CFM Wealth Partners LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), CFM Wealth Partners LLC reported 153 stock positions worth $498.4 million. Its top holding was Nvidia (NVDA) at 10.6% of the portfolio, followed by Apple (AAPL, 10.4%) and Microsoft (MSFT, 4.1%). Compared with Q4 2023, it opened 4 new positions, sold out of 11, added to 57 and reduced 62. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001801097
Portfolio Value
$498.4M (Q1 2024)
SEC Filing
0001951757-24-000268 ↗ filed Apr 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $498.4M $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 Q2 2026

Holdings 153 stocks · $498.4M
NVDA Nvidia Corp. 10.58% 58,354 $52.7M Add +0.8%
AAPL Apple Inc. 10.37% 301,254 $51.7M Reduce -1.7%
MSFT Microsoft Corp. 4.09% 48,409 $20.4M Add +2.9%
GOOGL Alphabet Inc. Class A 3.84% 126,927 $19.2M Add +1.7%
XOM Exxon Mobil Corp. 3.66% 157,123 $18.3M Reduce -0.7%
AMZN Amazon.com Inc. 3.62% 99,877 $18.0M Add +2.2%
CRM Salesforce Inc. 2.57% 42,570 $12.8M Add +2.4%
V Visa Inc. Class A 2.15% 38,447 $10.7M Add +5.9%
AMD Advanced Micro Devices 2.13% 58,818 $10.6M Add +11.1%
PANW Palo Alto Networks Inc. 1.85% 32,396 $9.2M Add +18.4%
META Meta Platforms Inc. Class A 1.76% 18,089 $8.8M Add +6.4%
WMB Williams Cos Inc. 1.75% 223,755 $8.7M Reduce -1.5%
ORLY O'reilly Automotive Inc. 1.72% 7,584 $8.6M Add +7.5%
PM Philip Morris International 1.64% 89,091 $8.2M Add +0.4%
QQQ Invesco QQQ Trust Series 1 1.41% 15,807 $7.0M Add +7.7%
GOOG Alphabet Inc. Class C 1.40% 45,740 $7.0M Reduce -1.8%
COST Costco Wholesale Corp. 1.37% 9,344 $6.8M Add +19.7%
IWF iShares Russell 1000 Growth 1.29% 19,030 $6.4M Reduce -0.0%
HD Home Depot Inc. 1.28% 16,619 $6.4M Add +8.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.27% 12,094 $6.3M Add +15.1%
FFIN First Finl Bankshares Inc. 1.26% 190,943 $6.3M No change
LLY Eli Lilly & Co. 1.22% 7,840 $6.1M Add +72.1%
MA Mastercard Inc. Class A 1.18% 12,246 $5.9M Add +6.2%
SHW The Sherwin-Williams Co. 1.16% 16,607 $5.8M Reduce -0.3%
IWD iShares Russell 1000 Value E 1.15% 31,860 $5.7M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.13% 28,179 $5.6M Add +2.8%
CMG Chipotle Mexican Grill Inc. 1.10% 1,879 $5.5M Add +0.7%
MCD McDonald's Corp. 1.08% 19,016 $5.4M Add +4.3%
IWR iShares Russell Mid-Cap ETF 0.99% 58,617 $4.9M Reduce -5.1%
EPD Enterprise Products Partners 0.94% 160,250 $4.7M Add +12.9%
USMV iShares MSCI USA Min Vol Fac 0.86% 51,404 $4.3M Reduce -1.0%
ASO Academy Sports & Outdoors Inc. 0.76% 55,726 $3.8M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.75% 7,809 $3.8M Add +2.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.74% 36,551 $3.7M Reduce -0.1%
ABBV Abbvie Inc. 0.74% 20,264 $3.7M Add +5.0%
PSX Phillips 66 0.73% 22,171 $3.6M Reduce -13.3%
FTAI Ftai Aviation Ltd. 0.71% 52,664 $3.5M Reduce -41.6%
