CFM WEALTH PARTNERS LLC
Top Portfolio Positions
114 positions ·
$602,226,607 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
542,499 | $94,611,825 | 15.71% | |
| AAPL |
Apple Inc.
Technology
|
275,465 | $69,910,262 | 11.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
133,846 | $38,488,755 | 6.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
106,887 | $22,261,355 | 3.70% | |
| MSFT |
Microsoft Corp
Technology
|
50,581 | $18,723,568 | 3.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
32,497 | $18,592,508 | 3.09% | |
| WMB |
Williams Companies, Inc.
Energy
|
226,405 | $16,477,755 | 2.74% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
93,112 | $15,395,138 | 2.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
81,819 | $13,881,411 | 2.31% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
142,930 | $13,193,868 | 2.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LUNG
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,610 | 264,039 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $583,526 | 264,039 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $427,743 | 264,039 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $683,861 | 264,039 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,776,982 | 264,039 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,792,824 | 264,039 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,188,883 | 264,039 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,674,007 | 264,039 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,447,641 | 264,039 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,366,497 | 264,039 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,727,522 | 264,039 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,461,551 | 264,039 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,951,956 | 264,039 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,225,848 | 264,039 | Shares | Sole | 2023-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||