SEC Form 13F · Q1 2026

CFM WEALTH PARTNERS LLC

Institutional Holdings Report

13F-HRTX
$667.2M
Portfolio Value
143
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
CFM WEALTH PARTNERS LLC
CIK
1801097
Accession No.
0001951757-26-000660
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$667.2M
Holdings Reported
143
Reporting Period
Q1 2026
Filed
April 21, 2026

About this Filing

CFM WEALTH PARTNERS LLC is an institutional investment manager based in AUSTIN, TX reporting approximately $667.2M in 13(f) securities across 143 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.