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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,137.0 $208K 0.03% NEW $183.11 +0.6%
142 EMR EMERSON ELEC CO Industrials 1,450.0 $208K 0.03% NEW $143.15 +10.1%
143 T AT&T INC Communication Services 10,024.0 $207K 0.03% -3K -25.4% $20.70 +21.4%
144 APOS APOLLO GLOBAL MGMT INC Financial Services 1,745.0 $206K 0.03% -470.0 -21.2% $118.32 -78.4%
145 IJT ISHARES TR 1,156.0 $206K 0.03% NEW $178.60 -1.9%
146 ACWV ISHARES INC 1,708.0 $205K 0.03% $120.23 +5.6%
147 ORCL ORACLE CORP Technology 1,396.0 $205K 0.03% $146.50 -1.8%
148 HSY HERSHEY CO Consumer Defensive 1,148.0 $201K 0.03% $175.45 +7.6%
149 FIP FTAI INFRASTRUCTURE INC Industrials 12,241.0 $57K 0.01% $4.64 -12.5%
Page 8 of 8  ·  149 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%