CFM WEALTH PARTNERS LLC
CIK 1801097
13F filing for Q2 2026・No. 2,993
- Holdings
- US$783.29M
- Quarter change
- +US$116.05M
- Entries
- 149
- Net bought (estimate)
- −US$123.4K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 61
- Added 27
- Corporate actions 0
- Unchanged 50
Largest holdings
149 stocks worth US$783.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 532,703 | US$106.59M | 13.61% |
| AAPLAppleCOM | Cut | 271,129 | US$78.45M | 10.02% |
| GOOGLAlphabetCAP STK CL A | Cut | 133,449 | US$47.69M | 6.09% |
| AMDAMDCOM | Added | 55,008 | US$31.95M | 4.08% |
| AMZNAmazonCOM | Cut | 106,285 | US$25.33M | 3.23% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 69,449 | US$23.68M | 3.02% |
| MSFTMicrosoftCOM | Cut | 49,252 | US$18.37M | 2.35% |
| METAMetaCL A | Cut | 31,789 | US$17.91M | 2.29% |
| WMBWILLIAMS COS INCCOM | Cut | 226,183 | US$16.81M | 2.15% |
| PMPHILIP MORRIS INTL INCCOM | Cut | 89,631 | US$16.22M | 2.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.