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 38.70% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$6.2M), NOW, AVGO, META, GS, IBIT, CRCL, BMNR, COIN, JPM.
- Started 1 new stock position in BMY.
- Reduced shares in these 10 stocks: NVDA, AAPL, XOM, GOOGL, CRM, AMZN, LLY, PANW, MCD, FFIN.
- Sold out of its positions in EMR, NKE, UBER, WM.
- Cfm Wealth Partners was a net seller of stock by $-1.6M.
- Cfm Wealth Partners has $693M in assets under management (AUM), dropping by 0.58%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 144 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.7 | $102M | -4% | 546k | 186.50 |
|
| Apple (AAPL) | 10.9 | $76M | -3% | 278k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $41M | -2% | 132k | 313.00 |
|
| Microsoft Corporation (MSFT) | 3.6 | $25M | 51k | 483.62 |
|
|
| Amazon (AMZN) | 3.6 | $25M | -3% | 107k | 230.82 |
|
| Meta Platforms Cl A (META) | 2.9 | $20M | +4% | 31k | 660.08 |
|
| Visa Com Cl A (V) | 2.3 | $16M | -2% | 45k | 350.71 |
|
| Philip Morris International (PM) | 2.1 | $14M | 90k | 160.40 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $14M | 44k | 313.80 |
|
|
| Williams Companies (WMB) | 2.0 | $14M | 227k | 60.11 |
|
|
| Palo Alto Networks (PANW) | 2.0 | $14M | -4% | 73k | 184.20 |
|
| O'reilly Automotive (ORLY) | 1.9 | $13M | +2% | 144k | 91.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $12M | +2% | 19k | 614.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $12M | 17k | 681.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $12M | +3% | 36k | 322.22 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $11M | 13k | 862.33 |
|
|
| Eli Lilly & Co. (LLY) | 1.5 | $11M | -6% | 9.9k | 1074.64 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $9.9M | -12% | 82k | 120.34 |
|
| Advanced Micro Devices (AMD) | 1.4 | $9.7M | 45k | 214.16 |
|
|
| Broadcom (AVGO) | 1.3 | $9.3M | +13% | 27k | 346.10 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $9.2M | +2% | 16k | 570.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $8.5M | -5% | 18k | 473.30 |
|
| salesforce (CRM) | 1.2 | $8.5M | -8% | 32k | 264.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $7.7M | 37k | 210.34 |
|
|
| Netflix (NFLX) | 1.0 | $6.9M | +943% | 73k | 93.76 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $6.7M | +4% | 14k | 468.76 |
|
| Home Depot (HD) | 0.9 | $6.5M | -6% | 19k | 344.10 |
|
| TJX Companies (TJX) | 0.9 | $6.3M | +2% | 41k | 153.61 |
|
| Wal-Mart Stores (WMT) | 0.9 | $6.3M | 57k | 111.41 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $6.1M | -3% | 64k | 96.27 |
|
| Sherwin-Williams Company (SHW) | 0.9 | $6.0M | 19k | 324.03 |
|
|
| Abbvie (ABBV) | 0.9 | $6.0M | +6% | 26k | 228.49 |
|
| Enterprise Products Partners (EPD) | 0.8 | $5.9M | -2% | 184k | 32.06 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $5.5M | 59k | 94.16 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $5.3M | 8.5k | 627.11 |
|
|
| Servicenow (NOW) | 0.7 | $4.9M | +405% | 32k | 153.19 |
|
| McDonald's Corporation (MCD) | 0.7 | $4.9M | -10% | 16k | 305.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.9M | -2% | 9.7k | 502.65 |
|
| Altria (MO) | 0.7 | $4.8M | 83k | 57.66 |
|
|
| Kkr & Co (KKR) | 0.7 | $4.6M | +4% | 36k | 127.48 |
|
| First Financial Bankshares (FFIN) | 0.6 | $4.3M | -11% | 143k | 29.87 |
|
| Coca-Cola Company (KO) | 0.6 | $4.1M | -7% | 59k | 69.91 |
|
| Goldman Sachs (GS) | 0.6 | $4.0M | +14% | 4.5k | 879.07 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $3.9M | +5% | 19k | 198.62 |
|
| Applied Materials (AMAT) | 0.5 | $3.8M | 15k | 256.99 |
|
|
| Rbc Cad (RY) | 0.5 | $3.6M | 21k | 170.49 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $3.1M | 189k | 16.49 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.4 | $2.8M | 60k | 46.86 |
|
|
| Caterpillar (CAT) | 0.4 | $2.8M | 4.9k | 572.87 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.7M | 7.3k | 373.44 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $2.6M | +16% | 15k | 177.53 |
|
| Chevron Corporation (CVX) | 0.4 | $2.6M | -17% | 17k | 152.41 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.5M | 47k | 53.83 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $2.5M | 47k | 53.37 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.2M | -2% | 24k | 95.09 |
|
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $2.2M | 113k | 19.22 |
|
|
| Tesla Motors (TSLA) | 0.3 | $2.1M | +3% | 4.8k | 449.72 |
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| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.3 | $2.1M | 92k | 23.00 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $2.0M | 50k | 39.50 |
|
|
| Quanta Services (PWR) | 0.3 | $1.8M | -5% | 4.3k | 422.06 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $1.7M | 8.4k | 196.85 |
|
|
| Academy Sports & Outdoor (ASO) | 0.2 | $1.6M | -12% | 31k | 49.96 |
|
| Hess Midstream Cl A Shs (HESM) | 0.2 | $1.5M | 42k | 34.50 |
|
|
| Phillips 66 (PSX) | 0.2 | $1.4M | 11k | 129.04 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.4M | -4% | 11k | 123.26 |
|
| Oneok (OKE) | 0.2 | $1.3M | 18k | 73.50 |
|
|
| EQT Corporation (EQT) | 0.2 | $1.3M | +7% | 24k | 53.60 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.3M | +16% | 7.1k | 177.75 |
|
| Enbridge (ENB) | 0.2 | $1.3M | 26k | 47.83 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | -6% | 8.7k | 143.31 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.2M | +68% | 25k | 49.65 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $1.2M | +60% | 5.3k | 226.14 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | -5% | 12k | 96.03 |
|
| Targa Res Corp (TRGP) | 0.2 | $1.1M | -2% | 6.2k | 184.50 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.8k | 231.32 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $1.1M | +82% | 14k | 79.30 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $1.1M | 6.8k | 156.80 |
|
