CFM WEALTH PARTNERS LLC

Position in MS — Morgan Stanley

CIK 1801097 AUSTIN, TX

Position in MS

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

Position Value

$3,127,865

+$665,405 QoQ

Shares Held

14,963

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#905

of 2,723 holders

Holding Since

Mar 2020

17 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. MS ranks #2 (38.7% of the industry book) .

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

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,127,865	14,963	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2,462,460	14,963	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$2,642,534	14,885	+16.0%	Shares	Sole	2026-01-27
2025-09-30	$2,039,138	12,828	+11.7%	Shares	Sole	2025-11-03
2025-06-30	$1,618,340	11,489	+8.0%	Shares	Sole	2025-07-23
2025-03-31	$1,241,602	10,642	+0.9%	Shares	Sole	2025-04-25
2024-12-31	$1,325,591	10,544	+3.7%	Shares	Sole	2025-01-24
2024-09-30	$1,060,225	10,171	+24.5%	Shares	Sole	2024-10-23
2024-06-30	$793,847	8,168	+10.1%	Shares	Sole	2024-07-18
2024-03-31	$698,667	7,420	+9.5%	Shares	Sole	2024-04-15
2023-12-31	$631,862	6,776	+7.7%	Shares	Sole	2024-01-12
2023-09-30	$513,867	6,292	+37.3%	Shares	Sole	2023-10-11
2023-06-30	$391,473	4,584	-0.3%	Shares	Sole	2023-07-14
2023-03-31	$403,528	4,596	+12.7%	Shares	Sole	2023-04-12
2022-12-31	$346,711	4,078	+214.9%	Shares	Sole	2023-01-20
2020-06-30	$62,548	1,295	+661.8%	Shares	Sole	2020-08-14
2020-03-31	$5,780	170	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.