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CIK: 0001801097
Total reported value
$783.3M
$783.3M
139 檔
28.0%
At the close of Q4 2024, Cfm Wealth Partners LLC disclosed equity holdings valued at approximately $783.3M, spread across 139 reported holdings.
During Q4 2024, Cfm Wealth Partners LLC performed routine portfolio adjustments (0 new buys, 28 additions, 16 trims, and 4 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.06% | -0.57% | -1.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.44% | -0.46% | -1.79% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.20% | +0.32% | +0.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | -0.11% | +1.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.46% | -0.18% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.41% | -0.50% | +20.56% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.36% | -0.05% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | -0.07% | +2.08% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.30% | -0.65% | -19.64% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.12% | +1.34% | +102.60% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 2.03% | -0.32% | -0.73% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.82% | -0.24% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.74% | -0.36% | +3.79% | |
| 14 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.71% | -0.31% | +3.10% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | -0.06% | +2.07% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.23% | +1.26% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.10% | +0.73% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.09% | -0.50% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.17% | +0.92% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | +0.01% | +1.60% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.10% | +5.99% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.30% | +4.49% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 1.15% | +2.46% | -9.07% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.10% | — | +0.72% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.03% | — | -1.12% | |
| 26 | FFIN | First Finl Bankshares Inc | Stock-Financials | 1.01% | -0.01% | -2.32% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.97% | -0.10% | +0.56% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.96% | — | +0.10% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.95% | -0.18% | -0.57% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.37% | +2.06% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.81% | -0.12% | +3.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.09% | +2.06% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.77% | — | +1.48% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.41% | +16.20% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.19% | +0.01% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.02% | +2.33% | |
| 37 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.73% | -0.02% | -2.71% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | -0.07% | +0.57% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.25% | +8.07% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.22% | +6.60% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.02% | +3.55% | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.66% | -0.08% | +2.74% | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.60% | -0.09% | -3.05% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.17% | +2.01% | |
| 45 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.53% | -0.19% | -1.89% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | — | +2.94% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.50% | +253.44% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | — | +0.97% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.47% | -0.06% | +0.90% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.02% | +9.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -1.37% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.70% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.30% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +20.56% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +253.44% | Add |
| 6 | CRM | Salesforce Inc | +0.4% | -0.47% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.3% | +2.08% | Add |
| 8 | WMB | Williams Cos Inc | +0.3% | -0.73% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -1.79% | Trim |
| 10 | NFLX | Netflix Inc | +0.2% | +16.20% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +5.99% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +2.94% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.50% | Trim |
| 14 | NOW | Servicenow Inc | +0.1% | +1.48% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +8.07% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +102.60% | Add |
| 17 | KKR | Kkr & Co Inc | +0.1% | +2.74% | Add |
| 18 | ET | Energy Transfer LP | +0.1% | -3.05% | Trim |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +18.85% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +3.79% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.60% | Add |
| 22 | ORLY | O'reilly Automotive Inc | 0% | +3.10% | Add |
| 23 | MA | Mastercard Inc - A | 0% | +0.92% | Add |
| 24 | EPD | Enterprise Products Partners | 0% | -0.57% | Trim |
| 25 | MS | Morgan Stanley | 0% | +3.67% | Add |
| 26 | QUAL | Ishares Msci USA Quality Fac | 0% | +9.97% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.73% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.07% | Add |
| 29 | CMG | Chipotle Mexican Grill Inc | 0% | +0.10% | Add |
| 30 | HCA | Hca Healthcare Inc | 0% | -4.78% | Trim |
| 31 | NKE | Nike Inc -cl B | -0.1% | -39.88% | Trim |
| 32 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 33 | CSX | Csx CORP | -0.1% | -56.45% | Trim |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | -15.64% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -3.56% | Trim |
| 36 | ABBV | Abbvie Inc | -0.1% | +3.55% | Add |
| 37 | LUNG | Pulmonx CORP | -0.1% | — | Unchanged |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 39 | KO | Coca-cola Co/the | -0.1% | +6.60% | Add |
| 40 | FFIN | First Finl Bankshares Inc | -0.1% | -2.32% | Trim |
| 41 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 42 | SBLK | Star Bulk Carriers Corp. | -0.1% | +10.28% | Add |
| 43 | MDLZ | Mondelez International Inc-a | -0.1% | +0.90% | Add |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | +0.56% | Add |
| 45 | MSFT | Microsoft CORP | -0.2% | -0.18% | Trim |
| 46 | ADBE | Adobe Inc | -0.3% | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | -0.3% | +1.26% | Add |
| 48 | ACLS | Axcelis Technologies Inc | -0.5% | EXIT | Sold out |
| 49 | AMD | Advanced Micro Devices | -0.6% | -9.07% | Trim |
| 50 | XOM | Exxon Mobil CORP | -0.9% | -19.64% | Trim |
According to official SEC Form 13F filings, Cfm Wealth Partners LLC reported a total U.S. public equity portfolio value of $783.3M across 139 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 28.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
ACLS
前期市值: $2.7M
During Q4 2024, Cfm Wealth Partners LLC's top holdings by market value included NVDA (13.1%)、AAPL (12.4%)、GOOGL (4.2%). The largest single position, NVDA, represented 13.1% of total portfolio value.
In Q4 2024, Cfm Wealth Partners LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 16 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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