CFM Wealth Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), CFM Wealth Partners LLC reported 146 stock positions worth $544.4 million. Its top holding was Nvidia (NVDA) at 13.3% of the portfolio, followed by Apple (AAPL, 11.6%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q1 2024, it opened 2 new positions, sold out of 9, added to 67 and reduced 38. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001801097
- Portfolio Value
- $544.4M (Q2 2024)
- SEC Filing
- 0001951757-24-000531 ↗ filed Jul 18, 2024
Holdings Value
Holdings 146 stocks · $544.4M
| NVDA Nvidia Corp. | 13.30% | 586,035 | $72.4M | Add +0.4% |
| AAPL Apple Inc. | 11.60% | 299,736 | $63.1M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 4.29% | 128,120 | $23.3M | Add +0.9% |
| MSFT Microsoft Corp. | 4.09% | 49,777 | $22.2M | Add +2.8% |
| AMZN Amazon.com Inc. | 3.63% | 102,221 | $19.8M | Add +2.4% |
| XOM Exxon Mobil Corp. | 3.33% | 157,273 | $18.1M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 2.04% | 32,737 | $11.1M | Add +1.1% |
| CRM Salesforce Inc. | 2.01% | 42,543 | $10.9M | Reduce -0.1% |
| V Visa Inc. Class A | 2.00% | 41,504 | $10.9M | Add +8.0% |
| AMD Advanced Micro Devices | 1.80% | 60,536 | $9.8M | Add +2.9% |
| WMB Williams Cos Inc. | 1.76% | 224,842 | $9.6M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.71% | 18,447 | $9.3M | Add +2.0% |
| PM Philip Morris International | 1.66% | 89,391 | $9.1M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 16,066 | $8.7M | Add +32.8% |
| COST Costco Wholesale Corp. | 1.57% | 10,058 | $8.5M | Add +7.6% |
| LLY Eli Lilly & Co. | 1.56% | 9,403 | $8.5M | Add +19.9% |
| GOOG Alphabet Inc. Class C | 1.54% | 45,741 | $8.4M | Add +0.0% |
| ORLY O'reilly Automotive Inc. | 1.53% | 7,871 | $8.3M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.46% | 16,627 | $8.0M | Add +5.2% |
| IWF iShares Russell 1000 Growth | 1.30% | 19,451 | $7.1M | Add +2.2% |
| IWD iShares Russell 1000 Value E | 1.11% | 34,651 | $6.0M | Add +8.8% |
| CMG Chipotle Mexican Grill Inc. | 1.09% | 94,642 | $5.9M | Add +0.7% |
| MA Mastercard Inc. Class A | 1.08% | 13,327 | $5.9M | Add +8.8% |
| JPM JPMorgan Chase & Co. | 1.07% | 28,799 | $5.8M | Add +2.2% |
| HD Home Depot Inc. | 1.06% | 16,771 | $5.8M | Add +0.9% |
| IWR iShares Russell Mid-Cap ETF | 1.00% | 67,211 | $5.4M | Add +14.7% |
| EPD Enterprise Products Partners | 0.96% | 180,986 | $5.2M | Add +12.9% |
| FFIN First Finl Bankshares Inc. | 0.95% | 174,749 | $5.2M | Reduce -8.5% |
| MCD McDonald's Corp. | 0.91% | 19,367 | $4.9M | Add +1.9% |
| SHW The Sherwin-Williams Co. | 0.91% | 16,528 | $4.9M | Reduce -0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.79% | 51,202 | $4.3M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.74% | 36,585 | $4.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.71% | 7,770 | $3.9M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.68% | 58,391 | $3.7M | Add +4.9% |
| ACLS Axcelis Technologies Inc. | 0.68% | 26,077 | $3.7M | Reduce -0.7% |
| MO Altria Group Inc. | 0.68% | 81,014 | $3.7M | Add +1.4% |
| ABBV Abbvie Inc. | 0.67% | 21,125 | $3.6M | Add +4.3% |
| AMAT Applied Materials Inc. | 0.65% | 15,028 | $3.5M | Reduce -3.1% |
| FTAI Ftai Aviation Ltd. | 0.59% | 31,068 | $3.2M | Reduce -41.0% |
| CVX Chevron Corp. | 0.59% | 20,383 | $3.2M | Add +7.6% |
| PSX Phillips 66 | 0.58% | 22,177 | $3.1M | Add +0.0% |
