CFM WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, CFM WEALTH PARTNERS LLC held in its portfolio 144 assets valued at $692,795,351 (i.e. $692.80M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($101.88M), APPLE INC ($75.55M), and ALPHABET INC ($41.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 144 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CFM WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 546252 | 101876005 | COM |
| APPLE INC | 277886 | 75546060 | COM |
| ALPHABET INC | 132077 | 41340115 | CAP STK CL A |
| MICROSOFT CORP | 51165 | 24744269 | COM |
| AMAZON COM INC | 106734 | 24636342 | COM |
| META PLATFORMS INC | 30826 | 20347662 | CL A |
| VISA INC | 45147 | 15833372 | COM CL A |
| PHILIP MORRIS INTL INC | 89631 | 14376812 | COM |
| ALPHABET INC | 43870 | 13766310 | CAP STK CL C |
| WILLIAMS COS INC | 226858 | 13636434 | COM |
| PALO ALTO NETWORKS INC | 73443 | 13528201 | COM |
| OREILLY AUTOMOTIVE INC | 144071 | 13140716 | COM |
| INVESCO QQQ TR | 18893 | 11606403 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 16973 | 11574384 | TR UNIT |
| JPMORGAN CHASE & CO. | 35580 | 11464648 | COM |
| COSTCO WHSL CORP NEW | 12598 | 10863662 | COM |
| ELI LILLY & CO | 9916 | 10656156 | COM |
| EXXON MOBIL CORP | 82206 | 9892664 | COM |
| ADVANCED MICRO DEVICES INC | 45129 | 9664827 | COM |
| BROADCOM INC | 26784 | 9269897 | COM |
| MASTERCARD INCORPORATED | 16155 | 9222772 | CL A |
| ISHARES TR | 17996 | 8517507 | RUS 1000 GRW ETF |
| SALESFORCE INC | 31959 | 8466306 | COM |
| ISHARES TR | 36495 | 7676358 | RUS 1000 VAL ETF |
| NETFLIX INC | 73398 | 6881796 | COM |
| CROWDSTRIKE HLDGS INC | 14279 | 6693424 | CL A |
| HOME DEPOT INC | 18975 | 6529202 | COM |
| TJX COS INC NEW | 41169 | 6323925 | COM |
| WALMART INC | 56691 | 6315946 | COM |
| ISHARES TR | 63558 | 6118722 | RUS MID CAP ETF |
| SHERWIN WILLIAMS CO | 18515 | 5999362 | COM |
| ABBVIE INC | 26043 | 5950575 | COM |
| ENTERPRISE PRODS PARTNERS L | 183670 | 5888476 | COM |
| ISHARES TR | 58758 | 5532653 | MSCI USA MIN VOL |
| VANGUARD INDEX FDS | 8474 | 5314156 | S&P 500 ETF SHS |
| SERVICENOW INC | 32070 | 4912803 | COM |
| MCDONALDS CORP | 16007 | 4892181 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9701 | 4876208 | CL B NEW |
| ALTRIA GROUP INC | 83022 | 4787049 | COM |
| KKR & CO INC | 36014 | 4591103 | COM |
| FIRST FINL BANKSHARES INC | 142656 | 4261135 | COM |
| COCA COLA CO | 58546 | 4092929 | COM |
| GOLDMAN SACHS GROUP INC | 4549 | 3998909 | COM |
| ISHARES TR | 19447 | 3862630 | MSCI USA QLT FCT |
| APPLIED MATLS INC | 14598 | 3751540 | COM |
| ROYAL BK CDA | 21401 | 3648656 | COM |
| ENERGY TRANSFER L P | 188858 | 3114268 | COM UT LTD PTN |
| SPDR SERIES TRUST | 60179 | 2819988 | STATE STREET SPD |
| CATERPILLAR INC | 4888 | 2800189 | COM |
| ISHARES TR | 7274 | 2716403 | RUS 1000 ETF |
| MORGAN STANLEY | 14885 | 2642459 | COM NEW |
| CHEVRON CORP NEW | 17306 | 2637598 | COM |
| MONDELEZ INTL INC | 47088 | 2534747 | CL A |
| MPLX LP | 46729 | 2493927 | COM UNIT REP LTD |
| ISHARES TR | 23527 | 2237182 | ESG AW MSCI EAFE |
| STAR BULK CARRIERS CORP. | 112601 | 2164191 | SHS PAR |
| TESLA INC | 4767 | 2143815 | COM |
| USA COMPRESSION PARTNERS LP | 92125 | 2118875 | COM UNIT LTDPAR |
| WESTERN MIDSTREAM PARTNERS L | 49883 | 1970378 | COM UNIT LP INT |
| QUANTA SVCS INC | 4250 | 1793755 | COM |
| FTAI AVIATION LTD | 8447 | 1662792 | SHS |
| ACADEMY SPORTS & OUTDOORS IN | 31267 | 1562099 | COM |
| HESS MIDSTREAM LP | 42260 | 1457970 | CL A SHS |
| PHILLIPS 66 | 10623 | 1370813 | COM |
| ISHARES TR | 11022 | 1358572 | S&P 500 GRWT ETF |
| ONEOK INC NEW | 18022 | 1324617 | COM |
| EQT CORP | 23691 | 1269838 | COM |
