AI Portfolio Summary
In 2025 Q4, CFM WEALTH PARTNERS LLC maintained a portfolio of 148 distinct positions. They heavily accumulated shares in META PLATFORMS INC, increasing their position by 4.2%. Conversely, CFM WEALTH PARTNERS LLC completely exited their position in NIKE INC.
Total Positions
148
Quarter
2025 Q4
Top Holding
NVDA (14.7%)
Top 10 Concentration
50.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 148
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 14.71% | 15.43% |
#1
Prev: #1
|
5.9 | -23,270 | -4.1% |
P
S
|
546,252 | $101,876,005 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 10.90% | 10.68% |
#2
Prev: #2
|
4.4 | -11,133 | -3.9% |
P
S
|
277,886 | $75,546,060 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.97% | 4.79% |
#3
Prev: #3
|
2.4 | -3,530 | -2.6% |
P
S
|
132,077 | $41,340,115 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.57% | 3.87% |
#4
Prev: #4
|
1.4 | -258 | -0.5% |
P
S
|
51,165 | $24,744,269 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.56% | 3.52% |
#5
Prev: #5
|
1.4 | -3,555 | -3.2% |
P
S
|
106,734 | $24,636,342 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.94% | 3.15% |
#6
Prev: #6
|
3.2 | 1,244 | 4.2% |
P
S
|
30,826 | $20,347,662 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 2.29% | 2.28% |
#7
Prev: #7
|
0.9 | -950 | -2.1% |
P
S
|
45,147 | $15,833,372 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 2.08% | 2.11% |
#8
2
Prev: #10
|
0.8 | no change | no change |
P
S
|
89,631 | $14,376,812 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.99% | 1.58% |
#9
6
Prev: #15
|
0.8 | -779 | -1.7% |
P
S
|
43,870 | $13,766,310 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.97% | 2.07% |
#10
1
Prev: #11
|
2.8 | 1,786 | 0.8% |
P
S
|
226,858 | $13,636,434 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.95% | 2.28% |
#11
3
Prev: #8
|
0.8 | -3,602 | -4.7% |
P
S
|
73,443 | $13,528,201 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 1.90% | 2.19% |
#12
3
Prev: #9
|
2.8 | 4,056 | 2.9% |
P
S
|
144,071 | $13,140,716 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.68% | 1.61% |
#13
1
Prev: #14
|
2.7 | 474 | 2.6% |
P
S
|
18,893 | $11,606,403 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.67% | 1.64% |
#14
1
Prev: #13
|
0.7 | -28 | -0.2% |
P
S
|
16,973 | $11,574,384 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.65% | 1.57% |
#15
1
Prev: #16
|
2.7 | 1,281 | 3.7% |
P
S
|
35,580 | $11,464,648 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.57% | 1.67% |
#16
4
Prev: #12
|
2.6 | 162 | 1.3% |
P
S
|
12,598 | $10,863,662 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.54% | 1.18% |
#17
6
Prev: #23
|
0.6 | -707 | -6.7% |
P
S
|
9,916 | $10,656,156 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.43% | 1.53% |
#18
1
Prev: #17
|
0.6 | -11,466 | -12.2% |
P
S
|
82,206 | $9,892,664 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.40% | 1.06% |
#19
7
Prev: #26
|
0.6 | -100 | -0.2% |
P
S
|
45,129 | $9,664,827 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.34% | 1.13% |
#20
4
Prev: #24
|
2.6 | 3,278 | 13.9% |
P
S
|
26,784 | $9,269,897 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.33% | 1.30% |
#21
3
Prev: #18
|
2.5 | 468 | 3.0% |
P
S
|
16,155 | $9,222,772 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 1.23% | 1.29% |
#22
3
Prev: #19
|
0.5 | -1,019 | -5.4% |
P
S
|
17,996 | $8,517,507 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 1.22% | 1.21% |
#23
2
Prev: #21
|
0.5 | -3,119 | -8.9% |
P
S
|
31,959 | $8,466,306 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 1.11% | 1.09% |
#24
1
Prev: #25
|
0.4 | -421 | -1.1% |
P
S
|
36,495 | $7,676,358 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.99% | 1.22% |
#25
5
Prev: #20
|
2.7 | 66,361 | 943.0% |
P
S
|
73,398 | $6,881,796 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #138) |
0.3 | -3,127 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #142) |
0.3 | -2,123 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #143) |
0.3 | -937 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #144) |
0.3 | -1,575 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 148 holdings