Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025

Cfm Wealth Partners LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $683 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $106M, Apple Inc. with a value of $73.6M, Alphabet Inc. with a value of $33M, Microsoft Corp with a value of $26.6M, and Amazon Com Inc with a value of $24.2M.

Examining the 13F form we can see an increase of $56.7M in the current position value, from $626M to 683M.

Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $683 Million
Technology: $268 Million
ETFs: $76.4 Million
Communication Services: $75.4 Million
Consumer Cyclical: $64.2 Million
Financial Services: $61.5 Million
Energy: $54.1 Million
Consumer Defensive: $46.8 Million
Healthcare: $18.1 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$106 Million 15.57% of portfolio
569,522
Q3 2025 Added 0.01%
$4.35T
$73.6 Million 10.78% of portfolio
289,019
Q3 2025 Reduced 0.36%
$1.68T
$33 Million 4.83% of portfolio
135,607
Q3 2025 Added 0.89%
$3.86T
$26.6 Million 3.9% of portfolio
51,423
Q3 2025 Added 1.94%
$2.49T
$24.2 Million 3.55% of portfolio
110,289
Q3 2025 Added 1.93%
$1.46T
$21.7 Million 3.18% of portfolio
29,582
Q3 2025 Added 10.9%
$557B
$15.7 Million 2.31% of portfolio
46,097
Q3 2025 Added 1.45%
$65.9B
$15.7 Million 2.3% of portfolio
77,045
Q3 2025 Added 10.99%
$5.93B
$15.1 Million 2.21% of portfolio
140,015
Q3 2025 Added 1.78%
$224B
$14.5 Million 2.13% of portfolio
89,631
Q1 2025 Added 0.07%
$70.5B
$14.3 Million 2.09% of portfolio
225,072
Q3 2025 Added 1.38%
$403B
$11.5 Million 1.69% of portfolio
12,436
Q3 2025 Added 2.35%
$0
$11.3 Million 1.66% of portfolio
17,001
Q3 2025 Added 0.31%
$0
$11.1 Million 1.62% of portfolio
18,419
Q3 2025 Added 2.45%
$1.72T
$10.9 Million 1.59% of portfolio
44,649
Q3 2025 Reduced 2.4%
$913B
$10.8 Million 1.58% of portfolio
34,299
Q3 2025 Added 3.82%
$526B
$8.92 Million 1.31% of portfolio
15,687
Q3 2025 Added 0.98%
$0
$8.91 Million 1.3% of portfolio
19,015
Q3 2025 Reduced 4.96%
$498B
$8.44 Million 1.24% of portfolio
7,037
Q3 2025 Added 7.12%
$260B
$8.31 Million 1.22% of portfolio
35,078
Q3 2025 Reduced 18.77%
$389B
$8.19 Million 1.2% of portfolio
20,225
Q3 2025 Added 2.8%
$820B
$8.11 Million 1.19% of portfolio
10,623
Q3 2025 Reduced 6.07%
$150B
$7.75 Million 1.14% of portfolio
23,506
Q3 2025 Added 223.91%
$0
$7.52 Million 1.1% of portfolio
36,916
Q3 2025 Added 0.42%
$413B
$7.32 Million 1.07% of portfolio
45,229
Q3 2025 Reduced 0.18%
$117B
$6.68 Million 0.98% of portfolio
13,625
Q3 2025 Added 18.27%
$0
$6.34 Million 0.93% of portfolio
65,706
Q3 2025 Reduced 5.77%
$89.4B
$6.36 Million 0.93% of portfolio
18,370
Q3 2025 Added 2.86%
$275B
$5.89 Million 0.86% of portfolio
57,184
Q3 2025 Added 9.32%
$67B
$5.87 Million 0.86% of portfolio
187,670
Q3 2025 Reduced 0.15%
$186B
$5.84 Million 0.86% of portfolio
6,346
Q3 2025 Added 12.54%
$163B
$5.81 Million 0.85% of portfolio
40,229
Q3 2025 Added 5.15%
$386B
$5.65 Million 0.83% of portfolio
24,408
Q3 2025 Added 6.06%
$0
$5.54 Million 0.81% of portfolio
58,244
Q3 2025 Added 1.81%
$101B
$5.46 Million 0.8% of portfolio
82,590
Q3 2025 Added 0.19%
$220B
$5.45 Million 0.8% of portfolio
17,927
Q3 2025 Reduced 8.21%
$4.41B
$5.44 Million 0.8% of portfolio
161,772
Q2 2025 Reduced 2.73%
$0
$5.14 Million 0.75% of portfolio
8,394
Q3 2025 Added 2.1%
$621B
$5 Million 0.73% of portfolio
9,945
Q3 2025 Reduced 14.17%
$102B
$4.46 Million 0.65% of portfolio
34,327
Q3 2025 Added 10.23%
$298B
$4.18 Million 0.61% of portfolio
62,965
Q3 2025 Reduced 8.74%
$0
$3.59 Million 0.53% of portfolio
18,447
Q3 2025 Added 2.68%
$309B
$3.24 Million 0.48% of portfolio
20,889
Q3 2025 Reduced 2.68%
$52B
$3.24 Million 0.47% of portfolio
188,858
Q2 2025 Reduced 2.22%
$269B
$3.17 Million 0.46% of portfolio
3,975
Q3 2025 Added 18.34%
$204B
$3.15 Million 0.46% of portfolio
21,401
Q3 2024 Reduced 1.59%
$201B
$3.01 Million 0.44% of portfolio
14,716
Q2 2025 Reduced 1.2%
$78.8B
$2.94 Million 0.43% of portfolio
47,088
Q4 2024 Added 0.9%
$0
$2.79 Million 0.41% of portfolio
60,219
Q3 2025 Reduced 4.55%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $683 Million
  • Prior Value $626 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email