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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$575,000 0.09% of portfolio
50,961
Q3 2024 Added 59.25%

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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