Cfm Wealth Partners LLC
Annual return '25
+24.2%
SPY '25
+17.7%
Alpha
+6.5ptsvs SPY
Invested
$667.2M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (18.8k shares)
14.2%
02
$AAPL
APPLE INC
Q1 2026: New position (10.1k shares)
10.5%
03
$GOOGL
ALPHABET INC
Q1 2026: New position (7.4k shares)
5.8%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (9.1k shares)
3.3%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (4.8k shares)
2.8%
06
$META
META PLATFORMS INC
Q1 2026: New position (2.8k shares)
2.8%
07
$WMB
WILLIAMS COS INC
Held since at least Q1 2024
2.5%
08
$PM
PHILIP MORRIS INTL INC
Held since at least Q1 2024
2.3%
09
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
2.1%
10
$ORLY
OREILLY AUTOMOTIVE INC
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:47 UTC.