CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CRCL holding history

Circle Internet Group, Inc. in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRCL overview All 13F holders of CRCL Full Q2 2026 holdings

Shares (Q2 2026): 5,899
Value: $369.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CRCL by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,899	$369.5K	<0.1%	−7,227−55.1%	Reduced	Holders
Q1 2026	13,126	$1.25M	0.2%	−372−2.8%	Reduced	Holders
Q4 2025	13,498	$1.07M	0.2%	+6,083+82.0%	Added	Holders
Q3 2025	7,415	$983.1K	0.1%	+7,415	New	Holders