CFM Wealth Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), CFM Wealth Partners LLC reported 149 stock positions worth $783.3 million. Its top holding was Nvidia (NVDA) at 13.6% of the portfolio, followed by Apple (AAPL, 10.0%) and Alphabet Class A (GOOGL, 6.1%). Compared with Q1 2026, it opened 11 new positions, sold out of 5, added to 26 and reduced 62. The biggest buy was Advanced Micro Devices (AMD, shares +4%) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001801097
Portfolio Value
$783.3M (Q2 2026)
SEC Filing
0001951757-26-001142 ↗ filed Aug 7, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $498.4M Q1 2024 Q2 2024: $544.4M Q2 2024 Q3 2024: $572.6M Q3 2024 Q4 2024: $592.9M Q4 2024 Q1 2025: $567.1M Q1 2025 Q2 2025: $628.3M Q2 2025 Q3 2025: $688.8M Q3 2025 Q4 2025: $692.8M Q4 2025 Q1 2026: $667.2M Q1 2026 Q2 2026: $783.3M $783.3M Q2 2026

Holdings 149 stocks · $783.3M
NVDA Nvidia Corp. 13.61% 532,703 $106.6M Reduce -1.8%
AAPL Apple Inc. 10.02% 271,129 $78.5M Reduce -1.6%
GOOGL Alphabet Inc. Class A 6.09% 133,449 $47.7M Reduce -0.3%
AMD Advanced Micro Devices 4.08% 55,008 $32.0M Add +3.5%
AMZN Amazon.com Inc. 3.23% 106,285 $25.3M Reduce -0.6%
PANW Palo Alto Networks Inc. 3.02% 69,449 $23.7M Reduce -0.8%
MSFT Microsoft Corp. 2.35% 49,252 $18.4M Reduce -2.6%
META Meta Platforms Inc. Class A 2.29% 31,789 $17.9M Reduce -2.2%
WMB Williams Cos Inc. 2.15% 226,183 $16.8M Reduce -0.1%
PM Philip Morris International 2.07% 89,631 $16.2M Reduce -3.7%
GOOG Alphabet Inc. Class C 1.95% 43,133 $15.2M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 1.93% 20,557 $15.1M Reduce -2.6%
V Visa Inc. Class A 1.90% 43,424 $14.9M Add +0.1%
LLY Eli Lilly & Co. 1.75% 11,402 $13.7M Add +3.4%
ORLY O'reilly Automotive Inc. 1.67% 142,061 $13.1M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.64% 17,217 $12.9M Reduce -1.3%
AVGO Broadcom Inc. 1.51% 31,296 $11.8M Add +2.1%
COST Costco Wholesale Corp. 1.50% 12,546 $11.7M Add +0.5%
JPM JPMorgan Chase & Co. 1.48% 35,410 $11.6M Reduce -1.1%
XOM Exxon Mobil Corp. 1.43% 81,723 $11.2M Reduce -0.1%
MRVL Marvell Technology Inc. 1.41% 37,032 $11.0M Add +29.7%
AMAT Applied Materials Inc. 1.29% 13,989 $10.1M Reduce -4.2%
CRWD CrowdStrike Holdings Inc. Class A 1.25% 12,865 $9.8M Add +0.5%
IWF iShares Russell 1000 Growth 1.17% 73,961 $9.2M Add +2.2%
IWD iShares Russell 1000 Value E 1.14% 36,980 $9.0M Add +3.7%
TSM Taiwan Semiconductor-SP ADR 1.08% 17,687 $8.4M Add +13.5%
MA Mastercard Inc. Class A 0.98% 14,998 $7.7M Reduce -2.3%
IWR iShares Russell Mid-Cap ETF 0.91% 64,949 $7.2M Add +3.8%
EPD Enterprise Products Partners 0.86% 183,670 $6.8M No change
ABBV Abbvie Inc. 0.84% 26,216 $6.6M Reduce -1.2%
WMT Walmart Inc. 0.82% 56,586 $6.4M Reduce -1.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.79% 40,899 $6.2M Reduce -0.2%
SHW The Sherwin-Williams Co. 0.79% 17,954 $6.2M Reduce -3.5%
