CFM Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), CFM Wealth Partners LLC reported 139 stock positions worth $592.9 million. Its top holding was Nvidia (NVDA) at 13.1% of the portfolio, followed by Apple (AAPL, 12.4%) and Alphabet Class A (GOOGL, 4.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 8, added to 59 and reduced 44. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001801097
- Portfolio Value
- $592.9M (Q4 2024)
- SEC Filing
- 0001951757-25-000122 ↗ filed Jan 24, 2025
Holdings Value
Holdings 139 stocks · $592.9M
| NVDA Nvidia Corp. | 13.06% | 576,735 | $77.4M | Reduce -1.4% |
| AAPL Apple Inc. | 12.44% | 294,521 | $73.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 4.20% | 131,598 | $24.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.81% | 102,849 | $22.6M | Add +1.7% |
| MSFT Microsoft Corp. | 3.53% | 49,720 | $21.0M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 2.41% | 24,356 | $14.3M | Add +20.6% |
| CRM Salesforce Inc. | 2.36% | 41,806 | $14.0M | Reduce -0.5% |
| V Visa Inc. Class A | 2.33% | 43,749 | $13.8M | Add +2.1% |
| XOM Exxon Mobil Corp. | 2.30% | 126,658 | $13.6M | Reduce -19.6% |
| PANW Palo Alto Networks Inc. | 2.12% | 68,975 | $12.6M | Add +1.3% |
| WMB Williams Cos Inc. | 2.03% | 222,013 | $12.0M | Reduce -0.7% |
| PM Philip Morris International | 1.82% | 89,566 | $10.8M | No change |
| COST Costco Wholesale Corp. | 1.74% | 11,241 | $10.3M | Add +3.8% |
| ORLY O'reilly Automotive Inc. | 1.71% | 8,538 | $10.1M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 17,186 | $10.1M | Add +2.1% |
| LLY Eli Lilly & Co. | 1.61% | 12,355 | $9.5M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.49% | 17,334 | $8.9M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 1.46% | 45,450 | $8.7M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 1.30% | 14,690 | $7.7M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.30% | 19,232 | $7.7M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.27% | 31,437 | $7.5M | Add +6.0% |
| HD Home Depot Inc. | 1.21% | 18,490 | $7.2M | Add +4.5% |
| AMD Advanced Micro Devices | 1.15% | 56,432 | $6.8M | Reduce -9.1% |
| IWD iShares Russell 1000 Value E | 1.10% | 35,344 | $6.5M | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 1.03% | 68,801 | $6.1M | Reduce -1.1% |
| FFIN First Finl Bankshares Inc. | 1.01% | 166,395 | $6.0M | Reduce -2.3% |
| SHW The Sherwin-Williams Co. | 0.97% | 16,872 | $5.7M | Add +0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.96% | 94,619 | $5.7M | Add +0.1% |
| EPD Enterprise Products Partners | 0.95% | 179,960 | $5.6M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.92% | 18,892 | $5.5M | Add +2.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.81% | 53,954 | $4.8M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 10,205 | $4.6M | Add +2.1% |
| NOW ServiceNow Inc. | 0.77% | 4,317 | $4.6M | Add +1.5% |
| NFLX Netflix Inc. | 0.77% | 5,114 | $4.6M | Add +16.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 36,710 | $4.4M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.74% | 8,136 | $4.4M | Add +2.3% |
| FTAI Ftai Aviation Ltd. | 0.73% | 30,230 | $4.4M | Reduce -2.7% |
| MO Altria Group Inc. | 0.73% | 82,341 | $4.3M | Add +0.6% |
| WMT Walmart Inc. | 0.73% | 47,606 | $4.3M | Add +8.1% |
| KO The Coca-Cola Co. | 0.69% | 66,127 | $4.1M | Add +6.6% |
| ABBV Abbvie Inc. | 0.66% | 21,955 | $3.9M | Add +3.5% |
| KKR KKR & Co. Inc. | 0.66% | 26,329 | $3.9M | Add +2.7% |
| ET Energy Transfer LP | 0.60% | 180,484 | $3.5M | Reduce -3.0% |
| CVX Chevron Corp. | 0.54% | 22,092 | $3.2M | Add +2.0% |
| ASO Academy Sports & Outdoors Inc. | 0.53% | 54,461 | $3.1M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.50% | 7,399 | $3.0M | Add +2.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.49% | 8,433 | $2.9M | Add +253.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 63,902 | $2.9M | Add +1.0% |
| MDLZ Mondelez International Inc. Class A | 0.47% | 47,088 | $2.8M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 15,553 | $2.8M | Add +10.0% |
| RY Royal Bank of Canada | 0.43% | 21,401 | $2.6M | No change |
| AMAT Applied Materials Inc. | 0.41% | 15,020 | $2.4M | No change |
| UNH Unitedhealth Group Inc. | 0.40% | 4,666 | $2.4M | Add +6.1% |
| IWB iShares Russell 1000 ETF | 0.39% | 7,135 | $2.3M | Reduce -15.6% |
| CAT Caterpillar Inc. | 0.33% | 5,409 | $2.0M | Reduce -2.4% |
| OKE Oneok Inc. | 0.31% | 18,190 | $1.8M | No change |
