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Cfm Wealth Partners Llc

Portfolio Manager
Cfm Wealth Partners Llc
Performance
-5.91% (2026 Q1)
AUM (13F)
$667.24M
# of Holdings
143
Performance Rank
Allocation (Top 20)
65.25%

Cfm Wealth Partners Llc Holdings Map

Top 50 Cfm Wealth Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
14.18%542.5K$94.6M
-0.69%(-3.75K)
2025-Q1: 574.6K shares2025-Q2: 569.5K shares2025-Q3: 569.5K shares2025-Q4: 546.3K shares2026-Q1: 542.5K shares
$11.02(+1949.84%)
2026-03-31
AAPL
APPLE INC
10.48%275.5K$69.9M
-0.87%(-2.42K)
2025-Q1: 294.5K shares2025-Q2: 290.1K shares2025-Q3: 289.0K shares2025-Q4: 277.9K shares2026-Q1: 275.5K shares
$67.54(+342.51%)
2026-03-31
GOOGL
ALPHABET INC
5.77%133.8K$38.5M
+1.34%(+1.77K)
2025-Q1: 132.7K shares2025-Q2: 134.4K shares2025-Q3: 135.6K shares2025-Q4: 132.1K shares2026-Q1: 133.8K shares
$85.43(+371.29%)
2026-03-31
AMZN
AMAZON COM INC
3.34%106.9K$22.3M
+0.14%(+153)
2025-Q1: 105.3K shares2025-Q2: 108.2K shares2025-Q3: 110.3K shares2025-Q4: 106.7K shares2026-Q1: 106.9K shares
$109.04(+147.74%)
2026-03-31
MSFT
MICROSOFT CORP
2.81%50.6K$18.7M
-1.14%(-584)
2025-Q1: 50.2K shares2025-Q2: 50.4K shares2025-Q3: 51.4K shares2025-Q4: 51.2K shares2026-Q1: 50.6K shares
$197.85(+104.80%)
2026-03-31
META
META PLATFORMS INC
2.79%32.5K$18.6M
+5.42%(+1.67K)
2025-Q1: 25.4K shares2025-Q2: 26.7K shares2025-Q3: 29.6K shares2025-Q4: 30.8K shares2026-Q1: 32.5K shares
$394.21(+56.42%)
2026-03-31
WMB
WILLIAMS COS INC
2.47%226.4K$16.5M
-0.20%(-453)
2025-Q1: 222.0K shares2025-Q2: 222.0K shares2025-Q3: 225.1K shares2025-Q4: 226.9K shares2026-Q1: 226.4K shares
$24.59(+207.86%)
2026-03-31
PM
PHILIP MORRIS INTL INC
2.31%93.1K$15.4M
+3.88%(+3.48K)
2025-Q1: 89.6K shares2025-Q2: 89.6K shares2025-Q3: 89.6K shares2025-Q4: 89.6K shares2026-Q1: 93.1K shares
$84.19(+123.19%)
2026-03-31
XOM
EXXON MOBIL CORP
2.08%81.8K$13.9M
-0.47%(-387)
2025-Q1: 127.2K shares2025-Q2: 125.3K shares2025-Q3: 93.7K shares2025-Q4: 82.2K shares2026-Q1: 81.8K shares
$71.06(+113.30%)
2026-03-31
ORLY
OREILLY AUTOMOTIVE INC
1.98%142.9K$13.2M
-0.79%(-1.14K)
2025-Q1: 9.0K shares2025-Q2: 137.6K shares2025-Q3: 140.0K shares2025-Q4: 144.1K shares2026-Q1: 142.9K shares
$46.82(+91.59%)
2026-03-31

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