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, AMD, AMZN, and represent 37.03% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$6.9M), ARM, MU, CRDO, MRVL, AMD, TSM, SNDK, GLW, DELL.
- Started 11 new stock positions in CRDO, FTNT, SNDK, FEZ, ARM, GLW, EMR, APO, LYV, IJT. MU.
- Reduced shares in these 10 stocks: NVDA, HD, MCD, AAPL, KO, ASO, COIN, PG, BMNR, CRGY.
- Sold out of its positions in BMNR, COIN, CRGY, CRM, TPL.
- Cfm Wealth Partners was a net buyer of stock by $7.1M.
- Cfm Wealth Partners has $783M in assets under management (AUM), dropping by 17.39%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.6 | $107M | 533k | 200.09 |
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| Apple (AAPL) | 10.0 | $79M | 271k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $48M | 133k | 357.37 |
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| Advanced Micro Devices (AMD) | 4.1 | $32M | +3% | 55k | 580.91 |
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| Amazon (AMZN) | 3.2 | $25M | 106k | 238.34 |
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| Palo Alto Networks (PANW) | 3.0 | $24M | 69k | 341.02 |
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| Microsoft Corporation (MSFT) | 2.3 | $18M | -2% | 49k | 373.02 |
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| Meta Platforms Cl A (META) | 2.3 | $18M | -2% | 32k | 563.28 |
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| Williams Companies (WMB) | 2.1 | $17M | 226k | 74.34 |
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| Philip Morris International (PM) | 2.1 | $16M | -3% | 90k | 180.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $15M | 43k | 353.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $15M | -2% | 21k | 736.40 |
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| Visa Com Cl A (V) | 1.9 | $15M | 43k | 343.09 |
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| Eli Lilly & Co. (LLY) | 1.7 | $14M | +3% | 11k | 1199.39 |
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| O'reilly Automotive (ORLY) | 1.7 | $13M | 142k | 92.09 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $13M | 17k | 746.78 |
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| Broadcom (AVGO) | 1.5 | $12M | +2% | 31k | 377.75 |
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| Costco Wholesale Corporation (COST) | 1.5 | $12M | 13k | 935.46 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $12M | 35k | 327.33 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 82k | 136.72 |
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| Marvell Technology (MRVL) | 1.4 | $11M | +29% | 37k | 297.89 |
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| Applied Materials (AMAT) | 1.3 | $10M | -4% | 14k | 723.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $9.8M | 13k | 763.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $9.2M | +308% | 74k | 124.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $9.0M | +3% | 37k | 242.43 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $8.4M | +13% | 18k | 477.57 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $7.7M | -2% | 15k | 513.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $7.2M | +3% | 65k | 110.32 |
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| Enterprise Products Partners (EPD) | 0.9 | $6.8M | 184k | 36.76 |
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| Abbvie (ABBV) | 0.8 | $6.6M | 26k | 251.64 |
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| Wal-Mart Stores (WMT) | 0.8 | $6.4M | 57k | 113.26 |
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| TJX Companies (TJX) | 0.8 | $6.2M | 41k | 151.50 |
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| Sherwin-Williams Company (SHW) | 0.8 | $6.2M | -3% | 18k | 344.32 |
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| Altria (MO) | 0.7 | $5.8M | -2% | 81k | 71.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $5.8M | 8.4k | 686.79 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.7 | $5.5M | -3% | 57k | 96.46 |
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| Caterpillar (CAT) | 0.6 | $5.0M | 4.7k | 1064.90 |
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| First Financial Bankshares (FFIN) | 0.6 | $4.8M | -2% | 139k | 34.60 |
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| Home Depot (HD) | 0.6 | $4.7M | -26% | 13k | 352.67 |
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| Goldman Sachs (GS) | 0.6 | $4.6M | 4.5k | 1011.46 |
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| Netflix (NFLX) | 0.6 | $4.5M | -8% | 63k | 71.40 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $4.5M | 20k | 219.43 |
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| Rbc Cad (RY) | 0.6 | $4.4M | 21k | 206.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.4M | -3% | 8.8k | 500.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.6M | 189k | 19.12 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.4 | $3.5M | 60k | 57.67 |
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| Coca-Cola Company (KO) | 0.4 | $3.4M | -26% | 42k | 81.27 |
