CFM WEALTH PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001801097
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 160 442,116 AAPL, NVDA, MSFT, GOOGL 13F-HR 1/11/2024 000195175724000006
Q3 2023 141 381,762 AAPL, NVDA, XOM, GOOGL 13F-HR 10/11/2023 000195175723000548
Q2 2023 163 411,848 AAPL, NVDA, XOM, MSFT 13F-HR 7/14/2023 000195175723000351
Q1 2023 155 370,982 AAPL, XOM, NVDA, MSFT 13F-HR 4/12/2023 000195175723000150
Q4 2022 153 334,044 AAPL, XOM, WMB, MSFT RESTATEMENT 1/19/2023 000195175723000036
Q3 2022 152 313,068 AAPL, XOM, AMZN, WMB 13F-HR 10/17/2022 000180109722000004
Q2 2022 162 333,160 AAPL, XOM, WMB, GOOGL 13F-HR 7/11/2022 000180109722000003
Q1 2022 183 417,782 AAPL, AMZN, GOOGL, NVDA 13F-HR 4/14/2022 000180109722000002
Q4 2021 179 447,916 AAPL, NVDA, AMZN, GOOGL 13F-HR 1/21/2022 000180109722000001
Q3 2021 183 397,638 AAPL, AMZN, GOOGL, MSFT 13F-HR 10/25/2021 000180109721000004
Q2 2021 176 376,574 AAPL, AMZN, GOOGL, PYPL 13F-HR 7/21/2021 000180109721000003
Q1 2021 168 331,610 AAPL, AMZN, WMB, GOOGL 13F-HR 5/17/2021 000180109721000002
Q4 2020 165 313,572 AAPL, AMZN, PYPL, MSFT 13F-HR 2/10/2021 000180109721000001
Q3 2020 149 274,133 AAPL, AMZN, CRM, META 13F-HR 11/10/2020 000180109720000004
Q2 2020 529 263,150 AAPL, AMZN, MSFT, WMB 13F-HR 8/14/2020 000180109720000003
Q1 2020 535 215,257 AAPL, AMZN, XOM, MSFT 13F-HR 5/12/2020 000180109720000002
Q4 2019 491 271,342 AAPL, XOM, WMB, AMZN 13F-HR 1/30/2020 000180109720000001
Additional filings from Cfm Wealth Partners LLC that have since been restated