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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACWV ISHARES INC 1,708.0 $203K 0.03% $118.75 +0.5%
142 BX BLACKSTONE INC Financial Services 1,302.0 $201K 0.03% $154.14 -19.7%
143 FEZ SPDR INDEX SHS FDS 3,112.0 $200K 0.03% -385.0 -11.0% $64.39 +8.8%
144 FIP FTAI INFRASTRUCTURE INC Industrials 12,241.0 $56K 0.01% $4.61 +4.3%
Page 8 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%