Filed: 11/3/2025ACC: 0001951757-25-001232
📋 What this filing means
CFM WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $688.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
147
Positions
$688.81M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
COM$481.49M69.9%
CL A$41.37M6.0%
CAP STK CL A$32.97M4.8%
COM CL A$17.83M2.6%
TR UNIT$11.33M1.6%
UNIT SER 1$11.06M1.6%
CAP STK CL C$10.87M1.6%
Portfolio Concentration
Top 3$212.82M30.9%
4–10$133.63M19.4%
11–25$146.56M21.3%
Rest$195.80M28.4%
Top 3 weight
30.9%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole147
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings147
Rows:
NVIDIA CORPORATION
SOLEShares569.52K
TypeSH
Market value$106.26M
15.43%
Sole
0.00
Shared
0.00
None
569.52K
APPLE INC
SOLEShares289.02K
TypeSH
Market value$73.59M
10.68%
Sole
0.00
Shared
0.00
None
289.02K
ALPHABET INC
SOLEShares135.61K
TypeSH
Market value$32.97M
4.79%
Sole
0.00
Shared
0.00
None
135.61K
MICROSOFT CORP
SOLEShares51.42K
TypeSH
Market value$26.63M
3.87%
Sole
0.00
Shared
0.00
None
51.42K
AMAZON COM INC
SOLEShares110.29K
TypeSH
Market value$24.22M
3.52%
Sole
0.00
Shared
0.00
None
110.29K
META PLATFORMS INC
SOLEShares29.58K
TypeSH
Market value$21.72M
3.15%
Sole
0.00
Shared
0.00
None
29.58K
VISA INC
SOLEShares46.10K
TypeSH
Market value$15.74M
2.28%
Sole
0.00
Shared
0.00
None
46.10K
PALO ALTO NETWORKS INC
SOLEShares77.05K
TypeSH
Market value$15.69M
2.28%
Sole
0.00
Shared
0.00
None
77.05K
OREILLY AUTOMOTIVE INC
SOLEShares140.01K
TypeSH
Market value$15.10M
2.19%
Sole
0.00
Shared
0.00
None
140.01K
PHILIP MORRIS INTL INC
SOLEShares89.63K
TypeSH
Market value$14.54M
2.11%
Sole
0.00
Shared
0.00
None
89.63K
WILLIAMS COS INC
SOLEShares225.07K
TypeSH
Market value$14.26M
2.07%
Sole
0.00
Shared
0.00
None
225.07K
COSTCO WHSL CORP NEW
SOLEShares12.44K
TypeSH
Market value$11.51M
1.67%
Sole
0.00
Shared
0.00
None
12.44K
SPDR S&P 500 ETF TR
SOLEShares17K
TypeSH
Market value$11.33M
1.64%
Sole
0.00
Shared
0.00
None
17K
INVESCO QQQ TR
SOLEShares18.42K
TypeSH
Market value$11.06M
1.61%
Sole
0.00
Shared
0.00
None
18.42K
ALPHABET INC
SOLEShares44.65K
TypeSH
Market value$10.87M
1.58%
Sole
0.00
Shared
0.00
None
44.65K
JPMORGAN CHASE & CO.
