CFM WEALTH PARTNERS LLC
Top Portfolio Positions
113 positions ·
$597,879,305 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
542,499 | $94,611,825 | 15.82% |
| AAPL |
Apple Inc.
Technology
|
275,465 | $69,910,262 | 11.69% |
| GOOGL |
Alphabet Inc.
Communication Services
|
133,846 | $38,488,755 | 6.44% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
106,887 | $22,261,355 | 3.72% |
| MSFT |
Microsoft Corp
Technology
|
50,581 | $18,723,568 | 3.13% |
| META |
Meta Platforms, Inc.
Communication Services
|
32,497 | $18,592,508 | 3.11% |
| WMB |
Williams Companies, Inc.
Energy
|
226,405 | $16,477,755 | 2.76% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
93,112 | $15,395,138 | 2.57% |
| XOM |
Exxon Mobil Corp
Energy
|
81,819 | $13,881,411 | 2.32% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
142,930 | $13,193,868 | 2.21% |
Portfolio Trend
Holdings in FFIN
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,201,219 | 142,656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,261,134 | 142,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,443,627 | 161,772 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,820,556 | 161,772 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,973,962 | 166,313 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,998,539 | 166,395 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,304,801 | 170,354 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,160,337 | 174,749 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,264,839 | 190,943 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,785,572 | 190,943 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,741,324 | 188,747 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,708,769 | 200,378 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,503,548 | 203,873 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $8,763,092 | 209,493 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $8,264,921 | 210,464 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $9,285,671 | 210,464 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $10,926,380 | 214,917 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,169,378 | 221,314 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $10,937,025 | 222,614 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,936,045 | 62,830 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,323,452 | 64,237 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,792,854 | 64,237 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,975,844 | 68,392 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,853,892 | 69,072 | Shares | Sole | 2020-05-12 | |
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