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CFM WEALTH PARTNERS LLC — 13F Holdings & Portfolio

CIK 1801097 · latest 13F-HR filed 2026-08-07

Backtest portfolio

CFM WEALTH PARTNERS LLC manages $783.3M in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (13.61%), AAPL (10.02%), GOOGL (6.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 5; 70 existing positions rose in reported value and 37 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$783.3M

Long-equity book

Holdings
149

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+11 / −5 / ↑70 / ↓37

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA13.6% · -2%AAPL10.0% · -2%GOOGL6.1% · -0%AMD4.1% · +4%AMZN3.2% · -1%PANW3.0% · -1%MSFT2.3% · -3%META2.3% · -2%WMB2.1% · -0%PM2.1% · -4%GOOG1.9% · -0%QQQ1.9% · -3%V1.9% · +0%LLY1.7% · +3%ORLY1.7% · -1%SPY1.6% · -1%AVGO1.5% · +2%COST1.5% · +0%JPM1.5% · -1%XOM1.4% · -0%MRVL1.4% · +30%AMAT1.3% · -4%CRWD1.3% · +0%IWF1.2% · +309%IWD1.1% · +4%TSM1.1% · +14%MA1.0% · -2%IWR0.9% · +4%EPD0.9% · 0%ABBV0.8% · -1%WMT0.8% · -2%TJX0.8% · -0%SHW0.8% · -4%MO0.7% · -2%VOO0.7% · -0%USMV0.7% · -4%CAT0.6% · -1%FFIN0.6% · -2%HD0.6% · -27%GS0.6% · +1%NFLX0.6% · -8%QUAL0.6% · -1%RY0.6% · 0%BRK.B0.6% · -4%ET0.5% · 0%SPSM0.4% · +0%KO0.4% · -27%MS0.4% · 0%PWR0.4% · -1%SBLK0.4% · +6%CVX0.4% · +1%ARM0.4% · newKKR0.4% · -3%MU0.4% · newCRDO0.4% · newMCD0.4% · -33%IWB0.4% · -1%MDLZ0.3% · 0%MPLX0.3% · 0%USAC0.3% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 48.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 10, 2026.

Assets Under Management
$885.8M
Discretionary
$885.8M
Employees
3
Accounts
661
Address
3500 JEFFERSON STREET
SUITE 315
AUSTIN, TX 78731
Phone
(512) 366-3925
Website
Name Title / Status Ownership Type
MAAS, LISA, SUSAN ControlPARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER
since Sep 2019
Less than 5%Individual
MOODY, EDWARD, ALLEN ControlCO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER
since Sep 2019
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Aug 27, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 30, 2025 filing
  • No longer listedFREE, JOLYNN, HUDSON · CO-FOUNDER, PARTNER, MEMBER · 25–50% · control person · listed since Sep 2019
  • ChangedMAAS, LISA, SUSAN · title CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → PARTNER, HEAD OF OPERATIONS, AND CHIEF COMPLIANCE OFFICER
  • ChangedMOODY, EDWARD, ALLEN · ownership 50–75% → 75% or more
Mar 4, 2021 filing
  • No longer listedCOOPER, ROBIN, JONES · PASSIVE INVESTOR · 25–50% · listed since Aug 2020
  • ChangedMOODY, EDWARD, ALLEN · ownership 25–50% → 50–75%
Sep 2, 2020 filing
  • No longer listedCOOPER, MALCOLM, LANE · CO-FOUNDER, PARTNER, MEMBER · 25–50% · control person · listed since Sep 2019
  • AddedCOOPER, ROBIN, JONES · PASSIVE INVESTOR · 25–50%
Sep 26, 2019 filing
  • No longer listedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person · listed since Aug 2019
  • AddedCOOPER, MALCOLM, LANE · CO-FOUNDER, PARTNER, MEMBER · 25–50% · control person
  • AddedFREE, JOLYNN, HUDSON · CO-FOUNDER, PARTNER, MEMBER · 25–50% · control person
  • AddedMAAS, LISA, SUSAN · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedMOODY, EDWARD, ALLEN · CO-FOUNDER, MANAGING PARTNER, MANAGING MEMBER · 25–50% · control person
Aug 27, 2019 filing (earliest on record)
  • ListedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