SOLEShares34.30K
TypeSH
Market value$10.82M
1.57%
Sole
0.00
Shared
0.00
None
34.30K
EXXON MOBIL CORP
SOLEShares93.67K
TypeSH
Market value$10.56M
1.53%
Sole
0.00
Shared
0.00
None
93.67K
MASTERCARD INCORPORATED
SOLEShares15.69K
TypeSH
Market value$8.92M
1.30%
Sole
0.00
Shared
0.00
None
15.69K
ISHARES TR
SOLEShares19.02K
TypeSH
Market value$8.91M
1.29%
Sole
0.00
Shared
0.00
None
19.02K
NETFLIX INC
SOLEShares7.04K
TypeSH
Market value$8.44M
1.22%
Sole
0.00
Shared
0.00
None
7.04K
SALESFORCE INC
SOLEShares35.08K
TypeSH
Market value$8.31M
1.21%
Sole
0.00
Shared
0.00
None
35.08K
HOME DEPOT INC
SOLEShares20.23K
TypeSH
Market value$8.19M
1.19%
Sole
0.00
Shared
0.00
None
20.23K
ELI LILLY & CO
SOLEShares10.62K
TypeSH
Market value$8.11M
1.18%
Sole
0.00
Shared
0.00
None
10.62K
BROADCOM INC
SOLEShares23.51K
TypeSH
Market value$7.75M
1.13%
Sole
0.00
Shared
0.00
None
23.51K
ISHARES TR
SOLEShares36.92K
TypeSH
Market value$7.52M
1.09%
Sole
0.00
Shared
0.00
None
36.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 569.52K | SH | $106.26M 15.43% | 0.00 | 0.00 | 569.52K |
APPLE INCSOLE | COM | 289.02K | SH | $73.59M 10.68% | 0.00 | 0.00 | 289.02K |
ALPHABET INCSOLE | CAP STK CL A | 135.61K | SH | $32.97M 4.79% | 0.00 | 0.00 | 135.61K |
MICROSOFT CORPSOLE | COM | 51.42K | SH | $26.63M 3.87% | 0.00 | 0.00 | 51.42K |
AMAZON COM INCSOLE | COM | 110.29K | SH | $24.22M 3.52% | 0.00 | 0.00 | 110.29K |
META PLATFORMS INCSOLE | CL A | 29.58K | SH | $21.72M 3.15% | 0.00 | 0.00 | 29.58K |
VISA INCSOLE | COM CL A | 46.10K | SH | $15.74M 2.28% | 0.00 | 0.00 | 46.10K |
PALO ALTO NETWORKS INCSOLE | COM | 77.05K | SH | $15.69M 2.28% | 0.00 | 0.00 | 77.05K |
OREILLY AUTOMOTIVE INCSOLE | COM | 140.01K | SH | $15.10M 2.19% | 0.00 | 0.00 | 140.01K |
PHILIP MORRIS INTL INCSOLE | COM | 89.63K | SH | $14.54M 2.11% | 0.00 | 0.00 | 89.63K |
WILLIAMS COS INCSOLE | COM | 225.07K | SH | $14.26M 2.07% | 0.00 | 0.00 | 225.07K |
COSTCO WHSL CORP NEWSOLE | COM | 12.44K | SH | $11.51M 1.67% | 0.00 | 0.00 | 12.44K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17K | SH | $11.33M 1.64% | 0.00 | 0.00 | 17K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.42K | SH | $11.06M 1.61% | 0.00 | 0.00 | 18.42K |
ALPHABET INCSOLE | CAP STK CL C | 44.65K | SH | $10.87M 1.58% | 0.00 | 0.00 | 44.65K |
JPMORGAN CHASE & CO.SOLE | COM | 34.30K | SH | $10.82M 1.57% | 0.00 | 0.00 | 34.30K |
EXXON MOBIL CORPSOLE | COM | 93.67K | SH | $10.56M 1.53% | 0.00 | 0.00 | 93.67K |
MASTERCARD INCORPORATEDSOLE | CL A | 15.69K | SH | $8.92M 1.30% | 0.00 | 0.00 | 15.69K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 19.02K | SH | $8.91M 1.29% | 0.00 | 0.00 | 19.02K |
NETFLIX INCSOLE | COM | 7.04K | SH | $8.44M 1.22% | 0.00 | 0.00 | 7.04K |
SALESFORCE INCSOLE | COM | 35.08K | SH | $8.31M 1.21% | 0.00 | 0.00 | 35.08K |
HOME DEPOT INCSOLE | COM | 20.23K | SH | $8.19M 1.19% | 0.00 | 0.00 | 20.23K |
ELI LILLY & COSOLE | COM | 10.62K | SH | $8.11M 1.18% | 0.00 | 0.00 | 10.62K |
BROADCOM INCSOLE | COM | 23.51K | SH | $7.75M 1.13% | 0.00 | 0.00 | 23.51K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 36.92K | SH | $7.52M 1.09% | 0.00 | 0.00 | 36.92K |
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