Managers / Q2 2023 · view latest →
CFM WEALTH PARTNERS LLC
CIK 0001801097 · 3500 JEFFERSON STREET, SUITE 315, AUSTIN, TX, 78731 · 5123663925
Reported Value
$412M
Q2 2023
Positions
163
Filings on Record
28
2019–present window
Filed
Jul 14, 2023
original filing
Summary
Cfm Wealth Partners Llc reported $412M in U.S.-listed holdings across 163 positions for Q2 2023.
Its largest position, AAPL, represents 14.2% of the portfolio.
Compared with Q1 2023, the fund opened 13 new positions and exited 5.
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 — Q2 2023
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 ↗.