Institutional Fund
Cfm Wealth Partners LLC
Austin, TXCIK 18010975 filings on record
Portfolio Value
$667.24M
Q1 2026
Holdings
143
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-3.7%
from $692.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation14.2%
- Apple Inc10.5%
- Alphabet Inc5.8%
- Amazon Com Inc3.3%
- Microsoft Corp2.8%
- Meta Platforms Inc2.8%
- Other60.6%
Portfolio Holdings
143 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 542.5K | $94.61M | 14.2% | −3.8K | Reduced |
| 2 | Apple Inc | 275.5K | $69.91M | 10.5% | −2.4K | Reduced |
| 3 | Alphabet Inc | 133.8K | $38.49M | 5.8% | +1.8K | Added |
| 4 | Amazon Com Inc | 106.9K | $22.26M | 3.3% | +153 | Added |
| 5 | Microsoft Corp | 50.6K | $18.72M | 2.8% | −584 | Reduced |
| 6 | Meta Platforms Inc | 32.5K | $18.59M | 2.8% | +1.7K | Added |
| 7 | Williams Cos Inc | 226.4K | $16.48M | 2.5% | −453 | Reduced |
| 8 | Philip Morris Intl Inc | 93.1K | $15.40M | 2.3% | +3.5K | Added |
| 9 | Exxon Mobil Corp | 81.8K | $13.88M | 2.1% | −387 | Reduced |
| 10 | Oreilly Automotive Inc | 142.9K | $13.19M | 2.0% | −1.1K | Reduced |
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