CFM WEALTH PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$667,236
Net value change ($000)
-25,559 (-3.7%)
New positions
3
Sold out positions
4
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TSM 4,871 1227.0%
XOM 3,988 40.3%
WMB 2,842 20.8%
MRVL 2,827 NEW
COST 1,569 14.4%
AMAT 1,237 33.0%
AMD 1,146 11.9%
EPD 1,062 18.0%
PM 1,018 7.1%
CVX 957 36.3%
Top Reduces (Value $000, Stocks/ETFs)
CRM -8,113 -95.8%
NVDA -7,264 -7.1%
MSFT -6,021 -24.3%
AAPL -5,636 -7.5%
NOW -4,913 -100.0%
GOOGL -2,851 -6.9%
V -2,719 -17.2%
AMZN -2,375 -9.6%
PANW -2,310 -17.1%
META -1,756 -8.6%
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