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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
143
−1 vs. Q4 2025
Portfolio value
$667.2M
−$25.6M (−3.7%) vs. Q4 2025
Filed
Apr 21, 2026
SEC
Holdings of CFM Wealth Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
INTCIntel CorpStock11,589$511.4K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock2,041$494.7K0.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock543$486.1K0.1%00.0%UnchangedHistory
iShares Tr464287788U.S. FINLS ETF4,122$485.0K0.1%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF5,118$484.0K0.1%−67−1.3%Reduced–
DELLDell Technologies Inc.Stock2,946$483.5K0.1%−134−4.4%ReducedHistory
LMTLockheed Martin CorpStock771$466.0K0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,538$465.9K0.1%−405−8.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF683$446.1K0.1%−82−10.7%Reduced–
iShares Core S&P Small Cap ETF464287804ETF3,577$444.7K0.1%00.0%Unchanged–
PBProsperity Bancshares IncCOM6,571$441.4K0.1%−1,499−18.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF6,496$438.7K0.1%−1,643−20.2%Reduced–
iShares Tr464288646ISHS 1-5YR INVS8,285$435.5K0.1%00.0%Unchanged–
PAAPlains All American Pipeline LPUNIT LTD PARTN18,556$414.4K0.1%−495−2.6%ReducedHistory
TAT&T Inc.Stock13,442$389.7K0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock2,609$381.6K0.1%−4,461−63.1%ReducedHistory
SBUXStarbucks CorpStock4,184$374.8K0.1%00.0%UnchangedHistory
BACBank of America CorpStock7,628$371.9K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,892$353.2K0.1%−30,067−94.1%ReducedHistory
LUNGPulmonx CorpCOM264,039$340.6K0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock2,900$313.9K<0.1%−600−17.1%ReducedHistory
BLKBlackRock, Inc.Stock319$306.8K<0.1%00.0%UnchangedHistory
iShares Inc46434G863ESG AWR MSCI EM6,653$302.5K<0.1%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF4,103$302.1K<0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock1,465$297.7K<0.1%00.0%UnchangedHistory
iShares Tr464287754US INDUSTRIALS1,963$289.6K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF1,153$285.9K<0.1%−46−3.8%Reduced–
SHELShell plcADR3,020$280.9K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock9,862$276.9K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock2,736$263.7K<0.1%+4+0.1%AddedHistory
ALLYAlly Financial Inc.Stock6,655$261.1K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock911$258.5K<0.1%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock2,197$254.3K<0.1%00.0%UnchangedHistory
iShares Tr46429B655FLTG RATE NT ETF4,850$247.1K<0.1%00.0%Unchanged–
BBarrick Mining CorpStock6,000$244.7K<0.1%−1,500−20.0%ReducedHistory
BMYBristol Myers Squibb CoStock4,000$242.6K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,148$238.7K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock5,657$232.2K<0.1%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST2,152$228.1K<0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF686$220.0K<0.1%−19−2.7%Reduced–
ORCLOracle CorpStock1,394$205.1K<0.1%+2+0.1%AddedHistory
iShares Inc464286525MSCI GBL MIN VOL1,708$204.1K<0.1%00.0%Unchanged–
FIPFTAI Infrastructure Inc.COMMON STOCK12,241$60.5K<0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (4)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of CFM Wealth Partners LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
NOWServiceNow, Inc.Stock32,070$4.91M0.7%History
APOApollo Global Management, Inc.COM2,215$320.7K<0.1%History
BXBlackstone Inc.COM1,302$200.7K<0.1%History
SPDR Index Shs FDS78463X202ST STR EU 50 ETF3,112$200.4K<0.1%–