Managers / Q1 2026
CFM WEALTH PARTNERS LLC
CIK 0001801097 · 3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, 78731 · 5123663925
Reported Value
$667M
Q1 2026
Positions
143
Filings on Record
28
2019–present window
Filed
Apr 21, 2026
original filing
Summary
Cfm Wealth Partners Llc reported $667M in U.S.-listed holdings across 143 positions for Q1 2026.
Its largest position, NVDA, represents 14.2% of the portfolio.
Compared with Q4 2025, the fund opened 3 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $667M | 143 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $693M | 144 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $689M | 147 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $628M | 141 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $567M | 139 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $593M | 139 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $573M | 143 | Oct 23, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2024 | $544M | 146 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $498M | 153 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $442M | 160 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $382M | 141 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $412M | 163 | Jul 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $371M | 155 | Apr 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $334.0B | 153 | Jan 20, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $313M | 152 | Oct 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $333M | 162 | Jul 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $418M | 183 | Apr 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $448M | 179 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $398M | 183 | Oct 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $377M | 176 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $332M | 168 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $314M | 165 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $274M | 149 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $263M | 529 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $215M | 535 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $271M | 491 | Jan 30, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.