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| Morgan Stanley Com New (MS) | 0.4 | $3.1M | 15k | 209.03 |
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| Quanta Services (PWR) | 0.4 | $3.0M | 4.2k | 720.04 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.4 | $3.0M | +5% | 121k | 24.97 |
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| Chevron Corporation (CVX) | 0.4 | $2.9M | 18k | 165.76 |
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| Arm Holdings Sponsored Ads (ARM) | 0.4 | $2.9M | NEW | 8.2k | 354.57 |
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| Kkr & Co (KKR) | 0.4 | $2.9M | -2% | 32k | 91.78 |
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| Micron Technology (MU) | 0.4 | $2.9M | NEW | 2.5k | 1154.29 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $2.9M | NEW | 11k | 271.95 |
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| McDonald's Corporation (MCD) | 0.4 | $2.8M | -33% | 11k | 270.31 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.8M | 6.7k | 409.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.7M | 47k | 57.84 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.6M | 47k | 56.33 |
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| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.3 | $2.4M | 92k | 26.39 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.4M | 23k | 102.81 |
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| Ftai Aviation SHS (FTAI) | 0.3 | $2.3M | 8.4k | 270.53 |
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| Intel Corporation (INTC) | 0.3 | $2.2M | +36% | 16k | 139.63 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $2.2M | 50k | 43.76 |
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| Tesla Motors (TSLA) | 0.3 | $2.1M | +3% | 5.0k | 420.60 |
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| Dell Technologies CL C (DELL) | 0.3 | $2.0M | +60% | 4.7k | 431.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.0M | +38% | 19k | 103.88 |
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| Targa Res Corp (TRGP) | 0.2 | $1.7M | 6.2k | 268.14 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 5.5k | 298.07 |
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| Phillips 66 (PSX) | 0.2 | $1.6M | 9.6k | 169.05 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $1.6M | 42k | 37.60 |
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| Vicor Corporation (VICR) | 0.2 | $1.5M | +9% | 4.0k | 379.78 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.5M | 11k | 137.53 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.5M | 3.4k | 433.33 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $1.5M | 6.8k | 216.60 |
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| Enbridge (ENB) | 0.2 | $1.4M | 26k | 54.21 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 4.7k | 272.00 |
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| EQT Corporation (EQT) | 0.1 | $1.2M | -7% | 22k | 53.17 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | 9.0k | 117.46 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 8.1k | 128.50 |
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| Oneok (OKE) | 0.1 | $968k | -38% | 11k | 86.94 |
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| Sandisk Corp (SNDK) | 0.1 | $957k | NEW | 421.00 | 2273.73 |
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| Simon Property (SPG) | 0.1 | $910k | 4.1k | 223.64 |
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| ConocoPhillips (COP) | 0.1 | $868k | -4% | 8.3k | 103.96 |
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| Qxo Com New (QXO) | 0.1 | $807k | +3% | 47k | 17.28 |
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| Corning Incorporated (GLW) | 0.1 | $769k | NEW | 3.0k | 255.43 |
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| Amgen (AMGN) | 0.1 | $751k | 2.1k | 362.12 |
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| Qualcomm (QCOM) | 0.1 | $722k | -2% | 3.9k | 184.81 |
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| Hca Holdings (HCA) | 0.1 | $717k | 1.8k | 389.89 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $693k | 57k | 12.12 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $674k | 10k | 67.01 |
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| Citigroup Com New (C) | 0.1 | $604k | -6% | 4.3k | 139.96 |
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| International Business Machines (IBM) | 0.1 | $574k | 2.0k | 281.21 |
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| Procter & Gamble Company (PG) | 0.1 | $571k | -54% | 3.9k | 146.64 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $570k | +341% | 21k | 27.41 |
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| Academy Sports & Outdoor (ASO) | 0.1 | $532k | -63% | 11k | 47.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $531k | 3.6k | 148.31 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $526k | 4.1k | 127.51 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $523k | 5.1k | 102.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $520k | -16% | 2.0k | 253.97 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $518k | 3.3k | 156.30 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $501k | 6.5k | 77.11 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $487k | -8% | 498.00 | 978.12 |