| MPLX MPLX LP | 0.31% | 37,921 | $1.8M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.30% | 23,662 | $1.8M | Add +2.1% |
| LUNG Pulmonx Corp. | 0.30% | 264,039 | $1.8M | No change |
| MRK Merck & Co. Inc. | 0.30% | 17,959 | $1.8M | Reduce -3.6% |
| USAC USA Compression Partners LP | 0.29% | 74,038 | $1.7M | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,951 | $1.7M | Add +18.9% |
| SBLK Star Bulk Carriers Corp. | 0.27% | 106,119 | $1.6M | Add +10.3% |
| PG The Procter & Gamble Co. | 0.27% | 9,391 | $1.6M | Add +11.5% |
| HESM Hess Midstream LP Class A | 0.26% | 42,260 | $1.6M | No change |
| PWR Quanta Services Inc. | 0.24% | 4,485 | $1.4M | Reduce -6.8% |
| WES Western Midstream Partners L | 0.23% | 35,040 | $1.3M | No change |
| MS Morgan Stanley | 0.22% | 10,544 | $1.3M | Add +3.7% |
| SPG Simon Property Group Inc. | 0.21% | 7,285 | $1.3M | Add +15.6% |
| PSX Phillips 66 | 0.20% | 10,626 | $1.2M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 11,845 | $1.2M | Add +6.6% |
| TRGP Targa Resources Corp. | 0.20% | 6,709 | $1.2M | Reduce -3.0% |
| ODFL Old Dominion Freight Line | 0.20% | 6,750 | $1.2M | No change |
| ENB Enbridge Inc. | 0.19% | 27,149 | $1.2M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.19% | 4,928 | $1.1M | No change |
| SBUX Starbucks Corp. | 0.19% | 12,080 | $1.1M | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.17% | 5,474 | $1.0M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 0.17% | 6,648 | $1.0M | Add +0.1% |
| EQT Eqt Corp. | 0.17% | 22,134 | $1.0M | Reduce -9.6% |
| FANG Diamondback Energy Inc. | 0.17% | 6,026 | $987K | Add +17.7% |
| COP Conocophillips | 0.16% | 9,802 | $972K | Reduce -10.3% |
| AMGN Amgen Inc. | 0.14% | 3,158 | $823K | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 0.14% | 10,746 | $813K | Add +2.4% |
| CRGY Crescent Energy Inc. Class A | 0.13% | 52,614 | $769K | No change |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,230 | $724K | Add +8.6% |
| PEP Pepsico Inc. | 0.12% | 4,655 | $708K | Add +5.4% |
| PFE Pfizer Inc. | 0.12% | 26,424 | $701K | Add +9.3% |
| VZ Verizon Communications Inc. | 0.11% | 16,269 | $651K | Add +3.4% |
| PB Prosperity Bancshares Inc. | 0.10% | 8,070 | $608K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.10% | 50,961 | $594K | No change |
| ABT Abbott Laboratories | 0.10% | 5,206 | $589K | Reduce -14.8% |
| IYH iShares U.S. Healthcare ETF | 0.10% | 10,060 | $586K | No change |
| HCA HCA Healthcare Inc. | 0.10% | 1,931 | $580K | Reduce -4.8% |
| LOW Lowe's Cos Inc. | 0.09% | 2,133 | $526K | No change |
| KMI Kinder Morgan Inc. | 0.09% | 19,005 | $521K | Reduce -15.1% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,072 | $503K | Reduce -18.7% |
| LMT Lockheed Martin Corp. | 0.08% | 1,011 | $491K | Add +3.1% |
| CSCO Cisco Systems Inc. | 0.08% | 7,878 | $466K | Reduce -1.0% |
| IYF iShares US Financials ETF | 0.08% | 4,122 | $456K | No change |
| ADP Automatic Data Processing | 0.07% | 1,495 | $438K | Reduce -1.6% |
Portfolio Sells Q3 2024 → Q4 2024
| XOM Exxon Mobil Corp. | Reduce -19.6% | 2.30% | −0.93 |
| AMD Advanced Micro Devices | Reduce -9.1% | 1.15% | −0.63 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.48 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.26 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.53% | −0.21 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.09 |
| FFIN First Finl Bankshares Inc. | Reduce -2.3% | 1.01% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -15.6% | 0.39% | −0.08 |
| CSX CSX Corp. | Reduce -56.5% | 0.05% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 0.30% | −0.07 |
| NKE Nike Inc. Class B | Reduce -39.9% | 0.06% | −0.06 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Reduce -2.4% | 0.33% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -4.8% | 0.10% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.1% | 1.03% | −0.05 |
| PSX Phillips 66 | Reduce -0.5% | 0.20% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.14% | −0.04 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.04 |
| ASO Academy Sports & Outdoors Inc. | Reduce -1.9% | 0.53% | −0.04 |
| COP Conocophillips | Reduce -10.3% | 0.16% | −0.04 |
| GE General Electric | Sold out | 0.00% | −0.04 |
| BCE Bce Inc. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| SBUX Starbucks Corp. | Reduce -3.8% | 0.19% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.17% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -18.7% | 0.08% | −0.02 |
