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CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
1 Year Est. Return
+27.85%
3 Year Est. Return
+116.49%
5 Year Est. Return
+166.86%
10 Year Est. Return
–
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
+$5.83M
Cap. Flow %
0.85%
Top 10 Hldgs %
50.3%
Holding
152
New
11
Increased
50
Reduced
39
Closed
5

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.98M
2
META icon
Meta Platforms (Facebook)
META
+$2.16M
3
PANW icon
Palo Alto Networks
PANW
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$5.18M
2
XOM icon
ExxonMobil
XOM
+$3.51M
3
CRM icon
Salesforce
CRM
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

Rank Sector Weight
1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTNT icon
151
Fortinet
FTNT
$118B
– –
-2,100
Closed -$222K
TGT icon
152
Target
TGT
$63.4B
– –
-3,307
Closed -$326K
3 4 5 6
7

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AGM
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LIA
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WSCM
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CFM Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, CFM Wealth Partners held 152 positions worth $689M, up 9.6% from $628M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

CFM Wealth Partners's Q3 2025 filing shows 11 new, 50 increased, 39 reduced and 5 closed positions. Its largest new stake was Circle Internet Group: 7,415 shares worth $983K. The largest sale was Chipotle Mexican Grill, an estimated $5.18M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 36% a quarter earlier, followed by Communication Services and Financials.

  • CFM Wealth Partners's largest Q3 2025 buy was Circle Internet Group: 7,415 shares worth $983K.
  • CFM Wealth Partners added most to Broadcom in Q3 2025, an estimated $4.98M increase.
  • CFM Wealth Partners's biggest Q3 2025 reduction was ExxonMobil, cutting an estimated $3.51M.
  • CFM Wealth Partners fully exited Chipotle Mexican Grill in Q3 2025, selling an estimated $5.18M.
  • CFM Wealth Partners's ten largest holdings make up 50% of its $689M portfolio in Q3 2025.
  • CFM Wealth Partners opened 11 new positions and closed 5 in Q3 2025.
  • CFM Wealth Partners's portfolio value rose 9.6% quarter-over-quarter to $689M.

Based on CFM Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.