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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$90 Million 14.37% of portfolio
569,457
Q2 2025 Reduced 0.9%
$3.69T
$59.5 Million 9.51% of portfolio
290,071
Q2 2025 Reduced 1.52%
$3.95T
$25.1 Million 4.01% of portfolio
50,442
Q2 2025 Added 0.48%
$2.26T
$23.7 Million 3.79% of portfolio
108,205
Q2 2025 Added 2.72%
$1.21T
$23.7 Million 3.78% of portfolio
134,409
Q2 2025 Added 1.31%
$1.78T
$19.7 Million 3.14% of portfolio
26,674
Q2 2025 Added 4.82%
$261B
$16.3 Million 2.61% of portfolio
89,631
Q1 2025 Added 0.07%
$551B
$16.1 Million 2.58% of portfolio
45,440
Q2 2025 Added 2.12%
$52.5B
$14.2 Million 2.27% of portfolio
69,414
Q2 2025 Added 0.47%
$70.4B
$13.9 Million 2.23% of portfolio
222,013
Q4 2024 Reduced 0.73%
$442B
$13.5 Million 2.16% of portfolio
125,273
Q2 2025 Reduced 1.49%
$6.4B
$12.4 Million 1.98% of portfolio
137,561
Q2 2025 Added 1,434.94%
$439B
$12 Million 1.92% of portfolio
12,151
Q2 2025 Added 2.21%
$232B
$11.8 Million 1.88% of portfolio
43,181
Q2 2025 Added 1.63%
$0
$10.5 Million 1.67% of portfolio
16,949
Q2 2025 Reduced 1.17%
$0
$9.92 Million 1.58% of portfolio
17,978
Q2 2025 Added 4.12%
$545B
$8.8 Million 1.41% of portfolio
6,569
Q2 2025 Added 24.39%
$608B
$8.82 Million 1.41% of portfolio
11,310
Q2 2025 Reduced 11.03%
$548B
$8.73 Million 1.39% of portfolio
15,535
Q2 2025 Added 0.94%
$0
$8.49 Million 1.36% of portfolio
20,008
Q2 2025 Added 5.68%
$1.24T
$8.12 Million 1.3% of portfolio
45,747
Q2 2025 Added 0.0%
$405B
$7.21 Million 1.15% of portfolio
19,675
Q2 2025 Added 2.77%
$0
$7.14 Million 1.14% of portfolio
36,760
Q2 2025 Added 2.77%
$282B
$6.43 Million 1.03% of portfolio
45,312
Q2 2025 Reduced 7.8%
$0
$6.41 Million 1.02% of portfolio
69,726
Q2 2025 Added 1.33%
$92.8B
$6.13 Million 0.98% of portfolio
17,859
Q2 2025 Added 3.84%
$93.6B
$5.87 Million 0.94% of portfolio
11,520
Q2 2025 Added 19.51%
$68.2B
$5.83 Million 0.93% of portfolio
187,946
Q2 2025 Reduced 3.49%
$4.99B
$5.82 Million 0.93% of portfolio
161,772
Q2 2025 Reduced 2.73%
$172B
$5.8 Million 0.93% of portfolio
5,639
Q2 2025 Added 18.97%
$222B
$5.71 Million 0.91% of portfolio
19,530
Q2 2025 Added 0.75%
$621B
$5.63 Million 0.9% of portfolio
11,587
Q2 2025 Added 4.67%
$0
$5.37 Million 0.86% of portfolio
57,210
Q2 2025 Added 6.02%
$1.19B
$5.18 Million 0.83% of portfolio
92,282
Q2 2025 Reduced 2.38%
$281B
$5.11 Million 0.82% of portfolio
52,311
Q2 2025 Added 3.83%
$306B
$4.88 Million 0.78% of portfolio
68,993
Q2 2025 Added 1.23%
$118B
$4.83 Million 0.77% of portfolio
82,436
Q2 2025 Reduced 0.97%
$155B
$4.72 Million 0.75% of portfolio
38,260
Q2 2025 Added 0.95%
$0
$4.67 Million 0.75% of portfolio
8,221
Q2 2025 Added 0.82%
$351B
$4.27 Million 0.68% of portfolio
23,014
Q2 2025 Added 1.84%
$127B
$4.14 Million 0.66% of portfolio
31,142
Q2 2025 Added 10.37%
$53.7B
$3.42 Million 0.55% of portfolio
188,858
Q2 2025 Reduced 2.22%
$0
$3.28 Million 0.52% of portfolio
17,965
Q2 2025 Added 11.65%
$84.1B
$3.18 Million 0.51% of portfolio
47,088
Q4 2024 Added 0.9%
$302B
$3.07 Million 0.49% of portfolio
21,465
Q2 2025 Reduced 6.23%
$188B
$2.82 Million 0.45% of portfolio
21,401
Q3 2024 Reduced 1.59%
$162B
$2.69 Million 0.43% of portfolio
14,716
Q2 2025 Reduced 1.2%
$0
$2.69 Million 0.43% of portfolio
63,092
Q2 2025 Reduced 0.76%
$0
$2.43 Million 0.39% of portfolio
7,144
Q2 2025 Reduced 0.54%

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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