Cfm Wealth Partners
Latest statistics and disclosures from Cfm Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, MSFT, AMZN, and represent 38.28% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$5.4M), META, PANW, COIN, BMNR, CRWD, CRCL, IBIT, PLTR, NOW.
- Started 11 new stock positions in COIN, BX, IBIT, UBER, CRCL, NEM, BMNR, HSY, BND, QXO. B.
- Reduced shares in these 10 stocks: CMG (-$5.2M), XOM, CRM, TSLA, BRK.B, SPG, FTAI, LLY, MCD, IWF.
- Sold out of its positions in CMG, FANG, FTNT, TGT, ACN.
- Cfm Wealth Partners was a net buyer of stock by $6.1M.
- Cfm Wealth Partners has $689M in assets under management (AUM), dropping by 9.62%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 147 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.4 | $106M | 570k | 186.58 |
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| Apple (AAPL) | 10.7 | $74M | 289k | 254.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $33M | 136k | 243.10 |
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| Microsoft Corporation (MSFT) | 3.9 | $27M | 51k | 517.95 |
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| Amazon (AMZN) | 3.5 | $24M | 110k | 219.57 |
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| Meta Platforms Cl A (META) | 3.2 | $22M | +10% | 30k | 734.37 |
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| Visa Com Cl A (V) | 2.3 | $16M | 46k | 341.38 |
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| Palo Alto Networks (PANW) | 2.3 | $16M | +10% | 77k | 203.62 |
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| O'reilly Automotive (ORLY) | 2.2 | $15M | 140k | 107.81 |
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| Philip Morris International (PM) | 2.1 | $15M | 90k | 162.20 |
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| Williams Companies (WMB) | 2.1 | $14M | 225k | 63.35 |
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| Costco Wholesale Corporation (COST) | 1.7 | $12M | +2% | 12k | 925.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $11M | 17k | 666.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $11M | +2% | 18k | 600.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $11M | -2% | 45k | 243.55 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $11M | +3% | 34k | 315.43 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $11M | -25% | 94k | 112.75 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $8.9M | 16k | 568.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $8.9M | -4% | 19k | 468.41 |
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| Netflix (NFLX) | 1.2 | $8.4M | +7% | 7.0k | 1198.92 |
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| salesforce (CRM) | 1.2 | $8.3M | -18% | 35k | 237.00 |
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| Home Depot (HD) | 1.2 | $8.2M | +2% | 20k | 405.18 |
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| Eli Lilly & Co. (LLY) | 1.2 | $8.1M | -6% | 11k | 762.99 |
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| Broadcom (AVGO) | 1.1 | $7.8M | +223% | 24k | 329.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $7.5M | 37k | 203.59 |
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| Advanced Micro Devices (AMD) | 1.1 | $7.3M | 45k | 161.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $6.7M | +18% | 14k | 490.38 |
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| Sherwin-Williams Company (SHW) | 0.9 | $6.4M | +2% | 18k | 346.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $6.3M | -5% | 66k | 96.55 |
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| Wal-Mart Stores (WMT) | 0.9 | $5.9M | +9% | 57k | 103.06 |
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| Enterprise Products Partners (EPD) | 0.9 | $5.9M | 188k | 31.27 |
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| Servicenow (NOW) | 0.8 | $5.8M | +12% | 6.3k | 920.28 |
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| TJX Companies (TJX) | 0.8 | $5.8M | +5% | 40k | 144.54 |
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| Abbvie (ABBV) | 0.8 | $5.7M | +6% | 24k | 231.54 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $5.5M | 58k | 95.14 |
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| Altria (MO) | 0.8 | $5.5M | 83k | 66.06 |
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| McDonald's Corporation (MCD) | 0.8 | $5.4M | -8% | 18k | 303.89 |
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| First Financial Bankshares (FFIN) | 0.8 | $5.4M | 162k | 33.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $5.1M | +2% | 8.4k | 612.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.0M | -14% | 9.9k | 502.74 |
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| Kkr & Co (KKR) | 0.6 | $4.5M | +10% | 34k | 129.95 |
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| Coca-Cola Company (KO) | 0.6 | $4.2M | -8% | 63k | 66.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $3.6M | +2% | 18k | 194.50 |
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| Chevron Corporation (CVX) | 0.5 | $3.2M | -2% | 21k | 155.29 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.2M | 189k | 17.16 |
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| Goldman Sachs (GS) | 0.5 | $3.2M | +18% | 4.0k | 796.43 |