MO Altria Group Inc. 0.70% 79,930 $3.5M Reduce -2.4%
KO The Coca-Cola Co. 0.68% 55,663 $3.4M Add +17.6%
NET Cloudflare Inc. Class A 0.66% 34,211 $3.3M Reduce -3.1%
MDLZ Mondelez International Inc. Class A 0.66% 46,696 $3.3M Add +1.6%
AMAT Applied Materials Inc. 0.64% 15,503 $3.2M Reduce -2.7%
CVX Chevron Corp. 0.60% 18,949 $3.0M Add +4.7%
BRK.B Berkshire Hathaway Inc. Class B 0.60% 7,104 $3.0M Add +9.1%
ACLS Axcelis Technologies Inc. 0.59% 26,263 $2.9M Reduce -0.9%
ET Energy Transfer LP 0.59% 186,122 $2.9M Add +15.1%
WMT Walmart Inc. 0.54% 44,387 $2.7M Add +5.8%
IWB iShares Russell 1000 ETF 0.53% 9,117 $2.6M Reduce -12.8%
NFLX Netflix Inc. 0.53% 4,319 $2.6M Add +1.9%
NOW ServiceNow Inc. 0.53% 3,435 $2.6M Add +140.4%
MRK Merck & Co. Inc. 0.51% 19,091 $2.5M Reduce -1.0%
LUNG Pulmonx Corp. 0.49% 264,039 $2.4M No change
CRWD CrowdStrike Holdings Inc. Class A 0.48% 7,434 $2.4M Add +7.0%
SBUX Starbucks Corp. 0.46% 25,029 $2.3M Reduce -23.4%
RY Royal Bank of Canada 0.44% 21,746 $2.2M No change
SPSM SS SPDR P S&P 600 Small Cap 0.44% 50,769 $2.2M Add +0.4%
QUAL iShares MSCI USA Quality Fac 0.43% 12,999 $2.1M Reduce -9.2%
CAT Caterpillar Inc. 0.41% 5,588 $2.0M Reduce -1.8%
SBLK Star Bulk Carriers Corp. 0.40% 83,171 $2.0M No change
ESGD iShares Trust iShares ESG Aw 0.38% 23,423 $1.9M Add +1.5%
USAC USA Compression Partners LP 0.36% 67,593 $1.8M No change
KKR KKR & Co. Inc. 0.35% 17,148 $1.7M Add +30.3%
OKE Oneok Inc. 0.31% 19,524 $1.6M Reduce -8.8%
COP Conocophillips 0.30% 11,693 $1.5M Add +0.4%
ODFL Old Dominion Freight Line 0.30% 6,750 $1.5M No change
UNH Unitedhealth Group Inc. 0.28% 2,850 $1.4M Add +10.8%
PWR Quanta Services Inc. 0.28% 5,373 $1.4M Reduce -7.5%
ADBE Adobe Inc. 0.28% 2,730 $1.4M Add +213.8%
TSLA Tesla Inc. 0.27% 7,717 $1.4M Reduce -3.3%
HESM Hess Midstream LP Class A 0.26% 35,262 $1.3M Add +34.8%
MPLX MPLX LP 0.25% 30,552 $1.3M Add +38.2%
QCOM Qualcomm Inc. 0.25% 7,224 $1.2M No change
UNP Union Pacific Corp. 0.24% 4,934 $1.2M Reduce -3.5%
PG The Procter & Gamble Co. 0.23% 7,178 $1.2M Add +6.3%
NKE Nike Inc. Class B 0.20% 10,682 $1.0M Reduce -21.2%
TXN Texas Instruments Inc. 0.19% 5,370 $936K No change
AMGN Amgen Inc. 0.18% 3,216 $914K Reduce -4.8%
ABT Abbott Laboratories 0.18% 7,998 $909K Reduce -0.8%
IVW iShares S&P 500 Growth ETF 0.18% 10,481 $885K Reduce -2.8%
ETRN Equitrans Midstream Corp. 0.18% 69,891 $873K Reduce -0.7%
FANG Diamondback Energy Inc. 0.17% 4,177 $828K Reduce -0.6%
TRGP Targa Resources Corp. 0.16% 7,329 $821K Reduce -3.0%
EFA iShares MSCI Eafe ETF 0.16% 10,175 $813K Reduce -10.2%
PEP Pepsico Inc. 0.16% 4,609 $807K Reduce -71.2%
GS Goldman Sachs Group Inc. 0.15% 1,810 $756K Add +4.5%
SPT Sprout Social Inc. Class A 0.15% 12,203 $729K Reduce -43.9%
WES Western Midstream Partners L 0.15% 20,360 $724K Add +106.1%
PFE Pfizer Inc. 0.14% 25,736 $714K Reduce -24.0%
HCA HCA Healthcare Inc. 0.14% 2,111 $704K No change
