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CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS LLC
Latest filing: 2026-06-30
CFM WEALTH PARTNERS LLC runs CFM WEALTH PARTNERS LLC and currently holds 149 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $783.29M. Their top holdings are NVDA, AAPL, GOOGL, AMD, AMZN. The top five represent 37.0% of reported portfolio weight. CFM WEALTH PARTNERS LLC ranks #372 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CFM WEALTH PARTNERS LLC initiated 5 new positions. They added to 23 existing positions. They trimmed 47 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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149 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 13.61% | $11.95 | $214.76 | +1,697.15% | Trimmed -1.81% |
 AAPL APPLE INC | 10.02% | $76.14 | $309.35 | +306.29% | Trimmed -1.57% |
 GOOGL ALPHABET INC | 6.09% | $88.36 | $344.82 | +290.24% | Trimmed -0.30% |
 AMD ADVANCED MICRO DEVICES INC | 4.08% | $107.27 | $473.25 | +341.18% | Added +3.51% |
 AMZN AMAZON COM INC | 3.23% | $139.60 | $258.63 | +85.27% | Trimmed -0.56% |
 PANW PALO ALTO NETWORKS INC | 3.02% | $76.34 | $358.04 | +369.01% | Trimmed -0.75% |
 MSFT MICROSOFT CORP | 2.35% | $206.43 | $483.24 | +134.09% | Trimmed -2.63% |
 META META PLATFORMS INC | 2.29% | $405.56 | $549.90 | +35.59% | Trimmed -2.18% |
 WMB WILLIAMS COS INC | 2.15% | $24.48 | $70.50 | +187.99% | Trimmed -0.10% |
 PM PHILIP MORRIS INTL INC | 2.07% | $87.53 | $188.29 | +115.11% | Trimmed -3.74% |
Showing 1-10 of 149