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Cfm Wealth Partners LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$667.2M

Reporting period: 2026-03-31 · Number of holdings: 143

CFM WEALTH PARTNERS LLC disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $667.2M and a quarterly turnover rate of 14.0%.

Personality snowflake

Concentration
17.66
Portfolio Stability
13.99
Momentum/Contrarian
100
Sector conviction
85.68
Diversification
100
Sizing Uniformity
76.87

Recent moves

  • Trim CRM

    -94.1%　-$8.1M

  • Trim MSFT

    -1.1%　-$6.0M

  • Add TSM

    +1092.6%　$4.9M

  • Add XOM

    -0.5%　$4.0M

  • Trim NVDA

    -0.7%　-$7.3M

  • Add WMB

    -0.2%　$2.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech14.18%-0.53%-0.69%
2AAPLApple INCStock-Tech10.48%-0.42%-0.87%
3GOOGLAlphabet Inc-cl AStock-Comm Services5.77%-0.20%+1.34%
4AMZNAmazon.com INCStock-Consumer Disc3.34%-0.22%+0.14%
5MSFTMicrosoft CORPStock-Tech2.81%-0.76%-1.14%
6METAMeta Platforms Inc-class AStock-Comm Services2.79%-0.15%+5.42%
7WMBWilliams Cos INCStock-Energy2.47%+0.50%-0.20%
8PMPhilip Morris InternationalStock-Consumer Staples2.31%+0.23%+3.88%
9XOMExxon Mobil CORPStock-Energy2.08%+0.65%-0.47%
10ORLYO'reilly Automotive INCStock-Consumer Disc1.98%—-0.79%
11VVisa Inc-class A SharesStock-Financials1.97%-0.32%-3.89%
12COSTCostco Wholesale CORPStock-Consumer Staples1.86%+0.29%-0.95%
13GOOGAlphabet Inc-cl CStock-Comm Services1.86%-0.13%-1.55%
14QQQInvesco Qqq Trust Series 1ETF-Tech1.83%+0.15%+11.71%
15SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.70%—+2.77%
16PANWPalo Alto Networks INCStock-Tech1.68%-0.27%-4.73%
17AMDAdvanced Micro DevicesStock-Tech1.62%+0.22%+17.76%
18JPMJpmorgan Chase & CoStock-Financials1.58%-0.07%+0.58%
19LLYEli Lilly & CoStock-Healthcare1.52%-0.02%+11.21%
20AVGOBroadcom INCStock-Tech1.42%—+14.48%
21IWFIshares Russell 1000 GrowthETF-Other1.16%-0.07%+0.51%
22MAMastercard INC - AStock-Financials1.15%-0.18%-5.01%
23IWDIshares Russell 1000 Value EETF-Other1.14%—-2.30%
24WMTWalmart INCStock-Consumer Staples1.07%+0.16%+1.57%
25EPDEnterprise Products PartnersStock-Energy1.04%+0.19%—
26NFLXNetflix INCStock-Comm Services0.98%-0.01%-7.15%
27TJXTjx Companies INCStock-Consumer Disc0.98%—-0.50%
28IWRIshares Russell Mid-cap ETFETF-Other0.91%—-1.58%
29SHWSherwin-williams Co/theStock-Materials0.89%—+0.53%
30HDHome Depot INCStock-Consumer Disc0.89%-0.05%-4.99%
31ABBVAbbvie INCStock-Healthcare0.86%—+1.84%
32MOAltria Group INCStock-Consumer Staples0.82%+0.13%—
33USMVIshares Msci USA Min Vol FacETF-Other0.82%—+0.36%
34TSMTaiwan Semiconductor-sp AdrStock-Tech0.79%+0.73%+1092.58%
35VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.76%—-0.42%
36CRWDCrowdstrike Holdings INC - AStock-Tech0.75%-0.22%-10.32%
37AMATApplied Materials INCStock-Tech0.75%+0.21%—
38MCDMcdonald's CORPStock-Consumer Disc0.73%—-1.77%
39KOCoca-cola Co/theStock-Consumer Staples0.66%—-1.84%
40BRK-BBerkshire Hathaway Inc-cl BStock-Other0.65%-0.05%-6.48%
41FFINFirst Finl Bankshares INCStock-Financials0.63%——
42QUALIshares Msci USA Quality FacETF-Other0.59%—+5.28%
43GSGoldman Sachs Group INCStock-Financials0.57%—-1.34%
44ETEnergy Transfer LPStock-Energy0.55%+0.10%—
45CVXChevron CORPStock-Energy0.54%+0.16%+0.39%
46RYRoyal Bank Of CanadaStock-Financials0.52%——
47CATCaterpillar INCStock-Industrials0.51%+0.11%-2.05%
48KKRKkr & Co INCStock-Financials0.45%-0.21%-9.84%
49SPSMSs Spdr P S&p 600 Small CapETF-Small Cap0.44%—+0.20%
50MRVLMarvell Technology INCStock-Tech0.42%+0.42%NEW
1–50 of 143

Holding changes this quarter

Cfm Wealth Partners LLC's most significant position changes for 2026-03-31: Sold out: Servicenow INC (NOW); New buy: Marvell Technology INC (MRVL); New buy: Texas Pacific Land CORP (TPL); New buy: Vicor CORP (VICR); Sold out: Apollo Global Management INC (APO).

