Filed: 1/27/2026ACC: 0001951757-26-000314
📋 What this filing means
CFM WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $692.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$692.80M
Total AUM (reported)
4.81M
Total Shares
Allocation by class
COM$473.46M68.3%
CAP STK CL A$41.34M6.0%
CL A$40.06M5.8%
COM CL A$18.10M2.6%
CAP STK CL C$13.77M2.0%
UNIT SER 1$11.61M1.7%
TR UNIT$11.57M1.7%
Portfolio Concentration
Top 3$218.76M31.6%
4–10$127.34M18.4%
11–25$152.43M22.0%
Rest$194.27M28.0%
Top 3 weight
31.6%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 4.81M
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
4.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings144
Rows:
NVIDIA CORPORATION
SOLEShares546.25K
TypeSH
Market value$101.88M
14.71%
Sole
0.00
Shared
0.00
None
546.25K
APPLE INC
SOLEShares277.89K
TypeSH
Market value$75.55M
10.90%
Sole
0.00
Shared
0.00
None
277.89K
ALPHABET INC
SOLEShares132.08K
TypeSH
Market value$41.34M
5.97%
Sole
0.00
Shared
0.00
None
132.08K
MICROSOFT CORP
SOLEShares51.16K
TypeSH
Market value$24.74M
3.57%
Sole
0.00
Shared
0.00
None
51.16K
AMAZON COM INC
SOLEShares106.73K
TypeSH
Market value$24.64M
3.56%
Sole
0.00
Shared
0.00
None
106.73K
META PLATFORMS INC
SOLEShares30.83K
TypeSH
Market value$20.35M
2.94%
Sole
0.00
Shared
0.00
None
30.83K
VISA INC
SOLEShares45.15K
TypeSH
Market value$15.83M
2.29%
Sole
0.00
Shared
0.00
None
45.15K
PHILIP MORRIS INTL INC
SOLEShares89.63K
TypeSH
Market value$14.38M
2.08%
Sole
0.00
Shared
0.00
None
89.63K
ALPHABET INC
SOLEShares43.87K
TypeSH
Market value$13.77M
1.99%
Sole
0.00
Shared
0.00
None
43.87K
WILLIAMS COS INC
SOLEShares226.86K
TypeSH
Market value$13.64M
1.97%
Sole
0.00
Shared
0.00
None
226.86K
PALO ALTO NETWORKS INC
SOLEShares73.44K
TypeSH
Market value$13.53M
1.95%
Sole
0.00
Shared
0.00
None
73.44K
OREILLY AUTOMOTIVE INC
SOLEShares144.07K
TypeSH
Market value$13.14M
1.90%
Sole
0.00
Shared
0.00
None
144.07K
INVESCO QQQ TR
SOLEShares18.89K
TypeSH
Market value$11.61M
1.68%
Sole
0.00
Shared
0.00
None
18.89K
SPDR S&P 500 ETF TR
SOLEShares16.97K
TypeSH
Market value$11.57M
1.67%
Sole
0.00
Shared
0.00
None
16.97K
JPMORGAN CHASE & CO.
