CFM WEALTH PARTNERS LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 692,795
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 655.5 K | 94.6% | 4.362 K | 0 | 4.362 K |
| ETFs | 37.06 K | 5.3% | 0 | 372 | -372 |
| Debt | 247 | 0.0% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
692,795
Holdings
144
QoQ value change ($000)
3,983
(0.6%)
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.