CFM WEALTH PARTNERS LLC

Position in CRCL — Circle Internet Group, Inc.

CIK 1801097 AUSTIN, TX

Position in CRCL

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

Position Value

$369,454

-$882,897 QoQ

Shares Held

5,899

-55.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#341

of 562 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $8,086,916 across 3 Capital Markets names. CRCL ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,538	$4,589,597
2	MS	Morgan Stanley	14,963	$3,127,865
3	CRCL	Circle Internet Group, Inc. This page	5,899	$369,454

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,454	5,899	-55.1%	Shares	Sole	2026-08-07
2026-03-31	$1,252,351	13,126	-2.8%	Shares	Sole	2026-04-21
2025-12-31	$1,070,391	13,498	+82.0%	Shares	Sole	2026-01-27
2025-09-30	$983,080	7,415	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.