Cfm Wealth Partners
Cfm Wealth Partners reported 149 stocks worth $783M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are NVDA (13.6%), AAPL (10.0%) and GOOGL (6.1%). Compared with Q1 2026, the fund opened new positions in ARM, MU and CRDO, added to AMD, LLY and AVGO, trimmed NVDA, AAPL and GOOGL and sold out of COIN, BMNR and CRGY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $107M | 13.6% | 533K | −9,796 (−2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $78.5M | 10.0% | 271K | −4,336 (−2%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $47.7M | 6.1% | 133K | −397 (−0%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $32M | 4.1% | 55K | +1,865 (+4%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $25.3M | 3.2% | 106K | −602 (−1%) | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $23.7M | 3.0% | 69K | −523 (−1%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $18.4M | 2.4% | 49K | −1,329 (−3%) | 8 of 8 | |
| 8 |  META Meta Platforms Inc | $17.9M | 2.3% | 32K | −708 (−2%) | 8 of 8 | |
| 9 |  WMB Williams Cos Inc | $16.8M | 2.1% | 226K | No change | 8 of 8 | |
| 10 |  PM Philip Morris Intl Inc | $16.2M | 2.1% | 90K | −3,481 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cfm Wealth Partners 13F FAQ
What does Cfm Wealth Partners own?
Cfm Wealth Partners reported 149 stocks worth $783M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are NVDA (13.6%), AAPL (10.0%) and GOOGL (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Cfm Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 27 added to, 59 trimmed and 5 sold out. New positions include ARM, MU and CRDO. It sold all of COIN, BMNR and CRGY.
When will Cfm Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cfm Wealth Partners's portfolio worth?
The Q2 2026 filing reports $783M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.