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CIK: 0001801097
Total reported value
$783.3M
$783.3M
139 檔
23.9%
During the Q1 2025 filing period, Cfm Wealth Partners LLC (CIK: 0001801097) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $783.3M across 139 reported positions.
In Q1 2025, Cfm Wealth Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.54% | -0.46% | +0.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.98% | -0.57% | -0.36% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.62% | +0.32% | +0.82% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | -0.11% | +2.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.46% | +0.97% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | -0.07% | +1.71% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.67% | -0.65% | +0.41% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.59% | -0.50% | +4.48% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 2.51% | -0.24% | +0.07% | |
| 10 | WMB | Williams Cos Inc | Stock-Energy | 2.34% | -0.32% | — | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.26% | -0.31% | +4.97% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.08% | +1.34% | +0.17% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 2.01% | -0.05% | EXIT | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.36% | +5.76% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.23% | +2.89% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.06% | -0.22% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.17% | +4.77% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.10% | -0.39% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.10% | +4.44% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.09% | +0.65% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.30% | +3.54% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | +0.01% | -1.56% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.19% | — | +1.20% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.17% | -0.18% | +8.21% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.37% | +2.60% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.06% | -0.10% | +1.93% | |
| 27 | FFIN | First Finl Bankshares Inc | Stock-Financials | 1.05% | -0.01% | -0.05% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.09% | +8.48% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.03% | — | +0.02% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.89% | -0.12% | +0.02% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.89% | +2.46% | -12.92% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | -0.07% | +1.09% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.41% | +3.27% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | -0.22% | +3.06% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.84% | — | -0.10% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.02% | +2.93% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.19% | +3.24% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.25% | +5.83% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.02% | +0.22% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.17% | +3.61% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.67% | — | +9.80% | |
| 42 | ET | Energy Transfer LP | Stock-Energy | 0.63% | -0.09% | +7.02% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.50% | +14.30% | |
| 44 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | -0.08% | +7.16% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.56% | -0.06% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.02% | +3.45% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.46% | — | -0.51% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.43% | +0.05% | — | |
| 49 | MPLX | Mplx LP | Stock-Energy | 0.40% | -0.06% | +13.07% | |
| 50 | USAC | USA Compression Partners LP | Stock-Other | 0.40% | -0.06% | +13.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | PM | Philip Morris International | — | NEW | New buy |
| 10 | WMB | Williams Cos Inc | — | NEW | New buy |
| 11 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 17 | MA | Mastercard Inc - A | — | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 23 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 24 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 27 | FFIN | First Finl Bankshares Inc | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 30 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 31 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 32 | MO | Altria Group Inc | — | NEW | New buy |
| 33 | NFLX | Netflix Inc | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 36 | ABBV | Abbvie Inc | — | NEW | New buy |
| 37 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 38 | WMT | Walmart Inc | — | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | NOW | Servicenow Inc | — | NEW | New buy |
| 42 | ET | Energy Transfer LP | — | NEW | New buy |
| 43 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 44 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 45 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 46 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 48 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 49 | MPLX | Mplx LP | — | NEW | New buy |
| 50 | USAC | USA Compression Partners LP | — | NEW | New buy |
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 Q1 2025.
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 AAPL, NVDA, GOOGL) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $65.4M
During Q1 2025, Cfm Wealth Partners LLC's top holdings by market value included AAPL (11.5%)、NVDA (11.0%)、GOOGL (3.6%). The largest single position, AAPL, represented 11.5% of total portfolio value.
In Q1 2025, Cfm Wealth Partners LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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