Portfolio (Quarterly) Guide ↗

CFM WEALTH PARTNERS LLC

· CIK 0001801097

13F Portfolio $693M AUM 144 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 31 Added 46 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NKE	NIKE INC	Consumer Cyclical	3,127	$218K	0.03%	SOLD
2	UBER	UBER TECHNOLOGIES INC	Technology	2,123	$208K	0.03%	SOLD
3	WM	WASTE MGMT INC DEL	Industrials	937	$207K	0.03%	SOLD
4	EMR	EMERSON ELEC CO	Industrials	1,575	$207K	0.03%	SOLD

Sector Allocation

Technology 41.9%

Financial Services 13.7%

Communication Services 13.2%

Consumer Cyclical 9.5%

Energy 8.2%

Consumer Defensive 7.1%

Healthcare 3.4%

Industrials 1.8%

Basic Materials 1.1%

Real Estate 0.1%