XYZ Block Inc. 0.14% 8,318 $704K Reduce -5.2%
MS Morgan Stanley 0.14% 7,420 $699K Add +9.5%
IYR iShares US Real Estate ETF 0.14% 7,608 $684K Reduce -18.5%
INTC Intel Corp. 0.13% 14,934 $660K Add +0.7%
CSX CSX Corp. 0.13% 17,667 $655K Add +5.2%
LRCX Lam Research Corp. 0.13% 656 $637K No change
VZ Verizon Communications Inc. 0.13% 15,037 $631K Add +7.4%
IYH iShares U.S. Healthcare ETF 0.13% 10,060 $623K No change
IJH iShares Core S&P Midcap ETF 0.12% 9,895 $601K Reduce -1.3%
ENB Enbridge Inc. 0.12% 16,534 $598K Add +114.6%
SPG Simon Property Group Inc. 0.12% 3,803 $595K New
IVV iShares Core S&P 500 ETF 0.12% 1,132 $595K Add +16.2%
CRGY Crescent Energy Inc. Class A 0.12% 48,621 $579K Reduce -7.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 4,463 $546K Reduce -48.4%
PB Prosperity Bancshares Inc. 0.11% 8,087 $532K Reduce -6.5%
VCSH Vanguard S/T Corp. Bond ETF 0.11% 6,783 $524K No change
LOW Lowe's Cos Inc. 0.10% 2,016 $514K No change
KMI Kinder Morgan Inc. 0.10% 27,519 $505K No change
JAZZ Jazz Pharmaceuticals PLC 0.10% 4,184 $504K Reduce -6.6%
TGT Target Corp. 0.10% 2,792 $495K Reduce -3.5%
LMT Lockheed Martin Corp. 0.10% 1,086 $494K Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 2,407 $460K Reduce -22.9%
CSCO Cisco Systems Inc. 0.09% 8,641 $431K Reduce -9.6%
PAA Plains All Amer Pipeline LP 0.08% 23,816 $418K No change
JNJ Johnson & Johnson 0.08% 2,595 $411K Reduce -67.7%
SM SM Energy Co. 0.08% 8,209 $409K No change
IYF iShares US Financials ETF 0.08% 4,122 $394K No change
ADP Automatic Data Processing 0.08% 1,545 $386K Add +3.3%
IJR iShares Core S&P Small-Cap E 0.07% 3,369 $372K Reduce -23.9%
NAD Nuveen Quality Municipal Inc. 0.07% 32,000 $367K No change
T AT&T Inc. 0.07% 20,737 $365K Add +2.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.07% 7,042 $361K Reduce -13.3%
APO Apollo Global Management Inc. 0.07% 3,146 $354K No change
DVY iShares Select Dividend ETF 0.07% 2,784 $343K Add +23.7%
EMR Emerson Electric Co. 0.07% 2,868 $325K Add +5.1%
DOW Dow Inc. 0.06% 5,572 $323K Reduce -24.9%
BA The Boeing Co. 0.06% 1,671 $322K Reduce -23.9%
DELL Dell Technologies -C 0.06% 2,811 $321K No change
BX Blackstone Inc. 0.06% 2,434 $320K Add +0.1%
HDV iShares Core High Dividend E 0.06% 2,836 $313K Reduce -32.2%
C Citigroup Inc. 0.06% 4,899 $310K Reduce -3.9%
PH Parker Hannifin Corp. 0.06% 543 $302K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,883 $299K No change
EXAS Exact Sciences Corp. 0.06% 4,049 $280K Reduce -64.1%
ULTA Ulta Beauty Inc. 0.06% 533 $279K No change
ACN Accenture PLC Class A 0.06% 797 $276K No change
ALLY Ally Financial Inc. 0.06% 6,781 $275K Add +0.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.05% 687 $273K No change
HON Honeywell International Inc. 0.05% 1,288 $264K Add +4.0%
FLOT iShares Floating Rate Bond E 0.05% 4,850 $248K No change
