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

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 $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 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%
IYR iShares US Real Estate ETF 0.07% 4,659 $434K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,920 $422K No change
IJR iShares Core S&P Small-Cap E 0.07% 3,552 $409K No change
TGT Target Corp. 0.07% 2,972 $402K Add +5.2%
JNJ Johnson & Johnson 0.07% 2,710 $392K Add +15.4%
APO Apollo Global Management Inc. 0.06% 2,208 $365K Add +0.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 7,042 $364K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 8,083 $355K No change
DVY iShares Select Dividend ETF 0.06% 2,693 $354K No change
PH Parker Hannifin Corp. 0.06% 543 $345K No change
NKE Nike Inc. Class B 0.06% 4,348 $329K Reduce -39.9%
PAA Plains All Amer Pipeline LP 0.05% 19,051 $325K Reduce -20.0%
DELL Dell Technologies -C 0.05% 2,799 $323K No change
HDV iShares Core High Dividend E 0.05% 2,836 $318K No change
T AT&T Inc. 0.05% 13,728 $313K Reduce -1.0%
C Citigroup Inc. 0.05% 4,343 $306K Add +7.4%
CSX CSX Corp. 0.05% 8,998 $290K Reduce -56.5%
ACN Accenture PLC Class A 0.05% 766 $269K No change
FEZ State Street SPDR Euro Stoxx 0.05% 5,556 $268K Add +0.1%
IWM iShares Russell 2000 ETF 0.04% 1,199 $265K No change
INTC Intel Corp. 0.04% 13,114 $263K Add +4.0%
IYJ iShares U.S. Industrials ETF 0.04% 1,963 $262K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,246 $250K Reduce -5.8%
FLOT iShares Floating Rate Bond E 0.04% 4,850 $247K No change
ALLY Ally Financial Inc. 0.04% 6,768 $244K Reduce -0.2%
SM SM Energy Co. 0.04% 6,277 $243K No change
ESGE iShares Inc. iShares ESG Awar 0.04% 6,892 $230K Reduce -1.7%
DOW Dow Inc. 0.04% 5,715 $229K Reduce -4.6%
EMR Emerson Electric Co. 0.04% 1,842 $228K Reduce -3.6%
BMY Bristol-Myers Squibb Co. 0.04% 4,008 $227K No change
BX Blackstone Inc. 0.04% 1,307 $225K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 1,123 $222K New
FTNT Fortinet Inc. 0.04% 2,297 $217K New
HON Honeywell International Inc. 0.04% 960 $217K New
RJF Raymond James Financial Inc. 0.04% 1,387 $215K New
WEC WEC Energy Group Inc. 0.04% 2,290 $215K Reduce -1.6%
NOBL Proshares S&P 500 Dividend A 0.04% 2,152 $214K No change
SHEL Shell PLC-ADR 0.04% 3,367 $211K Reduce -29.4%
FIP Ftai Infrastructure Inc. 0.02% 15,545 $113K Add +5.0%

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

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