CFM WEALTH PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$692,795
Net value change ($000)
+3,983 (0.6%)
New positions
1
Sold out positions
4
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,374 25.4%
GOOGL 2,892 26.6%
LLY 2,551 31.5%
AMD 2,347 32.1%
AAPL 1,953 2.7%
AVGO 1,515 19.5%
GS 833 26.3%
AMAT 739 24.5%
JPM 646 6.0%
MS 603 29.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,385 -4.1%
PANW -2,160 -13.8%
ORLY -1,954 -12.9%
MSFT -1,891 -7.1%
HD -1,666 -20.3%
NFLX -1,555 -18.4%
META -1,376 -6.3%
FFIN -1,183 -21.7%
NOW -927 -15.9%
MO -669 -12.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type