| WMT Walmart Inc. | 0.57% | 45,834 | $3.1M | Add +3.3% |
| NOW ServiceNow Inc. | 0.56% | 3,864 | $3.0M | Add +12.5% |
| MDLZ Mondelez International Inc. Class A | 0.55% | 46,157 | $3.0M | Reduce -1.1% |
| ET Energy Transfer LP | 0.55% | 186,171 | $3.0M | Add +0.0% |
| ASO Academy Sports & Outdoors Inc. | 0.55% | 56,359 | $3.0M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 7,306 | $3.0M | Add +2.8% |
| NFLX Netflix Inc. | 0.54% | 4,363 | $2.9M | Add +1.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 7,434 | $2.8M | No change |
| IWB iShares Russell 1000 ETF | 0.48% | 8,713 | $2.6M | Reduce -4.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 59,988 | $2.5M | Add +18.2% |
| MRK Merck & Co. Inc. | 0.44% | 19,476 | $2.4M | Add +2.0% |
| RY Royal Bank of Canada | 0.42% | 21,746 | $2.3M | No change |
| KKR KKR & Co. Inc. | 0.42% | 21,655 | $2.3M | Add +26.3% |
| QUAL iShares MSCI USA Quality Fac | 0.41% | 12,920 | $2.2M | Reduce -0.6% |
| SBLK Star Bulk Carriers Corp. | 0.40% | 89,397 | $2.2M | Add +7.5% |
| CAT Caterpillar Inc. | 0.34% | 5,488 | $1.8M | Reduce -1.8% |
| ESGD iShares Trust iShares ESG Aw | 0.34% | 23,174 | $1.8M | Reduce -1.1% |
| USAC USA Compression Partners LP | 0.33% | 75,796 | $1.8M | Add +12.1% |
| UNH Unitedhealth Group Inc. | 0.32% | 3,399 | $1.7M | Add +19.3% |
| LUNG Pulmonx Corp. | 0.31% | 264,039 | $1.7M | No change |
| SBUX Starbucks Corp. | 0.30% | 21,231 | $1.7M | Reduce -15.2% |
| MPLX MPLX LP | 0.30% | 37,921 | $1.6M | Add +24.1% |
| ADBE Adobe Inc. | 0.29% | 2,871 | $1.6M | Add +5.2% |
| OKE Oneok Inc. | 0.29% | 19,524 | $1.6M | No change |
| COP Conocophillips | 0.29% | 13,696 | $1.6M | Add +17.1% |
| TSLA Tesla Inc. | 0.29% | 7,879 | $1.6M | Add +2.1% |
| HESM Hess Midstream LP Class A | 0.28% | 42,260 | $1.5M | Add +19.9% |
| QCOM Qualcomm Inc. | 0.26% | 7,226 | $1.4M | Add +0.0% |
| WES Western Midstream Partners L | 0.26% | 35,040 | $1.4M | Add +72.1% |
| PWR Quanta Services Inc. | 0.25% | 5,373 | $1.4M | No change |
| ODFL Old Dominion Freight Line | 0.22% | 6,750 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.21% | 7,056 | $1.2M | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.21% | 4,934 | $1.1M | No change |
| TXN Texas Instruments Inc. | 0.19% | 5,370 | $1.0M | No change |
| AMGN Amgen Inc. | 0.18% | 3,216 | $1.0M | No change |
| IVW iShares S&P 500 Growth ETF | 0.18% | 10,793 | $999K | Add +3.0% |
| ENB Enbridge Inc. | 0.18% | 27,365 | $974K | Add +65.5% |
| ETRN Equitrans Midstream Corp. | 0.17% | 69,891 | $907K | No change |
| TRGP Targa Resources Corp. | 0.16% | 6,913 | $890K | Reduce -5.7% |
| FANG Diamondback Energy Inc. | 0.15% | 4,177 | $836K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 1,820 | $823K | Add +0.6% |
| ABT Abbott Laboratories | 0.15% | 7,864 | $817K | Reduce -1.7% |
| MS Morgan Stanley | 0.15% | 8,168 | $794K | Add +10.1% |
| EFA iShares MSCI Eafe ETF | 0.14% | 10,009 | $784K | Reduce -1.6% |
| PFE Pfizer Inc. | 0.13% | 25,797 | $722K | Add +0.2% |
| PEP Pepsico Inc. | 0.13% | 4,337 | $715K | Reduce -5.9% |
| HCA HCA Healthcare Inc. | 0.13% | 2,208 | $709K | Add +4.6% |
| LRCX Lam Research Corp. | 0.13% | 656 | $699K | No change |
| SPG Simon Property Group Inc. | 0.13% | 4,503 | $684K | Add +18.4% |
| VZ Verizon Communications Inc. | 0.12% | 16,241 | $670K | Add +8.0% |
| CSX CSX Corp. | 0.12% | 19,148 | $641K | Add +8.4% |
