StockDriftsStockDriftsTop 50 Cfm Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.61% | 532.7K | $106.6M | -1.81%(-9.80K) | $11.02(+1951.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.02% | 271.1K | $78.5M | -1.57%(-4.34K) | $67.54(+352.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.09% | 133.4K | $47.7M | -0.30%(-397) | $85.43(+303.51%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.08% | 55.0K | $32.0M | +3.51%(+1.86K) | $95.62(+435.71%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.23% | 106.3K | $25.3M | -0.56%(-602) | $109.04(+140.78%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.02% | 69.4K | $23.7M | -0.75%(-523) | $75.15(+403.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.35% | 49.3K | $18.4M | -2.63%(-1.33K) | $197.85(+145.67%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.29% | 31.8K | $17.9M | -2.18%(-708) | $394.21(+47.20%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 2.15% | 226.2K | $16.8M | -0.10%(-222) | $24.59(+202.05%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 2.07% | 89.6K | $16.2M | -3.74%(-3.48K) | $84.19(+122.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.37% | +111.53% | +16.41% | +113.81% |
| Top 20 Holdings Unweighted | +26.27% | +101.31% | +14.39% | +95.87% |
Cfm Wealth Partners LLC reports $783.29M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (13.6%), AAPL (10.0%) and GOOGL (6.1%). The top 20 holdings account for 65.67% of reported assets. Its disclosed equity book has returned +111.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cfm Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801097). View Cfm Wealth Partners LLC’s 13F filings on SEC