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
$380B
$1.68 Million 0.27% of portfolio
10,524
Q2 2025 Added 4.48%
$267B
$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%
$32.6B
$1.47 Million 0.23% of portfolio
18,022
Q2 2025 Reduced 0.92%
$59.4B
$1.4 Million 0.22% of portfolio
8,714
Q2 2025 Added 11.23%
$18.3B
$1.29 Million 0.21% of portfolio
22,049
Q2 2025 Reduced 0.38%
$64B
$1.27 Million 0.2% of portfolio
10,611
Q2 2025 Added 0.08%
$37.7B
$1.17 Million 0.19% of portfolio
6,709
Q4 2024 Reduced 2.95%
$99.4B
$1.19 Million 0.19% of portfolio
26,264
Q1 2025 Reduced 3.26%
$134B
$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%
$15.8B
$1.1 Million 0.17% of portfolio
6,750
Q1 2024 Added 100.0%
$119B
$937,000 0.15% of portfolio
10,443
Q2 2025 Reduced 0.75%
$96.8B
$888,000 0.14% of portfolio
9,696
Q2 2025 Reduced 14.87%
$147B
$861,000 0.14% of portfolio
3,086
Q2 2025 Reduced 2.93%
$206B
$827,000 0.13% of portfolio
10,458
Q2 2025 Reduced 26.66%
$235B
$700,000 0.11% of portfolio
5,147
Q1 2025 Reduced 1.13%
$59.3M
$683,000 0.11% of portfolio
264,039
Q1 2023 New
$186B
$680,000 0.11% of portfolio
15,737
Q2 2025 Reduced 6.64%
$186B
$640,000 0.1% of portfolio
4,019
Q2 2025 Reduced 39.57%
$195B
$611,000 0.1% of portfolio
4,630
Q2 2025 Reduced 1.38%
$278B
$546,000 0.09% of portfolio
7,878
Q4 2024 Reduced 1.03%
$62B
$558,000 0.09% of portfolio
19,002
Q1 2025 Reduced 0.02%
$232B
$565,000 0.09% of portfolio
1,920
Q3 2024 Reduced 20.23%
$6B
$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%
$166B
$495,000 0.08% of portfolio
2,233
Q1 2025 Added 4.69%
$120B
$451,000 0.07% of portfolio
1,465
Q1 2025 Reduced 2.01%
$407M
$452,000 0.07% of portfolio
52,614
Q3 2024 Added 8.21%
$124B
$454,000 0.07% of portfolio
981
Q1 2025 Reduced 2.97%
$12.2B
$349,000 0.06% of portfolio
19,051
Q4 2024 Reduced 20.01%
$412B
$360,000 0.06% of portfolio
7,628
Q1 2025 Reduced 5.63%
$33.8B
$377,000 0.06% of portfolio
3,080
Q2 2025 Reduced 0.61%
$94.9B
$379,000 0.06% of portfolio
543
Q3 2023 Reduced 17.85%
$463B
$387,000 0.06% of portfolio
2,536
Q2 2025 Reduced 2.27%
$211B
$389,000 0.06% of portfolio
13,442
Q2 2025 Reduced 2.08%
$83.3B
$313,000 0.05% of portfolio
2,212
Q2 2025 Added 0.09%
$1.36T
$296,000 0.05% of portfolio
1,307
Q2 2025 New
$40.9B
$326,000 0.05% of portfolio
3,307
Q2 2025 Added 6.44%
$135B
$337,000 0.05% of portfolio
13,919
Q2 2025 Reduced 38.93%
$212B
$338,000 0.05% of portfolio
2,731
Q2 2025 Added 11.65%
$197B
$328,000 0.05% of portfolio
3,863
Q1 2025 Reduced 11.05%
$331B
$233,000 0.04% of portfolio
1,715
Q2 2025 New
$316B
$234,000 0.04% of portfolio
911
Q2 2025 Reduced 18.0%
$813B
$233,000 0.04% of portfolio
1,069
Q2 2025 New
$34.5B
$228,000 0.04% of portfolio
2,197
Q2 2025 Reduced 2.14%
$152B
$222,000 0.04% of portfolio
745
Q1 2025 Reduced 2.74%
$63.3B
$222,000 0.04% of portfolio
2,100
Q2 2025 Reduced 8.58%
$91.1B
$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
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