Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $626 Million
  • Q2 2025

Cfm Wealth Partners LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $626 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $90M, Apple Inc. with a value of $59.5M, Microsoft Corp with a value of $25.1M, Amazon Com Inc with a value of $23.7M, and Alphabet Inc. with a value of $23.7M.

Examining the 13F form we can see an increase of $61.2M in the current position value, from $565M to 626M.

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

Portfolio value $626 Million
Technology: $228 Million
ETFs: $71.5 Million
Consumer Cyclical: $64.8 Million
Communication Services: $61.7 Million
Financial Services: $59.2 Million
Energy: $56.5 Million
Consumer Defensive: $49 Million
Healthcare: $17.6 Million
Other: $17.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$375B
$1.68 Million 0.27% of portfolio
10,524
Q2 2025 Added 4.48%
$237B
$1.62 Million 0.26% of portfolio
11,489
Q2 2025 Added 7.96%
$1.73B
$1.63 Million 0.26% of portfolio
42,260
Q3 2024 Added 19.85%
$36.1B
$1.47 Million 0.23% of portfolio
18,022
Q2 2025 Reduced 0.92%
$54.2B
$1.4 Million 0.22% of portfolio
8,714
Q2 2025 Added 11.23%
$19.9B
$1.29 Million 0.21% of portfolio
22,049
Q2 2025 Reduced 0.38%
$60.7B
$1.27 Million 0.2% of portfolio
10,611
Q2 2025 Added 0.08%
$36.8B
$1.17 Million 0.19% of portfolio
6,709
Q4 2024 Reduced 2.95%
$91.5B
$1.19 Million 0.19% of portfolio
26,264
Q1 2025 Reduced 3.26%
$141B
$1.13 Million 0.18% of portfolio
4,928
Q3 2024 Reduced 0.12%
$177B
$1.07 Million 0.17% of portfolio
5,474
Q4 2024 Reduced 0.56%
$18.7B
$1.1 Million 0.17% of portfolio
6,750
Q1 2024 Added 100.0%
$118B
$937,000 0.15% of portfolio
10,443
Q2 2025 Reduced 0.75%
$111B
$888,000 0.14% of portfolio
9,696
Q2 2025 Reduced 14.87%
$164B
$861,000 0.14% of portfolio
3,086
Q2 2025 Reduced 2.93%
$207B
$827,000 0.13% of portfolio
10,458
Q2 2025 Reduced 26.66%
$220B
$700,000 0.11% of portfolio
5,147
Q1 2025 Reduced 1.13%
$121M
$683,000 0.11% of portfolio
264,039
Q1 2023 New
$180B
$680,000 0.11% of portfolio
15,737
Q2 2025 Reduced 6.64%
$177B
$640,000 0.1% of portfolio
4,019
Q2 2025 Reduced 39.57%
$201B
$611,000 0.1% of portfolio
4,630
Q2 2025 Reduced 1.38%
$280B
$546,000 0.09% of portfolio
7,878
Q4 2024 Reduced 1.03%
$60.6B
$558,000 0.09% of portfolio
19,002
Q1 2025 Reduced 0.02%
$253B
$565,000 0.09% of portfolio
1,920
Q3 2024 Reduced 20.23%
$6.65B
$566,000 0.09% of portfolio
8,070
Q3 2024 Reduced 0.21%
$0
$575,000 0.09% of portfolio
50,961
Q3 2024 Added 59.25%
$141B
$495,000 0.08% of portfolio
2,233
Q1 2025 Added 4.69%
$126B
$451,000 0.07% of portfolio
1,465
Q1 2025 Reduced 2.01%
$417M
$452,000 0.07% of portfolio
52,614
Q3 2024 Added 8.21%
$108B
$454,000 0.07% of portfolio
981
Q1 2025 Reduced 2.97%
$13B
$349,000 0.06% of portfolio
19,051
Q4 2024 Reduced 20.01%
$383B
$360,000 0.06% of portfolio
7,628
Q1 2025 Reduced 5.63%
$32.2B
$377,000 0.06% of portfolio
3,080
Q2 2025 Reduced 0.61%
$92.6B
$379,000 0.06% of portfolio
543
Q3 2023 Reduced 17.85%
$439B
$387,000 0.06% of portfolio
2,536
Q2 2025 Reduced 2.27%
$195B
$389,000 0.06% of portfolio
13,442
Q2 2025 Reduced 2.08%
$89.8B
$313,000 0.05% of portfolio
2,212
Q2 2025 Added 0.09%
$1.22T
$296,000 0.05% of portfolio
1,307
Q2 2025 New
$49B
$326,000 0.05% of portfolio
3,307
Q2 2025 Added 6.44%
$141B
$337,000 0.05% of portfolio
13,919
Q2 2025 Reduced 38.93%
$221B
$338,000 0.05% of portfolio
2,731
Q2 2025 Added 11.65%
$182B
$328,000 0.05% of portfolio
3,863
Q1 2025 Reduced 11.05%
$293B
$233,000 0.04% of portfolio
1,715
Q2 2025 New
$283B
$234,000 0.04% of portfolio
911
Q2 2025 Reduced 18.0%
$642B
$233,000 0.04% of portfolio
1,069
Q2 2025 New
$34.7B
$228,000 0.04% of portfolio
2,197
Q2 2025 Reduced 2.14%
$181B
$222,000 0.04% of portfolio
745
Q1 2025 Reduced 2.74%
$82.6B
$222,000 0.04% of portfolio
2,100
Q2 2025 Reduced 8.58%
$95B
$246,000 0.04% of portfolio
3,469
Q2 2025 Reduced 6.97%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $626 Million
  • Prior Value $565 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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