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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.64 Million 0.39% of portfolio
7,222
Q3 2025 Added 1.09%
$53.5B
$2.33 Million 0.34% of portfolio
46,729
Q3 2025 Added 8.99%
$291B
$2.31 Million 0.34% of portfolio
4,845
Q3 2025 Reduced 0.16%
$0
$2.24 Million 0.33% of portfolio
24,052
Q3 2025 Added 6.44%
$2.33B
$2.21 Million 0.32% of portfolio
92,125
Q3 2025 Added 9.94%
$1.94B
$2.09 Million 0.31% of portfolio
112,601
Q1 2025 Added 6.11%
$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%
$15B
$1.96 Million 0.29% of portfolio
49,883
Q3 2025 Added 10.99%
$61.4B
$1.86 Million 0.27% of portfolio
4,482
Q3 2025 Reduced 0.8%
$3.57B
$1.78 Million 0.26% of portfolio
35,657
Q3 2025 Reduced 20.3%
$346B
$1.43 Million 0.21% of portfolio
9,283
Q3 2025 Reduced 11.79%
$68.5B
$1.44 Million 0.21% of portfolio
10,617
Q3 2025 Added 0.06%
$1.47B
$1.46 Million 0.21% of portfolio
42,260
Q3 2024 Added 19.85%
$0
$1.39 Million 0.2% of portfolio
11,523
Q3 2025 Reduced 0.66%
$31.5B
$1.32 Million 0.19% of portfolio
18,022
Q2 2025 Reduced 0.92%
$0
$1.2 Million 0.18% of portfolio
12,854
Q2 2025 Added 19.62%
$22B
$1.2 Million 0.18% of portfolio
22,049
Q2 2025 Reduced 0.38%
$136B
$1.15 Million 0.17% of portfolio
4,858
Q3 2025 Reduced 1.42%
$342B
$1.1 Million 0.16% of portfolio
6,046
Q3 2025 Added 252.54%
$40.3B
$1.11 Million 0.16% of portfolio
3,292
Q3 2025 New
$177B
$1.07 Million 0.16% of portfolio
5,474
Q4 2024 Reduced 0.56%
$113B
$1.06 Million 0.16% of portfolio
11,206
Q3 2025 Added 7.31%
$39.2B
$1.06 Million 0.15% of portfolio
6,302
Q3 2025 Reduced 6.07%
$14.8B
$950,000 0.14% of portfolio
6,750
Q1 2024 Added 100.0%
$183B
$867,000 0.13% of portfolio
3,074
Q3 2025 Reduced 0.39%
$59.8B
$868,000 0.13% of portfolio
4,630
Q3 2025 Reduced 46.87%
$136B
$822,000 0.12% of portfolio
1,931
Q4 2024 Reduced 4.78%
$97.3B
$789,000 0.12% of portfolio
9,330
Q3 2025 Reduced 3.77%
$235B
$736,000 0.11% of portfolio
8,771
Q3 2025 Reduced 16.13%
$172B
$691,000 0.1% of portfolio
15,737
Q2 2025 Reduced 6.64%
$0
$684,000 0.1% of portfolio
1,022
Q3 2025 Reduced 11.97%
$228B
$662,000 0.1% of portfolio
4,943
Q3 2025 Reduced 3.96%
$0
$668,000 0.1% of portfolio
57,144
Q3 2025 Added 12.13%
$187B
$669,000 0.1% of portfolio
4,022
Q3 2025 Added 0.07%
$319B
$618,000 0.09% of portfolio
9,045
Q3 2025 Added 14.81%
$0
$590,000 0.09% of portfolio
10,060
Q1 2024 Added 400.0%
$204B
$620,000 0.09% of portfolio
4,415
Q3 2025 Reduced 4.64%
$140B
$561,000 0.08% of portfolio
2,233
Q1 2025 Added 4.69%
$61.6B
$517,000 0.08% of portfolio
18,285
Q3 2025 Reduced 3.77%
$0
$531,000 0.08% of portfolio
8,139
Q3 2025 Added 0.3%
$6.09B
$535,000 0.08% of portfolio
8,070
Q3 2024 Reduced 0.21%
$266B
$575,000 0.08% of portfolio
2,041
Q3 2025 Added 6.3%
$0
$522,000 0.08% of portfolio
4,122
Q1 2023 New
$522B
$454,000 0.07% of portfolio
2,453
Q3 2025 Reduced 3.27%
$450M
$469,000 0.07% of portfolio
52,614
Q3 2024 Added 8.21%
$0
$501,000 0.07% of portfolio
5,170
Q2 2025 Added 3.17%
$593B
$391,000 0.06% of portfolio
1,391
Q3 2025 Added 30.12%
$181B
$379,000 0.06% of portfolio
13,442
Q2 2025 Reduced 2.08%

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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