CFM WEALTH PARTNERS LLC

Position in BLK — BlackRock, Inc.

CIK 1801097 AUSTIN, TX

Position in BLK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$295,198

-$11,587 QoQ

Shares Held

307

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,763

of 2,275 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $4,096,591 across 4 Asset Management names. BLK ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	31,623	$2,902,358
2	NAD	Nuveen Quality Municipal Income Fund	57,144	$692,585
3	BLK	BlackRock, Inc. This page	307	$295,198
4	APO	Apollo Global Management, Inc.	1,745	$206,450

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,198	307	-3.8%	Shares	Sole	2026-08-07
2026-03-31	$306,785	319	0.0%	Shares	Sole	2026-04-21
2025-12-31	$341,438	319	0.0%	Shares	Sole	2026-01-27
2025-09-30	$371,912	319	-9.1%	Shares	Sole	2025-11-03
2025-06-30	$368,286	351	-2.2%	Shares	Sole	2025-07-23
2025-03-31	$339,786	359	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.