CFM WEALTH PARTNERS LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 783,287
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 149 | 783,287 | 13F-HR | CFM WEALTH PARTNERS LLC |
| Q1 2026 | 4/21/2026 | 143 | 667,236 | 13F-HR | CFM WEALTH PARTNERS LLC |
| Q4 2025 | 1/27/2026 | 144 | 692,795 | 13F-HR | CFM WEALTH PARTNERS LLC |
| Q3 2025 | 11/3/2025 | 147 | 688,812 | 13F-HR | CFM WEALTH PARTNERS LLC |
| Q2 2025 | 7/23/2025 | 141 | 628,338 | 13F-HR | CFM WEALTH PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 694.3 K | 88.6% | 104.2 K | 0 | 104.2 K |
| ETFs | 88.74 K | 11.3% | 11.88 K | 0 | 11.88 K |
| Debt | 248 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
783,287
Holdings
149
QoQ value change ($000)
116,051
(17.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.