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, AMZN, MSFT, and represent 36.57% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: TSM, MRVL, AMD, QQQ, AVGO, LLY, META, TPL, VICR, PM.
- Started 3 new stock positions in VICR, MRVL, TPL.
- Reduced shares in these 10 stocks: CRM (-$5.6M), , NVDA, PLTR, AAPL, CRWD, PANW, V, NFLX, MA.
- Sold out of its positions in APO, BX, FEZ, NOW.
- Cfm Wealth Partners was a net seller of stock by $-1.0M.
- Cfm Wealth Partners has $667M in assets under management (AUM), dropping by -3.69%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.2 | $95M | 543k | 174.40 |
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| Apple (AAPL) | 10.5 | $70M | 276k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $39M | 134k | 287.56 |
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| Amazon (AMZN) | 3.3 | $22M | 107k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.8 | $19M | 51k | 370.17 |
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| Meta Platforms Cl A (META) | 2.8 | $19M | +5% | 33k | 572.12 |
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| Williams Companies (WMB) | 2.5 | $17M | 226k | 72.78 |
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| Philip Morris International (PM) | 2.3 | $15M | +3% | 93k | 165.34 |
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| Exxon Mobil Corporation (XOM) | 2.1 | $14M | 82k | 169.66 |
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| O'reilly Automotive (ORLY) | 2.0 | $13M | 143k | 92.31 |
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| Visa Com Cl A (V) | 2.0 | $13M | -3% | 43k | 302.24 |
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| Costco Wholesale Corporation (COST) | 1.9 | $12M | 13k | 996.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $12M | 43k | 286.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $12M | +11% | 21k | 577.18 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $11M | +2% | 17k | 650.35 |
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| Palo Alto Networks (PANW) | 1.7 | $11M | -4% | 70k | 160.32 |
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| Advanced Micro Devices (AMD) | 1.6 | $11M | +17% | 53k | 203.43 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $11M | 36k | 294.16 |
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| Eli Lilly & Co. (LLY) | 1.5 | $10M | +11% | 11k | 919.74 |
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| Broadcom (AVGO) | 1.4 | $9.5M | +14% | 31k | 309.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $7.7M | 18k | 426.40 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $7.7M | -5% | 15k | 499.67 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $7.6M | -2% | 36k | 213.67 |
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| Wal-Mart Stores (WMT) | 1.1 | $7.2M | 58k | 124.28 |
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| Enterprise Products Partners (EPD) | 1.0 | $7.0M | 184k | 37.84 |
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| Netflix (NFLX) | 1.0 | $6.6M | -7% | 68k | 96.15 |
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| TJX Companies (TJX) | 1.0 | $6.5M | 41k | 159.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $6.1M | 63k | 97.23 |
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| Sherwin-Williams Company (SHW) | 0.9 | $6.0M | 19k | 320.54 |
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| Home Depot (HD) | 0.9 | $5.9M | -4% | 18k | 328.88 |
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| Abbvie (ABBV) | 0.9 | $5.8M | 27k | 217.49 |
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| Altria (MO) | 0.8 | $5.5M | 83k | 65.99 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $5.5M | 59k | 92.74 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $5.3M | +1092% | 16k | 337.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $5.0M | 8.4k | 597.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $5.0M | -10% | 13k | 390.41 |
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| Applied Materials (AMAT) | 0.7 | $5.0M | 15k | 341.79 |
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| McDonald's Corporation (MCD) | 0.7 | $4.9M | 16k | 310.79 |
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| Coca-Cola Company (KO) | 0.7 | $4.4M | 58k | 76.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.3M | -6% | 9.1k | 479.20 |
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| First Financial Bankshares (FFIN) | 0.6 | $4.2M | 143k | 29.45 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $3.9M | +5% | 21k | 191.81 |
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| Goldman Sachs (GS) | 0.6 | $3.8M | 4.5k | 846.06 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.6M | 189k | 19.30 |
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| Chevron Corporation (CVX) | 0.5 | $3.6M | 17k | 206.90 |
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| Rbc Cad (RY) | 0.5 | $3.5M | 21k | 161.78 |
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| Caterpillar (CAT) | 0.5 | $3.4M | -2% | 4.8k | 708.46 |
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| Kkr & Co (KKR) | 0.5 | $3.0M | -9% | 33k | 92.50 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.4 | $2.9M | 60k | 48.32 |
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| Marvell Technology (MRVL) | 0.4 | $2.8M | NEW | 29k | 99.05 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.7M | 47k | 57.64 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $2.7M | 47k | 57.07 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.4 | $2.6M | 114k | 22.97 |
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| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.4 | $2.5M | 92k | 27.12 |
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| Morgan Stanley Com New (MS) | 0.4 | $2.5M | 15k | 164.57 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.4M | -6% | 6.8k | 356.56 |
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| Quanta Services (PWR) | 0.3 | $2.3M | 4.2k | 549.02 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.2M | 24k | 95.62 |
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| Ftai Aviation SHS (FTAI) | 0.3 | $2.1M | 8.4k | 245.00 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $2.1M | 50k | 41.17 |
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| Tesla Motors (TSLA) | 0.3 | $1.8M | 4.8k | 371.75 |
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| Phillips 66 (PSX) | 0.3 | $1.8M | -9% | 9.6k | 182.18 |
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| Academy Sports & Outdoor (ASO) | 0.3 | $1.8M | 31k | 56.45 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $1.6M | 42k | 38.87 |
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| Oneok (OKE) | 0.2 | $1.6M | 18k | 90.39 |
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| Targa Res Corp (TRGP) | 0.2 | $1.5M | 6.2k | 250.73 |
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| EQT Corporation (EQT) | 0.2 | $1.5M | 24k | 63.64 |
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| Enbridge (ENB) | 0.2 | $1.4M | 26k | 54.14 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.3M | +13% | 14k | 97.13 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $1.3M | 6.8k | 195.40 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.3M | 11k | 113.11 |
