CFM Wealth Partners LLC has disclosed its investment holdings in a recent filing, revealing a total value of over $802 million as of September 30, 2026. This filing is significant as it showcases the firm's investment strategies and positions in various companies, reflecting its approach to navigating the current market landscape.

Based in Austin, Texas, CFM Wealth Partners LLC operates within the financial services sector. The firm is registered under the Central Index Key (CIK) 0001801097 and has been active in submitting various filings, including the recent 13F-HR report dated November 5, 2026. This report follows a series of filings, including previous 13F-HR submissions throughout 2026.

The latest filing indicates that CFM Wealth Partners holds a total of 147 different positions, with a combined value of $802,741,247. The firm’s Chief Compliance Officer, Lisa Maas, signed the filing, which emphasizes the importance of transparency in investment management.

Among the notable holdings reported are significant stakes in major corporations such as Apple Inc., Alphabet Inc., and Amazon.com Inc. This diverse portfolio reflects CFM Wealth Partners' strategy of investing in well-established companies across various sectors, including technology and consumer goods.

The filing may have implications for the broader financial services industry, particularly in how firms like CFM Wealth Partners manage their investments and adapt to market changes. As competition intensifies among wealth management firms, transparency and strategic positioning become increasingly crucial.

Looking ahead, CFM Wealth Partners may continue to adjust its portfolio in response to market dynamics and economic conditions. The filing does not specify what actions the firm plans to take next, leaving investors and analysts to speculate on future strategies.