Position changes disclosed by Cfm Wealth Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TSMTaiwan Semiconductor-sp Adr+0.7%+1092.58%Add
2XOMExxon Mobil CORP+0.7%-0.47%Trim
3WMBWilliams Cos INC+0.5%-0.20%Trim
4COSTCostco Wholesale CORP+0.3%-0.95%Trim
5PMPhilip Morris International+0.2%+3.88%Add
6AMDAdvanced Micro Devices+0.2%+17.76%Add
7AMATApplied Materials INC+0.2%—Unchanged
8EPDEnterprise Products Partners+0.2%—Unchanged
9CVXChevron CORP+0.2%+0.39%Add
10WMTWalmart INC+0.2%+1.57%Add
11QQQInvesco Qqq Trust Series 1+0.2%+11.71%Add
12MOAltria Group INC+0.1%—Unchanged
13CATCaterpillar INC+0.1%-2.05%Trim
14ETEnergy Transfer LP+0.1%—Unchanged
15PEPPepsico INC+0.1%+86.17%Add
16PWRQuanta Services INC+0.1%-0.05%Trim
17SBLKStar Bulk Carriers Corp.+0.1%+1.62%Add
18TRGPTarga Resources CORP+0.1%—Unchanged
19FTAIFTAI Aviation Ltd.+0.1%—Unchanged
20PSXPhillips 66+0.1%-9.41%Trim
21USACUSA Compression Partners LP+0.1%—Unchanged
22OKEOneok INC+0.1%—Unchanged
23NFLXNetflix INC0%-7.15%Trim
24LLYEli Lilly & Co0%+11.21%Add
25TSLATesla INC0%+1.47%Add
26COINCoinbase Global INC -class A0%-7.97%Trim
27HDHome Depot INC-0.1%-4.99%Trim
28BRK-BBerkshire Hathaway Inc-cl B-0.1%-6.48%Trim
29BMNRBitmine Immersion Technologi-0.1%-10.76%Trim
30JPMJpmorgan Chase & Co-0.1%+0.58%Add
31IWFIshares Russell 1000 Growth-0.1%+0.51%Add
32PLTRPalantir Technologies Inc-a-0.1%-63.10%Trim
33GOOGAlphabet Inc-cl C-0.1%-1.55%Trim
34METAMeta Platforms Inc-class A-0.2%+5.42%Add
35MAMastercard INC - A-0.2%-5.01%Trim
36GOOGLAlphabet Inc-cl A-0.2%+1.34%Add
37KKRKkr & Co INC-0.2%-9.84%Trim
38AMZNAmazon.com INC-0.2%+0.14%Add
39CRWDCrowdstrike Holdings INC - A-0.2%-10.32%Trim
40PANWPalo Alto Networks INC-0.3%-4.73%Trim
41VVisa Inc-class A Shares-0.3%-3.89%Trim
42AAPLApple INC-0.4%-0.87%Trim
43NVDANvidia CORP-0.5%-0.69%Trim
44MSFTMicrosoft CORP-0.8%-1.14%Trim
45CRMSalesforce INC-1.2%-94.08%Trim
46NOWServicenow INC—EXITSold out
47MRVLMarvell Technology INC—NEWNew buy
48TPLTexas Pacific Land CORP—NEWNew buy
49VICRVicor CORP—NEWNew buy
50APOApollo Global Management INC—EXITSold out

FAQ

What is Cfm Wealth Partners LLC and what type of investor is it?
Cfm Wealth Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $667.2M, spread across 143 disclosed positions.
What are Cfm Wealth Partners LLC's largest equity positions?
Based on the latest 13F filing, Cfm Wealth Partners LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $94.6M (14.2%) 2. Apple INC (AAPL) — $69.9M (10.5%) 3. Alphabet Inc-cl A (GOOGL) — $38.5M (5.8%) 4. Amazon.com INC (AMZN) — $22.3M (3.3%) 5. Microsoft CORP (MSFT) — $18.7M (2.8%)
What changes did Cfm Wealth Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Cfm Wealth Partners LLC made 42 notable position adjustments: 3 new positions were initiated, 15 existing holdings were added to, 22 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Servicenow INC (NOW); New buy: Marvell Technology INC (MRVL); New buy: Texas Pacific Land CORP (TPL); New buy: Vicor CORP (VICR); Sold out: Apollo Global Management INC (APO)
What sectors does Cfm Wealth Partners LLC focus on?
Cfm Wealth Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.5% • Communication Services: 15.8% • Financials: 9.6% • Consumer Staples: 8.5% • Consumer Discretionary: 7.3% • Energy: 4.2%