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

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$106 Million 15.57% of portfolio
569,522
Q3 2025 Added 0.01%
$4.3T
$73.6 Million 10.78% of portfolio
289,019
Q3 2025 Reduced 0.36%
$1.65T
$33 Million 4.83% of portfolio
135,607
Q3 2025 Added 0.89%
$3.78T
$26.6 Million 3.9% of portfolio
51,423
Q3 2025 Added 1.94%
$2.39T
$24.2 Million 3.55% of portfolio
110,289
Q3 2025 Added 1.93%
$1.37T
$21.7 Million 3.18% of portfolio
29,582
Q3 2025 Added 10.9%
$533B
$15.7 Million 2.31% of portfolio
46,097
Q3 2025 Added 1.45%
$237B
$14.5 Million 2.13% of portfolio
89,631
Q1 2025 Added 0.07%
$404B
$11.5 Million 1.69% of portfolio
12,436
Q3 2025 Added 2.35%
$1.74T
$10.9 Million 1.59% of portfolio
44,649
Q3 2025 Reduced 2.4%
$881B
$10.8 Million 1.58% of portfolio
34,299
Q3 2025 Added 3.82%
$490B
$10.6 Million 1.55% of portfolio
93,672
Q3 2025 Reduced 25.23%
$512B
$8.92 Million 1.31% of portfolio
15,687
Q3 2025 Added 0.98%
$237B
$8.31 Million 1.22% of portfolio
35,078
Q3 2025 Reduced 18.77%
$367B
$8.19 Million 1.2% of portfolio
20,225
Q3 2025 Added 2.8%
$971B
$8.11 Million 1.19% of portfolio
10,623
Q3 2025 Reduced 6.07%
$279B
$5.89 Million 0.86% of portfolio
57,184
Q3 2025 Added 9.32%
$414B
$5.65 Million 0.83% of portfolio
24,408
Q3 2025 Added 6.06%
$224B
$5.45 Million 0.8% of portfolio
17,927
Q3 2025 Reduced 8.21%
$662B
$5 Million 0.73% of portfolio
9,945
Q3 2025 Reduced 14.17%
$306B
$4.18 Million 0.61% of portfolio
62,965
Q3 2025 Reduced 8.74%
$303B
$3.24 Million 0.48% of portfolio
20,889
Q3 2025 Reduced 2.68%
$265B
$3.17 Million 0.46% of portfolio
3,975
Q3 2025 Added 18.34%
$205B
$3.15 Million 0.46% of portfolio
21,401
Q3 2024 Reduced 1.59%
$291B
$2.31 Million 0.34% of portfolio
4,845
Q3 2025 Reduced 0.16%
$1.29T
$2.06 Million 0.3% of portfolio
4,622
Q3 2025 Reduced 33.46%
$270B
$2.04 Million 0.3% of portfolio
12,828
Q3 2025 Added 11.65%
$346B
$1.43 Million 0.21% of portfolio
9,283
Q3 2025 Reduced 11.79%
$342B
$1.1 Million 0.16% of portfolio
6,046
Q3 2025 Added 252.54%
$235B
$736,000 0.11% of portfolio
8,771
Q3 2025 Reduced 16.13%
$228B
$662,000 0.1% of portfolio
4,943
Q3 2025 Reduced 3.96%
$319B
$618,000 0.09% of portfolio
9,045
Q3 2025 Added 14.81%
$204B
$620,000 0.09% of portfolio
4,415
Q3 2025 Reduced 4.64%
$266B
$575,000 0.08% of portfolio
2,041
Q3 2025 Added 6.3%
$522B
$454,000 0.07% of portfolio
2,453
Q3 2025 Reduced 3.27%
$593B
$391,000 0.06% of portfolio
1,391
Q3 2025 Added 30.12%
$413B
$393,000 0.06% of portfolio
7,628
Q1 2025 Reduced 5.63%
$1.46T
$365,000 0.05% of portfolio
1,307
Q2 2025 New
$328B
$274,000 0.04% of portfolio
911
Q2 2025 Reduced 18.0%
$270B
$216,000 0.03% of portfolio
3,020
Q2 2025 Reduced 10.31%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $683 Million
  • Prior Value $626 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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