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| Rbc Cad (RY) | 0.5 | $3.2M | 21k | 147.32 |
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| Applied Materials (AMAT) | 0.4 | $3.0M | 15k | 204.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.9M | 47k | 62.47 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.4 | $2.8M | -4% | 60k | 46.32 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.6M | 7.2k | 365.48 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.3M | +8% | 47k | 49.95 |
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| Caterpillar (CAT) | 0.3 | $2.3M | 4.8k | 477.15 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.2M | +6% | 24k | 92.98 |
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| Usa Compression Partners Comunit Ltdpar (USAC) | 0.3 | $2.2M | +9% | 92k | 24.00 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $2.1M | 113k | 18.59 |
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| Tesla Motors (TSLA) | 0.3 | $2.1M | -33% | 4.6k | 444.72 |
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| Morgan Stanley Com New (MS) | 0.3 | $2.0M | +11% | 13k | 158.95 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $2.0M | +10% | 50k | 39.29 |
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| Quanta Services (PWR) | 0.3 | $1.9M | 4.5k | 414.42 |
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| Academy Sports & Outdoor (ASO) | 0.3 | $1.8M | -20% | 36k | 50.02 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $1.5M | 42k | 34.55 |
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| Phillips 66 (PSX) | 0.2 | $1.4M | 11k | 136.03 |
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| Procter & Gamble Company (PG) | 0.2 | $1.4M | -11% | 9.3k | 153.65 |
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| Ftai Aviation SHS (FTAI) | 0.2 | $1.4M | -33% | 8.4k | 166.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.4M | 12k | 120.72 |
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| Enbridge (ENB) | 0.2 | $1.3M | 26k | 50.46 |
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| Oneok (OKE) | 0.2 | $1.3M | 18k | 72.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | 13k | 93.37 |
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| EQT Corporation (EQT) | 0.2 | $1.2M | 22k | 54.43 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.9k | 236.37 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $1.1M | NEW | 3.3k | 337.49 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | +252% | 6.0k | 182.42 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $1.1M | NEW | 20k | 51.93 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | +7% | 11k | 94.59 |
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| Targa Res Corp (TRGP) | 0.2 | $1.1M | -6% | 6.3k | 167.54 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 5.5k | 183.73 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $983k | NEW | 7.4k | 132.58 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $963k | NEW | 15k | 65.00 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $950k | 6.8k | 140.78 |
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| Simon Property (SPG) | 0.1 | $869k | -46% | 4.6k | 187.65 |
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| Amgen (AMGN) | 0.1 | $868k | 3.1k | 282.20 |
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| Hca Holdings (HCA) | 0.1 | $823k | 1.9k | 426.20 |
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| Starbucks Corporation (SBUX) | 0.1 | $789k | -3% | 9.3k | 84.60 |
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| Merck & Co (MRK) | 0.1 | $736k | -16% | 8.8k | 83.93 |
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| Verizon Communications (VZ) | 0.1 | $692k | 16k | 43.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $684k | -11% | 1.0k | 669.47 |
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| Qualcomm (QCOM) | 0.1 | $669k | 4.0k | 166.38 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $668k | +12% | 57k | 11.69 |
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| Abbott Laboratories (ABT) | 0.1 | $662k | -3% | 4.9k | 133.94 |
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| Qxo Com New (QXO) | 0.1 | $628k | NEW | 33k | 19.06 |
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| Pepsi (PEP) | 0.1 | $620k | -4% | 4.4k | 140.44 |
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| Cisco Systems (CSCO) | 0.1 | $619k | +14% | 9.0k | 68.42 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $591k | 10k | 58.72 |
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| International Business Machines (IBM) | 0.1 | $576k | +6% | 2.0k | 282.16 |
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| Lowe's Companies (LOW) | 0.1 | $561k | 2.2k | 251.31 |
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| Prosperity Bancshares (PB) | 0.1 | $535k | 8.1k | 66.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $531k | 8.1k | 65.26 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $522k | 4.1k | 126.64 |
