CFM WEALTH PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$802,741
Net value change ($000)
+19,454 (2.5%)
New positions
4
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 14,703 13.8%
AAPL 11,350 14.5%
MSFT 6,906 37.6%
META 4,816 26.9%
CRWD 3,847 39.2%
PANW 3,764 15.9%
AMD 1,558 4.9%
IWF 1,262 13.7%
AMZN 1,092 4.3%
PM 888 5.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -11,173 -100.0%
AMAT -2,957 -29.2%
HD -1,979 -42.5%
GOOGL -1,779 -3.7%
WMB -1,440 -8.6%
MRVL -1,248 -11.3%
CAT -1,245 -24.7%
BRK-B -1,203 -27.5%
FFIN -1,190 -24.7%
MCD -1,169 -41.1%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type