CFM Wealth Partners LLC holds a focused book of 149 reported positions worth $783.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+17.1%/yr). That is a simulation of the disclosed long book, not audited returns.
CFM Wealth Partners LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning CFM Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as CFM Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 10 / 80 | $641.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Prospect Hill Management, LLC | 9 / 80 | $243.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Howard Hughes Medical Institute | 17 / 80 | $402.8M |
| Ketron Financial | 24 / 80 | $286.8M |
Ranked by the share of each fund's own book sitting in the names it shares with CFM Wealth Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $106.6M | 532.7K | 13.6% | ▼−1.8% Reduced · −10K sh | |
| 2 | Apple Inc COM | $78.5M | 271.1K | 10.0% | ▼−1.6% Reduced · −4K sh | |
| 3 | Alphabet Inc CAP STK CL A | $47.7M | 133.4K | 6.1% | ▼−0.3% Reduced · −397 sh | |
| 4 | Advanced Micro Devices Inc COM | $32.0M | 55.0K | 4.1% | ▲+3.5% Added · +2K sh | |
| 5 | Amazon Com Inc COM | $25.3M | 106.3K | 3.2% | ▼−0.6% Reduced · −602 sh | |
| 6 | Palo Alto Networks Inc COM | $23.7M | 69.4K | 3.0% | ▼−0.7% Reduced · −523 sh | |
| 7 | Microsoft Corp COM | $18.4M | 49.3K | 2.3% | ▼−2.6% Reduced · −1K sh | |
| 8 | Meta Platforms Inc CL A | $17.9M | 31.8K | 2.3% | ▼−2.2% Reduced · −708 sh | |
| 9 | Williams Cos Inc COM | $16.8M | 226.2K | 2.1% | ▼−0.1% Reduced · −222 sh | |
| 10 | Philip Morris Intl Inc COM | $16.2M | 89.6K | 2.1% | ▼−3.7% Reduced · −3K sh | |
| 11 | Alphabet Inc CAP STK CL C | $15.2M | 43.1K | 1.9% | ▼−0.1% Reduced · −57 sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $15.1M | 20.6K | 1.9% | ▼−2.6% Reduced · −548 sh | |
| 13 | Visa Inc COM CL A | $14.9M | 43.4K | 1.9% | ▲+0.1% Added · +33 sh | |
| 14 | Eli Lilly & Co COM | $13.7M | 11.4K | 1.7% | ▲+3.4% Added · +374 sh | |
| 15 | Oreilly Automotive Inc COM | $13.1M | 142.1K | 1.7% | ▼−0.6% Reduced · −869 sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $12.9M | 17.2K | 1.6% | ▼−1.3% Reduced · −227 sh | |
| 17 | Broadcom Inc COM | $11.8M | 31.3K | 1.5% | ▲+2.1% Added · +635 sh | |
| 18 | Costco Wholesale Corporation COM | $11.7M | 12.5K | 1.5% | ▲+0.5% Added · +68 sh | |
| 19 | JPMorgan Chase & Co COM | $11.6M | 35.4K | 1.5% | ▼−1.1% Reduced · −377 sh | |
| 20 | Exxon Mobil Corp COM | $11.2M | 81.7K | 1.4% | ▼−0.1% Reduced · −96 sh | |
| 21 | Marvell Technology Inc COM | $11.0M | 37.0K | 1.4% | ▲+30% Added · +8K sh | |
| 22 | Applied Matls Inc COM | $10.1M | 14.0K | 1.3% | ▼−4.2% Reduced · −609 sh | |
| 23 | Crowdstrike Hldgs Inc CL A | $9.8M | 12.9K | 1.3% | ▲+0.5% Added · +60 sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $9.2M | 74.0K | 1.2% | ▲+309% Added · +56K sh | |
| 25 | Ishares TR RUS 1000 VAL ETF | $9.0M | 37.0K | 1.1% | ▲+3.7% Added · +1K sh | |
| 26 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.4M | 17.7K | 1.1% | ▲+13% Added · +2K sh | |
| 27 | Mastercard Incorporated CL A | $7.7M | 15.0K | 1.0% | ▼−2.3% Reduced · −347 sh | |
| 28 | Ishares TR RUS MID CAP ETF | $7.2M | 64.9K | 0.9% | ▲+3.8% Added · +2K sh | |
| 29 | Enterprise Prods Partners L COM | $6.8M | 183.7K | 0.9% | —Held | |
| 30 | Abbvie Inc COM | $6.6M | 26.2K | 0.8% | ▼−1.1% Reduced · −307 sh | |
| 31 | Walmart Inc COM | $6.4M | 56.6K | 0.8% | ▼−1.7% Reduced · −997 sh | |
| 32 | TJX Cos Inc New COM | $6.2M | 40.9K | 0.8% | ▼−0.1% Reduced · −64 sh | |
| 33 | Sherwin Williams Co COM | $6.2M | 18.0K | 0.8% | ▼−3.5% Reduced · −659 sh | |
| 34 | Altria Group Inc COM | $5.8M | 81.3K | 0.7% | ▼−2.1% Reduced · −2K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $5.8M | 8.4K | 0.7% | ▼−0.2% Reduced · −14 sh | |
| 36 | Ishares TR MSCI USA MIN ETF | $5.5M | 56.8K | 0.7% | ▼−3.7% Reduced · −2K sh | |
| 37 | Caterpillar Inc COM | $5.0M | 4.7K | 0.6% | ▼−1.0% Reduced · −50 sh | |
| 38 | First Finl Bankshares Inc COM | $4.8M | 139.3K | 0.6% | ▼−2.4% Reduced · −3K sh | |
| 39 | Home Depot Inc COM | $4.7M | 13.2K | 0.6% | ▼−27% Reduced · −5K sh | |
| 40 | Goldman Sachs Group Inc COM | $4.6M | 4.5K | 0.6% | ▲+1.1% Added · +50 sh | |
| 41 | Netflix Inc. COM | $4.5M | 62.6K | 0.6% | ▼−8.2% Reduced · −6K sh | |
| 42 | Ishares TR MSCI USA QLT FCT | $4.5M | 20.3K | 0.6% | ▼−0.9% Reduced · −185 sh | |
| 43 | Royal BK Cda COM | $4.4M | 21.4K | 0.6% | —Held | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $4.4M | 8.8K | 0.6% | ▼−3.5% Reduced · −319 sh | |
| 45 | Energy Transfer L P COM UT LTD PTN | $3.6M | 188.9K | 0.5% | —Held | |
| 46 | SPDR Series Trust ST STR SP600 SML | $3.5M | 60.4K | 0.4% | ▲+0.2% Added · +123 sh | |
| 47 | Coca Cola Co COM | $3.4M | 42.1K | 0.4% | ▼−27% Reduced · −15K sh | |
| 48 | Morgan Stanley COM NEW | $3.1M | 15.0K | 0.4% | —Held | |
| 49 | Quanta Svcs Inc COM | $3.0M | 4.2K | 0.4% | ▼−1.1% Reduced · −46 sh | |
| 50 | Star Bulk Carriers Corp. SHS PAR | $3.0M | 121.1K | 0.4% | ▲+5.8% Added · +7K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801097/holdings"
Use Arkolith to show CFM WEALTH PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 149 | $783.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 143 | $667.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 144 | $692.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 147 | $688.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 141 | $628.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 139 | $567.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 139 | $592.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 143 | $572.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.