1y return+24.1%S&P 500 +20.9%
3y return+82.3%S&P 500 +68.5%
5y return+89.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $268 against $232 in the S&P 500.2
Cfm Wealth Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $106.6M | 13.6% | −1.8% |
| AAPLApple Inc | $78.5M | 10.0% | −1.6% |
| GOOGLAlphabet Inc | $47.7M | 6.1% | |
| AMDAdvanced Micro Devices Inc | $32.0M | 4.1% | +3.5% |
| AMZNAmazon Com Inc | $25.3M | 3.2% | |
| PANWPalo Alto Networks Inc | $23.7M | 3.0% | |
| MSFTMicrosoft Corp | $18.4M | 2.3% | −2.6% |
| METAMeta Platforms Inc | $17.9M | 2.3% | −2.2% |
| WMBWilliams Cos Inc | $16.8M | 2.1% | |
| PMPhilip Morris Intl Inc | $16.2M | 2.1% | −3.7% |
| GOOGAlphabet Inc | $15.2M | 1.9% | |
| QQQInvesco Qqq Tr | $15.1M | 1.9% | −2.6% |
| VVisa Inc | $14.9M | 1.9% | |
| LLYEli Lilly & Co | $13.7M | 1.7% | +3.4% |
| ORLYOreilly Automotive Inc | $13.1M | 1.7% | |
| SPYState Str Spdr S&p 500 Etf T | $12.9M | 1.6% | −1.3% |
| AVGOBroadcom Inc | $11.8M | 1.5% | +2.1% |
| COSTCostco Wholesale Corporation | $11.7M | 1.5% | |
| JPMJpmorgan Chase & Co | $11.6M | 1.5% | −1.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $11.2M | 1.4% | |
| MRVLMarvell Technology Inc | $11.0M | 1.4% | +29.7% |
| AMATApplied Matls Inc | $10.1M | 1.3% | −4.2% |
| CRWDCrowdstrike Hldgs Inc | $9.8M | 1.3% | |
| IWFIshares Tr | $9.2M | 1.2% | +2.2% |
| IWDIshares Tr | $9.0M | 1.1% | +3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $106.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $10.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $32.0M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $23.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $5.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $13.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $47.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $15.2M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2021 | +318.1% | $9.8M |
| WMBWilliams Cos Inc | June 30, 2020 | +290.8% | $16.8M |
Sold off last quarter
- COINCoinbase Global Inc was $847K
- BMNRBitmine Immersion Tecnologie was $667K
- CRGYCrescent Energy Company was $652K
- TPLTexas Pacific Land Corporati was $644K
- CRMSalesforce Inc was $353K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +3.8% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +7.9% | +4.0% |
| March 31, 2024 | +12.3% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +10.0% | +8.3% |
| March 31, 2023 | +11.9% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −18.5% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cfm Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801097&type=13F-HR&dateb=&owner=include&count=40CIK 1801097
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801097/000195175726001142/Filed August 7, 2026 · accession 0001951757-26-001142