| CRGY Crescent Energy Inc. Class A | 0.11% | 52,614 | $623K | Add +8.2% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,132 | $619K | No change |
| IYH iShares U.S. Healthcare ETF | 0.11% | 10,060 | $616K | No change |
| NKE Nike Inc. Class B | 0.11% | 8,141 | $614K | Reduce -23.8% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 9,895 | $579K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 6,783 | $524K | No change |
| XYZ Block Inc. | 0.10% | 8,060 | $520K | Reduce -3.1% |
| PB Prosperity Bancshares Inc. | 0.09% | 8,070 | $493K | Reduce -0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.66 |
| CRM Salesforce Inc. | Reduce -0.1% | 2.01% | −0.56 |
| FFIN First Finl Bankshares Inc. | Reduce -8.5% | 0.95% | −0.31 |
| SHW The Sherwin-Williams Co. | Reduce -0.5% | 0.91% | −0.25 |
| SBUX Starbucks Corp. | Reduce -15.2% | 0.30% | −0.16 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −0.15 |
| FTAI Ftai Aviation Ltd. | Reduce -41.0% | 0.59% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.1% | 0.55% | −0.10 |
| NKE Nike Inc. Class B | Reduce -23.8% | 0.11% | −0.09 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.34% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.4% | 0.79% | −0.07 |
| IYR iShares US Real Estate ETF | Reduce -39.3% | 0.07% | −0.06 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -4.4% | 0.48% | −0.05 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -37.3% | 0.05% | −0.05 |
| INTC Intel Corp. | Reduce -0.7% | 0.08% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.05 |
| XYZ Block Inc. | Reduce -3.1% | 0.10% | −0.05 |
| DIS The Walt Disney Co. | Reduce -18.7% | 0.07% | −0.04 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| GE General Electric | Sold out | 0.00% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.1% | 0.34% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 0.71% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.15% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.13% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.6% | 0.41% | −0.02 |
| EMR Emerson Electric Co. | Reduce -27.5% | 0.04% | −0.02 |
| JNJ Johnson & Johnson | Reduce -12.4% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.21% | −0.02 |
| BA The Boeing Co. | Reduce -19.7% | 0.04% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.6% | 0.14% | −0.02 |
| BX Blackstone Inc. | Reduce -17.9% | 0.05% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -16.0% | 0.08% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -11.5% | 0.08% | −0.02 |
| PB Prosperity Bancshares Inc. | Reduce -0.2% | 0.09% | −0.02 |
| C Citigroup Inc. | Reduce -16.3% | 0.05% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.2% | 0.07% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.9% | 0.05% | −0.00 |
| T AT&T Inc. | Reduce -3.2% | 0.07% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.4% | 0.04% | −0.00 |
| TRGP Targa Resources Corp. | Reduce -5.7% | 0.16% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -3.1% | 0.65% | +0.01 |
| ACLS Axcelis Technologies Inc. | Reduce -0.7% | 0.68% | +0.09 |
| AAPL Apple Inc. | Reduce -0.5% | 11.60% | +1.23 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.4% | 13.30% | +2.72 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 4.29% | +0.44 |
| LLY Eli Lilly & Co. | Add +19.9% | 1.56% | +0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.8% | 1.61% | +0.34 |
