Cfm Wealth Partners as of June 30, 2026
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 | |
| Apple (AAPL) | 10.0 | $79M | 271k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $48M | 133k | 357.37 | |
| Advanced Micro Devices (AMD) | 4.1 | $32M | 55k | 580.91 | |
| Amazon (AMZN) | 3.2 | $25M | 106k | 238.34 | |
| Palo Alto Networks (PANW) | 3.0 | $24M | 69k | 341.02 | |
| Microsoft Corporation (MSFT) | 2.3 | $18M | 49k | 373.02 | |
| Meta Platforms Cl A (META) | 2.3 | $18M | 32k | 563.28 | |
| Williams Companies (WMB) | 2.1 | $17M | 226k | 74.34 | |
| Philip Morris International (PM) | 2.1 | $16M | 90k | 180.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $15M | 43k | 353.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $15M | 21k | 736.40 | |
| Visa Com Cl A (V) | 1.9 | $15M | 43k | 343.09 | |
| Eli Lilly & Co. (LLY) | 1.7 | $14M | 11k | 1199.39 | |
| O'reilly Automotive (ORLY) | 1.7 | $13M | 142k | 92.09 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $13M | 17k | 746.78 | |
| Broadcom (AVGO) | 1.5 | $12M | 31k | 377.75 | |
| Costco Wholesale Corporation (COST) | 1.5 | $12M | 13k | 935.46 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $12M | 35k | 327.33 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 82k | 136.72 | |
| Marvell Technology (MRVL) | 1.4 | $11M | 37k | 297.89 | |
| Applied Materials (AMAT) | 1.3 | $10M | 14k | 723.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $9.8M | 13k | 763.14 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $9.2M | 74k | 124.17 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $9.0M | 37k | 242.43 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $8.4M | 18k | 477.57 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $7.7M | 15k | 513.61 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $7.2M | 65k | 110.32 | |
| Enterprise Products Partners (EPD) | 0.9 | $6.8M | 184k | 36.76 | |
| Abbvie (ABBV) | 0.8 | $6.6M | 26k | 251.64 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.4M | 57k | 113.26 | |
| TJX Companies (TJX) | 0.8 | $6.2M | 41k | 151.50 | |
| Sherwin-Williams Company (SHW) | 0.8 | $6.2M | 18k | 344.32 | |
| Altria (MO) | 0.7 | $5.8M | 81k | 71.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $5.8M | 8.4k | 686.79 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.7 | $5.5M | 57k | 96.46 | |
| Caterpillar (CAT) | 0.6 | $5.0M | 4.7k | 1064.90 | |
| First Financial Bankshares (FFIN) | 0.6 | $4.8M | 139k | 34.60 | |
| Home Depot (HD) | 0.6 | $4.7M | 13k | 352.67 | |
| Goldman Sachs (GS) | 0.6 | $4.6M | 4.5k | 1011.46 | |
| Netflix (NFLX) | 0.6 | $4.5M | 63k | 71.40 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $4.5M | 20k | 219.43 | |
| Rbc Cad (RY) | 0.6 | $4.4M | 21k | 206.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.4M | 8.8k | 500.39 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $3.6M | 189k | 19.12 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.4 | $3.5M | 60k | 57.67 | |
| Coca-Cola Company (KO) | 0.4 | $3.4M | 42k | 81.27 | |
| Morgan Stanley Com New (MS) | 0.4 | $3.1M | 15k | 209.03 | |
| Quanta Services (PWR) | 0.4 | $3.0M | 4.2k | 720.04 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.4 | $3.0M | 121k | 24.97 | |
| Chevron Corporation (CVX) | 0.4 | $2.9M | 18k | 165.76 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $2.9M | 8.2k | 354.57 | |
| Kkr & Co (KKR) | 0.4 | $2.9M | 32k | 91.78 | |
| Micron Technology (MU) | 0.4 | $2.9M | 2.5k | 1154.29 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $2.9M | 11k | 271.95 | |
| McDonald's Corporation (MCD) | 0.4 | $2.8M | 11k | 270.31 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.8M | 6.7k | 409.50 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.7M | 47k | 57.84 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.6M | 47k | 56.33 | |
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.3 | $2.4M | 92k | 26.39 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.4M | 23k | 102.81 | |
| Ftai Aviation SHS (FTAI) | 0.3 | $2.3M | 8.4k | 270.53 | |
| Intel Corporation (INTC) | 0.3 | $2.2M | 16k | 139.63 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $2.2M | 50k | 43.76 | |
| Tesla Motors (TSLA) | 0.3 | $2.1M | 5.0k | 420.60 | |
| Dell Technologies CL C (DELL) | 0.3 | $2.0M | 4.7k | 431.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.0M | 19k | 103.88 | |
| Targa Res Corp (TRGP) | 0.2 | $1.7M | 6.2k | 268.14 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 5.5k | 298.07 | |
| Phillips 66 (PSX) | 0.2 | $1.6M | 9.6k | 169.05 | |
| Hess Midstream Cl A Shs (HESM) | 0.2 | $1.6M | 42k | 37.60 | |
| Vicor Corporation (VICR) | 0.2 | $1.5M | 4.0k | 379.78 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.5M | 11k | 137.53 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $1.5M | 3.4k | 433.33 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $1.5M | 6.8k | 216.60 | |