| ABT Abbott Laboratories | Reduce -14.8% | 0.10% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -29.4% | 0.04% | −0.02 |
| DOW Dow Inc. | Reduce -4.6% | 0.04% | −0.02 |
| PAA Plains All Amer Pipeline LP | Reduce -20.0% | 0.05% | −0.02 |
| PWR Quanta Services Inc. | Reduce -6.8% | 0.24% | −0.01 |
| USAC USA Compression Partners LP | Reduce -2.3% | 0.29% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.7% | 0.04% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -1.6% | 0.04% | −0.00 |
| ALLY Ally Financial Inc. | Reduce -0.2% | 0.04% | −0.00 |
| T AT&T Inc. | Reduce -1.0% | 0.05% | −0.00 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.07% | +0.00 |
| ENB Enbridge Inc. | Reduce -0.2% | 0.19% | +0.00 |
| KMI Kinder Morgan Inc. | Reduce -15.1% | 0.09% | +0.00 |
| EMR Emerson Electric Co. | Reduce -3.6% | 0.04% | +0.00 |
| DIS The Walt Disney Co. | Reduce -5.8% | 0.04% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 0.08% | +0.00 |
| FTAI Ftai Aviation Ltd. | Reduce -2.7% | 0.73% | +0.01 |
| EQT Eqt Corp. | Reduce -9.6% | 0.17% | +0.02 |
| TRGP Targa Resources Corp. | Reduce -3.0% | 0.20% | +0.02 |
| EPD Enterprise Products Partners | Reduce -0.6% | 0.95% | +0.03 |
| ET Energy Transfer LP | Reduce -3.0% | 0.60% | +0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 1.46% | +0.13 |
| AAPL Apple Inc. | Reduce -1.8% | 12.44% | +0.24 |
| WMB Williams Cos Inc. | Reduce -0.7% | 2.03% | +0.24 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +1.7% | 3.81% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 4.20% | +0.40 |
| META Meta Platforms Inc. Class A | Add +20.6% | 2.41% | +0.39 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +253.4% | 0.49% | +0.37 |
| V Visa Inc. Class A | Add +2.1% | 2.33% | +0.27 |
| NFLX Netflix Inc. | Add +16.2% | 0.77% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +6.0% | 1.27% | +0.18 |
| TSLA Tesla Inc. | Add +2.9% | 0.50% | +0.18 |
| NOW ServiceNow Inc. | Add +1.5% | 0.77% | +0.11 |
| WMT Walmart Inc. | Add +8.1% | 0.73% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +1.3% | 2.12% | +0.08 |
| KKR KKR & Co. Inc. | Add +2.7% | 0.66% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +18.9% | 0.28% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +1.6% | 1.30% | +0.06 |
| COST Costco Wholesale Corp. | Add +3.8% | 1.74% | +0.06 |
| MA Mastercard Inc. Class A | Add +0.9% | 1.30% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +3.1% | 1.71% | +0.04 |
| MS Morgan Stanley | Add +3.7% | 0.22% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | New | 0.04% | +0.04 |
| HON Honeywell International Inc. | New | 0.04% | +0.04 |
| RJF Raymond James Financial Inc. | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 1.49% | +0.03 |
| SPG Simon Property Group Inc. | Add +15.6% | 0.21% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +10.0% | 0.47% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +6.6% | 0.20% | +0.02 |
| APO Apollo Global Management Inc. | Add +0.1% | 0.06% | +0.01 |
| FANG Diamondback Energy Inc. | Add +17.7% | 0.17% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 1.70% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +0.1% | 0.96% | +0.01 |
| PG The Procter & Gamble Co. | Add +11.5% | 0.27% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +8.6% | 0.12% | +0.01 |
| C Citigroup Inc. | Add +7.4% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.3% | 0.74% | +0.01 |
| JNJ Johnson & Johnson | Add +15.4% | 0.07% | −0.00 |
| MO Altria Group Inc. | Add +0.6% | 0.73% | −0.00 |
| PFE Pfizer Inc. | Add +9.3% | 0.12% | −0.00 |
| FIP Ftai Infrastructure Inc. | Add +5.0% | 0.02% | −0.01 |
| TJX TJX Companies Inc. | Add +0.0% | 0.75% | −0.01 |
| FEZ State Street SPDR Euro Stoxx | Add +0.1% | 0.05% | −0.01 |
| INTC Intel Corp. | Add +4.0% | 0.04% | −0.01 |
| IYR iShares US Real Estate ETF | Add +0.8% | 0.07% | −0.01 |
| TGT Target Corp. | Add +5.2% | 0.07% | −0.01 |
| PEP Pepsico Inc. | Add +5.4% | 0.12% | −0.01 |
| VZ Verizon Communications Inc. | Add +3.4% | 0.11% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +2.4% | 0.14% | −0.02 |
| CVX Chevron Corp. | Add +2.0% | 0.54% | −0.02 |
| LMT Lockheed Martin Corp. | Add +3.1% | 0.08% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.0% | 0.48% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.1% | 0.78% | −0.02 |
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 |