Long-term investor
Cfm Wealth Partners LLC @cfmwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801097).
Record
- Tracked since 2025-06-30 (446 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +18.6% · all +18.6%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 13.6% · long · since 2025-06-30
- AAPL · 10.0% · long · since 2025-06-30
- GOOGL · 6.1% · long · since 2025-06-30
- AMD · 4.1% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- PANW · 3.0% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- META · 2.3% · long · since 2025-06-30
- WMB · 2.1% · long · since 2025-06-30
- PM · 2.1% · long · since 2025-06-30
- 02079K107 · 1.9% · long · since 2025-06-30
- 46090E103 · 1.9% · long · since 2025-06-30