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 Market Cap. of $10 Billions to $200 Billions
