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Portfolio (Quarterly) Guide ↗

CFM WEALTH PARTNERS LLC

· CIK 0001801097
13F Portfolio $783M AUM 149 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 27 Added 63 Reduced 6 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QXO QXO INC Industrials 46,674.0 $807K 0.10% +9K +24.3% $17.28 -22.8%
22 C CITIGROUP INC Financial Services 4,313.0 $604K 0.08% +450.0 +11.7% $139.96 -7.4%
23 HDV ISHARES TR 20,810.0 $570K 0.07% +18K +606.1% $27.41 +8.5%
24 DVY ISHARES TR 3,317.0 $518K 0.07% +624.0 +23.2% $156.30 +5.2%
25 IGSB ISHARES TR 9,070.0 $475K 0.06% +785.0 +9.5% $52.41 -0.5%
26 BAC BANK OF AMER CORP Financial Services 8,062.0 $459K 0.06% +434.0 +5.7% $56.98 +8.6%
27 NOBL PROSHARES TR 4,248.0 $239K 0.03% +2K +97.4% $56.16 +4.0%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Communication Services 12.1%
Financial Services 12.0%
Energy 8.2%
Consumer Cyclical 7.8%
Consumer Defensive 6.6%
Healthcare 3.4%
Industrials 2.3%
Basic Materials 0.9%
Real Estate 0.1%