SEC Form 13F · Q2 2026

CFM WEALTH PARTNERS LLC

Institutional Holdings Report

13F-HRTX
$783.3M
Portfolio Value
149
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
CFM WEALTH PARTNERS LLC
CIK
1801097
Accession No.
0001951757-26-001142
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$783.3M
Holdings Reported
149
Reporting Period
Q2 2026
Filed
August 7, 2026

About this Filing

CFM WEALTH PARTNERS LLC is an institutional investment manager based in AUSTIN, TX reporting approximately $783.3M in 13(f) securities across 149 positions as of Q2 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.