CFM WEALTH PARTNERS LLC
150 holdingsFiling period: 2026-06-30Current AUM: $815.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 532.7K | $106.6M | $113.0M | 13.87% | -9,796 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 271.1K | $78.5M | $89.8M | 11.02% | -4,336 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 133.4K | $47.7M | $46.0M | 5.65% | -397 | 2026-06-30 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 55.0K | $32.0M | $27.7M | 3.40% | +1.9K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 106.3K | $25.3M | $26.4M | 3.24% | -602 | 2026-06-30 |
| 6 | PANW | PALO ALTO NETWORKS INC | 69.4K | $23.7M | $26.0M | 3.20% | -523 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 49.3K | $18.4M | $24.5M | 3.00% | -1,329 | 2026-06-30 |
| 8 | META | META PLATFORMS INC | 31.8K | $17.9M | $21.3M | 2.61% | -708 | 2026-06-30 |
| 9 | WMB | WILLIAMS COS INC | 226.2K | $16.8M | $16.2M | 1.99% | -222 | 2026-06-30 |
| 10 | PM | PHILIP MORRIS INTL INC | 89.6K | $16.2M | $17.4M | 2.13% | -3,481 | 2026-06-30 |
| 11 | GOOG | ALPHABET INC | 43.1K | $15.2M | $14.7M | 1.81% | -57 | 2026-06-30 |
| 12 | QQQ | INVESCO QQQ TR | 20.6K | $15.1M | $14.5M | 1.78% | -548 | 2026-06-30 |
| 13 | V | VISA INC | 43.4K | $14.9M | $16.3M | 2.00% | +33 | 2026-06-30 |
| 14 | LLY | ELI LILLY & CO | 11.4K | $13.7M | $13.0M | 1.59% | +374 | 2026-06-30 |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | 142.1K | $13.1M | $12.1M | 1.48% | -869 | 2026-06-30 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 17.2K | $12.9M | $13.0M | 1.60% | -227 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 31.3K | $11.8M | $10.6M | 1.30% | +635 | 2026-06-30 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 12.5K | $11.7M | $11.3M | 1.39% | +68 | 2026-06-30 |
| 19 | JPM | JPMORGAN CHASE & CO | 35.4K | $11.6M | $12.5M | 1.53% | -377 | 2026-06-30 |
| 20 | XOM | EXXON MOBIL CORP | 81.7K | $11.2M | $13.8M | 1.70% | -96 | 2026-06-30 |
| 21 | XOM | EXXON MOBIL CORP | 81.7K | $11.2M | $13.8M | 1.70% | -96 | 2026-06-30 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | 37.0K | $11.0M | $8.2M | 1.01% | +8.5K | 2026-06-30 |
| 23 | AMAT | APPLIED MATLS INC | 14.0K | $10.1M | $5.9M | 0.72% | -609 | 2026-06-30 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | 12.9K | $9.8M | $12.5M | 1.53% | +60 | 2026-06-30 |
| 25 | IWF | ISHARES TR | 74.0K | $9.2M | $8.9M | 1.09% | +55.9K | 2026-06-30 |
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