CFM WEALTH PARTNERS LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 39.7% | $239,177,939 |
| Energy | 10.8% | $64,985,546 |
| Communication Services | 10.8% | $64,960,257 |
| Financial Services | 9.6% | $57,909,709 |
| Consumer Cyclical | 9.5% | $57,264,529 |
| Consumer Defensive | 8.3% | $50,230,636 |
| Unclassified | 4.1% | $24,477,922 |
| Healthcare | 3.4% | $20,408,255 |
| Industrials | 2.5% | $15,275,095 |
| Basic Materials | 1.1% | $6,525,062 |
| Real Estate | 0.1% | $757,311 |
| Utilities | 0.0% | $254,346 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
22 positions ·
$239,177,939 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 542,499 | $94,611,825 | 39.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 275,465 | $69,910,262 | 29.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 50,581 | $18,723,568 | 7.83% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 69,972 | $11,217,911 | 4.69% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 53,143 | $10,810,880 | 4.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 30,661 | $9,489,886 | 3.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 15,587 | $5,267,626 | 2.20% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 12,805 | $4,999,200 | 2.09% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 14,598 | $4,989,450 | 2.09% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 28,543 | $2,827,184 | 1.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 5,474 | $1,062,722 | 0.44% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 3,426 | $731,999 | 0.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 9,045 | $701,801 | 0.29% | |
| VICR |
Vicor Corp
Technology
|
NEW | 3,655 | $588,455 | 0.25% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 4,022 | $517,953 | 0.22% | |
| INTC |
Intel Corp
Technology
|
Held | 11,589 | $511,422 | 0.21% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,041 | $494,717 | 0.21% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 2,946 | $483,526 | 0.20% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,609 | $381,644 | 0.16% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 1,892 | $353,179 | 0.15% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,465 | $297,658 | 0.12% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,394 | $205,071 | 0.09% |