Financial Bankshares Inc Financial Services	Held	142,656	0	$4,201,219	−1.4%	0.70%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,488	-61	$3,796,803	−5.0%	0.63%
ET	Energy Transfer LP Energy	Held	188,858	0	$3,644,959	+17.0%	0.61%
CVX	Chevron Corp Energy	Added	17,374	+68	$3,594,680	+36.3%	0.60%
RY	Royal Bank Of Canada Financial Services	Held	21,401	0	$3,462,253	−5.1%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	4,788	-100	$3,392,106	+21.1%	0.56%
KKR	KKR & Co. Inc. Financial Services	Reduced	32,470	-3,544	$3,003,475	−34.6%	0.50%
MRVL	Marvell Technology, Inc. Technology	NEW	28,543	NEW	$2,827,184	NEW	0.47%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	47,088	0	$2,714,152	+7.1%	0.45%
MPLX	Mplx LP Energy	Held	46,729	0	$2,666,824	+6.9%	0.44%
SBLK	Star Bulk Carriers Corp. Industrials	Added	114,425	+1,824	$2,628,342	+21.4%	0.44%
USAC	USA Compression Partners, LP Energy	Held	92,125	0	$2,498,430	+17.9%	0.41%
MS	Morgan Stanley Financial Services	Added	14,963	+78	$2,462,460	−6.8%	0.41%
PWR	Quanta Services, Inc. Industrials	Reduced	4,248	-2	$2,332,236	+30.0%	0.39%
FTAI	FTAI Aviation Ltd. Industrials	Held	8,447	0	$2,069,515	+24.5%	0.34%
WES	Western Midstream Partners, LP Energy	Held	49,883	0	$2,053,683	+4.2%	0.34%