CFM WEALTH PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$783,287
Net value change ($000)
+116,051 (17.4%)
New positions
11
Sold out positions
5
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 21,144 195.6%
PANW 12,465 111.1%
NVDA 11,977 12.7%
GOOGL 9,202 23.9%
AAPL 8,544 12.2%
MRVL 8,204 290.2%
AMAT 5,125 102.7%
CRWD 4,819 96.4%
LLY 3,532 34.8%
TSM 3,179 60.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,708 -19.5%
NFLX -2,085 -31.8%
MCD -2,044 -41.8%
HD -1,273 -21.5%
ASO -1,219 -69.6%
KO -951 -21.8%
CRCL -883 -70.5%
COIN -847 -100.0%
PEP -776 -65.0%
WMT -747 -10.4%
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