MO Altria Group Inc. 0.75% 81,261 $5.8M Reduce -2.1%
VOO Vanguard S&P 500 ETF 0.74% 8,424 $5.8M Reduce -0.2%
USMV iShares MSCI USA Min Vol Fac 0.70% 56,808 $5.5M Reduce -3.7%
CAT Caterpillar Inc. 0.64% 4,738 $5.0M Reduce -1.0%
FFIN First Finl Bankshares Inc. 0.62% 139,285 $4.8M Reduce -2.4%
HD Home Depot Inc. 0.59% 13,203 $4.7M Reduce -26.8%
GS Goldman Sachs Group Inc. 0.59% 4,538 $4.6M Add +1.1%
NFLX Netflix Inc. 0.57% 62,563 $4.5M Reduce -8.2%
QUAL iShares MSCI USA Quality Fac 0.57% 20,288 $4.5M Reduce -0.9%
RY Royal Bank of Canada 0.57% 21,401 $4.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.56% 8,753 $4.4M Reduce -3.5%
ET Energy Transfer LP 0.46% 188,858 $3.6M No change
SPSM SS SPDR P S&P 600 Small Cap 0.44% 60,421 $3.5M Add +0.2%
KO The Coca-Cola Co. 0.44% 42,080 $3.4M Reduce -26.8%
MS Morgan Stanley 0.40% 14,963 $3.1M No change
PWR Quanta Services Inc. 0.39% 4,202 $3.0M Reduce -1.1%
SBLK Star Bulk Carriers Corp. 0.39% 121,072 $3.0M Add +5.8%
CVX Chevron Corp. 0.37% 17,557 $2.9M Add +1.1%
ARM Arm Holdings PLC-ADR 0.37% 8,197 $2.9M New
KKR KKR & Co. Inc. 0.37% 31,623 $2.9M Reduce -2.6%
MU Micron Technology Inc. 0.37% 2,505 $2.9M New
CRDO Credo Technology Group Holdi 0.37% 10,629 $2.9M New
MCD McDonald's Corp. 0.36% 10,517 $2.8M Reduce -33.1%
IWB iShares Russell 1000 ETF 0.35% 6,745 $2.8M Reduce -1.1%
MDLZ Mondelez International Inc. Class A 0.35% 47,088 $2.7M No change
MPLX MPLX LP 0.34% 46,729 $2.6M No change
USAC USA Compression Partners LP 0.31% 92,125 $2.4M No change
ESGD iShares Trust iShares ESG Aw 0.31% 23,352 $2.4M Reduce -0.7%
FTAI Ftai Aviation Ltd. 0.29% 8,447 $2.3M No change
INTC Intel Corp. 0.28% 15,834 $2.2M Add +36.6%
WES Western Midstream Partners L 0.28% 49,883 $2.2M No change
TSLA Tesla Inc. 0.27% 5,007 $2.1M Add +3.5%
DELL Dell Technologies -C 0.26% 4,718 $2.0M Add +60.1%
EFA iShares MSCI Eafe ETF 0.25% 19,045 $2.0M Add +38.3%
TRGP Targa Resources Corp. 0.21% 6,166 $1.7M No change
TXN Texas Instruments Inc. 0.21% 5,474 $1.6M No change
PSX Phillips 66 0.21% 9,623 $1.6M No change
HESM Hess Midstream LP Class A 0.20% 42,260 $1.6M No change
VICR Vicor Corp. 0.19% 3,988 $1.5M Add +9.1%
IVW iShares S&P 500 Growth ETF 0.19% 10,902 $1.5M Reduce -1.7%
LRCX Lam Research Corp. 0.19% 3,426 $1.5M No change
ODFL Old Dominion Freight Line 0.19% 6,750 $1.5M No change
ENB Enbridge Inc. 0.18% 26,264 $1.4M No change
UNP Union Pacific Corp. 0.16% 4,712 $1.3M Reduce -1.1%
EQT Eqt Corp. 0.15% 21,904 $1.2M Reduce -7.5%
CSCO Cisco Systems Inc. 0.14% 9,045 $1.1M No change
MRK Merck & Co. Inc. 0.13% 8,071 $1.0M No change
OKE Oneok Inc. 0.12% 11,134 $968K Reduce -38.2%
SNDK Sandisk Corp. 0.12% 421 $957K New
SPG Simon Property Group Inc. 0.12% 4,069 $910K Add +0.2%
COP Conocophillips 0.11% 8,348 $868K Reduce -4.2%
QXO Qxo Inc. 0.10% 46,674 $807K Add +3.6%
GLW Corning Inc. 0.10% 3,010 $769K New
