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

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 Q4 2024 Q1 2025: $567.1M $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 · $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%
IYF iShares US Financials ETF 0.08% 4,122 $465K No change
ADP Automatic Data Processing 0.08% 1,465 $448K Reduce -2.0%
LMT Lockheed Martin Corp. 0.08% 981 $438K Reduce -3.0%
JNJ Johnson & Johnson 0.08% 2,595 $430K Reduce -4.2%
LRCX Lam Research Corp. 0.07% 5,750 $418K New
T AT&T Inc. 0.07% 13,728 $388K No change
IJR iShares Core S&P Small-Cap E 0.07% 3,701 $387K Add +4.2%
PAA Plains All Amer Pipeline LP 0.07% 19,051 $381K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.07% 7,042 $369K No change
DVY iShares Select Dividend ETF 0.06% 2,693 $362K No change
HDV iShares Core High Dividend E 0.06% 2,953 $358K Add +4.1%
BLK BlackRock Inc. 0.06% 359 $340K New
PH Parker Hannifin Corp. 0.06% 543 $330K No change
TGT Target Corp. 0.06% 3,107 $324K Add +4.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,628 $318K Reduce -5.6%
APO Apollo Global Management Inc. 0.05% 2,210 $303K Add +0.1%
DELL Dell Technologies -C 0.05% 3,099 $282K Add +10.7%
INTC Intel Corp. 0.05% 12,110 $275K Reduce -7.7%
C Citigroup Inc. 0.05% 3,863 $274K Reduce -11.1%
ESGE iShares Inc. iShares ESG Awar 0.05% 7,533 $263K Add +9.3%
IYJ iShares U.S. Industrials ETF 0.05% 1,963 $256K No change
FLOT iShares Floating Rate Bond E 0.04% 4,850 $248K No change
ALLY Ally Financial Inc. 0.04% 6,769 $247K Add +0.0%
SHEL Shell PLC-ADR 0.04% 3,367 $247K No change
FEZ State Street SPDR Euro Stoxx 0.04% 4,526 $246K Reduce -18.5%
WEC WEC Energy Group Inc. 0.04% 2,245 $245K Reduce -2.0%
BMY Bristol-Myers Squibb Co. 0.04% 4,008 $244K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,446 $241K Add +8.9%
IWM iShares Russell 2000 ETF 0.04% 1,199 $239K No change
NKE Nike Inc. Class B 0.04% 3,729 $237K Reduce -14.2%
ACN Accenture PLC Class A 0.04% 745 $232K Reduce -2.7%
GE General Electric filed as GE AEROSPACE 0.04% 1,111 $222K New
FTNT Fortinet Inc. 0.04% 2,297 $221K No change
NOBL Proshares S&P 500 Dividend A 0.04% 2,152 $220K No change
WM Waste Management Inc. 0.04% 937 $217K New
EMR Emerson Electric Co. 0.04% 1,925 $211K Add +4.5%
CSX CSX Corp. 0.04% 7,119 $210K Reduce -20.9%
HON Honeywell International Inc. 0.04% 960 $203K No change
FIP Ftai Infrastructure Inc. 0.01% 12,534 $57K Reduce -19.4%

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

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