CFM WEALTH PARTNERS LLC

Position in V — Visa Inc.

CIK 1801097 AUSTIN, TX

Position in V

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

Position Value

$14,898,340

+$1,783,845 QoQ

Shares Held

43,424

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#1,035

of 4,501 holders

Holding Since

Mar 2020

24 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. V ranks #1 (65.0% of the industry book) .

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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,898,340	43,424	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$13,114,495	43,391	-3.9%	Shares	Sole	2026-04-21
2025-12-31	$15,833,504	45,147	-2.1%	Shares	Sole	2026-01-27
2025-09-30	$15,736,593	46,097	+1.4%	Shares	Sole	2025-11-03
2025-06-30	$16,133,472	45,440	+2.1%	Shares	Sole	2025-07-23
2025-03-31	$15,593,717	44,495	+1.7%	Shares	Sole	2025-04-25
2024-12-31	$13,826,433	43,749	+5.4%	Shares	Sole	2025-01-24
2024-06-30	$10,893,554	41,504	+8.0%	Shares	Sole	2024-07-18
2024-03-31	$10,729,788	38,447	+5.9%	Shares	Sole	2024-04-15
2023-12-31	$9,452,787	36,308	+2.6%	Shares	Sole	2024-01-12
2023-09-30	$8,143,274	35,404	+10.4%	Shares	Sole	2023-10-11
2023-06-30	$7,615,033	32,066	+4.3%	Shares	Sole	2023-07-14
2023-03-31	$6,929,964	30,737	-0.7%	Shares	Sole	2023-04-12
2022-09-30	$5,499,155	30,955	+0.6%	Shares	Sole	2022-10-17
2022-06-30	$6,057,714	30,767	-0.8%	Shares	Sole	2022-07-12
2022-03-31	$6,880,857	31,027	+0.4%	Shares	Sole	2022-04-14
2021-12-31	$6,698,939	30,912	+0.0%	Shares	Sole	2022-01-21
2021-09-30	$6,882,752	30,899	+0.0%	Shares	Sole	2021-10-25
2021-06-30	$7,223,167	30,892	+0.2%	Shares	Sole	2021-07-21
2021-03-31	$6,527,000	30,827	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$6,737,758	30,804	-4.2%	Shares	Sole	2021-02-10
2020-09-30	$6,432,834	32,169	+1.1%	Shares	Sole	2020-11-10
2020-06-30	$6,144,930	31,811	+3.2%	Shares	Sole	2020-08-14
2020-03-31	$4,964,268	30,811	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.