BLK BlackRock Finance Inc. 0.05% 296 $247K Reduce -3.6%
IYJ iShares U.S. Industrials ETF 0.05% 1,963 $247K No change
BMY Bristol-Myers Squibb Co. 0.05% 4,401 $239K Reduce -52.8%
FTNT Fortinet Inc. 0.05% 3,475 $237K No change
DFS Discover Financial Services 0.05% 1,736 $228K Reduce -15.3%
SHEL Shell PLC-ADR 0.05% 3,367 $226K Reduce -3.7%
HSY The Hershey Co. 0.04% 1,148 $223K No change
NOBL Proshares S&P 500 Dividend A 0.04% 2,152 $218K No change
TMO Thermo Fisher Scientific Inc. 0.04% 372 $216K New
DPZ Domino's Pizza Inc. 0.04% 434 $216K Reduce -38.9%
BCE Bce Inc. 0.04% 6,072 $206K Add +15.2%
GE General Electric 0.04% 1,167 $205K New
ESGE iShares Inc. iShares ESG Awar 0.04% 6,311 $203K New
FIP Ftai Infrastructure Inc. 0.02% 14,777 $93K Reduce -3.6%

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -1.7% 10.37% −2.98
PEP Pepsico Inc. Reduce -71.2% 0.16% −0.45
SBUX Starbucks Corp. Reduce -23.4% 0.46% −0.25
FTAI Ftai Aviation Ltd. Reduce -41.6% 0.71% −0.24
YUM Yum! Brands Inc. Sold out 0.00% −0.22
SHOP Shopify Inc. Class A Sold out 0.00% −0.21
JNJ Johnson & Johnson Reduce -67.7% 0.08% −0.20
ACLS Axcelis Technologies Inc. Reduce -0.9% 0.59% −0.19
TSLA Tesla Inc. Reduce -3.3% 0.27% −0.18
SPT Sprout Social Inc. Class A Reduce -43.9% 0.15% −0.16
DINO HF Sinclair Corp. Sold out 0.00% −0.15
EXAS Exact Sciences Corp. Reduce -64.1% 0.06% −0.13
NKE Nike Inc. Class B Reduce -21.2% 0.20% −0.13
KVUE Kenvue Inc. Sold out 0.00% −0.12
TENB Tenable Holdings Inc. Sold out 0.00% −0.11
EOG EOG Resources Inc. Sold out 0.00% −0.11
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.10
IWR iShares Russell Mid-Cap ETF Reduce -5.1% 0.99% −0.10
IWB iShares Russell 1000 ETF Reduce -12.8% 0.53% −0.09
GOOG Alphabet Inc. Class C Reduce -1.8% 1.40% −0.09
ASO Academy Sports & Outdoors Inc. Reduce -0.3% 0.76% −0.08
PFE Pfizer Inc. Reduce -24.0% 0.14% −0.08
TWLO Twilio Inc. Class A Sold out 0.00% −0.08
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.07
DIS The Walt Disney Co. Reduce -48.4% 0.11% −0.07
TEL Te Connectivity Ltd. Sold out 0.00% −0.07
BA The Boeing Co. Reduce -23.9% 0.06% −0.06
BMY Bristol-Myers Squibb Co. Reduce -52.8% 0.05% −0.06
IYR iShares US Real Estate ETF Reduce -18.5% 0.14% −0.06
USMV iShares MSCI USA Min Vol Fac Reduce -1.0% 0.86% −0.05
IWD iShares Russell 1000 Value E Reduce -0.6% 1.15% −0.05
MO Altria Group Inc. Reduce -2.4% 0.70% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -9.2% 0.43% −0.05
IWM iShares Russell 2000 ETF Sold out 0.00% −0.05
PSX Phillips 66 Reduce -13.3% 0.73% −0.04
CRGY Crescent Energy Inc. Class A Reduce -7.5% 0.12% −0.04
UNP Union Pacific Corp. Reduce -3.5% 0.24% −0.04
WMB Williams Cos Inc. Reduce -1.5% 1.75% −0.04
AMGN Amgen Inc. Reduce -4.8% 0.18% −0.04
HDV iShares Core High Dividend E Reduce -32.2% 0.06% −0.03
IJR iShares Core S&P Small-Cap E Reduce -23.9% 0.07% −0.03
TJX TJX Companies Inc. Reduce -0.1% 0.74% −0.03