| PALANTIR TECHNOLOGIES INC | 7070 | 1256692 | CL A |
| ENBRIDGE INC | 26264 | 1256207 | COM |
| PROCTER AND GAMBLE CO | 8655 | 1240348 | COM |
| ISHARES BITCOIN TRUST ETF | 24944 | 1238470 | SHS BEN INT |
| COINBASE GLOBAL INC | 5269 | 1191532 | COM CL A |
| ISHARES TR | 12108 | 1162731 | MSCI EAFE ETF |
| TARGA RES CORP | 6166 | 1137627 | COM |
| UNION PAC CORP | 4763 | 1101777 | COM |
| CIRCLE INTERNET GROUP INC | 13498 | 1070391 | COM CL A |
| OLD DOMINION FREIGHT LINE IN | 6750 | 1058400 | COM |
| BITMINE IMMERSION TECNOLOGIE | 37775 | 1025591 | COM NEW |
| TEXAS INSTRS INC | 5474 | 949684 | COM |
| CONOCOPHILLIPS | 9857 | 922758 | COM |
| HCA HEALTHCARE INC | 1931 | 901507 | COM |
| MERCK & CO INC | 8171 | 860079 | COM |
| SIMON PPTY GROUP INC NEW | 4150 | 768284 | COM |
| QXO INC | 37540 | 724147 | COM NEW |
| CISCO SYS INC | 9045 | 696736 | COM |
| QUALCOMM INC | 4022 | 688040 | COM |
| NUVEEN QUALITY MUNCP INCOME | 57144 | 686871 | COM |
| AMGEN INC | 2074 | 678841 | COM |
| ISHARES TR | 10060 | 654906 | US HLTHCARE ETF |
| ABBOTT LABS | 4943 | 619308 | COM |
| INTERNATIONAL BUSINESS MACHS | 2041 | 604565 | COM |
| PEPSICO INC | 4128 | 592451 | COM |
| LAM RESEARCH CORP | 3426 | 586463 | COM NEW |
| PULMONX CORP | 264039 | 583526 | COM |
| VERIZON COMMUNICATIONS INC | 13854 | 564273 | COM |
| PROSPERITY BANCSHARES INC | 8070 | 557718 | COM |
| LOWES COS INC | 2233 | 538510 | COM |
| ISHARES TR | 8139 | 537166 | CORE S&P MCP ETF |
| ISHARES TR | 4122 | 531449 | U.S. FINLS ETF |
| ISHARES TR | 765 | 523979 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 2453 | 507648 | COM |
| KINDER MORGAN INC DEL | 17892 | 491838 | COM |
| ISHARES TR | 5185 | 486820 | U.S. REAL ES ETF |
| PARKER-HANNIFIN CORP | 543 | 477275 | COM |
| CITIGROUP INC | 3863 | 450773 | COM NEW |
| ISHARES TR | 8285 | 438111 | ISHS 1-5YR INVS |
| ISHARES TR | 3577 | 429884 | CORE S&P SCP ETF |
| INTEL CORP | 11589 | 427634 | COM |
| BANK AMERICA CORP | 7628 | 419540 | COM |
| CRESCENT ENERGY COMPANY | 48298 | 405220 | CL A COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1307 | 397184 | SPONSORED ADS |
| DELL TECHNOLOGIES INC | 3080 | 387710 | CL C |
| ISHARES TR | 2693 | 380090 | SELECT DIVID ETF |
| AUTOMATIC DATA PROCESSING IN | 1465 | 376842 | COM |
| LOCKHEED MARTIN CORP | 771 | 372910 | COM |
| ISHARES TR | 2947 | 358385 | CORE HIGH DV ETF |
| STARBUCKS CORP | 4184 | 352335 | COM |
| NEWMONT CORP | 3500 | 349475 | COM |
| PLAINS ALL AMERN PIPELINE L | 19051 | 342153 | UNIT LTD PARTN |
| BLACKROCK INC | 319 | 341438 | COM |
| AT&T INC | 13442 | 333899 | COM |
| BARRICK MNG CORP | 7500 | 326625 | COM SHS |
| APOLLO GLOBAL MGMT INC | 2215 | 320664 | COM |
| DISNEY WALT CO | 2732 | 310800 | COM |
| VANGUARD BD INDEX FDS | 4103 | 303909 | TOTAL BND MRKT |
| ALLY FINL INC | 6655 | 301405 | COM |
| ISHARES TR | 1199 | 295146 | RUSSELL 2000 ETF |
| ISHARES INC | 6653 | 293863 | ESG AWR MSCI EM |
| ISHARES TR | 1963 | 290858 | US INDUSTRIALS |
| GE AEROSPACE | 911 | 280615 | COM NEW |
| ORACLE CORP | 1392 | 271407 | COM |
| ISHARES TR | 4850 | 246671 | FLTG RATE NT ETF |
| PFIZER INC | 9862 | 245564 | COM |
| VANGUARD INDEX FDS | 705 | 236263 | TOTAL STK MKT |
| WEC ENERGY GROUP INC | 2197 | 231696 | COM |
| PROSHARES TR | 2152 | 223959 | S&P 500 DV ARIST |
| SHELL PLC | 3020 | 221910 | SPON ADS |
| BRISTOL-MYERS SQUIBB CO | 4000 | 215760 | COM |
| HERSHEY CO | 1148 | 208913 | COM |
| CSX CORP | 5657 | 205066 | COM |
| ISHARES INC | 1708 | 202825 | MSCI GBL MIN VOL |
| BLACKSTONE INC | 1302 | 200690 | COM |
| SPDR INDEX SHS FDS | 3112 | 200382 | EURO STOXX 50 |
| FTAI INFRASTRUCTURE INC | 12241 | 56431 | COMMON STOCK |
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