| Enbridge (ENB) | 0.2 | $1.4M | 26k | 54.21 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 4.7k | 272.00 | |
| EQT Corporation (EQT) | 0.1 | $1.2M | 22k | 53.17 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 9.0k | 117.46 | |
| Merck & Co (MRK) | 0.1 | $1.0M | 8.1k | 128.50 | |
| Oneok (OKE) | 0.1 | $968k | 11k | 86.94 | |
| Sandisk Corp (SNDK) | 0.1 | $957k | 421.00 | 2273.73 | |
| Simon Property (SPG) | 0.1 | $910k | 4.1k | 223.64 | |
| ConocoPhillips (COP) | 0.1 | $868k | 8.3k | 103.96 | |
| Qxo Com New (QXO) | 0.1 | $807k | 47k | 17.28 | |
| Corning Incorporated (GLW) | 0.1 | $769k | 3.0k | 255.43 | |
| Amgen (AMGN) | 0.1 | $751k | 2.1k | 362.12 | |
| Qualcomm (QCOM) | 0.1 | $722k | 3.9k | 184.81 | |
| Hca Holdings (HCA) | 0.1 | $717k | 1.8k | 389.89 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $693k | 57k | 12.12 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $674k | 10k | 67.01 | |
| Citigroup Com New (C) | 0.1 | $604k | 4.3k | 139.96 | |
| International Business Machines (IBM) | 0.1 | $574k | 2.0k | 281.21 | |
| Procter & Gamble Company (PG) | 0.1 | $571k | 3.9k | 146.64 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $570k | 21k | 27.41 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $532k | 11k | 47.13 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $531k | 3.6k | 148.31 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $526k | 4.1k | 127.51 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $523k | 5.1k | 102.25 | |
| Johnson & Johnson (JNJ) | 0.1 | $520k | 2.0k | 253.97 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $518k | 3.3k | 156.30 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $501k | 6.5k | 77.11 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $487k | 498.00 | 978.12 | |
| Verizon Communications (VZ) | 0.1 | $480k | 11k | 42.34 | |
| Prosperity Bancshares (PB) | 0.1 | $480k | 6.6k | 73.03 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $475k | 9.1k | 52.41 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $471k | 14k | 33.29 | |
| Bank of America Corporation (BAC) | 0.1 | $459k | 8.1k | 56.98 | |
| Kinder Morgan (KMI) | 0.1 | $446k | 14k | 31.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $443k | 591.00 | 748.89 | |
| Pepsi (PEP) | 0.1 | $417k | 3.1k | 135.40 | |
| Lowe's Companies (LOW) | 0.1 | $417k | 1.9k | 220.49 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $413k | 19k | 22.26 | |
| Abbott Laboratories (ABT) | 0.1 | $412k | 4.5k | 90.74 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $393k | 771.00 | 509.46 | |
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $370k | 5.9k | 62.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $346k | 1.2k | 300.45 | |
| Pulmonx Corp (LUNG) | 0.0 | $343k | 264k | 1.30 | |
| Ge Aerospace Com New (GE) | 0.0 | $341k | 911.00 | 373.73 | |
| Automatic Data Processing (ADP) | 0.0 | $328k | 1.5k | 223.95 | |
| Starbucks Corporation (SBUX) | 0.0 | $327k | 3.2k | 102.19 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $327k | 2.0k | 166.65 | |
| Fortinet (FTNT) | 0.0 | $323k | 2.1k | 153.62 | |
| Ally Financial (ALLY) | 0.0 | $306k | 6.7k | 45.95 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $301k | 4.1k | 73.41 | |
| Blackrock (BLK) | 0.0 | $295k | 307.00 | 961.56 | |
| Newmont Mining Corporation (NEM) | 0.0 | $271k | 2.9k | 93.40 | |
| CSX Corporation (CSX) | 0.0 | $269k | 5.7k | 47.53 | |
| Walt Disney Company (DIS) | 0.0 | $263k | 2.7k | 96.24 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $259k | 4.7k | 54.69 | |
| Wec Energy Group (WEC) | 0.0 | $257k | 2.2k | 116.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $256k | 693.00 | 369.97 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $248k | 4.9k | 51.05 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $239k | 4.2k | 56.16 | |
| Pfizer (PFE) | 0.0 | $238k | 9.9k | 24.08 | |
| Shell Spon Ads (SHEL) | 0.0 | $234k | 3.0k | 77.54 | |
| Bristol Myers Squibb (BMY) | 0.0 | $231k | 4.0k | 57.62 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $226k | 1.9k | 116.67 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $220k | 6.0k | 36.73 | |
| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.0 | $214k | 3.1k | 68.68 | |
| Live Nation Entertainment (LYV) | 0.0 | $208k | 1.1k | 183.11 | |
| Emerson Electric (EMR) | 0.0 | $208k | 1.5k | 143.15 | |
| At&t (T) | 0.0 | $208k | 10k | 20.70 | |
| Apollo Global Mgmt (APO) | 0.0 | $207k | 1.7k | 118.32 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $207k | 1.2k | 178.60 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $205k | 1.7k | 120.23 | |
| Oracle Corporation (ORCL) | 0.0 | $205k | 1.4k | 146.50 | |
| Hershey Company (HSY) | 0.0 | $201k | 1.1k | 175.45 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $57k | 12k | 4.64 |
