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