CFM Wealth Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), CFM Wealth Partners LLC reported 139 stock positions worth $567.1 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Nvidia (NVDA, 11.0%) and Alphabet Class A (GOOGL, 3.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 65 and reduced 35. The biggest buy was Philip Morris International (PM, shares +0%) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001801097
- Portfolio Value
- $567.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000452 ↗ filed Apr 25, 2025
Holdings Value
Holdings 139 stocks · $567.1M
| AAPL Apple Inc. | 11.54% | 294,543 | $65.4M | Add +0.0% |
| NVDA Nvidia Corp. | 10.98% | 574,640 | $62.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.62% | 132,674 | $20.5M | Add +0.8% |
| AMZN Amazon.com Inc. | 3.53% | 105,340 | $20.0M | Add +2.4% |
| MSFT Microsoft Corp. | 3.32% | 50,200 | $18.8M | Add +1.0% |
| V Visa Inc. Class A | 2.75% | 44,495 | $15.6M | Add +1.7% |
| XOM Exxon Mobil Corp. | 2.67% | 127,173 | $15.1M | Add +0.4% |
| META Meta Platforms Inc. Class A | 2.59% | 25,448 | $14.7M | Add +4.5% |
| PM Philip Morris International | 2.51% | 89,631 | $14.2M | Add +0.1% |
| WMB Williams Cos Inc. | 2.34% | 222,013 | $13.3M | No change |
| ORLY O'reilly Automotive Inc. | 2.26% | 8,962 | $12.8M | Add +5.0% |
| PANW Palo Alto Networks Inc. | 2.08% | 69,090 | $11.8M | Add +0.2% |
| CRM Salesforce Inc. | 2.01% | 42,487 | $11.4M | Add +1.6% |
| COST Costco Wholesale Corp. | 1.98% | 11,888 | $11.2M | Add +5.8% |
| LLY Eli Lilly & Co. | 1.85% | 12,712 | $10.5M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 17,149 | $9.6M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 1.49% | 15,391 | $8.4M | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 17,267 | $8.1M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.42% | 32,832 | $8.1M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 1.26% | 45,746 | $7.1M | Add +0.7% |
| HD Home Depot Inc. | 1.24% | 19,144 | $7.0M | Add +3.5% |
| IWF iShares Russell 1000 Growth | 1.21% | 18,932 | $6.8M | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 1.19% | 35,768 | $6.7M | Add +1.2% |
| EPD Enterprise Products Partners | 1.17% | 194,734 | $6.6M | Add +8.2% |
| MCD McDonald's Corp. | 1.07% | 19,384 | $6.1M | Add +2.6% |
| SHW The Sherwin-Williams Co. | 1.06% | 17,198 | $6.0M | Add +1.9% |
| FFIN First Finl Bankshares Inc. | 1.05% | 166,313 | $6.0M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 11,070 | $5.9M | Add +8.5% |
| IWR iShares Russell Mid-Cap ETF | 1.03% | 68,812 | $5.9M | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.89% | 53,963 | $5.1M | Add +0.0% |
| AMD Advanced Micro Devices | 0.89% | 49,143 | $5.0M | Reduce -12.9% |
| MO Altria Group Inc. | 0.88% | 83,241 | $5.0M | Add +1.1% |
| NFLX Netflix Inc. | 0.87% | 5,281 | $4.9M | Add +3.3% |
| KO The Coca-Cola Co. | 0.86% | 68,152 | $4.9M | Add +3.1% |
| CMG Chipotle Mexican Grill Inc. | 0.84% | 94,528 | $4.7M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.83% | 22,599 | $4.7M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.81% | 37,899 | $4.6M | Add +3.2% |
| WMT Walmart Inc. | 0.78% | 50,382 | $4.4M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 0.74% | 8,154 | $4.2M | Add +0.2% |
| CVX Chevron Corp. | 0.68% | 22,890 | $3.8M | Add +3.6% |
| NOW ServiceNow Inc. | 0.67% | 4,740 | $3.8M | Add +9.8% |
| ET Energy Transfer LP | 0.63% | 193,150 | $3.6M | Add +7.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 9,639 | $3.4M | Add +14.3% |
| KKR KKR & Co. Inc. | 0.58% | 28,215 | $3.3M | Add +7.2% |
| MDLZ Mondelez International Inc. Class A | 0.56% | 47,088 | $3.2M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.48% | 16,090 | $2.7M | Add +3.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 63,576 | $2.6M | Reduce -0.5% |
| RY Royal Bank of Canada | 0.43% | 21,401 | $2.4M | No change |
| MPLX MPLX LP | 0.40% | 42,876 | $2.3M | Add +13.1% |
| USAC USA Compression Partners LP | 0.40% | 83,799 | $2.3M | Add +13.2% |
| ASO Academy Sports & Outdoors Inc. | 0.39% | 49,007 | $2.2M | Reduce -10.0% |
| IWB iShares Russell 1000 ETF | 0.39% | 7,183 | $2.2M | Add +0.7% |