AMGN Amgen Inc. 0.10% 2,074 $751K No change
QCOM Qualcomm Inc. 0.09% 3,905 $722K Reduce -2.9%
HCA HCA Healthcare Inc. 0.09% 1,839 $717K No change
NAD Nuveen Quality Municipal Inc. 0.09% 57,144 $693K No change
IYH iShares U.S. Healthcare ETF 0.09% 10,060 $674K No change
C Citigroup Inc. 0.08% 4,313 $604K Reduce -6.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 2,041 $574K No change
PG The Procter & Gamble Co. 0.07% 3,896 $571K Reduce -55.0%
HDV iShares Core High Dividend E 0.07% 20,810 $570K Reduce -11.6%
ASO Academy Sports & Outdoors Inc. 0.07% 11,292 $532K Reduce -63.6%
IJR iShares Core S&P Small-Cap E 0.07% 3,577 $531K No change
IYF iShares US Financials ETF 0.07% 4,122 $526K No change
IYR iShares US Real Estate ETF 0.07% 5,118 $523K No change
JNJ Johnson & Johnson 0.07% 2,047 $520K Reduce -16.6%

Show all 149 holdings

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -0.1% 1.43% −0.65
NVDA Nvidia Corp. Reduce -1.8% 13.61% −0.57
META Meta Platforms Inc. Class A Reduce -2.2% 2.29% −0.50
AAPL Apple Inc. Reduce -1.6% 10.02% −0.46
MSFT Microsoft Corp. Reduce -2.6% 2.35% −0.46
NFLX Netflix Inc. Reduce -8.2% 0.57% −0.41
MCD McDonald's Corp. Reduce -33.1% 0.36% −0.37
WMB Williams Cos Inc. Reduce -0.1% 2.15% −0.32
ORLY O'reilly Automotive Inc. Reduce -0.6% 1.67% −0.31
HD Home Depot Inc. Reduce -26.8% 0.59% −0.29
WMT Walmart Inc. Reduce -1.7% 0.82% −0.25
PM Philip Morris International Reduce -3.7% 2.07% −0.24
KO The Coca-Cola Co. Reduce -26.8% 0.44% −0.22
ASO Academy Sports & Outdoors Inc. Reduce -63.6% 0.07% −0.19
TJX TJX Companies Inc. Reduce -0.2% 0.79% −0.19
MA Mastercard Inc. Class A Reduce -2.3% 0.98% −0.17
CRCL Circle Internet Group Inc. Reduce -55.1% 0.05% −0.14
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.13
PEP Pepsico Inc. Reduce -59.9% 0.05% −0.13
OKE Oneok Inc. Reduce -38.2% 0.12% −0.12
USMV iShares MSCI USA Min Vol Fac Reduce -3.7% 0.70% −0.12
PG The Procter & Gamble Co. Reduce -55.0% 0.07% −0.11
SHW The Sherwin-Williams Co. Reduce -3.5% 0.79% −0.10
AMZN Amazon.com Inc. Reduce -0.6% 3.23% −0.10
BMNR Bitmine Immersion Technologi Sold out 0.00% −0.10
JPM JPMorgan Chase & Co. Reduce -1.1% 1.48% −0.10
CRGY Crescent Energy Inc. Class A Sold out 0.00% −0.10
TPL Texas Pacific Land Corp. Sold out 0.00% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 0.56% −0.09
IBIT iShares Bitcoin Trust ETF Reduce -42.9% 0.06% −0.08
KKR KKR & Co. Inc. Reduce -2.6% 0.37% −0.08
EQT Eqt Corp. Reduce -7.5% 0.15% −0.08
MO Altria Group Inc. Reduce -2.1% 0.75% −0.07
COP Conocophillips Reduce -4.2% 0.11% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 1.64% −0.06
CRM Salesforce Inc. Sold out 0.00% −0.05
VZ Verizon Communications Inc. Reduce -15.5% 0.06% −0.04
T AT&T Inc. Reduce -25.4% 0.03% −0.03
ESGD iShares Trust iShares ESG Aw Reduce -0.7% 0.31% −0.03
KMI Kinder Morgan Inc. Reduce -18.8% 0.06% −0.03
