CFM WEALTH PARTNERS LLC
CIK: 0001801097SEC EDGAR →
Portfolio Value
$693K
Holdings
144
As of
Q4 2025
New Positions
144
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 546,252 | $102K | 14.71% |
| 2 | APPLE INC | 277,886 | $76K | 10.91% |
| 3 | ALPHABET INC | 132,077 | $41K | 5.97% |
| 4 | MICROSOFT CORP | 51,165 | $25K | 3.57% |
| 5 | AMAZON COM INC | 106,734 | $25K | 3.56% |
| 6 | META PLATFORMS INC | 30,826 | $20K | 2.94% |
| 7 | VISA INC | 45,147 | $16K | 2.29% |
| 8 | PHILIP MORRIS INTL INC | 89,631 | $14K | 2.08% |
| 9 | ALPHABET INC | 43,870 | $14K | 1.99% |
| 10 | WILLIAMS COS INC | 226,858 | $14K | 1.97% |
Quarterly Changes
New Positions (144)
$102K · 546K shares
$76K · 278K shares
$41K · 132K shares
$25K · 51K shares
$25K · 107K shares
$20K · 31K shares
$16K · 45K shares
$14K · 90K shares
$14K · 44K shares
$14K · 227K shares
$14K · 73K shares
$13K · 144K shares
$12K · 19K shares
$12K · 17K shares
$11K · 36K shares
$11K · 13K shares
$11K · 10K shares
$10K · 82K shares
$10K · 45K shares
$9K · 27K shares
$9K · 16K shares
$9K · 18K shares
$8K · 32K shares
$8K · 36K shares
$7K · 73K shares
$7K · 14K shares
$7K · 19K shares
$6K · 41K shares
$6K · 57K shares
$6K · 64K shares
$6K · 19K shares
$6K · 26K shares
$6K · 184K shares
$6K · 59K shares
$5K · 8K shares
$5K · 32K shares
$5K · 16K shares
$5K · 10K shares
$5K · 83K shares
$5K · 36K shares
$4K · 143K shares
$4K · 59K shares
$4K · 5K shares
$4K · 19K shares
$4K · 15K shares
$4K · 21K shares
$3K · 189K shares
$3K · 60K shares
$3K · 5K shares
$3K · 7K shares
$3K · 15K shares
$3K · 17K shares
$3K · 47K shares
$2K · 47K shares
$2K · 24K shares
$2K · 113K shares
$2K · 5K shares
$2K · 92K shares
$2K · 50K shares
$2K · 4K shares
$2K · 8K shares
$2K · 31K shares
$1K · 42K shares
$1K · 11K shares
$1K · 11K shares
$1K · 18K shares
$1K · 24K shares
$1K · 26K shares
$1K · 7K shares
$1K · 9K shares
$1K · 25K shares
$1K · 5K shares
$1K · 12K shares
$1K · 6K shares
$1K · 5K shares
$1K · 13K shares
$1K · 7K shares
$1K · 38K shares
$949 · 5K shares
$922 · 10K shares
$901 · 2K shares
$860 · 8K shares
$768 · 4K shares
$724 · 38K shares
$696 · 9K shares
$688 · 4K shares
$686 · 57K shares
$678 · 2K shares
$654 · 10K shares
$619 · 5K shares
$604 · 2K shares
$592 · 4K shares
$586 · 3K shares
$583 · 264K shares
$564 · 14K shares
$557 · 8K shares
$538 · 2K shares
$537 · 8K shares
$531 · 4K shares
$523 · 765 shares
$507 · 2K shares
$491 · 18K shares
$486 · 5K shares
$477 · 543 shares
$450 · 4K shares
$438 · 8K shares
$429 · 4K shares
$427 · 12K shares
$419 · 8K shares
$405 · 48K shares
$397 · 1K shares
$387 · 3K shares
$380 · 3K shares
$376 · 1K shares
$372 · 771 shares
$358 · 3K shares
$352 · 4K shares
$349 · 4K shares
$342 · 19K shares
$341 · 319 shares
$333 · 13K shares
$326 · 8K shares
$320 · 2K shares
$310 · 3K shares
$303 · 4K shares
$301 · 7K shares
$295 · 1K shares
$293 · 7K shares
$290 · 2K shares
$280 · 911 shares
$271 · 1K shares
$246 · 5K shares
$245 · 10K shares
$236 · 705 shares
$231 · 2K shares
$223 · 2K shares
$221 · 3K shares
$215 · 4K shares
$208 · 1K shares
$205 · 6K shares
$202 · 2K shares
$200 · 3K shares
$200 · 1K shares
$56 · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $265K | 38.3% |
| Financial Services | 47 | $125K | 18.1% |
| Communication Services | 6 | $83K | 12.0% |
| Consumer Cyclical | 9 | $60K | 8.7% |
| Energy | 19 | $52K | 7.5% |
| Unknown | 6 | $34K | 5.0% |
| Consumer Defensive | 8 | $31K | 4.4% |
| Healthcare | 10 | $21K | 3.1% |
| Industrials | 13 | $13K | 1.9% |
| Basic Materials | 3 | $7K | 1.0% |
| Real Estate | 1 | $768 | 0.1% |
| Utilities | 1 | $231 | 0.0% |