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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

The latest 13F from CFM Wealth Partners LLC covers Q2 2026 (filed Aug 7, 2026): 149 long positions worth $783.3M. The top 10 holdings make up 48.9% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 13.6%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$11.8M
Added
26
Est. +$8.67M
Reduced
62
Est. −$17.5M
Sold out
5
Est. −$3.16M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    13.6%$106.6MHistory
  2. AAPLApple Inc.
    10.0%$78.5MHistory
  3. GOOGLAlphabet Inc.
    6.1%$47.7MHistory
  4. AMDAdvanced Micro Devices Inc
    4.1%$32.0MHistory
  5. AMZNAmazon Com Inc
    3.2%$25.3MHistory

Share of portfolio

Top 5 holdings and the other 144 positions, by share of portfolio value

  1. NVDA13.6%
  2. AAPL10.0%
  3. GOOGL6.1%
  4. AMD4.1%
  5. AMZN3.2%
  6. Other 144 positions63.0%

Biggest buys

New and added positions, by estimated amount bought

  1. ARMArm Holdings PLC
    +$2.91MNewHistory
  2. MUMicron Technology Inc
    +$2.89MNewHistory
  3. CRDOCredo Technology Group Holding Ltd
    +$2.89MNewHistory
  4. MRVLMarvell Technology, Inc.
    +$2.53MAddedHistory
  5. AMDAdvanced Micro Devices Inc
    +$1.08MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +2.46 pp1.6% → 4.1%History
  2. MRVLMarvell Technology, Inc.
    +0.98 pp0.4% → 1.4%History
  3. CRWDCrowdStrike Holdings, Inc.
    +0.50 pp0.7% → 1.3%History
  4. ARMArm Holdings PLC
    +0.37 pp0.0% → 0.4%History
  5. MUMicron Technology Inc
    +0.37 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$1.96MReducedHistory
  2. HDHome Depot, Inc.
    −$1.70MReducedHistory
  3. MCDMcDonalds Corp
    −$1.41MReducedHistory
  4. AAPLApple Inc.
    −$1.25MReducedHistory
  5. KOCoca Cola Co
    −$1.25MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.65 pp2.1% → 1.4%History
  2. NVDANVIDIA Corp
    −0.57 pp14.2% → 13.6%History
  3. METAMeta Platforms, Inc.
    −0.50 pp2.8% → 2.3%History
  4. AAPLApple Inc.
    −0.46 pp10.5% → 10.0%History
  5. MSFTMicrosoft Corp
    −0.46 pp2.8% → 2.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$783.3M
+$116.1M (+17.4%) vs. prior quarter
Positions
149
+6 vs. prior quarter
Top 10 concentration
48.9%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
19.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $783.3M (Q2 2026)

Q1 2021: $331.6MQ2 2021: $376.6MQ3 2021: $397.6MQ4 2021: $447.9MQ1 2022: $417.8MQ2 2022: $333.2MQ3 2022: $313.1MQ4 2022: $334.0MQ1 2023: $361.2MQ2 2023: $411.8MQ3 2023: $381.8MQ4 2023: $442.1MQ1 2024: $498.4MQ2 2024: $544.4MQ3 2024: $572.6MQ4 2024: $592.9MQ1 2025: $567.1MQ2 2025: $628.3MQ3 2025: $688.8MQ4 2025: $692.8MQ1 2026: $667.2MQ2 2026: $783.3M
Q1 2021Q2 2026
13F filings of CFM Wealth Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026149$783.3MNVDAAAPLGOOGLvs. Q1 2026SEC
Q1 2026Apr 21, 2026143$667.2MNVDAAAPLGOOGLvs. Q4 2025SEC
Q4 2025Jan 27, 2026144$692.8MNVDAAAPLGOOGLvs. Q3 2025SEC
Q3 2025Nov 3, 2025147$688.8MNVDAAAPLGOOGLvs. Q2 2025SEC
Q2 2025Jul 23, 2025141$628.3MNVDAAAPLMSFTvs. Q1 2025SEC
Q1 2025Apr 25, 2025139$567.1MAAPLNVDAGOOGLvs. Q4 2024SEC
Q4 2024Jan 24, 2025139$592.9MNVDAAAPLGOOGLvs. Q3 2024SEC
Q3 2024Oct 23, 2024Amended143$572.6MNVDAAAPLGOOGLvs. Q2 2024SEC
Q2 2024Jul 18, 2024146$544.4MNVDAAAPLGOOGLvs. Q1 2024SEC
Q1 2024Apr 15, 2024153$498.4MNVDAAAPLMSFTvs. Q4 2023SEC
Q4 2023Jan 12, 2024160$442.1MAAPLNVDAMSFTvs. Q3 2023SEC
Q3 2023Oct 11, 2023141$381.8MAAPLNVDAXOMvs. Q2 2023SEC
Q2 2023Jul 14, 2023163$411.8MAAPLNVDAXOMvs. Q1 2023SEC
Q1 2023Apr 12, 2023154$361.2MAAPLXOMNVDAvs. Q4 2022SEC
Q4 2022Jan 20, 2023Amended153$334.0MAAPLXOMWMBvs. Q3 2022SEC
Q3 2022Oct 17, 2022152$313.1MAAPLXOMAMZNvs. Q2 2022SEC
Q2 2022Jul 12, 2022162$333.2MAAPLXOMWMBvs. Q1 2022SEC
Q1 2022Apr 14, 2022183$417.8MAAPLAMZNGOOGLvs. Q4 2021SEC
Q4 2021Jan 21, 2022179$447.9MAAPLNVDAAMZNvs. Q3 2021SEC
Q3 2021Oct 25, 2021183$397.6MAAPLAMZNGOOGLvs. Q2 2021SEC
Q2 2021Jul 21, 2021176$376.6MAAPLAMZNGOOGLvs. Q1 2021SEC
Q1 2021May 17, 2021168$331.6MAAPLAMZNWMB–SEC