CFM WEALTH PARTNERS LLC
CIK: 0001801097Latest portfolio: $692.8M · Q4 2025
Holdings
144
Total Value
$692.8M
New Positions
143
Closed Positions
0
Top Holdings
View All 144 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 546,252 | $101.9M | 14.71% | NEW | |
| 2 | AAPLAPPLE INC | 277,886 | $75.5M | 10.90% | NEW | |
| 3 | GOOGLALPHABET INC | 132,077 | $41.3M | 5.97% | NEW | |
| 4 | MSFTMICROSOFT CORP | 51,165 | $24.7M | 3.57% | NEW | |
| 5 | AMZNAMAZON COM INC | 106,734 | $24.6M | 3.56% | NEW | |
| 6 | METAMETA PLATFORMS INC | 30,826 | $20.3M | 2.94% | NEW | |
| 7 | VVISA INC | 45,147 | $15.8M | 2.29% | NEW | |
| 8 | 4I1PHILIP MORRIS INTL INC | 89,631 | $14.4M | 2.08% | NEW | |
| 9 | GOOGALPHABET INC | 43,870 | $13.8M | 1.99% | NEW | |
| 10 | WMBWILLIAMS COS INC | 226,858 | $13.6M | 1.97% | NEW | |
| 11 | PANWPALO ALTO NETWORKS INC | 73,443 | $13.5M | 1.95% | NEW | |
| 12 | ORLYOREILLY AUTOMOTIVE INC | 144,071 | $13.1M | 1.90% | NEW | |
| 13 | NDQINVESCO QQQ TR | 18,893 | $11.6M | 1.68% | NEW | |
| 14 | SPYSPDR S&P 500 ETF TR | 16,973 | $11.6M | 1.67% | NEW | |
| 15 | JPMJPMORGAN CHASE & CO. | 35,580 | $11.5M | 1.65% | NEW | |
| 16 | COSTCOSTCO WHSL CORP NEW | 12,598 | $10.9M | 1.57% | NEW | |
| 17 | LLYELI LILLY & CO | 9,916 | $10.7M | 1.54% | NEW | |
| 18 | XOMEXXON MOBIL CORP | 82,206 | $9.9M | 1.43% | NEW | |
| 19 | AMDADVANCED MICRO DEVICES INC | 45,129 | $9.7M | 1.39% | NEW | |
| 20 | AVGOBROADCOM INC | 26,784 | $9.3M | 1.34% | NEW | |
| 21 | MAMASTERCARD INCORPORATED | 16,155 | $9.2M | 1.33% | NEW | |
| 22 | IWFISHARES TR | 17,996 | $8.5M | 1.23% | NEW | |
| 23 | CRMSALESFORCE INC | 31,959 | $8.5M | 1.22% | NEW | |
| 24 | IWDISHARES TR | 36,495 | $7.7M | 1.11% | NEW | |
| 25 | NFLXNETFLIX INC | 73,398 | $6.9M | 0.99% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.583311574114649e+157T)
Technology0.0% ($1.0187675546247441e+69T)
Energy0.0% ($1.3636989258883115e+62T)
Industrials0.0% ($2.800216417931662e+34T)
Consumer Cyclical0.0% ($2.463613140652963e+26T)
Healthcare0.0% ($1.065659509018607e+23T)
Consumer Defensive0.0% ($1.0863631547874092e+21T)
Communication Services0.0% ($4134020347137667.0T)
Unknown0.0% ($143761160648762.7T)
Basic Materials0.0% ($6.0T)
Real Estate0.0% ($768K)
Utilities0.0% ($231K)
Filing History
Fund Information
CFM WEALTH PARTNERS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $692.8M across 144 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 14.7% of the portfolio. Compared to the previous quarter, the fund opened 144 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.