CFM WEALTH PARTNERS LLC

CIK
1801097
City
AUSTIN
State / Country
TX

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 USAC

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Report Date Value (USD) Shares
2026-03-31 $2,498,430 92,125