| COST Costco Wholesale Corp. | Add +7.6% | 1.57% | +0.20 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 2.04% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.54% | +0.14 |
| WES Western Midstream Partners L | Add +72.1% | 0.26% | +0.11 |
| KKR KKR & Co. Inc. | Add +26.3% | 0.42% | +0.07 |
| ENB Enbridge Inc. | Add +65.5% | 0.18% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.2% | 1.46% | +0.06 |
| FEZ State Street SPDR Euro Stoxx | New | 0.05% | +0.05 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| MPLX MPLX LP | Add +24.1% | 0.30% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +19.3% | 0.32% | +0.04 |
| WMT Walmart Inc. | Add +3.3% | 0.57% | +0.03 |
| NOW ServiceNow Inc. | Add +12.5% | 0.56% | +0.03 |
| HESM Hess Midstream LP Class A | Add +19.9% | 0.28% | +0.03 |
| PM Philip Morris International | Add +0.3% | 1.66% | +0.03 |
| EPD Enterprise Products Partners | Add +12.9% | 0.96% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +18.2% | 0.46% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.0% | 0.26% | +0.02 |
| DELL Dell Technologies -C | Add +16.1% | 0.08% | +0.02 |
| SHEL Shell PLC-ADR | Add +41.6% | 0.06% | +0.02 |
| ADBE Adobe Inc. | Add +5.2% | 0.29% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +2.2% | 1.30% | +0.02 |
| NFLX Netflix Inc. | Add +1.0% | 0.54% | +0.01 |
| TSLA Tesla Inc. | Add +2.1% | 0.29% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.4% | 3.63% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +14.7% | 1.00% | +0.01 |
| SPG Simon Property Group Inc. | Add +18.4% | 0.13% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +3.0% | 0.18% | +0.01 |
| WMB Williams Cos Inc. | Add +0.5% | 1.76% | +0.01 |
| MS Morgan Stanley | Add +10.1% | 0.15% | +0.01 |
| FIP Ftai Infrastructure Inc. | Add +0.1% | 0.02% | +0.00 |
| BCE Bce Inc. | Add +22.5% | 0.04% | +0.00 |
| SBLK Star Bulk Carriers Corp. | Add +7.5% | 0.40% | +0.00 |
| MSFT Microsoft Corp. | Add +2.8% | 4.09% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.15% | −0.00 |
| KO The Coca-Cola Co. | Add +4.9% | 0.68% | −0.00 |
| CRGY Crescent Energy Inc. Class A | Add +8.2% | 0.11% | −0.00 |
| VZ Verizon Communications Inc. | Add +8.0% | 0.12% | −0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.74% | −0.00 |
| DOW Dow Inc. | Add +11.7% | 0.06% | −0.00 |
| ALLY Ally Financial Inc. | Add +0.0% | 0.05% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +0.7% | 1.09% | −0.01 |
| PFE Pfizer Inc. | Add +0.2% | 0.13% | −0.01 |
| COP Conocophillips | Add +17.1% | 0.29% | −0.01 |
| HCA HCA Healthcare Inc. | Add +4.6% | 0.13% | −0.01 |
| CSX CSX Corp. | Add +8.4% | 0.12% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $783.3M | NVDA, AAPL, GOOGL, AMD, AMZN |
| Q1 2026 | 143 | $667.2M | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q4 2025 | 144 | $692.8M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q3 2025 | 147 | $688.8M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q2 2025 | 141 | $628.3M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2025 | 139 | $567.1M | AAPL, NVDA, GOOGL, AMZN, MSFT |
| Q4 2024 | 139 | $592.9M | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q3 2024Amended | 143 | $572.6M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q2 2024 | 146 | $544.4M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2024 | 153 | $498.4M | NVDA, AAPL, MSFT, GOOGL, XOM |