SOLEShares35.58K
TypeSH
Market value$11.46M
1.65%
Sole
0.00
Shared
0.00
None
35.58K
COSTCO WHSL CORP NEW
SOLEShares12.60K
TypeSH
Market value$10.86M
1.57%
Sole
0.00
Shared
0.00
None
12.60K
ELI LILLY & CO
SOLEShares9.92K
TypeSH
Market value$10.66M
1.54%
Sole
0.00
Shared
0.00
None
9.92K
EXXON MOBIL CORP
SOLEShares82.21K
TypeSH
Market value$9.89M
1.43%
Sole
0.00
Shared
0.00
None
82.21K
ADVANCED MICRO DEVICES INC
SOLEShares45.13K
TypeSH
Market value$9.66M
1.40%
Sole
0.00
Shared
0.00
None
45.13K
BROADCOM INC
SOLEShares26.78K
TypeSH
Market value$9.27M
1.34%
Sole
0.00
Shared
0.00
None
26.78K
MASTERCARD INCORPORATED
SOLEShares16.16K
TypeSH
Market value$9.22M
1.33%
Sole
0.00
Shared
0.00
None
16.16K
ISHARES TR
SOLEShares18K
TypeSH
Market value$8.52M
1.23%
Sole
0.00
Shared
0.00
None
18K
SALESFORCE INC
SOLEShares31.96K
TypeSH
Market value$8.47M
1.22%
Sole
0.00
Shared
0.00
None
31.96K
ISHARES TR
SOLEShares36.49K
TypeSH
Market value$7.68M
1.11%
Sole
0.00
Shared
0.00
None
36.49K
NETFLIX INC
SOLEShares73.40K
TypeSH
Market value$6.88M
0.99%
Sole
0.00
Shared
0.00
None
73.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 546.25K | SH | $101.88M 14.71% | 0.00 | 0.00 | 546.25K |
APPLE INCSOLE | COM | 277.89K | SH | $75.55M 10.90% | 0.00 | 0.00 | 277.89K |
ALPHABET INCSOLE | CAP STK CL A | 132.08K | SH | $41.34M 5.97% | 0.00 | 0.00 | 132.08K |
MICROSOFT CORPSOLE | COM | 51.16K | SH | $24.74M 3.57% | 0.00 | 0.00 | 51.16K |
AMAZON COM INCSOLE | COM | 106.73K | SH | $24.64M 3.56% | 0.00 | 0.00 | 106.73K |
META PLATFORMS INCSOLE | CL A | 30.83K | SH | $20.35M 2.94% | 0.00 | 0.00 | 30.83K |
VISA INCSOLE | COM CL A | 45.15K | SH | $15.83M 2.29% | 0.00 | 0.00 | 45.15K |
PHILIP MORRIS INTL INCSOLE | COM | 89.63K | SH | $14.38M 2.08% | 0.00 | 0.00 | 89.63K |
ALPHABET INCSOLE | CAP STK CL C | 43.87K | SH | $13.77M 1.99% | 0.00 | 0.00 | 43.87K |
WILLIAMS COS INCSOLE | COM | 226.86K | SH | $13.64M 1.97% | 0.00 | 0.00 | 226.86K |
PALO ALTO NETWORKS INCSOLE | COM | 73.44K | SH | $13.53M 1.95% | 0.00 | 0.00 | 73.44K |
OREILLY AUTOMOTIVE INCSOLE | COM | 144.07K | SH | $13.14M 1.90% | 0.00 | 0.00 | 144.07K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.89K | SH | $11.61M 1.68% | 0.00 | 0.00 | 18.89K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16.97K | SH | $11.57M 1.67% | 0.00 | 0.00 | 16.97K |
JPMORGAN CHASE & CO.SOLE | COM | 35.58K | SH | $11.46M 1.65% | 0.00 | 0.00 | 35.58K |
COSTCO WHSL CORP NEWSOLE | COM | 12.60K | SH | $10.86M 1.57% | 0.00 | 0.00 | 12.60K |
ELI LILLY & COSOLE | COM | 9.92K | SH | $10.66M 1.54% | 0.00 | 0.00 | 9.92K |
EXXON MOBIL CORPSOLE | COM | 82.21K | SH | $9.89M 1.43% | 0.00 | 0.00 | 82.21K |
ADVANCED MICRO DEVICES INCSOLE | COM | 45.13K | SH | $9.66M 1.40% | 0.00 | 0.00 | 45.13K |
BROADCOM INCSOLE | COM | 26.78K | SH | $9.27M 1.34% | 0.00 | 0.00 | 26.78K |
MASTERCARD INCORPORATEDSOLE | CL A | 16.16K | SH | $9.22M 1.33% | 0.00 | 0.00 | 16.16K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18K | SH | $8.52M 1.23% | 0.00 | 0.00 | 18K |
SALESFORCE INCSOLE | COM | 31.96K | SH | $8.47M 1.22% | 0.00 | 0.00 | 31.96K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 36.49K | SH | $7.68M 1.11% | 0.00 | 0.00 | 36.49K |
NETFLIX INCSOLE | COM | 73.40K | SH | $6.88M 0.99% | 0.00 | 0.00 | 73.40K |
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