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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
139
0 vs. Q4 2024
Portfolio value
$567.1M
−$25.8M (−4.4%) vs. Q4 2024
Filed
Apr 25, 2025
SEC
Holdings of CFM Wealth Partners LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287788U.S. FINLS ETF4,122$465.2K0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock1,465$447.6K0.1%−30−2.0%ReducedHistory
LMTLockheed Martin CorpStock981$438.2K0.1%−30−3.0%ReducedHistory
JNJJohnson & JohnsonStock2,595$430.4K0.1%−115−4.2%ReducedHistory
LRCXLam Research CorpStock5,750$418.0K0.1%+5,750NewHistory
TAT&T Inc.Stock13,728$388.2K0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF3,701$387.0K0.1%+149+4.2%Added–
PAAPlains All American Pipeline LPUNIT LTD PARTN19,051$381.0K0.1%00.0%UnchangedHistory
iShares Tr464288646ISHS 1-5YR INVS7,042$368.8K0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF2,693$361.6K0.1%00.0%Unchanged–
iShares Core High Dividend ETF46429B663ETF2,953$357.7K0.1%+117+4.1%Added–
BLKBlackRock, Inc.Stock359$339.8K0.1%+359NewHistory
PHParker-Hannifin CorpStock543$330.1K0.1%00.0%UnchangedHistory
TGTTarget CorpStock3,107$324.2K0.1%+135+4.5%AddedHistory
BACBank of America CorpStock7,628$318.3K0.1%−455−5.6%ReducedHistory
APOApollo Global Management, Inc.COM2,210$302.6K0.1%+2+0.1%AddedHistory
DELLDell Technologies Inc.Stock3,099$282.5K<0.1%+300+10.7%AddedHistory
INTCIntel CorpStock12,110$275.0K<0.1%−1,004−7.7%ReducedHistory
CCitigroup IncStock3,863$274.2K<0.1%−480−11.1%ReducedHistory
iShares Inc46434G863ESG AWR MSCI EM7,533$263.3K<0.1%+641+9.3%Added–
iShares Tr464287754US INDUSTRIALS1,963$255.5K<0.1%00.0%Unchanged–
iShares Tr46429B655FLTG RATE NT ETF4,850$247.6K<0.1%00.0%Unchanged–
ALLYAlly Financial Inc.Stock6,769$246.9K<0.1%+10.0%AddedHistory
SHELShell plcADR3,367$246.7K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,526$246.3K<0.1%−1,030−18.5%Reduced–
WECWec Energy Group, Inc.Stock2,245$244.7K<0.1%−45−2.0%ReducedHistory
BMYBristol Myers Squibb CoStock4,008$244.4K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock2,446$241.4K<0.1%+200+8.9%AddedHistory
iShares Russell 2000 ETF464287655ETF1,199$239.2K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock3,729$236.7K<0.1%−619−14.2%ReducedHistory
ACNAccenture plcStock745$232.5K<0.1%−21−2.7%ReducedHistory
GEGeneral Electric CoStock1,111$222.4K<0.1%+1,111NewHistory
FTNTFortinet, Inc.Stock2,297$221.1K<0.1%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST2,152$219.9K<0.1%00.0%Unchanged–
WMWaste Management IncStock937$216.9K<0.1%+937NewHistory
EMREmerson Electric CoStock1,925$211.1K<0.1%+83+4.5%AddedHistory
CSXCSX CorpStock7,119$209.5K<0.1%−1,879−20.9%ReducedHistory
HONHoneywell International IncCOM960$203.3K<0.1%00.0%UnchangedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK12,534$56.8K<0.1%−3,011−19.4%ReducedHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of CFM Wealth Partners LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
SMSM Energy CoCOM6,277$243.3K<0.1%History
DOWDow Inc.Stock5,715$229.3K<0.1%History
BXBlackstone Inc.COM1,307$225.4K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,123$221.8K<0.1%History
RJFRaymond James Financial IncCOM1,387$215.4K<0.1%History