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% |
Holdings in NAD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $657,156 | 57,144 | Shares | Sole | 2026-04-21 | |
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