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CIK: 0001801097
Total reported value
$783.3M
$783.3M
147 檔
33.7%
The Q3 2025 SEC filing reveals that Cfm Wealth Partners LLC held a total portfolio value of $783.3M, covering 147 public equity positions.
In Q3 2025, Cfm Wealth Partners LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.43% | -0.57% | +0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.68% | -0.46% | -0.36% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.79% | +0.32% | +0.89% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.46% | +1.94% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | -0.11% | +1.93% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.15% | -0.50% | +10.90% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.28% | -0.07% | +1.45% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.28% | +1.34% | +10.99% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.19% | -0.31% | +1.78% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.11% | -0.24% | — | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 2.07% | -0.32% | +1.38% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.36% | +2.35% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | -0.06% | +0.31% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | +0.10% | +2.45% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.09% | -2.40% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.10% | +3.82% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.65% | -25.23% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.17% | +0.98% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | +0.01% | -4.96% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.22% | -0.41% | +7.12% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.21% | -0.05% | EXIT | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.30% | +2.80% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.23% | -6.07% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.09% | +223.91% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.09% | — | +0.42% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +2.46% | -0.18% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.97% | +0.50% | +18.27% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.92% | -0.10% | +2.86% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.92% | — | -5.77% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.25% | +9.32% | |
| 31 | EPD | Enterprise Products Partners | Stock-Energy | 0.85% | -0.18% | -0.15% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.85% | — | +12.54% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.19% | +5.15% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.02% | +6.06% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.80% | -0.12% | +1.81% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.79% | -0.07% | +0.19% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.37% | -8.21% | |
| 38 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.79% | -0.01% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.02% | +2.10% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.09% | -14.17% | |
| 41 | KKR | Kkr & Co Inc | Stock-Financials | 0.65% | -0.08% | +10.23% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.22% | -8.74% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.02% | +2.68% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.17% | -2.68% | |
| 45 | ET | Energy Transfer LP | Stock-Energy | 0.47% | -0.09% | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.02% | +18.34% | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.46% | +0.05% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.54% | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.43% | -0.06% | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | — | -4.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.5% | +0.01% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.89% | Add |
| 3 | AVGO | Broadcom Inc | +1% | +223.91% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +10.90% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | +1.94% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +18.27% | Add |
| 7 | NFLX | Netflix Inc | +0.4% | +7.12% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -2.40% | Trim |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +10.99% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.45% | Add |
| 11 | NOW | Servicenow Inc | +0.2% | +12.54% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | -0.18% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +3.82% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +18.34% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | -4.96% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +9.32% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +11.65% | Add |
| 18 | KKR | Kkr & Co Inc | +0.1% | +10.23% | Add |
| 19 | PWR | Quanta Services Inc | +0.1% | -0.80% | Trim |
| 20 | AMAT | Applied Materials Inc | +0.1% | — | Trim |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.16% | Trim |
| 22 | QUAL | Ishares Msci USA Quality Fac | 0% | +2.68% | Add |
| 23 | TJX | Tjx Companies Inc | 0% | +5.15% | Add |
| 24 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +2.10% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +1.93% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +6.06% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.31% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | +2.80% | Add |
| 30 | ORLY | O'reilly Automotive Inc | -0.1% | +1.78% | Add |
| 31 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.42% | Add |
| 32 | LUNG | Pulmonx CORP | -0.3% | — | Unchanged |
| 33 | KO | Coca-cola Co/the | -0.3% | -8.74% | Trim |
| 34 | WMB | Williams Cos Inc | -0.3% | +1.38% | Add |
| 35 | MCD | Mcdonald's CORP | -0.3% | -8.21% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -14.17% | Trim |
| 37 | EPD | Enterprise Products Partners | -0.3% | -0.15% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.7% | -6.07% | Trim |
| 39 | CRM | Salesforce Inc | -0.8% | -18.77% | Trim |
| 40 | AAPL | Apple Inc | -0.9% | -0.36% | Trim |
| 41 | XOM | Exxon Mobil CORP | -1.1% | -25.23% | Trim |
| 42 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 44 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 46 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 47 | CRCL | Circle Internet Group Inc | — | NEW | New buy |
| 48 | FANG | Diamondback Energy Inc | — | EXIT | Sold out |
| 49 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 50 | QXO | Qxo Inc | — | 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 147 disclosed positions in Q3 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, GOOGL) accounted for 33.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
COIN
市值: $1.1M
Top Position Liquidated / Trimmed
CMG
前期市值: $4.7M
During Q3 2025, Cfm Wealth Partners LLC's top holdings by market value included NVDA (15.4%)、AAPL (10.7%)、GOOGL (4.8%). The largest single position, NVDA, represented 15.4% of total portfolio value.
In Q3 2025, Cfm Wealth Partners LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 3 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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