CFM WEALTH PARTNERS LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $106.6M 13.61% 532,703 SH
2 APPLE INC AAPL 037833100 $78.5M 10.02% 271,129 SH
3 ALPHABET INC GOOGL 02079K305 $47.7M 6.09% 133,449 SH
4 ADVANCED MICRO DEVICES INC AMD 007903107 $32.0M 4.08% 55,008 SH
5 AMAZON COM INC AMZN 023135106 $25.3M 3.23% 106,285 SH
6 PALO ALTO NETWORKS INC PANW 697435105 $23.7M 3.02% 69,449 SH
7 MICROSOFT CORP MSFT 594918104 $18.4M 2.35% 49,252 SH
8 META PLATFORMS INC META 30303M102 $17.9M 2.29% 31,789 SH
9 WILLIAMS COS INC WMB 969457100 $16.8M 2.15% 226,183 SH
10 PHILIP MORRIS INTL INC PM 718172109 $16.2M 2.07% 89,631 SH
11 ALPHABET INC GOOG 02079K107 $15.2M 1.95% 43,133 SH
12 INVESCO QQQ TR QQQ 46090E103 $15.1M 1.93% 20,557 SH
13 VISA INC V 92826C839 $14.9M 1.90% 43,424 SH
14 ELI LILLY & CO LLY 532457108 $13.7M 1.75% 11,402 SH
15 OREILLY AUTOMOTIVE INC ORLY 67103H107 $13.1M 1.67% 142,061 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $12.9M 1.64% 17,217 SH
17 BROADCOM INC AVGO 11135F101 $11.8M 1.51% 31,296 SH
18 COSTCO WHOLESALE CORPORATION COST 22160K105 $11.7M 1.50% 12,546 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $11.6M 1.48% 35,410 SH
20 EXXON MOBIL CORP XOM 30231G102 $11.2M 1.43% 81,723 SH
21 MARVELL TECHNOLOGY INC MRVL 573874104 $11.0M 1.41% 37,032 SH
22 APPLIED MATLS INC AMAT 038222105 $10.1M 1.29% 13,989 SH
23 CROWDSTRIKE HLDGS INC CRWD 22788C105 $9.8M 1.25% 12,865 SH
24 ISHARES TR IWF 464287614 $9.2M 1.17% 73,961 SH
25 ISHARES TR IWD 464287598 $9.0M 1.14% 36,980 SH
26 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.4M 1.08% 17,687 SH
27 MASTERCARD INCORPORATED MA 57636Q104 $7.7M 0.98% 14,998 SH
28 ISHARES TR IWR 464287499 $7.2M 0.91% 64,949 SH
29 ENTERPRISE PRODS PARTNERS L EPD 293792107 $6.8M 0.86% 183,670 SH
30 ABBVIE INC ABBV 00287Y109 $6.6M 0.84% 26,216 SH
31 WALMART INC WMT 931142103 $6.4M 0.82% 56,586 SH
32 TJX COS INC NEW TJX 872540109 $6.2M 0.79% 40,899 SH
33 SHERWIN WILLIAMS CO SHW 824348106 $6.2M 0.79% 17,954 SH
34 ALTRIA GROUP INC MO 02209S103 $5.8M 0.75% 81,261 SH
35 VANGUARD INDEX FDS VOO 922908363 $5.8M 0.74% 8,424 SH
36 ISHARES TR USMV 46429B697 $5.5M 0.70% 56,808 SH
37 CATERPILLAR INC CAT 149123101 $5.0M 0.64% 4,738 SH
38 FIRST FINL BANKSHARES INC FFIN 32020R109 $4.8M 0.62% 139,285 SH
39 HOME DEPOT INC HD 437076102 $4.7M 0.59% 13,203 SH
40 GOLDMAN SACHS GROUP INC GS 38141G104 $4.6M 0.59% 4,538 SH
41 NETFLIX INC. NFLX 64110L106 $4.5M 0.57% 62,563 SH
42 ISHARES TR QUAL 46432F339 $4.5M 0.57% 20,288 SH
43 ROYAL BK CDA RY 780087102 $4.4M 0.57% 21,401 SH
44 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.4M 0.56% 8,753 SH
45 ENERGY TRANSFER L P ET 29273V100 $3.6M 0.46% 188,858 SH
46 SPDR SERIES TRUST SPSM 78468R853 $3.5M 0.44% 60,421 SH
47 COCA COLA CO KO 191216100 $3.4M 0.44% 42,080 SH
48 MORGAN STANLEY MS 617446448 $3.1M 0.40% 14,963 SH
49 QUANTA SVCS INC PWR 74762E102 $3.0M 0.39% 4,202 SH
50 STAR BULK CARRIERS CORP. SBLK Y8162K204 $3.0M 0.39% 121,072 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $783.3M 149 0001951757-26-001142
2026-03-31 2026-04-21 $667.2M 143 0001951757-26-000660
2025-12-31 2026-01-27 $692.8M 144 0001951757-26-000314
Filer Information
Address
3500 JEFFERSON STREET
SUITE 315
AUSTIN, TX 78731
Phone
(512) 366-3925
Filing Manager
CFM WEALTH PARTNERS LLC
AUSTIN, TX
Signatory
Lisa Maas
Chief Compliance Officer