| AMAT Applied Materials Inc. | 0.38% | 14,895 | $2.2M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.37% | 4,013 | $2.1M | Reduce -14.0% |
| ESGD iShares Trust iShares ESG Aw | 0.35% | 24,637 | $2.0M | Add +4.1% |
| TSLA Tesla Inc. | 0.34% | 7,355 | $1.9M | Reduce -0.6% |
| WES Western Midstream Partners L | 0.32% | 44,944 | $1.8M | Add +28.3% |
| OKE Oneok Inc. | 0.32% | 18,190 | $1.8M | No change |
| GS Goldman Sachs Group Inc. | 0.32% | 3,292 | $1.8M | Add +11.6% |
| HESM Hess Midstream LP Class A | 0.32% | 42,260 | $1.8M | No change |
| LUNG Pulmonx Corp. | 0.31% | 264,039 | $1.8M | No change |
| SBLK Star Bulk Carriers Corp. | 0.31% | 112,601 | $1.8M | Add +6.1% |
| PG The Procter & Gamble Co. | 0.30% | 10,073 | $1.7M | Add +7.3% |
| CAT Caterpillar Inc. | 0.28% | 4,853 | $1.6M | Reduce -10.3% |
| FTAI Ftai Aviation Ltd. | 0.26% | 13,083 | $1.5M | Reduce -56.7% |
| TRGP Targa Resources Corp. | 0.24% | 6,709 | $1.3M | No change |
| PSX Phillips 66 | 0.23% | 10,603 | $1.3M | Reduce -0.2% |
| SPG Simon Property Group Inc. | 0.23% | 7,834 | $1.3M | Add +7.5% |
| MRK Merck & Co. Inc. | 0.23% | 14,260 | $1.3M | Reduce -20.6% |
| MS Morgan Stanley | 0.22% | 10,642 | $1.2M | Add +0.9% |
| EQT Eqt Corp. | 0.21% | 22,134 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.21% | 4,928 | $1.2M | No change |
| ENB Enbridge Inc. | 0.21% | 26,264 | $1.2M | Reduce -3.3% |
| PWR Quanta Services Inc. | 0.20% | 4,518 | $1.1M | Add +0.7% |
| SBUX Starbucks Corp. | 0.20% | 11,389 | $1.1M | Reduce -5.7% |
| ODFL Old Dominion Freight Line | 0.20% | 6,750 | $1.1M | No change |
| COP Conocophillips | 0.19% | 10,522 | $1.1M | Add +7.3% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 11,819 | $1.1M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.18% | 6,651 | $1.0M | Add +0.1% |
| AMGN Amgen Inc. | 0.17% | 3,179 | $991K | Add +0.7% |
| TXN Texas Instruments Inc. | 0.17% | 5,474 | $984K | No change |
| FANG Diamondback Energy Inc. | 0.17% | 6,026 | $963K | No change |
| EFA iShares MSCI Eafe ETF | 0.15% | 10,746 | $878K | No change |
| VZ Verizon Communications Inc. | 0.13% | 16,856 | $765K | Add +3.6% |
| PEP Pepsico Inc. | 0.12% | 4,695 | $704K | Add +0.9% |
| ABT Abbott Laboratories | 0.12% | 5,147 | $683K | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,195 | $671K | Reduce -2.9% |
| HCA HCA Healthcare Inc. | 0.12% | 1,931 | $667K | No change |
| AVGO Broadcom Inc. | 0.11% | 3,668 | $614K | New |
| IYH iShares U.S. Healthcare ETF | 0.11% | 10,060 | $613K | No change |
| CRGY Crescent Energy Inc. Class A | 0.10% | 52,614 | $591K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.10% | 50,961 | $587K | No change |
| PFE Pfizer Inc. | 0.10% | 22,793 | $578K | Reduce -13.7% |
| PB Prosperity Bancshares Inc. | 0.10% | 8,070 | $576K | No change |
| KMI Kinder Morgan Inc. | 0.10% | 19,002 | $542K | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.09% | 2,233 | $521K | Add +4.7% |
| CSCO Cisco Systems Inc. | 0.09% | 7,878 | $486K | No change |
| IYR iShares US Real Estate ETF | 0.08% | 5,011 | $480K | Add +7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,920 | $477K | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,092 | $472K | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.4% | 10.98% | −2.08 |
| FTAI Ftai Aviation Ltd. | Reduce -56.7% | 0.26% | −0.48 |
| AMD Advanced Micro Devices | Reduce -12.9% | 0.89% | −0.26 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.34% | −0.17 |
| ASO Academy Sports & Outdoors Inc. | Reduce -10.0% | 0.39% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.84% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 1.21% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -20.6% | 0.23% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 1.43% | −0.07 |
| CAT Caterpillar Inc. | Reduce -10.3% | 0.28% | −0.05 |
| SM SM Energy Co. | Sold out | 0.00% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.04 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 0.38% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -14.0% | 0.37% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.5% | 0.46% | −0.03 |
| PFE Pfizer Inc. | Reduce -13.7% | 0.10% | −0.02 |
