CFM WEALTH PARTNERS LLC - Portfolio overview
CFM WEALTH PARTNERS LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 14.02%
- AAPL - APPLE INC, 10.36%
- GOOGL - ALPHABET INC, 5.70%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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