CFM WEALTH PARTNERS LLC: 13F holdings
CIK 18010972026Q2
| Positions | 149 |
|---|
| Reported value | $783.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 149 (+6 vs prior quarter) |
|---|
| Reported value | $783.3m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 532,703 | $106.6m | 13.6% |
| AAPL APPLE INC | 271,129 | $78.5m | 10.0% |
| GOOGL ALPHABET INC | 133,449 | $47.7m | 6.1% |
| AMD ADVANCED MICRO DEVICES INC | 55,008 | $32.0m | 4.1% |
| AMZN AMAZON COM INC | 106,285 | $25.3m | 3.2% |
| PANW PALO ALTO NETWORKS INC | 69,449 | $23.7m | 3.0% |
| MSFT MICROSOFT CORP | 49,252 | $18.4m | 2.3% |
| META META PLATFORMS INC | 31,789 | $17.9m | 2.3% |
| WMB WILLIAMS COS INC | 226,183 | $16.8m | 2.1% |
| PM PHILIP MORRIS INTL INC | 89,631 | $16.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801097")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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