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| Circle Internet Group Com Cl A (CRCL) | 0.2 | $1.3M | -2% | 13k | 95.41 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.7k | 144.44 |
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| Pepsi (PEP) | 0.2 | $1.2M | +86% | 7.7k | 155.29 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 4.8k | 242.62 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | -11% | 8.7k | 132.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 5.5k | 194.14 |
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| Merck & Co (MRK) | 0.1 | $971k | 8.1k | 120.29 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $952k | 25k | 38.42 |
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| Qxo Com New (QXO) | 0.1 | $875k | +20% | 45k | 19.42 |
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| Hca Holdings (HCA) | 0.1 | $870k | -4% | 1.8k | 473.24 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $847k | -7% | 4.8k | 174.61 |
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| Simon Property (SPG) | 0.1 | $757k | -2% | 4.1k | 186.55 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $732k | 3.4k | 213.66 |
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| Amgen (AMGN) | 0.1 | $730k | 2.1k | 351.85 |
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| Cisco Systems (CSCO) | 0.1 | $702k | 9.0k | 77.59 |
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| Verizon Communications (VZ) | 0.1 | $673k | -3% | 13k | 50.20 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $667k | -10% | 34k | 19.78 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $657k | 57k | 11.50 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $652k | 48k | 13.50 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $644k | NEW | 1.4k | 474.56 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $639k | +59% | 4.7k | 135.72 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $620k | 10k | 61.64 |
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| Johnson & Johnson (JNJ) | 0.1 | $600k | 2.5k | 244.44 |
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| Vicor Corporation (VICR) | 0.1 | $589k | NEW | 3.7k | 161.00 |
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| Kinder Morgan (KMI) | 0.1 | $575k | -4% | 17k | 33.53 |
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| Lowe's Companies (LOW) | 0.1 | $528k | 2.2k | 236.28 |
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| Citigroup Com New (C) | 0.1 | $523k | +19% | 4.6k | 113.41 |
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| Qualcomm (QCOM) | 0.1 | $518k | 4.0k | 128.79 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $512k | +25% | 3.4k | 151.41 |
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| Intel Corporation (INTC) | 0.1 | $511k | 12k | 44.13 |
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| International Business Machines (IBM) | 0.1 | $495k | 2.0k | 242.39 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $486k | 543.00 | 895.24 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $485k | 4.1k | 117.66 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $484k | 5.1k | 94.56 |
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| Dell Technologies CL C (DELL) | 0.1 | $484k | -4% | 2.9k | 164.13 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $466k | 771.00 | 604.39 |
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| Abbott Laboratories (ABT) | 0.1 | $466k | -8% | 4.5k | 102.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $446k | -10% | 683.00 | 653.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $445k | 3.6k | 124.31 |
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| Prosperity Bancshares (PB) | 0.1 | $441k | -18% | 6.6k | 67.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $439k | -20% | 6.5k | 67.53 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $436k | 8.3k | 52.56 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $414k | -2% | 19k | 22.33 |
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| At&t (T) | 0.1 | $390k | 13k | 28.99 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $382k | -63% | 2.6k | 146.28 |
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| Starbucks Corporation (SBUX) | 0.1 | $375k | 4.2k | 89.59 |
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| Bank of America Corporation (BAC) | 0.1 | $372k | 7.6k | 48.75 |
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| salesforce (CRM) | 0.1 | $353k | -94% | 1.9k | 186.67 |
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| Pulmonx Corp (LUNG) | 0.1 | $341k | 264k | 1.29 |
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| Newmont Mining Corporation (NEM) | 0.0 | $314k | -17% | 2.9k | 108.25 |
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| Blackrock (BLK) | 0.0 | $307k | 319.00 | 961.71 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $303k | 6.7k | 45.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $302k | 4.1k | 73.64 |
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| Automatic Data Processing (ADP) | 0.0 | $298k | 1.5k | 203.18 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $290k | 2.0k | 147.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $286k | -3% | 1.2k | 248.00 |
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| Shell Spon Ads (SHEL) | 0.0 | $281k | 3.0k | 93.00 |
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| Pfizer (PFE) | 0.0 | $277k | 9.9k | 28.08 |
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| Walt Disney Company (DIS) | 0.0 | $264k | 2.7k | 96.37 |
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| Ally Financial (ALLY) | 0.0 | $261k | 6.7k | 39.23 |
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| Ge Aerospace Com New (GE) | 0.0 | $259k | 911.00 | 283.77 |
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| Wec Energy Group (WEC) | 0.0 | $254k | 2.2k | 115.77 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $247k | 4.9k | 50.95 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $245k | -20% | 6.0k | 40.79 |
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| Bristol Myers Squibb (BMY) | 0.0 | $243k | 4.0k | 60.65 |
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| Hershey Company (HSY) | 0.0 | $239k | 1.1k | 207.89 |
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| CSX Corporation (CSX) | 0.0 | $232k | 5.7k | 41.05 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $228k | 2.2k | 106.01 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $220k | -2% | 686.00 | 320.75 |
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| Oracle Corporation (ORCL) | 0.0 | $205k | 1.4k | 147.11 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $204k | 1.7k | 119.51 |
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| Ftai Infrastructure Common Stock (FIP) | 0.0 | $61k | 12k | 4.94 |
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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 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
- Cfm Wealth Partners 2022 Q4 restated filed Jan. 20, 2023