EFA iShares MSCI Eafe ETF Reduce -10.2% 0.16% −0.03
DOW Dow Inc. Reduce -24.9% 0.06% −0.03
OKE Oneok Inc. Reduce -8.8% 0.31% −0.03
PB Prosperity Bancshares Inc. Reduce -6.5% 0.11% −0.03
JAZZ Jazz Pharmaceuticals PLC Reduce -6.6% 0.10% −0.02
IBM Intl Business Machines Corp. Reduce -22.9% 0.09% −0.02
DPZ Domino's Pizza Inc. Reduce -38.9% 0.04% −0.02
CSCO Cisco Systems Inc. Reduce -9.6% 0.09% −0.02

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +0.8% 10.58% +4.10
LLY Eli Lilly & Co. Add +72.1% 1.22% +0.62
META Meta Platforms Inc. Class A Add +6.4% 1.76% +0.40
AMD Advanced Micro Devices Add +11.1% 2.13% +0.36
NOW ServiceNow Inc. Add +140.4% 0.53% +0.30
AMZN Amazon.com Inc. Add +2.2% 3.62% +0.26
COST Costco Wholesale Corp. Add +19.7% 1.37% +0.21
ORLY O'reilly Automotive Inc. Add +7.5% 1.72% +0.20
ADBE Adobe Inc. Add +213.8% 0.28% +0.16
SPY SS SPDR S&P 500 ETF Trust-US Add +15.1% 1.27% +0.14
CMG Chipotle Mexican Grill Inc. Add +0.7% 1.10% +0.13
SPG Simon Property Group Inc. New 0.12% +0.12
KKR KKR & Co. Inc. Add +30.3% 0.35% +0.10
CRM Salesforce Inc. Add +2.4% 2.57% +0.10
EPD Enterprise Products Partners Add +12.9% 0.94% +0.09
MSFT Microsoft Corp. Add +2.9% 4.09% +0.08
ET Energy Transfer LP Add +15.1% 0.59% +0.08
WES Western Midstream Partners L Add +106.1% 0.15% +0.08
JPM JPMorgan Chase & Co. Add +2.8% 1.13% +0.08
CRWD CrowdStrike Holdings Inc. Class A Add +7.0% 0.48% +0.08
HD Home Depot Inc. Add +8.3% 1.28% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +9.1% 0.60% +0.07
MPLX MPLX LP Add +38.2% 0.25% +0.07
MA Mastercard Inc. Class A Add +6.2% 1.18% +0.07
HESM Hess Midstream LP Class A Add +34.8% 0.26% +0.07
ABBV Abbvie Inc. Add +5.0% 0.74% +0.06
NFLX Netflix Inc. Add +1.9% 0.53% +0.06
ENB Enbridge Inc. Add +114.6% 0.12% +0.06
KO The Coca-Cola Co. Add +17.6% 0.68% +0.05
QQQ Invesco QQQ Trust Series 1 Add +7.7% 1.41% +0.05
TMO Thermo Fisher Scientific Inc. New 0.04% +0.04
GE General Electric New 0.04% +0.04
ESGE iShares Inc. iShares ESG Awar New 0.04% +0.04
WMT Walmart Inc. Add +5.8% 0.54% +0.04
PANW Palo Alto Networks Inc. Add +18.4% 1.85% +0.02
V Visa Inc. Class A Add +5.9% 2.15% +0.01
IVV iShares Core S&P 500 ETF Add +16.2% 0.12% +0.01
PG The Procter & Gamble Co. Add +6.3% 0.23% +0.01
DVY iShares Select Dividend ETF Add +23.7% 0.07% +0.01
VZ Verizon Communications Inc. Add +7.4% 0.13% +0.01
EMR Emerson Electric Co. Add +5.1% 0.07% +0.01
ALLY Ally Financial Inc. Add +0.4% 0.06% +0.00
GS Goldman Sachs Group Inc. Add +4.5% 0.15% +0.00
CSX CSX Corp. Add +5.2% 0.13% −0.00
VOO Vanguard S&P 500 ETF Add +2.4% 0.75% −0.00
ADP Automatic Data Processing Add +3.3% 0.08% −0.00
MS Morgan Stanley Add +9.5% 0.14% −0.00
T AT&T Inc. Add +2.1% 0.07% −0.00
BCE Bce Inc. Add +15.2% 0.04% −0.01
HON Honeywell International Inc. Add +4.0% 0.05% −0.01

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