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CIK: 0001801097
Total reported value
$783.3M
$783.3M
143 檔
31.2%
At the close of Q1 2026, Cfm Wealth Partners LLC disclosed equity holdings valued at approximately $783.3M, spread across 143 reported holdings.
In Q1 2026, Cfm Wealth Partners LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.18% | -0.57% | -0.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.48% | -0.46% | -0.87% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.77% | +0.32% | +1.34% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.11% | +0.14% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.46% | -1.14% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | -0.50% | +5.42% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.47% | -0.32% | -0.20% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 2.31% | -0.24% | +3.88% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.08% | -0.65% | -0.47% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.98% | -0.31% | -0.79% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.97% | -0.07% | -3.89% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.86% | -0.36% | -0.95% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.09% | -1.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.83% | +0.10% | +11.71% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | -0.06% | +2.77% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.68% | +1.34% | -4.73% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.62% | +2.46% | +17.76% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.10% | +0.58% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | +0.23% | +11.21% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.09% | +14.48% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | +0.01% | +0.51% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.17% | -5.01% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.14% | — | -2.30% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.07% | -0.25% | +1.57% | |
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 1.04% | -0.18% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.98% | -0.41% | -7.15% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.19% | -0.50% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.91% | — | -1.58% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.89% | -0.10% | +0.53% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.30% | -4.99% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | -0.02% | +1.84% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.82% | -0.07% | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | -0.12% | +0.36% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.79% | +0.29% | +1092.58% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.02% | -0.42% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.75% | +0.50% | -10.32% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | +0.54% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.37% | -1.77% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.22% | -1.84% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.09% | -6.48% | |
| 41 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.63% | -0.01% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.02% | +5.28% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.02% | -1.34% | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.55% | -0.09% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.17% | +0.39% | |
| 46 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | +0.05% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.13% | -2.05% | |
| 48 | KKR | Kkr & Co Inc | Stock-Financials | 0.45% | -0.08% | -9.84% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.44% | — | +0.20% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.42% | +0.99% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +1092.58% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -0.47% | Trim |
| 3 | WMB | Williams Cos Inc | +0.5% | -0.20% | Trim |
| 4 | COST | Costco Wholesale CORP | +0.3% | -0.95% | Trim |
| 5 | PM | Philip Morris International | +0.2% | +3.88% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +17.76% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | — | Unchanged |
| 8 | EPD | Enterprise Products Partners | +0.2% | — | Unchanged |
| 9 | CVX | Chevron CORP | +0.2% | +0.39% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +1.57% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +11.71% | Add |
| 12 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.05% | Trim |
| 14 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 15 | PEP | Pepsico Inc | +0.1% | +86.17% | Add |
| 16 | PWR | Quanta Services Inc | +0.1% | -0.05% | Trim |
| 17 | SBLK | Star Bulk Carriers Corp. | +0.1% | +1.62% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +14.48% | Add |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | -0.79% | Trim |
| 20 | TRGP | Targa Resources CORP | +0.1% | — | Unchanged |
| 21 | FTAI | FTAI Aviation Ltd. | +0.1% | — | Unchanged |
| 22 | KO | Coca-cola Co/the | +0.1% | -1.84% | Trim |
| 23 | TJX | Tjx Companies Inc | +0.1% | -0.50% | Trim |
| 24 | PSX | Phillips 66 | +0.1% | -9.41% | Trim |
| 25 | USAC | USA Compression Partners LP | +0.1% | — | Unchanged |
| 26 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 27 | HDV | Ishares Core High Dividend E | +0.1% | +59.79% | Add |
| 28 | ODFL | Old Dominion Freight Line | +0.1% | — | Unchanged |
| 29 | EQT | Eqt CORP | +0.1% | — | Unchanged |
| 30 | CRGY | Crescent Energy Inc-a | 0% | — | Unchanged |
| 31 | COP | Conocophillips | 0% | -11.56% | Trim |
| 32 | HESM | Hess Midstream LP - Class A | 0% | — | Unchanged |
| 33 | CRCL | Circle Internet Group Inc | 0% | -2.76% | Trim |
| 34 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 35 | MPLX | Mplx LP | 0% | — | Unchanged |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.77% | Add |
| 37 | ASO | Academy Sports & Outdoors In | 0% | -0.81% | Trim |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | +13.71% | Add |
| 39 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 40 | QXO | Qxo Inc | 0% | +20.03% | Add |
| 41 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 42 | DVY | Ishares Select Dividend ETF | 0% | +25.58% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | -1.22% | Trim |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.20% | Add |
| 45 | WES | Western Midstream Partners L | 0% | — | Unchanged |
| 46 | QUAL | Ishares Msci USA Quality Fac | 0% | +5.28% | Add |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | -2.30% | Trim |
| 48 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.58% | Trim |
| 49 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 50 | VZ | Verizon Communications Inc | 0% | -3.19% | Trim |
According to official SEC Form 13F filings, Cfm Wealth Partners LLC reported a total U.S. public equity portfolio value of $783.3M across 143 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
MRVL
市值: $2.8M
Top Position Liquidated / Trimmed
NOW
前期市值: $4.9M
During Q1 2026, Cfm Wealth Partners LLC's top holdings by market value included NVDA (14.2%)、AAPL (10.5%)、GOOGL (5.8%). The largest single position, NVDA, represented 14.2% of total portfolio value.
In Q1 2026, Cfm Wealth Partners LLC made 89 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 51 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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