CFM WEALTH PARTNERS LLC
144 holdingsFiling period: 2026-03-31Current AUM: $797.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 542.5K | $94.6M | $108.9M | 13.66% | -3,753 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 275.5K | $69.9M | $85.1M | 10.67% | -2,421 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 133.8K | $38.5M | $47.7M | 5.98% | +1.8K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 106.9K | $22.3M | $29.0M | 3.64% | +153 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 50.6K | $18.7M | $23.5M | 2.95% | -584 | 2026-03-31 |
| 6 | META | META PLATFORMS INC | 32.5K | $18.6M | $18.1M | 2.27% | +1.7K | 2026-03-31 |
| 7 | WMB | WILLIAMS COS INC | 226.4K | $16.5M | $16.2M | 2.03% | -453 | 2026-03-31 |
| 8 | PM | PHILIP MORRIS INTL INC | 93.1K | $15.4M | $17.8M | 2.23% | +3.5K | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 81.8K | $13.9M | $12.7M | 1.60% | -387 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 81.8K | $13.9M | $12.7M | 1.60% | -387 | 2026-03-31 |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | 142.9K | $13.2M | $12.8M | 1.60% | -1,141 | 2026-03-31 |
| 12 | V | VISA INC | 43.4K | $13.1M | $15.9M | 1.99% | -1,756 | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 12.5K | $12.4M | $11.9M | 1.49% | -120 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 43.2K | $12.4M | $15.4M | 1.93% | -680 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 21.1K | $12.2M | $14.5M | 1.82% | +2.2K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 17.4K | $11.3M | $13.0M | 1.63% | +471 | 2026-03-31 |
| 17 | PANW | PALO ALTO NETWORKS INC | 70.0K | $11.2M | $23.2M | 2.91% | -3,471 | 2026-03-31 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 53.1K | $10.8M | $25.3M | 3.17% | +8.0K | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 35.8K | $10.5M | $12.6M | 1.58% | +207 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 11.0K | $10.1M | $12.7M | 1.59% | +1.1K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 30.7K | $9.5M | $11.9M | 1.50% | +3.9K | 2026-03-31 |
| 22 | IWF | ISHARES TR | 18.1K | $7.7M | $8.6M | 1.07% | +91 | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 15.3K | $7.7M | $8.8M | 1.10% | -810 | 2026-03-31 |
| 24 | IWD | ISHARES TR | 35.7K | $7.6M | $9.0M | 1.13% | -841 | 2026-03-31 |
| 25 | WMT | WALMART INC | 57.6K | $7.2M | $6.4M | 0.80% | +892 | 2026-03-31 |
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