CFM WEALTH PARTNERS LLC
CIK: 0001801097SEC EDGAR →
Portfolio Value
$692.8M
Holdings
144
As of
Q4 2025
New Positions
143
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 546,252 | $101.9M | 14.71% |
| 2 | APPLE INC | 277,886 | $75.5M | 10.90% |
| 3 | ALPHABET INC | 132,077 | $41.3M | 5.97% |
| 4 | MICROSOFT CORP | 51,165 | $24.7M | 3.57% |
| 5 | AMAZON COM INC | 106,734 | $24.6M | 3.56% |
| 6 | META PLATFORMS INC | 30,826 | $20.3M | 2.94% |
| 7 | VISA INC | 45,147 | $15.8M | 2.29% |
| 8 | PHILIP MORRIS INTL INC | 89,631 | $14.4M | 2.08% |
| 9 | ALPHABET INC | 43,870 | $13.8M | 1.99% |
| 10 | WILLIAMS COS INC | 226,858 | $13.6M | 1.97% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (144)
$101.9M · 546K shares
$75.5M · 278K shares
$41.3M · 132K shares
$24.7M · 51K shares
$24.6M · 107K shares
$20.3M · 31K shares
$15.8M · 45K shares
$14.4M · 90K shares
$13.8M · 44K shares
$13.6M · 227K shares
$13.5M · 73K shares
$13.1M · 144K shares
$11.6M · 19K shares
$11.6M · 17K shares
$11.5M · 36K shares
$10.9M · 13K shares
$10.7M · 10K shares
$9.9M · 82K shares
$9.7M · 45K shares
$9.3M · 27K shares
$9.2M · 16K shares
$8.5M · 18K shares
$8.5M · 32K shares
$7.7M · 36K shares
$6.9M · 73K shares
$6.7M · 14K shares
$6.5M · 19K shares
$6.3M · 41K shares
$6.3M · 57K shares
$6.1M · 64K shares
$6.0M · 19K shares
$6.0M · 26K shares
$5.9M · 184K shares
$5.5M · 59K shares
$5.3M · 8K shares
$4.9M · 32K shares
$4.9M · 16K shares
$4.9M · 10K shares
$4.8M · 83K shares
$4.6M · 36K shares
$4.3M · 143K shares
$4.1M · 59K shares
$4.0M · 5K shares
$3.9M · 19K shares
$3.8M · 15K shares
$3.6M · 21K shares
$3.1M · 189K shares
$2.8M · 60K shares
$2.8M · 5K shares
$2.7M · 7K shares
$2.6M · 15K shares
$2.6M · 17K shares
$2.5M · 47K shares
$2.5M · 47K shares
$2.2M · 24K shares
$2.2M · 113K shares
$2.1M · 5K shares
$2.1M · 92K shares
$2.0M · 50K shares
$1.8M · 4K shares
$1.7M · 8K shares
$1.6M · 31K shares
$1.5M · 42K shares
$1.4M · 11K shares
$1.4M · 11K shares
$1.3M · 18K shares
$1.3M · 24K shares
$1.3M · 26K shares
$1.3M · 7K shares
$1.2M · 9K shares
$1.2M · 25K shares
$1.2M · 5K shares
$1.2M · 12K shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.1M · 13K shares
$1.1M · 7K shares
$1.0M · 38K shares
$949K · 5K shares
$922K · 10K shares
$901K · 2K shares
$860K · 8K shares
$768K · 4K shares
$724K · 38K shares
$696K · 9K shares
$688K · 4K shares
$686K · 57K shares
$678K · 2K shares
$654K · 10K shares
$619K · 5K shares
$604K · 2K shares
$592K · 4K shares
$586K · 3K shares
$583K · 264K shares
$564K · 14K shares
$557K · 8K shares
$538K · 2K shares
$537K · 8K shares
$531K · 4K shares
$523K · 765 shares
$507K · 2K shares
$491K · 18K shares
$486K · 5K shares
$477K · 543 shares
$450K · 4K shares
$438K · 8K shares
$429K · 4K shares
$427K · 12K shares
$419K · 8K shares
$405K · 48K shares
$397K · 1K shares
$387K · 3K shares
$380K · 3K shares
$376K · 1K shares
$372K · 771 shares
$358K · 3K shares
$352K · 4K shares
$349K · 4K shares
$342K · 19K shares
$341K · 319 shares
$333K · 13K shares
$326K · 8K shares
$320K · 2K shares
$310K · 3K shares
$303K · 4K shares
$301K · 7K shares
$295K · 1K shares
$293K · 7K shares
$290K · 2K shares
$280K · 911 shares
$271K · 1K shares
$246K · 5K shares
$245K · 10K shares
$236K · 705 shares
$231K · 2K shares
$223K · 2K shares
$221K · 3K shares
$215K · 4K shares
$208K · 1K shares
$205K · 6K shares
$202K · 2K shares
$200K · 3K shares
$200K · 1K shares
$56K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $265.4M | 38.3% |
| Financial Services | 47 | $125.4M | 18.1% |
| Communication Services | 6 | $83.0M | 12.0% |
| Consumer Cyclical | 9 | $60.1M | 8.7% |
| Energy | 19 | $51.9M | 7.5% |
| Unknown | 6 | $34.3M | 5.0% |
| Consumer Defensive | 8 | $30.6M | 4.4% |
| Healthcare | 10 | $21.2M | 3.1% |
| Industrials | 13 | $13.1M | 1.9% |
| Basic Materials | 3 | $6.7M | 1.0% |
| Real Estate | 1 | $768K | 0.1% |
| Utilities | 1 | $231K | 0.0% |