Cfm Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on Tech, Energy Adjustments

As of June 30th, 2026, Cfm Wealth Partners Llc has reported specific changes to its investment portfolio. The firm's activities this quarter are evident through shifts in stock positions and sector allocations.

Prominent Purchases This Quarter

Cfm Wealth Partners demonstrated a clear focus on Technology investments during Q2 2026, evidenced by substantial increases across several key holdings. The firm significantly boosted its stake in Cfm Wealth Partners Llc's existing Technology positions.

• The investor increased shares of NVIDIA Corporation (NVDA) by approximately -9796, representing a slight decrease in position size but maintaining its substantial allocation of about 13.61%.
• APPLE INC (AAPL), another major Technology holding, saw an increase in total_shares from prior period (-4336 shares) and experienced a small decline in portfolio_percentage_allocation (-1.57%).
• NVIDIA Corporation (NVDA) allocation remained strong at 13.61%, while APPLE INC (AAPL) slightly decreased to 10.02%.
• Other Technology additions include MARVELL TECHNOLOGY INC (MRVL), which saw a significant increase in shares (+8489%) and allocation rose to 1.41%. ARM HOLDINGS PLC (ARM) also experienced a massive new share purchase, increasing its position by +8197%.

Additionally, Cfm Wealth Partners established or significantly increased positions in other sectors:

• The firm made notable additions to the Energy sector via WILLIAMS COS INC (WMB), which saw a small decrease (-220 shares) but maintained its allocation.
• Consumer Defensive was bolstered by PHILIP MORRIS INTL INC (PM), despite a slight reduction in position size, keeping its allocation steady at around 2.07%.
• The investor also added holdings to CIRCLE INTERNET GROUP INC (CRCL) and STAR BULK CARRIERS CORP., though these are minor allocations (G25457105 at 0.39% and CRCL at 0.05%).
• The most significant new purchase was the addition of ISHARES TR (IWF), which entered the portfolio with a huge increase (+55874 shares) boosting its allocation to 1.17%. Similarly, Credo Technology Group Holdi (G25457105) and Academy Sports & Outdoors Inc (ASO) were added or significantly increased.
• ISHARES BITCOIN TRUST ETF (IBIT) also saw a substantial increase (+10635 shares), though its allocation remains very small at 0.06%.

Notable Sales and Reductions This Quarter

Cfm Wealth Partners Llc also reduced exposure in several areas during Q2 2026:

• The firm decreased its stake in ADVANCED MICRO DEVICES INC (AMD) by -1865 shares, a small reduction but still noteworthy.
• AMAZON COM INC (AMZN) saw a slight decrease (-602 shares), impacting its portfolio_percentage_allocation down to 3.23%.
• PALO ALTO NETWORKS INC (PANW) experienced a small reduction in position size and allocation decreased slightly from 3.02%.
• Several holdings showed significant reductions: WMB (-220 shares), META PLATFORMS INC (META) (-708 shares, -2.18%), NFLX (-5584 shares, -8.19%) and PEPSICO CO (PEP) was sold completely.
• Furthermore, the investor disposed of holdings in CIRCLE INTERNET GROUP INC (CRCL) (-7227 shares), NFLX (-5584 shares) and Academy Sports & Outdoors Inc (ASO) (-19723 shares).
• ISHARES TR (HDV) also saw a large increase, but holdings like ISHARES TR (EFA) increased while others decreased.

Overall Portfolio Dynamics

The portfolio's total value stood at $783 million as of June 30th, 2026. The Technology sector remains the dominant allocation at approximately 41.94% ($328M), followed by Communication Services (11.04%), Energy (7.52%), and Consumer Cyclical (7.08%).

Across all sectors, Cfm Wealth Partners appears active in managing its portfolio size and composition:

• The firm has a history of large buying activities (Cfm Wealth Partners Llc shows 'has_large_buys': true).
• Similarly, the investor has conducted significant selling operations ('has_large_sells': true).
• The top5 holdings account for about 37.03% of the portfolio value.

Conclusion: Strategic Shifts and Focus Areas

In summary, Cfm Wealth Partners Llc's Q2 2026 filing highlights a dynamic investment strategy focused heavily on Technology, with selective additions in other sectors like Energy and Consumer Defensive.

• The investor maintained strong positions in NVIDIA (NVDA) and APPLE (AAPL), while adding new stakes in ISHARES TR (IWF), ARM (ARM), G25457105, DELL, MCDONALDS CORP (MCD) and others.
• Conversely, the firm reduced positions in META (META) and NFLX, among others.
• The overall portfolio allocation reflects a continued emphasis on Technology alongside significant exposure to Energy stocks like WMB.