| NKE Nike Inc. Class B | Reduce -14.2% | 0.04% | −0.01 |
| CSX CSX Corp. | Reduce -20.9% | 0.04% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 0.19% | −0.01 |
| FIP Ftai Infrastructure Inc. | Reduce -19.4% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.69% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -3.0% | 0.08% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.04% | −0.00 |
| BAC Bank of America Corp. | Reduce -5.6% | 0.06% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.9% | 0.12% | −0.00 |
| C Citigroup Inc. | Reduce -11.1% | 0.05% | −0.00 |
| FEZ State Street SPDR Euro Stoxx | Reduce -18.5% | 0.04% | −0.00 |
| INTC Intel Corp. | Reduce -7.7% | 0.05% | +0.00 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.08% | +0.01 |
| WEC WEC Energy Group Inc. | Reduce -2.0% | 0.04% | +0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.0% | 0.10% | +0.01 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.08% | +0.01 |
| ENB Enbridge Inc. | Reduce -3.3% | 0.21% | +0.01 |
| SBUX Starbucks Corp. | Reduce -5.7% | 0.20% | +0.01 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.12% | +0.02 |
| PSX Phillips 66 | Reduce -0.2% | 0.23% | +0.03 |
| FFIN First Finl Bankshares Inc. | Reduce -0.1% | 1.05% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +0.1% | 2.51% | +0.69 |
| ORLY O'reilly Automotive Inc. | Add +5.0% | 2.26% | +0.56 |
| V Visa Inc. Class A | Add +1.7% | 2.75% | +0.42 |
| XOM Exxon Mobil Corp. | Add +0.4% | 2.67% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.5% | 1.04% | +0.26 |
| COST Costco Wholesale Corp. | Add +5.8% | 1.98% | +0.25 |
| LLY Eli Lilly & Co. | Add +2.9% | 1.85% | +0.24 |
| EPD Enterprise Products Partners | Add +8.2% | 1.17% | +0.22 |
| MA Mastercard Inc. Class A | Add +4.8% | 1.49% | +0.18 |
| META Meta Platforms Inc. Class A | Add +4.5% | 2.59% | +0.18 |
| ABBV Abbvie Inc. | Add +2.9% | 0.83% | +0.18 |
| KO The Coca-Cola Co. | Add +3.1% | 0.86% | +0.17 |
| MO Altria Group Inc. | Add +1.1% | 0.88% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +4.4% | 1.42% | +0.15 |
| MCD McDonald's Corp. | Add +2.6% | 1.07% | +0.14 |
| CVX Chevron Corp. | Add +3.6% | 0.68% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +14.3% | 0.60% | +0.11 |
| AVGO Broadcom Inc. | New | 0.11% | +0.11 |
| USAC USA Compression Partners LP | Add +13.2% | 0.40% | +0.10 |
| NFLX Netflix Inc. | Add +3.3% | 0.87% | +0.10 |
| MPLX MPLX LP | Add +13.1% | 0.40% | +0.10 |
| WES Western Midstream Partners L | Add +28.3% | 0.32% | +0.10 |
| SHW The Sherwin-Williams Co. | Add +1.9% | 1.06% | +0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.0% | 0.89% | +0.08 |
| IWD iShares Russell 1000 Value E | Add +1.2% | 1.19% | +0.08 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | Add +3.2% | 0.81% | +0.07 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +5.8% | 0.78% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | Add +4.1% | 0.35% | +0.05 |
| SBLK Star Bulk Carriers Corp. | Add +6.1% | 0.31% | +0.04 |
| GE General Electric | New | 0.04% | +0.04 |
| WM Waste Management Inc. | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +7.3% | 0.30% | +0.04 |
| ET Energy Transfer LP | Add +7.0% | 0.63% | +0.04 |
| AMGN Amgen Inc. | Add +0.7% | 0.17% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +11.6% | 0.32% | +0.03 |
| COP Conocophillips | Add +7.3% | 0.19% | +0.03 |
| VZ Verizon Communications Inc. | Add +3.6% | 0.13% | +0.03 |
| HD Home Depot Inc. | Add +3.5% | 1.24% | +0.02 |
| SPG Simon Property Group Inc. | Add +7.5% | 0.23% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +3.5% | 0.48% | +0.02 |
| IYR iShares US Real Estate ETF | Add +7.6% | 0.08% | +0.01 |
| HDV iShares Core High Dividend E | Add +4.1% | 0.06% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.18% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +9.3% | 0.05% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 1.03% | +0.01 |
| PEP Pepsico Inc. | Add +0.9% | 0.12% | +0.00 |
| LOW Lowe's Cos Inc. | Add +4.7% | 0.09% | +0.00 |
| ALLY Ally Financial Inc. | Add +0.0% | 0.04% | +0.00 |
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 |