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| Kinder Morgan (KMI) | 0.1 | $518k | -3% | 18k | 28.31 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $502k | 5.2k | 97.08 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $469k | 53k | 8.92 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $459k | 3.4k | 133.90 |
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| Johnson & Johnson (JNJ) | 0.1 | $455k | -3% | 2.5k | 185.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $439k | +17% | 8.3k | 53.03 |
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| Dell Technologies CL C (DELL) | 0.1 | $437k | 3.1k | 141.77 |
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| Automatic Data Processing (ADP) | 0.1 | $430k | 1.5k | 293.50 |
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| Pulmonx Corp (LUNG) | 0.1 | $428k | 264k | 1.62 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $425k | 3.6k | 118.83 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $412k | 543.00 | 758.15 |
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| Bank of America Corporation (BAC) | 0.1 | $394k | 7.6k | 51.59 |
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| Citigroup Com New (C) | 0.1 | $392k | 3.9k | 101.50 |
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| Oracle Corporation (ORCL) | 0.1 | $391k | +30% | 1.4k | 281.33 |
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| Intel Corporation (INTC) | 0.1 | $389k | 12k | 33.55 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $385k | -21% | 771.00 | 499.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $383k | 2.7k | 142.10 |
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| At&t (T) | 0.1 | $380k | 13k | 28.24 |
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| Blackrock (BLK) | 0.1 | $372k | -9% | 319.00 | 1165.87 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $369k | 3.0k | 122.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $365k | 1.3k | 279.29 |
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| Pfizer (PFE) | 0.1 | $345k | -2% | 14k | 25.48 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $325k | 19k | 17.06 |
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| Walt Disney Company (DIS) | 0.0 | $313k | 2.7k | 114.49 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $305k | NEW | 4.1k | 74.37 |
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| Newmont Mining Corporation (NEM) | 0.0 | $295k | NEW | 3.5k | 84.31 |
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| Apollo Global Mgmt (APO) | 0.0 | $295k | 2.2k | 133.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $290k | 1.2k | 241.96 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $289k | 6.7k | 43.42 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $286k | 2.0k | 145.88 |
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| Ge Aerospace Com New (GE) | 0.0 | $274k | 911.00 | 300.82 |
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| Ally Financial (ALLY) | 0.0 | $265k | 6.8k | 39.20 |
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| Wec Energy Group (WEC) | 0.0 | $252k | 2.2k | 114.59 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $248k | 4.9k | 51.08 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $246k | NEW | 7.5k | 32.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $238k | 726.00 | 328.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $222k | NEW | 1.3k | 170.85 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $222k | 2.2k | 103.07 |
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| Nike CL B (NKE) | 0.0 | $218k | -9% | 3.1k | 69.73 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $217k | -12% | 3.5k | 62.12 |
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| Shell Spon Ads (SHEL) | 0.0 | $216k | 3.0k | 71.53 |
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| Hershey Company (HSY) | 0.0 | $215k | NEW | 1.1k | 187.05 |
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| Uber Technologies (UBER) | 0.0 | $208k | NEW | 2.1k | 97.97 |
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| Waste Management (WM) | 0.0 | $207k | 937.00 | 220.83 |
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| Emerson Electric (EMR) | 0.0 | $207k | 1.6k | 131.18 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $205k | 1.7k | 119.92 |
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| CSX Corporation (CSX) | 0.0 | $201k | -14% | 5.7k | 35.51 |
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| Ftai Infrastructure Common Stock (FIP) | 0.0 | $53k | 12k | 4.36 |
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Past Filings by Cfm Wealth Partners
SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019
- Cfm Wealth Partners 2025 Q3 filed Nov. 3, 2025
- Cfm Wealth Partners 2025 Q2 filed July 23, 2025
- Cfm Wealth Partners 2025 Q1 filed April 25, 2025
- Cfm Wealth Partners 2024 Q4 filed Jan. 24, 2025
- Cfm Wealth Partners 2024 Q3 restated filed Oct. 23, 2024
- Cfm Wealth Partners 2024 Q3 filed Oct. 15, 2024
- Cfm Wealth Partners 2024 Q2 filed July 18, 2024
- Cfm Wealth Partners 2024 Q1 filed April 15, 2024
- Cfm Wealth Partners 2023 Q4 filed Jan. 12, 2024
- Cfm Wealth Partners 2023 Q3 filed Oct. 11, 2023
- Cfm Wealth Partners 2023 Q2 filed July 14, 2023
- Cfm Wealth Partners 2023 Q1 filed April 12, 2023
- 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