CFM WEALTH PARTNERS LLC
•CIK: 1801097•Filing: Q4 2025
**CFM WEALTH PARTNERS LLC** manages $693M across a concentrated portfolio of 144 positions. The fund exhibits significant exposure to technology leaders, notably holding $101.9M in NVDA and $75.5M in AAPL. Further top allocations include substantial positions in GOOGL ($41.3M), MSFT ($24.7M), and AMZN ($24.6M). This structure indicates a conviction-driven, large-cap growth mandate within the technology sector.
Total AUM
$692.8M
QoQ Performance
+0.6%
Positions
121
Top 10 Concentration
50.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
GOOGL
NVDA14.7%
AAPL10.9%
GOOGL6.0%
MSFT3.6%
AMZN3.6%
META2.9%
V2.3%
4I12.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology44.6%
Other29.1%
Consumer8.1%
Financial6.8%
Healthcare2.8%
ETF2.5%
Consumer Staples1.7%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑35 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023