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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $498.4M Q1 2024 Q2 2024: $544.4M $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 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%
KMI Kinder Morgan Inc. 0.08% 23,127 $460K Reduce -16.0%
INTC Intel Corp. 0.08% 14,833 $459K Reduce -0.7%
DELL Dell Technologies -C 0.08% 3,265 $450K Add +16.1%
LMT Lockheed Martin Corp. 0.08% 961 $449K Reduce -11.5%
LOW Lowe's Cos Inc. 0.08% 2,016 $444K No change
PAA Plains All Amer Pipeline LP 0.08% 23,816 $425K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 2,407 $416K No change
TGT Target Corp. 0.08% 2,792 $413K No change
CSCO Cisco Systems Inc. 0.08% 8,641 $411K No change
IYR iShares US Real Estate ETF 0.07% 4,621 $405K Reduce -39.3%
IYF iShares US Financials ETF 0.07% 4,122 $390K No change
T AT&T Inc. 0.07% 20,075 $384K Reduce -3.2%
NAD Nuveen Quality Municipal Inc. 0.07% 32,000 $376K No change
APO Apollo Global Management Inc. 0.07% 3,146 $371K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.07% 7,042 $361K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 3,630 $360K Reduce -18.7%
IJR iShares Core S&P Small-Cap E 0.07% 3,369 $359K No change
ADP Automatic Data Processing 0.07% 1,495 $357K Reduce -3.2%
SM SM Energy Co. 0.07% 8,209 $355K No change
SHEL Shell PLC-ADR 0.06% 4,769 $344K Add +41.6%
DVY iShares Select Dividend ETF 0.06% 2,784 $337K No change
JNJ Johnson & Johnson 0.06% 2,272 $332K Reduce -12.4%
DOW Dow Inc. 0.06% 6,222 $330K Add +11.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,883 $314K No change
HDV iShares Core High Dividend E 0.06% 2,836 $308K No change
JAZZ Jazz Pharmaceuticals PLC 0.05% 2,624 $280K Reduce -37.3%
FEZ State Street SPDR Euro Stoxx 0.05% 5,552 $278K New
PH Parker Hannifin Corp. 0.05% 543 $275K No change
ALLY Ally Financial Inc. 0.05% 6,782 $269K Add +0.0%
HON Honeywell International Inc. 0.05% 1,238 $264K Reduce -3.9%
C Citigroup Inc. 0.05% 4,099 $260K Reduce -16.3%
FLOT iShares Floating Rate Bond E 0.05% 4,850 $248K No change
BX Blackstone Inc. 0.05% 1,999 $247K Reduce -17.9%
BA The Boeing Co. 0.04% 1,342 $244K Reduce -19.7%
IWM iShares Russell 2000 ETF 0.04% 1,199 $243K New
ACN Accenture PLC Class A 0.04% 797 $242K No change
BCE Bce Inc. 0.04% 7,436 $241K Add +22.5%
IYJ iShares U.S. Industrials ETF 0.04% 1,963 $234K No change
BLK BlackRock Finance Inc. 0.04% 296 $233K No change
EMR Emerson Electric Co. 0.04% 2,079 $229K Reduce -27.5%
DFS Discover Financial Services 0.04% 1,736 $227K No change
HSY The Hershey Co. 0.04% 1,148 $211K No change
ESGE iShares Inc. iShares ESG Awar 0.04% 6,220 $209K Reduce -1.4%
NOBL Proshares S&P 500 Dividend A 0.04% 2,152 $207K No change
ULTA Ulta Beauty Inc. 0.04% 533 $206K No change
FIP Ftai Infrastructure Inc. 0.02% 14,795 $128K Add +0.1%

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

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