Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CFM WEALTH PARTNERS LLC (CIK 1801097) reported $667.2M across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($94.6M, 14.18%), AAPL ($69.9M, 10.48%), GOOGL ($38.5M, 5.77%), AMZN ($22.3M, 3.34%), MSFT ($18.7M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $94.6M | 14.18% | 542,499 | Trimmed |
| 2 | AAPL | APPLE INC | $69.9M | 10.48% | 275,465 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $38.5M | 5.77% | 133,846 | Added |
| 4 | AMZN | AMAZON COM INC | $22.3M | 3.34% | 106,887 | Added |
| 5 | MSFT | MICROSOFT CORP | $18.7M | 2.81% | 50,581 | Trimmed |
| 6 | META | META PLATFORMS INC | $18.6M | 2.79% | 32,497 | Added |
| 7 | WMB | WILLIAMS COS INC | $16.5M | 2.47% | 226,405 | Trimmed |
| 8 | PM | PHILIP MORRIS INTL INC | $15.4M | 2.31% | 93,112 | Added |
| 9 | XOM | EXXON MOBIL CORP | $13.9M | 2.08% | 81,819 | Trimmed |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | $13.2M | 1.98% | 142,930 | Trimmed |
| 11 | V | VISA INC | $13.1M | 1.97% | 43,391 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $12.4M | 1.86% | 12,478 | Trimmed |
| 13 | GOOG | ALPHABET INC | $12.4M | 1.86% | 43,190 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $12.2M | 1.83% | 21,105 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $11.3M | 1.70% | 17,444 | Added |
| 16 | PANW | PALO ALTO NETWORKS INC | $11.2M | 1.68% | 69,972 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $10.8M | 1.62% | 53,143 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $10.5M | 1.58% | 35,787 | Added |
| 19 | LLY | ELI LILLY & CO | $10.1M | 1.52% | 11,028 | Added |
| 20 | AVGO | BROADCOM INC | $9.5M | 1.42% | 30,661 | Added |
| 21 | IWF | ISHARES TR | $7.7M | 1.16% | 18,087 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $7.7M | 1.15% | 15,345 | Trimmed |
| 23 | IWD | ISHARES TR | $7.6M | 1.14% | 35,654 | Trimmed |
| 24 | WMT | WALMART INC | $7.2M | 1.07% | 57,583 | Added |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | $7.0M | 1.04% | 183,670 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31