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 $783.3M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($106.6M, 13.61%), AAPL ($78.5M, 10.02%), GOOGL ($47.7M, 6.09%), AMD ($32.0M, 4.08%), AMZN ($25.3M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $106.6M | 13.61% | 532,703 | Trimmed |
| 2 | AAPL | APPLE INC | $78.5M | 10.02% | 271,129 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $47.7M | 6.09% | 133,449 | Trimmed |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $32.0M | 4.08% | 55,008 | Added |
| 5 | AMZN | AMAZON COM INC | $25.3M | 3.23% | 106,285 | Trimmed |
| 6 | PANW | PALO ALTO NETWORKS INC | $23.7M | 3.02% | 69,449 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $18.4M | 2.35% | 49,252 | Trimmed |
| 8 | META | META PLATFORMS INC | $17.9M | 2.29% | 31,789 | Trimmed |
| 9 | WMB | WILLIAMS COS INC | $16.8M | 2.15% | 226,183 | Trimmed |
| 10 | PM | PHILIP MORRIS INTL INC | $16.2M | 2.07% | 89,631 | Trimmed |
| 11 | GOOG | ALPHABET INC | $15.2M | 1.95% | 43,133 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $15.1M | 1.93% | 20,557 | Trimmed |
| 13 | V | VISA INC | $14.9M | 1.90% | 43,424 | Added |
| 14 | LLY | ELI LILLY & CO | $13.7M | 1.75% | 11,402 | Added |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | $13.1M | 1.67% | 142,061 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $12.9M | 1.64% | 17,217 | Trimmed |
| 17 | AVGO | BROADCOM INC | $11.8M | 1.51% | 31,296 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $11.7M | 1.50% | 12,546 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $11.6M | 1.48% | 35,410 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $11.2M | 1.43% | 81,723 | Trimmed |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $11.0M | 1.41% | 37,032 | Added |
| 22 | AMAT | APPLIED MATLS INC | $10.1M | 1.29% | 13,989 | Trimmed |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $9.8M | 1.25% | 12,865 | Added |
| 24 | IWF | ISHARES TR | $9.2M | 1.17% | 73,961 | Added |
| 25 | IWD | ISHARES TR | $9.0M | 1.14% | 36,980 | Added |
Source: SEC Form 13F filings · as of 2026-06-30