Cfm Wealth Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Cfm Wealth Partners Llc disclosed 149 stock positions valued at approximately $783.29M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $783.29M
Holdings by Sector
Cfm Wealth Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 13.61% | 532,703 | -9,796 | -1.81% | $106,588,564 |
| APPLE INC | AAPL | Technology | 10.02% | 271,129 | -4,336 | -1.57% | $78,453,914 |
| ALPHABET INC | GOOGL | Communication Services | 6.09% | 133,449 | -397 | -0.30% | $47,690,685 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.08% | 55,008 | +1,865 | +3.51% | $31,954,697 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.23% | 106,285 | -602 | -0.56% | $25,331,967 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.02% | 69,449 | -523 | -0.75% | $23,683,498 |
| MICROSOFT CORP | MSFT | Technology | 2.35% | 49,252 | -1,329 | -2.63% | $18,371,803 |
| META PLATFORMS INC | META | Communication Services | 2.29% | 31,789 | -708 | -2.18% | $17,906,193 |
| WILLIAMS COS INC | WMB | Energy | 2.15% | 226,183 | -222 | -0.10% | $16,814,444 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.07% | 89,631 | -3,481 | -3.74% | $16,215,144 |
| ALPHABET INC | GOOG | Communication Services | 1.95% | 43,133 | -57 | -0.13% | $15,240,044 |
| INVESCO QQQ TR | QQQ | Other | 1.93% | 20,557 | -548 | -2.60% | $15,138,169 |
| VISA INC | V | Financial Services | 1.90% | 43,424 | +33 | +0.08% | $14,898,258 |
| ELI LILLY & CO | LLY | Healthcare | 1.75% | 11,402 | +374 | +3.39% | $13,675,487 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.67% | 142,061 | -869 | -0.61% | $13,082,397 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.64% | 17,217 | -227 | -1.30% | $12,857,310 |
| BROADCOM INC | AVGO | Technology | 1.51% | 31,296 | +635 | +2.07% | $11,822,014 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.50% | 12,546 | +68 | +0.54% | $11,736,301 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.48% | 35,410 | -377 | -1.05% | $11,590,817 |
| EXXON MOBIL CORP | XOM | Energy | 1.43% | 81,723 | -96 | -0.12% | $11,173,134 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.41% | 37,032 | +8,489 | +29.74% | $11,031,462 |
| APPLIED MATLS INC | AMAT | Technology | 1.29% | 13,989 | -609 | -4.17% | $10,114,047 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.25% | 12,865 | +60 | +0.47% | $9,817,796 |
| ISHARES TR | IWF | Other | 1.17% | 73,961 | +55,874 | +308.92% | $9,183,737 |
| ISHARES TR | IWD | Other | 1.14% | 36,980 | +1,326 | +3.72% | $8,965,061 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.08% | 17,687 | +2,100 | +13.47% | $8,446,781 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.98% | 14,998 | -347 | -2.26% | $7,703,158 |
| ISHARES TR | IWR | Other | 0.91% | 64,949 | +2,396 | +3.83% | $7,165,210 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.86% | 183,670 | - | - | $6,751,728 |
| ABBVIE INC | ABBV | Healthcare | 0.84% | 26,216 | -307 | -1.16% | $6,597,005 |
Showing 30 of 149 holdings in the latest reporting period.