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