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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
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HDV ISHARES TR 2,947.0 $358K 0.05% -67.0 -2.2% $121.61 -77.8%
42 SBUX STARBUCKS CORP Consumer Cyclical 4,184.0 $352K 0.05% -5K -55.2% $84.21 +19.5%
43 ALLY ALLY FINL INC Financial Services 6,655.0 $301K 0.04% -116.0 -1.7% $45.29 +0.4%
44 PFE PFIZER INC Healthcare 9,862.0 $246K 0.04% -4K -27.2% $24.90 +1.2%
45 VTI VANGUARD INDEX FDS 705.0 $236K 0.03% -21.0 -2.9% $335.12 +10.4%
46 FEZ SPDR INDEX SHS FDS 3,112.0 $200K 0.03% -385.0 -11.0% $64.39 +8.8%
Page 3 of 3  ·  46 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 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%