PLTR Palantir Technologies Inc. Class A Reduce -25.8% 0.03% −0.03
LOW Lowe's Cos Inc. Reduce -15.4% 0.05% −0.03
JNJ Johnson & Johnson Reduce -16.6% 0.07% −0.02
HDV iShares Core High Dividend E Reduce -11.6% 0.07% −0.02
ABBV Abbvie Inc. Reduce -1.2% 0.84% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -0.9% 0.57% −0.02
VOO Vanguard S&P 500 ETF Reduce -0.2% 0.74% −0.02
FFIN First Finl Bankshares Inc. Reduce -2.4% 0.62% −0.01
SBUX Starbucks Corp. Reduce -23.5% 0.04% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -28.8% 0.03% −0.01

Portfolio Buys Q1 2026 → Q2 2026
AMD Advanced Micro Devices Add +3.5% 4.08% +2.46
MRVL Marvell Technology Inc. Add +29.7% 1.41% +0.98
CRWD CrowdStrike Holdings Inc. Class A Add +0.5% 1.25% +0.50
ARM Arm Holdings PLC-ADR New 0.37% +0.37
MU Micron Technology Inc. New 0.37% +0.37
CRDO Credo Technology Group Holdi New 0.37% +0.37
TSM Taiwan Semiconductor-SP ADR Add +13.5% 1.08% +0.29
LLY Eli Lilly & Co. Add +3.4% 1.75% +0.23
INTC Intel Corp. Add +36.6% 0.28% +0.21
DELL Dell Technologies -C Add +60.1% 0.26% +0.19
SNDK Sandisk Corp. New 0.12% +0.12
VICR Vicor Corp. Add +9.1% 0.19% +0.11
GLW Corning Inc. New 0.10% +0.10
AVGO Broadcom Inc. Add +2.1% 1.51% +0.09
EFA iShares MSCI Eafe ETF Add +38.3% 0.25% +0.05
FTNT Fortinet Inc. New 0.04% +0.04
FEZ State Street SPDR Euro Stoxx New 0.03% +0.03
LYV Live Nation Entertainment Inc. New 0.03% +0.03
EMR Emerson Electric Co. New 0.03% +0.03
APO Apollo Global Management Inc. New 0.03% +0.03
IJT iShares S&P Small-Cap 600 GR New 0.03% +0.03
GS Goldman Sachs Group Inc. Add +1.1% 0.59% +0.02
IWF iShares Russell 1000 Growth Add +2.2% 1.17% +0.02
SPSM SS SPDR P S&P 600 Small Cap Add +0.2% 0.44% +0.01
IWR iShares Russell Mid-Cap ETF Add +3.8% 0.91% +0.00
BAC Bank of America Corp. Add +5.7% 0.06% +0.00
IWD iShares Russell 1000 Value E Add +3.7% 1.14% +0.00
SPG Simon Property Group Inc. Add +0.2% 0.12% +0.00
VTI VG Morningstar TS MKT ETF-US Add +1.0% 0.03% −0.00
TSLA Tesla Inc. Add +3.5% 0.27% −0.00
IGSB iShares 1-5Y Inv Grade Corp. Add +9.5% 0.06% −0.00
ORCL Oracle Corp. Add +0.1% 0.03% −0.00
SBLK Star Bulk Carriers Corp. Add +5.8% 0.39% −0.01
QXO Qxo Inc. Add +3.6% 0.10% −0.03
V Visa Inc. Class A Add +0.1% 1.90% −0.06
CVX Chevron Corp. Add +1.1% 0.37% −0.17
COST Costco Wholesale Corp. Add +0.5% 1.50% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$783.3MNVDA, AAPL, GOOGL, AMD, AMZN
Q1 2026 143$667.2MNVDA, AAPL, GOOGL, AMZN, MSFT
Q4 2025 144$692.8MNVDA, AAPL, GOOGL, MSFT, AMZN
Q3 2025 147$688.8MNVDA, AAPL, GOOGL, MSFT, AMZN
Q2 2025 141$628.3MNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2025 139$567.1MAAPL, NVDA, GOOGL, AMZN, MSFT
Q4 2024 139$592.9MNVDA, AAPL, GOOGL, AMZN, MSFT
Q3 2024Amended 143$572.6MNVDA, AAPL, GOOGL, MSFT, AMZN
Q2 2024 146$544.4MNVDA, AAPL, GOOGL, MSFT, AMZN
Q1 2024 153$498.4MNVDA, AAPL, MSFT, GOOGL, XOM