CFM WEALTH PARTNERS LLC

Position in MA — Mastercard Inc

CIK 1801097 AUSTIN, TX

Position in MA

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

Position Value

$7,702,972

+$35,690 QoQ

Shares Held

14,998

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#996

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $22,907,109 across 3 Credit Services names. MA ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	43,424	$14,898,340
2	MA	Mastercard Inc This page	14,998	$7,702,972
3	ALLY	Ally Financial Inc.	6,655	$305,797

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,702,972	14,998	-2.3%	Shares	Sole	2026-08-07
2026-03-31	$7,667,282	15,345	-5.0%	Shares	Sole	2026-04-21
2025-12-31	$9,222,566	16,155	+3.0%	Shares	Sole	2026-01-27
2025-09-30	$8,922,922	15,687	+1.0%	Shares	Sole	2025-11-03
2025-06-30	$8,729,737	15,535	+0.9%	Shares	Sole	2025-07-23
2025-03-31	$8,436,114	15,391	+4.8%	Shares	Sole	2025-04-25
2024-12-31	$7,735,313	14,690	+0.9%	Shares	Sole	2025-01-24
2024-09-30	$7,187,752	14,556	+9.2%	Shares	Sole	2024-10-23
2024-06-30	$5,879,339	13,327	+8.8%	Shares	Sole	2024-07-18
2024-03-31	$5,897,306	12,246	+6.2%	Shares	Sole	2024-04-15
2023-12-31	$4,917,233	11,529	+3.9%	Shares	Sole	2024-01-12
2023-09-30	$4,394,205	11,099	+11.0%	Shares	Sole	2023-10-11
2023-06-30	$3,931,820	9,997	+0.8%	Shares	Sole	2023-07-14
2023-03-31	$3,603,936	9,917	+0.4%	Shares	Sole	2023-04-12
2022-12-31	$3,434,529	9,877	+0.2%	Shares	Sole	2023-01-20
2022-09-30	$2,803,308	9,859	+0.7%	Shares	Sole	2022-10-17
2022-06-30	$3,088,864	9,791	-3.3%	Shares	Sole	2022-07-12
2022-03-31	$3,618,472	10,125	-2.7%	Shares	Sole	2022-04-14
2021-12-31	$3,740,521	10,410	+0.4%	Shares	Sole	2022-01-21
2021-09-30	$3,604,398	10,367	+3.4%	Shares	Sole	2021-10-25
2021-06-30	$3,658,931	10,022	+0.4%	Shares	Sole	2021-07-21
2021-03-31	$3,554,447	9,983	-4.4%	Shares	Sole	2021-05-17
2020-12-31	$3,726,453	10,440	+11.4%	Shares	Sole	2021-02-10
2020-09-30	$3,170,005	9,374	+14.6%	Shares	Sole	2020-11-10
2020-06-30	$2,417,938	8,177	+1.1%	Shares	Sole	2020-08-14
2020-03-31	$1,954,703	8,092	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.