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CFM WEALTH PARTNERS LLC - Portfolio Stock Holdings

CFM WEALTH PARTNERS LLC disclosed 151 stock positions in a recent SEC 13F filing. $799,302,855 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and GOOGL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $885,842,605 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

151

Est. Stock Holding Value:

$799,302,855

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CFM WEALTH PARTNERS LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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