Institutions / Cfm Wealth Partners LLC
Cfm Wealth Partners LLC
CIK 1801097 · Institution · as of Jun 30, 2026
Portfolio value
$783.29M
Positions
149
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$783.29M+13.1%Positions
149+3.5%Top holdings
Jun 30, 2026View all 149 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $106.59M | 13.6% |
| Apple Inc. | $78.45M | 10.0% |
| Alphabet Inc. | $47.69M | 6.1% |
| Advanced Micro Devices Inc | $31.95M | 4.1% |
| Amazon.com Inc | $25.33M | 3.2% |
| Palo Alto Networks Inc | $23.68M | 3.0% |
| Microsoft Corp | $18.37M | 2.3% |
| Meta Platforms Inc | $17.91M | 2.3% |
| Williams Cos Inc/The | $16.81M | 2.1% |
| Philip Morris International Inc. | $16.22M | 2.1% |
| Alphabet Inc. | $15.24M | 1.9% |
| Invesco Qqq Tr | $15.14M | 1.9% |
| Visa Inc | $14.90M | 1.9% |
| ELI LILLY & Co | $13.68M | 1.7% |
| O Reilly Automotive Inc | $13.08M | 1.7% |
| State Str SPDR S&P 500 ETF T | $12.86M | 1.6% |
| Broadcom Inc. | $11.82M | 1.5% |
| Costco Wholesale Corp /New | $11.74M | 1.5% |
| JPMorgan Chase & Co | $11.59M | 1.5% |
| Exxon Mobil Corp | $11.17M | 1.4% |
| Marvell Technology, Inc. | $11.03M | 1.4% |
| Applied Materials Inc /De | $10.11M | 1.3% |
| CrowdStrike Holdings, Inc. | $9.82M | 1.3% |
| iShares Tr | $9.18M | 1.2% |
| iShares Tr | $8.97M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $11.03M | +37K | 37,032 1.41% of portfolio | medium |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-8.47M | -32K -100.00% | 0 | medium |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $7.82M | +16K +1253.25% | 17,687 1.08% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $6.95M | +56K +310.99% | 73,961 1.17% of portfolio | medium |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $5.74M | +10K +21.89% | 55,008 4.08% of portfolio | medium |
| Q2 2026 as of | Exit | ServiceNow Inc Common stock | $-4.91M | -32K -100.00% | 0 | low |
| Q2 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $2.91M | +8K | 8,197 0.37% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $2.89M | +3K | 2,505 0.37% of portfolio | low |
| Q2 2026 as of | New | Credo Technology Group Holding Ltd Common stock | $2.89M | +11K | 10,629 0.37% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-2.71M | -14K -2.48% | 532,703 13.61% of portfolio | low |