CFM WEALTH PARTNERS LLC

Business address
3500 Jefferson Street, Suite 315, Austin, TX, 78731
Top securities (13F)
NVDA, AAPL, GOOGL, MSFT, AMZN, META, V, PANW, ORLY, PM, WMB, COST, SPY, QQQ, GOOG, JPM, XOM, MA, IWF, and NFLX
State of incorporation
TX
Fiscal year end
31 December
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CFM WEALTH PARTNERS LLC has filed 28 SEC EDGAR filings since 30 Jan 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-19713
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-19713
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-19713
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-19713
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-19713
13F-HR/A Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-19713
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-19713
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-19713
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-19713
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-19713
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2023 028-19713
13F-HR Open Document Open Filing 11 Oct 2023 30 Sep 2023 028-19713
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-19713
13F-HR Open Document Open Filing 12 Apr 2023 31 Mar 2023 028-19713
13F-HR/A Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-19713
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-19713
13F-HR Open Document Open Filing 17 Oct 2022 30 Sep 2022 028-19713
13F-HR Open Document Open Filing 12 Jul 2022 30 Jun 2022 028-19713
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-19713
13F-HR Open Document Open Filing 21 Jan 2022 31 Dec 2021 028-19713
13F-HR Open Document Open Filing 25 Oct 2021 30 Sep 2021 028-19713
13F-HR Open Document Open Filing 21 Jul 2021 30 Jun 2021 028-19713
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-19713
13F-HR Open Document Open Filing 10 Feb 2021 31 Dec 2020 028-19713
13F-HR Open Document Open Filing 10 Nov 2020 30 Sep 2020 028-19713
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-19713
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-19713
13F-HR Open Document Open Filing 30 Jan 2020 31 Dec 2019 028-19713