Cfm Wealth Partners as of Dec. 31, 2025
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 | 546k | 186.50 | |
| Apple (AAPL) | 10.9 | $76M | 278k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $41M | 132k | 313.00 | |
| Microsoft Corporation (MSFT) | 3.6 | $25M | 51k | 483.62 | |
| Amazon (AMZN) | 3.6 | $25M | 107k | 230.82 | |
| Meta Platforms Cl A (META) | 2.9 | $20M | 31k | 660.08 | |
| Visa Com Cl A (V) | 2.3 | $16M | 45k | 350.71 | |
| Philip Morris International (PM) | 2.1 | $14M | 90k | 160.40 | |
| 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 | 73k | 184.20 | |
| O'reilly Automotive (ORLY) | 1.9 | $13M | 144k | 91.21 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $12M | 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 | 36k | 322.22 | |
| Costco Wholesale Corporation (COST) | 1.6 | $11M | 13k | 862.33 | |
| Eli Lilly & Co. (LLY) | 1.5 | $11M | 9.9k | 1074.64 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $9.9M | 82k | 120.34 | |
| Advanced Micro Devices (AMD) | 1.4 | $9.7M | 45k | 214.16 | |
| Broadcom (AVGO) | 1.3 | $9.3M | 27k | 346.10 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $9.2M | 16k | 570.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $8.5M | 18k | 473.30 | |
| salesforce (CRM) | 1.2 | $8.5M | 32k | 264.91 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $7.7M | 37k | 210.34 | |
| Netflix (NFLX) | 1.0 | $6.9M | 73k | 93.76 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $6.7M | 14k | 468.76 | |
| Home Depot (HD) | 0.9 | $6.5M | 19k | 344.10 | |
| TJX Companies (TJX) | 0.9 | $6.3M | 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 | 64k | 96.27 | |
| Sherwin-Williams Company (SHW) | 0.9 | $6.0M | 19k | 324.03 | |
| Abbvie (ABBV) | 0.9 | $6.0M | 26k | 228.49 | |
| Enterprise Products Partners (EPD) | 0.8 | $5.9M | 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 | 32k | 153.19 | |
| McDonald's Corporation (MCD) | 0.7 | $4.9M | 16k | 305.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.9M | 9.7k | 502.65 | |
| Altria (MO) | 0.7 | $4.8M | 83k | 57.66 | |
| Kkr & Co (KKR) | 0.7 | $4.6M | 36k | 127.48 | |
| First Financial Bankshares (FFIN) | 0.6 | $4.3M | 143k | 29.87 | |
| Coca-Cola Company (KO) | 0.6 | $4.1M | 59k | 69.91 | |
| Goldman Sachs (GS) | 0.6 | $4.0M | 4.5k | 879.07 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $3.9M | 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 | 15k | 177.53 | |
| Chevron Corporation (CVX) | 0.4 | $2.6M | 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 | 24k | 95.09 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $2.2M | 113k | 19.22 | |
| Tesla Motors (TSLA) | 0.3 | $2.1M | 4.8k | 449.72 | |
| 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 | 4.3k | 422.06 | |
| Ftai Aviation SHS (FTAI) | 0.2 | $1.7M | 8.4k | 196.85 | |
| Academy Sports & Outdoor (ASO) | 0.2 | $1.6M | 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 | 11k | 123.26 | |
| Oneok (OKE) | 0.2 | $1.3M | 18k | 73.50 | |
| EQT Corporation (EQT) | 0.2 | $1.3M | 24k | 53.60 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.3M | 7.1k | 177.75 | |
| Enbridge (ENB) | 0.2 | $1.3M | 26k | 47.83 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.7k | 143.31 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.2M | 25k | 49.65 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $1.2M | 5.3k | 226.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | 12k | 96.03 | |
| Targa Res Corp (TRGP) | 0.2 | $1.1M | 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 | 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 | 38k | 27.15 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $950k | 5.5k | 173.49 | |
| ConocoPhillips (COP) | 0.1 | $923k | 9.9k | 93.61 | |
