CFM Wealth Partners LLC reported 116 positions worth $694.08M for the quarter ended Jun 30, 2026, up 17.6% on the prior quarter. It opened 9 new positions, added to 19, trimmed 49 and exited 5. Its largest holding is Nvidia Corp at 15.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARM Arm Holdings Plc | +8,197 | – | $2.91M | 0.419% |
| MU Micron Technology Inc | +2,505 | – | $2.89M | 0.417% |
| CRDO Credo Technology Group Holding Ltd | +10.6K | – | $2.89M | 0.416% |
| MRVL Marvell Technology, Inc. | +8,489 | +29.7% | $2.53M | 1.59% |
| AMD Advanced Micro Devices Inc | +1,865 | +3.5% | $1.08M | 4.6% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +2,100 | +13.5% | $1.00M | 1.22% |
| SNDK Sandisk Corp | +421 | – | $957.24K | 0.138% |
| GLW Corning Inc | +3,010 | – | $768.84K | 0.111% |
| DELL Dell Technologies Inc. | +1,772 | +60.1% | $764.55K | 0.293% |
| INTC Intel Corp | +4,245 | +36.6% | $592.73K | 0.319% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -9,796 | -1.8% | $1.96M | 15.36% |
| HD Home Depot, Inc. | -4,826 | -26.8% | $1.70M | 0.671% |
| MCD Mcdonalds Corp | -5,206 | -33.1% | $1.41M | 0.41% |
| AAPL Apple Inc. | -4,336 | -1.6% | $1.25M | 11.3% |
| KO Coca Cola Co | -15.4K | -26.8% | $1.25M | 0.493% |
| ASO Academy Sports & Outdoors, Inc. | -19.7K | -63.6% | $929.55K | 0.077% |
| COIN Coinbase Global, Inc. | -4,849 | -100.0% | $846.68K | Exited |
| PG PROCTER & GAMBLE Co | -4,759 | -55.0% | $697.86K | 0.082% |
| BMNR Bitmine Immersion Technologies, Inc. | -33.7K | -100.0% | $666.80K | Exited |
| CRGY Crescent Energy Co | -48.3K | -100.0% | $652.02K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARM Arm Holdings Plc | +8,197 | $2.91M | 0.419% |
| MU Micron Technology Inc | +2,505 | $2.89M | 0.417% |
| CRDO Credo Technology Group Holding Ltd | +10.6K | $2.89M | 0.416% |
| SNDK Sandisk Corp | +421 | $957.24K | 0.138% |
| GLW Corning Inc | +3,010 | $768.84K | 0.111% |
| FTNT Fortinet, Inc. | +2,100 | $322.60K | 0.046% |
| LYV Live Nation Entertainment, Inc. | +1,137 | $208.20K | 0.03% |
| EMR Emerson Electric Co | +1,450 | $207.57K | 0.03% |
| APO Apollo Global Management, Inc. | +1,745 | $206.47K | 0.03% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 532.7K | $106.59M | 15.36% | -9,796 | -1.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 271.1K | $78.45M | 11.3% | -4,336 | -1.6% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 133.4K | $47.69M | 6.87% | -397 | -0.3% | Reduced | 0% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 55.0K | $31.95M | 4.6% | +1,865 | +3.5% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 106.3K | $25.33M | 3.65% | -602 | -0.6% | Reduced | 0% |
| 6 | PANW Palo Alto Networks Inc | Technology | 69.4K | $23.68M | 3.41% | -523 | -0.7% | Reduced | 0.01% |
| 7 | MSFT Microsoft Corp | Technology | 49.3K | $18.37M | 2.65% | -1,329 | -2.6% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 31.8K | $17.91M | 2.58% | -708 | -2.2% | Reduced | 0% |
| 9 | WMB Williams Companies, Inc. | Energy | 226.2K | $16.81M | 2.42% | -222 | -0.1% | Reduced | 0.02% |
| 10 | PM Philip Morris International Inc. | Consumer Staples | 89.6K | $16.22M | 2.34% | -3,481 | -3.7% | Reduced | 0.01% |
| 11 | GOOG Alphabet Inc. | Technology | 43.1K | $15.24M | 2.2% | -57 | -0.1% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 43.4K | $14.90M | 2.15% | +33 | +0.1% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 11.4K | $13.68M | 1.97% | +374 | +3.4% | Added | 0% |
| 14 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 142.1K | $13.08M | 1.88% | -869 | -0.6% | Reduced | 0.02% |
| 15 | AVGO Broadcom Inc. | Technology | 31.3K | $11.82M | 1.7% | +635 | +2.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Cfm Wealth Partners.
As of its Q2 2026 13F filing, CFM Wealth Partners LLC’s five largest positions were Nvidia Corp (NVDA) at 15.4%, Apple Inc. (AAPL) at 11.3%, Alphabet Inc. (GOOGL) at 6.9%, Advanced Micro Devices Inc (AMD) at 4.6%, Amazon Com Inc (AMZN) at 3.7% of the reported portfolio.
CFM Wealth Partners LLC reported a 13F portfolio worth $694.08M across 116 positions for Q2 2026. That is up 17.6% from the previous quarter.
Its largest purchases by value were Arm Holdings Plc ($2.91M), Micron Technology Inc ($2.89M), Credo Technology Group Holding Ltd ($2.89M). It opened 9 new positions.
Its largest sales by value were Nvidia Corp ($1.96M), Home Depot, Inc. ($1.70M), Mcdonalds Corp ($1.41M). It exited 5 positions entirely.
From the Form 13F-HR reports CFM Wealth Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.