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| Verizon Communications (VZ) | 0.1 | $480k | -15% | 11k | 42.34 |
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| Prosperity Bancshares (PB) | 0.1 | $480k | 6.6k | 73.03 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $475k | +9% | 9.1k | 52.41 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $471k | -42% | 14k | 33.29 |
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| Bank of America Corporation (BAC) | 0.1 | $459k | +5% | 8.1k | 56.98 |
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| Kinder Morgan (KMI) | 0.1 | $446k | -18% | 14k | 31.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $443k | -13% | 591.00 | 748.89 |
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| Pepsi (PEP) | 0.1 | $417k | -59% | 3.1k | 135.40 |
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| Lowe's Companies (LOW) | 0.1 | $417k | -15% | 1.9k | 220.49 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $413k | 19k | 22.26 |
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| Abbott Laboratories (ABT) | 0.1 | $412k | 4.5k | 90.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $393k | 771.00 | 509.46 |
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| Circle Internet Group Com Cl A (CRCL) | 0.0 | $370k | -55% | 5.9k | 62.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $346k | 1.2k | 300.45 |
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| Pulmonx Corp (LUNG) | 0.0 | $343k | 264k | 1.30 |
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| Ge Aerospace Com New (GE) | 0.0 | $341k | 911.00 | 373.73 |
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| Automatic Data Processing (ADP) | 0.0 | $328k | 1.5k | 223.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $327k | -23% | 3.2k | 102.19 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $327k | 2.0k | 166.65 |
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| Fortinet (FTNT) | 0.0 | $323k | NEW | 2.1k | 153.62 |
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| Ally Financial (ALLY) | 0.0 | $306k | 6.7k | 45.95 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $301k | 4.1k | 73.41 |
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| Blackrock (BLK) | 0.0 | $295k | -3% | 307.00 | 961.56 |
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| Newmont Mining Corporation (NEM) | 0.0 | $271k | 2.9k | 93.40 |
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| CSX Corporation (CSX) | 0.0 | $269k | 5.7k | 47.53 |
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| Walt Disney Company (DIS) | 0.0 | $263k | 2.7k | 96.24 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $259k | -28% | 4.7k | 54.69 |
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| Wec Energy Group (WEC) | 0.0 | $257k | 2.2k | 116.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $256k | 693.00 | 369.97 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $248k | 4.9k | 51.05 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $239k | +97% | 4.2k | 56.16 |
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| Pfizer (PFE) | 0.0 | $238k | 9.9k | 24.08 |
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| Shell Spon Ads (SHEL) | 0.0 | $234k | 3.0k | 77.54 |
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| Bristol Myers Squibb (BMY) | 0.0 | $231k | 4.0k | 57.62 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $226k | -25% | 1.9k | 116.67 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $220k | 6.0k | 36.73 |
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| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.0 | $214k | NEW | 3.1k | 68.68 |
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| Live Nation Entertainment (LYV) | 0.0 | $208k | NEW | 1.1k | 183.11 |
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| Emerson Electric (EMR) | 0.0 | $208k | NEW | 1.5k | 143.15 |
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| At&t (T) | 0.0 | $208k | -25% | 10k | 20.70 |
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| Apollo Global Mgmt (APO) | 0.0 | $207k | NEW | 1.7k | 118.32 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $207k | NEW | 1.2k | 178.60 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $205k | 1.7k | 120.23 |
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| Oracle Corporation (ORCL) | 0.0 | $205k | 1.4k | 146.50 |
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| Hershey Company (HSY) | 0.0 | $201k | 1.1k | 175.45 |
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| Ftai Infrastructure Common Stock (FIP) | 0.0 | $57k | 12k | 4.64 |
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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 2026 Q2 filed Aug. 7, 2026
- Cfm Wealth Partners 2026 Q1 filed April 21, 2026
- 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