| Hca Holdings (HCA) | 0.1 | $902k | 1.9k | 466.86 | |
| Merck & Co (MRK) | 0.1 | $860k | 8.2k | 105.26 | |
| Simon Property (SPG) | 0.1 | $768k | 4.2k | 185.13 | |
| Qxo Com New (QXO) | 0.1 | $724k | 38k | 19.29 | |
| Cisco Systems (CSCO) | 0.1 | $697k | 9.0k | 77.03 | |
| 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 | 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 | |
| International Business Machines (IBM) | 0.1 | $605k | 2.0k | 296.21 | |
| Pepsi (PEP) | 0.1 | $593k | 4.1k | 143.52 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $587k | 3.4k | 171.18 | |
| Pulmonx Corp (LUNG) | 0.1 | $584k | 264k | 2.21 | |
| Verizon Communications (VZ) | 0.1 | $564k | 14k | 40.73 | |
| Prosperity Bancshares (PB) | 0.1 | $558k | 8.1k | 69.11 | |
| Lowe's Companies (LOW) | 0.1 | $539k | 2.2k | 241.16 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $537k | 8.1k | 66.00 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $531k | 4.1k | 128.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $524k | 765.00 | 684.94 | |
| Johnson & Johnson (JNJ) | 0.1 | $508k | 2.5k | 206.95 | |
| Kinder Morgan (KMI) | 0.1 | $492k | 18k | 27.49 | |
| 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 | |
| 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 | |
| Intel Corporation (INTC) | 0.1 | $428k | 12k | 36.90 | |
| Bank of America Corporation (BAC) | 0.1 | $420k | 7.6k | 55.00 | |
| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $405k | 48k | 8.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $397k | 1.3k | 303.89 | |
| Dell Technologies CL C (DELL) | 0.1 | $388k | 3.1k | 125.88 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $380k | 2.7k | 141.14 | |
| Automatic Data Processing (ADP) | 0.1 | $377k | 1.5k | 257.23 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $373k | 771.00 | 483.67 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $358k | 2.9k | 121.61 | |
| Starbucks Corporation (SBUX) | 0.1 | $352k | 4.2k | 84.21 | |
| Newmont Mining Corporation (NEM) | 0.1 | $350k | 3.5k | 99.85 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $342k | 19k | 17.96 | |
| Blackrock (BLK) | 0.0 | $341k | 319.00 | 1070.34 | |
| At&t (T) | 0.0 | $334k | 13k | 24.84 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $327k | 7.5k | 43.55 | |
| Apollo Global Mgmt (APO) | 0.0 | $321k | 2.2k | 144.77 | |
| Walt Disney Company (DIS) | 0.0 | $311k | 2.7k | 113.76 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $304k | 4.1k | 74.07 | |
| Ally Financial (ALLY) | 0.0 | $301k | 6.7k | 45.29 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $295k | 1.2k | 246.16 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $294k | 6.7k | 44.17 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $291k | 2.0k | 148.17 | |
| Ge Aerospace Com New (GE) | 0.0 | $281k | 911.00 | 308.03 | |
| Oracle Corporation (ORCL) | 0.0 | $271k | 1.4k | 194.98 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $247k | 4.9k | 50.86 | |
| Pfizer (PFE) | 0.0 | $246k | 9.9k | 24.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $236k | 705.00 | 335.12 | |
| Wec Energy Group (WEC) | 0.0 | $232k | 2.2k | 105.46 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $224k | 2.2k | 104.07 | |
| Shell Spon Ads (SHEL) | 0.0 | $222k | 3.0k | 73.48 | |
| Bristol Myers Squibb (BMY) | 0.0 | $216k | 4.0k | 53.94 | |
| Hershey Company (HSY) | 0.0 | $209k | 1.1k | 181.98 | |
| CSX Corporation (CSX) | 0.0 | $205k | 5.7k | 36.25 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $203k | 1.7k | 118.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $201k | 1.3k | 154.14 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $200k | 3.1k | 64.39 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $56k | 12k | 4.61 |
