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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 13,442.0 $334K 0.05% $24.84 -11.4%
122 B BARRICK MNG CORP Basic Materials 7,500.0 $327K 0.05% $43.55 -7.4%
123 APOS APOLLO GLOBAL MGMT INC Financial Services 2,215.0 $321K 0.05% $144.77 -82.3%
124 DIS DISNEY WALT CO Communication Services 2,732.0 $311K 0.04% $113.76 -8.7%
125 BND VANGUARD BD INDEX FDS 4,103.0 $304K 0.04% $74.07 -1.0%
126 ALLY ALLY FINL INC Financial Services 6,655.0 $301K 0.04% -116.0 -1.7% $45.29 +0.4%
127 IWM ISHARES TR 1,199.0 $295K 0.04% $246.16 +20.1%
128 ESGE ISHARES INC 6,653.0 $294K 0.04% $44.17 +28.1%
129 IYJ ISHARES TR 1,963.0 $291K 0.04% $148.17 +9.5%
130 GE GE AEROSPACE Industrials 911.0 $281K 0.04% $308.03 +16.1%
131 ORCL ORACLE CORP Technology 1,392.0 $271K 0.04% $194.98 -5.5%
132 FLOT ISHARES TR 4,850.0 $247K 0.04% $50.86 +0.3%
133 PFE PFIZER INC Healthcare 9,862.0 $246K 0.04% -4K -27.2% $24.90 +1.2%
134 VTI VANGUARD INDEX FDS 705.0 $236K 0.03% -21.0 -2.9% $335.12 +10.4%
135 WEC WEC ENERGY GROUP INC Utilities 2,197.0 $232K 0.03% $105.46 +6.7%
136 NOBL PROSHARES TR 2,152.0 $224K 0.03% $104.07 -47.2%
137 SHEL SHELL PLC Energy 3,020.0 $222K 0.03% $73.48 +7.3%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,000.0 $216K 0.03% NEW $53.94 +0.1%
139 HSY HERSHEY CO Consumer Defensive 1,148.0 $209K 0.03% $181.98 -5.1%
140 CSX CSX CORP Industrials 5,657.0 $205K 0.03% $36.25 +25.9%
Page 7 of 8  ·  144 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%