Notify me when CFM WEALTH PARTNERS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 144 | $692,795,351 | +$18,573,559 | -$20,216,802 | -$1,643,243 | NVDA, AAPL, GOOGL, MSFT, AMZN | 13F-HR | 27 Jan 2026, 16:24 |
| Q3 2025 | 147 | $688,812,110 | +$25,457,489 | -$19,391,038 | +$6,066,451 | NVDA, AAPL, GOOGL, MSFT, AMZN | 13F-HR | 03 Nov 2025, 08:44 |
| Q2 2025 | 141 | $628,337,824 | +$24,259,321 | -$10,086,071 | +$14,173,250 | NVDA, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 23 Jul 2025, 08:55 |
| Q1 2025 | 139 | $567,059,525 | +$11,809,476 | -$5,856,961 | +$5,952,515 | AAPL, NVDA, GOOGL, AMZN, MSFT | 13F-HR | 24 Apr 2025, 17:40 |
| Q4 2024 | 139 | $592,891,925 | +$18,502,439 | -$15,243,186 | +$3,259,253 | NVDA, AAPL, GOOGL, AMZN, MSFT | 13F-HR | 24 Jan 2025, 14:25 |
| Q3 2024 | 143 | $572,560,322 | +$16,155,829 | -$10,816,186 | +$5,339,643 | NVDA, AAPL, GOOGL, MSFT, AMZN | Restatement | 23 Oct 2024, 08:22 |
| Q2 2024 | 146 | $544,358,359 | +$87,061,170 | -$10,808,751 | +$76,252,419 | NVDA, AAPL, GOOGL, MSFT, AMZN | 13F-HR | 18 Jul 2024, 12:23 |
| Q1 2024 | 153 | $498,353,994 | +$24,515,598 | -$19,043,393 | +$5,472,205 | NVDA, AAPL, MSFT, GOOGL, XOM | 13F-HR | 15 Apr 2024, 11:36 |
| Q4 2023 | 160 | $442,116,621 | +$27,510,369 | -$9,327,239 | +$18,183,130 | AAPL, NVDA, MSFT, GOOGL, XOM | 13F-HR | 11 Jan 2024, 20:18 |
| Q3 2023 | 141 | $381,762,256 | +$15,370,674 | -$32,171,914 | -$16,801,240 | AAPL, NVDA, XOM, GOOGL, MSFT | 13F-HR | 11 Oct 2023, 17:22 |
| Q2 2023 | 163 | $411,848,162 | +$27,933,412 | -$13,434,211 | +$14,499,201 | AAPL, NVDA, XOM, MSFT, GOOGL | 13F-HR | 14 Jul 2023, 09:22 |
| Q1 2023 | 154 | $361,205,781 | +$11,964,019 | -$22,277,409 | -$10,313,390 | AAPL, XOM, NVDA, MSFT, GOOGL | 13F-HR | 12 Apr 2023, 15:41 |
| Q4 2022 | 153 | $334,044,245 | +$16,277,459 | -$11,805,225 | +$4,472,234 | AAPL, XOM, WMB, MSFT, GOOGL | Restatement | 19 Jan 2023, 19:31 |
| Q3 2022 | 152 | $313,068,000 | +$30,721,594 | -$18,647,459 | +$12,074,135 | AAPL, XOM, AMZN, WMB, GOOGL | 13F-HR | 14 Oct 2022, 21:00 |
| Q2 2022 | 162 | $333,160,000 | +$15,471,903 | -$13,109,642 | +$2,362,261 | AAPL, XOM, WMB, GOOGL, MSFT | 13F-HR | 11 Jul 2022, 19:08 |
| Q1 2022 | 183 | $417,251,000 | +$10,128,606 | -$9,232,492 | +$896,114 | AAPL, AMZN, GOOGL, NVDA, MSFT | 13F-HR | 14 Apr 2022, 16:12 |
| Q4 2021 | 179 | $447,916,000 | +$21,047,411 | -$9,143,053 | +$11,904,358 | AAPL, NVDA, AMZN, GOOGL, MSFT | 13F-HR | 21 Jan 2022, 10:42 |
| Q3 2021 | 183 | $397,638,000 | +$32,063,796 | -$3,771,187 | +$28,292,609 | AAPL, AMZN, GOOGL, MSFT, PYPL | 13F-HR | 25 Oct 2021, 10:09 |
| Q2 2021 | 176 | $376,574,000 | +$21,921,107 | -$12,764,173 | +$9,156,934 | AAPL, AMZN, GOOGL, PYPL, MSFT | 13F-HR | 21 Jul 2021, 13:53 |
| Q1 2021 | 168 | $331,610,000 | +$18,557,699 | -$12,105,361 | +$6,452,338 | AAPL, AMZN, WMB, GOOGL, MSFT | 13F-HR | 17 May 2021, 14:11 |
| Q4 2020 | 164 | $313,572,000 | +$19,435,202 | -$13,277,257 | +$6,157,945 | AAPL, AMZN, PYPL, MSFT, GOOGL | 13F-HR | 09 Feb 2021, 21:25 |
| Q3 2020 | 149 | $273,638,000 | +$40,200,140 | -$23,169,360 | +$17,030,780 | AAPL, AMZN, CRM, META, MSFT | 13F-HR | 09 Nov 2020, 19:32 |
| Q2 2020 | 505 | $263,107,000 | +$6,482,727 | -$12,354,705 | -$5,871,978 | AAPL, AMZN, MSFT, WMB, META | 13F-HR | 14 Aug 2020, 15:11 |
| Q1 2020 | 535 | $215,216,000 | +$15,954,591 | -$4,554,110 | +$11,400,481 | AAPL, AMZN, XOM, MSFT, META | 13F-HR | 11 May 2020, 18:15 |
| Q4 2019 | 486 | $270,478,000 | $0 | $0 | $0 | AAPL, XOM, WMB, AMZN, META | 13F-HR | 30 Jan 2020, 12:27 |