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CIK: 0001801097
Total reported value
$783.3M
$783.3M
141 檔
28.3%
In Q2 2025, Cfm Wealth Partners LLC's U.S. equity holdings reached a combined market value of $783.3M, distributed across 141 disclosed stock positions.
In Q2 2025, Cfm Wealth Partners LLC displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.32% | -0.57% | -0.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.47% | -0.46% | -1.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.46% | +0.48% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.78% | -0.11% | +2.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.77% | +0.32% | +1.31% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.13% | -0.50% | +4.82% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 2.60% | -0.24% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.57% | -0.07% | +2.12% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.26% | +1.34% | +0.47% | |
| 10 | WMB | Williams Cos Inc | Stock-Energy | 2.22% | -0.32% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.15% | -0.65% | -1.49% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.97% | -0.31% | +1434.94% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.36% | +2.21% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.87% | -0.05% | EXIT | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.06% | -1.17% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.10% | +4.12% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.10% | +0.63% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.40% | +0.23% | -11.03% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.41% | +24.39% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.39% | -0.17% | +0.94% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.35% | +0.01% | +5.68% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.09% | +0.00% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.30% | +2.77% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.14% | — | +2.77% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | +2.46% | -7.80% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.02% | — | +1.33% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | -0.10% | +3.84% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.93% | +0.50% | +19.51% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.93% | -0.18% | -3.49% | |
| 30 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.93% | -0.01% | -2.73% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.92% | — | +18.97% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.37% | +0.75% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.09% | +4.67% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.85% | -0.12% | +6.02% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.82% | — | -2.38% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.25% | +3.83% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | -0.22% | +1.23% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | -0.07% | -0.97% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.19% | +0.95% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.02% | +0.82% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.02% | +1.84% | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.66% | -0.08% | +10.37% | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.54% | -0.09% | -2.22% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.02% | +11.65% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.51% | -0.06% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.17% | -6.23% | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.45% | +0.05% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | +0.54% | -1.20% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.43% | — | -0.76% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | -0.01% | -0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | -0.90% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.48% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +4.82% | Add |
| 4 | NFLX | Netflix Inc | +0.5% | +24.39% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +19.51% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +2.72% | Add |
| 7 | NOW | Servicenow Inc | +0.3% | +18.97% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +97.85% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +0.47% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.31% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +4.12% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +5.68% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | -7.80% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.63% | Add |
| 15 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 16 | KKR | Kkr & Co Inc | +0.1% | +10.37% | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +2.04% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | -1.20% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 21 | QUAL | Ishares Msci USA Quality Fac | 0% | +11.65% | Add |
| 22 | MS | Morgan Stanley | 0% | +7.96% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +0.00% | Add |
| 24 | WMT | Walmart Inc | 0% | +3.83% | Add |
| 25 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 26 | TSLA | Tesla Inc | 0% | -5.56% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | — | +0.82% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.33% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.17% | Trim |
| 30 | CMG | Chipotle Mexican Grill Inc | 0% | -2.38% | Trim |
| 31 | USMV | Ishares Msci USA Min Vol Fac | 0% | +6.02% | Add |
| 32 | IWD | Ishares Russell 1000 Value E | -0.1% | +2.77% | Add |
| 33 | COST | Costco Wholesale CORP | -0.1% | +2.21% | Add |
| 34 | QCOM | Qualcomm Inc | -0.1% | -39.57% | Trim |
| 35 | OKE | Oneok Inc | -0.1% | -0.92% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -26.66% | Trim |
| 37 | WMB | Williams Cos Inc | -0.1% | — | Unchanged |
| 38 | FANG | Diamondback Energy Inc | -0.1% | -75.84% | Trim |
| 39 | CRM | Salesforce Inc | -0.1% | +1.63% | Add |
| 40 | ABBV | Abbvie Inc | -0.2% | +1.84% | Add |
| 41 | MCD | Mcdonald's CORP | -0.2% | +0.75% | Add |
| 42 | V | Visa Inc-class A Shares | -0.2% | +2.12% | Add |
| 43 | CVX | Chevron CORP | -0.2% | -6.23% | Trim |
| 44 | LUNG | Pulmonx CORP | -0.2% | — | Unchanged |
| 45 | EPD | Enterprise Products Partners | -0.2% | -3.49% | Trim |
| 46 | ORLY | O'reilly Automotive Inc | -0.3% | +1434.94% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.5% | -11.03% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.5% | -1.49% | Trim |
| 50 | AAPL | Apple Inc | -2.1% | -1.52% | 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 141 disclosed positions in Q2 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 NVDA, AAPL, MSFT) accounted for 28.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $296.0K
Top Position Liquidated / Trimmed
UNH
前期市值: $2.1M
During Q2 2025, Cfm Wealth Partners LLC's top holdings by market value included NVDA (14.3%)、AAPL (9.5%)、MSFT (4.0%). The largest single position, NVDA, represented 14.3% of total portfolio value.
In Q2 2025, Cfm Wealth Partners LLC made 45 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 1 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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