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $1.0M | +84% | 38k | 27.15 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $950k | 5.5k | 173.49 |
|
|
| ConocoPhillips (COP) | 0.1 | $923k | -12% | 9.9k | 93.61 |
|
| Hca Holdings (HCA) | 0.1 | $902k | 1.9k | 466.86 |
|
|
| Merck & Co (MRK) | 0.1 | $860k | -6% | 8.2k | 105.26 |
|
| Simon Property (SPG) | 0.1 | $768k | -10% | 4.2k | 185.13 |
|
| Qxo Com New (QXO) | 0.1 | $724k | +13% | 38k | 19.29 |
|
| Cisco Systems (CSCO) | 0.1 | $697k | 9.0k | 77.03 |
|
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| Qualcomm (QCOM) | 0.1 | $688k | 4.0k | 171.07 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $687k | 57k | 12.02 |
|
|
| Amgen (AMGN) | 0.1 | $679k | -32% | 2.1k | 327.31 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $655k | 10k | 65.10 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $619k | 4.9k | 125.29 |
|
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| International Business Machines (IBM) | 0.1 | $605k | 2.0k | 296.21 |
|
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| Pepsi (PEP) | 0.1 | $593k | -6% | 4.1k | 143.52 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $587k | 3.4k | 171.18 |
|
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| Pulmonx Corp (LUNG) | 0.1 | $584k | 264k | 2.21 |
|
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| Verizon Communications (VZ) | 0.1 | $564k | -11% | 14k | 40.73 |
|
| Prosperity Bancshares (PB) | 0.1 | $558k | 8.1k | 69.11 |
|
|
| Lowe's Companies (LOW) | 0.1 | $539k | 2.2k | 241.16 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $537k | 8.1k | 66.00 |
|
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $531k | 4.1k | 128.93 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $524k | -25% | 765.00 | 684.94 |
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| Johnson & Johnson (JNJ) | 0.1 | $508k | 2.5k | 206.95 |
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| Kinder Morgan (KMI) | 0.1 | $492k | -2% | 18k | 27.49 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $487k | 5.2k | 93.89 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $477k | 543.00 | 878.96 |
|
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| Citigroup Com New (C) | 0.1 | $451k | 3.9k | 116.69 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $438k | 8.3k | 52.88 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $430k | 3.6k | 120.18 |
|
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| Intel Corporation (INTC) | 0.1 | $428k | 12k | 36.90 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $420k | 7.6k | 55.00 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $405k | -8% | 48k | 8.39 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $397k | 1.3k | 303.89 |
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| Dell Technologies CL C (DELL) | 0.1 | $388k | 3.1k | 125.88 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $380k | 2.7k | 141.14 |
|
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| Automatic Data Processing (ADP) | 0.1 | $377k | 1.5k | 257.23 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $373k | 771.00 | 483.67 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $358k | -2% | 2.9k | 121.61 |
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| Starbucks Corporation (SBUX) | 0.1 | $352k | -55% | 4.2k | 84.21 |
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| Newmont Mining Corporation (NEM) | 0.1 | $350k | 3.5k | 99.85 |
|
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $342k | 19k | 17.96 |
|
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| Blackrock (BLK) | 0.0 | $341k | 319.00 | 1070.34 |
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| At&t (T) | 0.0 | $334k | 13k | 24.84 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $327k | 7.5k | 43.55 |
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| Apollo Global Mgmt (APO) | 0.0 | $321k | 2.2k | 144.77 |
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| Walt Disney Company (DIS) | 0.0 | $311k | 2.7k | 113.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $304k | 4.1k | 74.07 |
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| Ally Financial (ALLY) | 0.0 | $301k | 6.7k | 45.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $295k | 1.2k | 246.16 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $294k | 6.7k | 44.17 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $291k | 2.0k | 148.17 |
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| Ge Aerospace Com New (GE) | 0.0 | $281k | 911.00 | 308.03 |
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| Oracle Corporation (ORCL) | 0.0 | $271k | 1.4k | 194.98 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $247k | 4.9k | 50.86 |
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| Pfizer (PFE) | 0.0 | $246k | -27% | 9.9k | 24.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $236k | -2% | 705.00 | 335.12 |
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| Wec Energy Group (WEC) | 0.0 | $232k | 2.2k | 105.46 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $224k | 2.2k | 104.07 |
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| Shell Spon Ads (SHEL) | 0.0 | $222k | 3.0k | 73.48 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $216k | NEW | 4.0k | 53.94 |
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| Hershey Company (HSY) | 0.0 | $209k | 1.1k | 181.98 |
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| CSX Corporation (CSX) | 0.0 | $205k | 5.7k | 36.25 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $203k | 1.7k | 118.75 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $201k | 1.3k | 154.14 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $200k | -11% | 3.1k | 64.39 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $56k | 12k | 4.61 |
|
Past Filings by Cfm Wealth Partners
SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019
- Cfm Wealth Partners 2025 Q4 filed Jan. 27, 2026
- 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