Cfm Wealth Partners
Latest statistics and disclosures from Cfm Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPEM, SPAB, SPDW, TOTL, and represent 70.64% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$94M), SPEM (+$54M), SPAB (+$50M), SPDW (+$46M), TOTL (+$22M), MUB (+$19M), SPSM (+$14M), BIL (+$9.1M), VWO (+$6.3M), SPLG (+$6.3M).
- Started 52 new stock positions in VTEB, SPDW, VWO, VTV, SHYG, HIFS, AOA, VYM, DWM, SPLG.
- Reduced shares in these 10 stocks: AAPL (-$39M), XOM (-$18M), AMZN (-$11M), WMB (-$11M), GOOGL (-$11M), MSFT (-$11M), , PM (-$7.4M), NVDA (-$7.4M), .
- Sold out of its positions in T, ABT, ABBV, ASO, AMD, GOOG, GOOGL, MO, AMZN, AMGN.
- Cfm Wealth Partners was a net buyer of stock by $61M.
- Cfm Wealth Partners has $377M in assets under management (AUM), dropping by 20.48%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 63 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.1 | $95M | +23967% | 246k | 384.21 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 14.4 | $54M | NEW | 1.6M | 32.96 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 13.2 | $50M | NEW | 2.0M | 25.13 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 12.2 | $46M | NEW | 1.6M | 29.69 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 5.7 | $22M | NEW | 542k | 40.04 | |
| Ishares Tr National Mun Etf (MUB) | 5.1 | $19M | NEW | 182k | 105.52 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 3.8 | $14M | NEW | 384k | 36.97 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.4 | $9.1M | NEW | 100k | 91.47 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $6.3M | NEW | 163k | 38.98 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.7 | $6.3M | NEW | 140k | 44.98 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $6.0M | NEW | 39k | 151.85 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $4.6M | NEW | 109k | 41.97 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $4.5M | NEW | 25k | 183.54 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $4.2M | NEW | 41k | 104.27 | |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $4.0M | NEW | 81k | 49.49 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.8 | $2.9M | NEW | 81k | 35.64 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.0M | NEW | 18k | 108.21 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.7M | +278% | 18k | 94.64 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.7M | -26% | 7.9k | 210.52 | |
| Pepsi (PEP) | 0.4 | $1.6M | -64% | 8.9k | 180.65 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.4M | NEW | 9.1k | 155.15 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.4M | NEW | 8.6k | 158.80 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $1.2M | NEW | 63k | 18.45 | |
| Apple (AAPL) | 0.3 | $1.0M | -97% | 7.8k | 129.94 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $968k | NEW | 16k | 59.57 | |
| Ishares Tr New York Mun Etf (NYF) | 0.2 | $874k | NEW | 17k | 52.40 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $813k | NEW | 20k | 40.90 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $812k | NEW | 55k | 14.78 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $770k | NEW | 17k | 46.70 | |
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.2 | $703k | NEW | 34k | 20.56 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $669k | NEW | 26k | 25.44 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $628k | NEW | 3.5k | 179.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $624k | NEW | 2.9k | 213.11 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $577k | NEW | 20k | 29.41 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $571k | NEW | 4.2k | 135.24 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $559k | NEW | 4.0k | 140.37 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $535k | NEW | 2.7k | 200.54 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $504k | NEW | 20k | 25.80 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $486k | NEW | 7.9k | 61.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $451k | -97% | 4.1k | 110.30 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $450k | NEW | 11k | 40.89 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $440k | NEW | 16k | 28.44 | |
| Johnson & Johnson (JNJ) | 0.1 | $434k | -83% | 2.5k | 176.65 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $418k | NEW | 8.1k | 51.38 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $379k | NEW | 4.6k | 82.32 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $377k | NEW | 7.5k | 50.11 | |
| Procter & Gamble Company (PG) | 0.1 | $373k | -68% | 2.5k | 151.56 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $369k | NEW | 9.0k | 40.90 | |
| Nushares Etf Tr Nuveen Enhnc Yld (NUAG) | 0.1 | $341k | NEW | 17k | 20.46 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $340k | -89% | 2.2k | 151.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $337k | -88% | 1.6k | 214.24 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $336k | NEW | 7.9k | 42.65 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $266k | NEW | 3.2k | 82.49 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $265k | NEW | 1.9k | 138.67 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $263k | NEW | 2.7k | 97.00 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $238k | NEW | 7.0k | 34.18 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $234k | NEW | 3.9k | 59.75 | |
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $228k | NEW | 4.8k | 47.04 | |
| Yum! Brands (YUM) | 0.1 | $219k | -80% | 1.7k | 128.10 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $214k | NEW | 775.00 | 275.96 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $207k | NEW | 1.5k | 135.34 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $206k | NEW | 2.7k | 75.28 | |
| Destination Xl (DXLG) | 0.0 | $79k | NEW | 12k | 6.75 | |
Past Filings by Cfm Wealth Partners
SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019
- Cfm Wealth Partners 2022 Q4 filed Jan. 20, 2023
- Cfm Wealth Partners 2022 Q4 restated filed Jan. 20, 2023
- Cfm Wealth Partners 2022 Q3 filed Oct. 17, 2022
- Cfm Wealth Partners 2022 Q2 filed July 12, 2022
- Cfm Wealth Partners 2022 Q1 filed April 14, 2022
- Cfm Wealth Partners 2021 Q4 filed Jan. 21, 2022
- Cfm Wealth Partners 2021 Q3 filed Oct. 25, 2021
- Cfm Wealth Partners 2021 Q2 filed July 21, 2021
- Cfm Wealth Partners 2021 Q1 filed May 17, 2021
- Cfm Wealth Partners 2020 Q4 filed Feb. 10, 2021
- Cfm Wealth Partners 2020 Q3 filed Nov. 10, 2020
- Cfm Wealth Partners 2020 Q2 filed Aug. 14, 2020
- Cfm Wealth Partners 2020 Q1 filed May 12, 2020
- Cfm Wealth Partners 2019 Q4 filed Jan. 30, 2020