CFM Wealth Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), CFM Wealth Partners LLC reported 141 stock positions worth $628.3 million. Its top holding was Nvidia (NVDA) at 14.3% of the portfolio, followed by Apple (AAPL, 9.5%) and Microsoft (MSFT, 4.0%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 45 and reduced 49. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001801097
- Portfolio Value
- $628.3M (Q2 2025)
- SEC Filing
- 0001951757-25-000931 ↗ filed Jul 23, 2025
Holdings Value
Holdings 141 stocks · $628.3M
| NVDA Nvidia Corp. | 14.32% | 569,457 | $90.0M | Reduce -0.9% |
| AAPL Apple Inc. | 9.47% | 290,071 | $59.5M | Reduce -1.5% |
| MSFT Microsoft Corp. | 3.99% | 50,442 | $25.1M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.78% | 108,205 | $23.7M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 3.77% | 134,409 | $23.7M | Add +1.3% |
| META Meta Platforms Inc. Class A | 3.13% | 26,674 | $19.7M | Add +4.8% |
| PM Philip Morris International | 2.60% | 89,631 | $16.3M | No change |
| V Visa Inc. Class A | 2.57% | 45,440 | $16.1M | Add +2.1% |
| PANW Palo Alto Networks Inc. | 2.26% | 69,414 | $14.2M | Add +0.5% |
| WMB Williams Cos Inc. | 2.22% | 222,013 | $13.9M | No change |
| XOM Exxon Mobil Corp. | 2.15% | 125,273 | $13.5M | Reduce -1.5% |
| ORLY O'reilly Automotive Inc. | 1.97% | 137,561 | $12.4M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.91% | 12,151 | $12.0M | Add +2.2% |
| CRM Salesforce Inc. | 1.87% | 43,181 | $11.8M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.67% | 16,949 | $10.5M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.58% | 17,978 | $9.9M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 1.52% | 33,038 | $9.6M | Add +0.6% |
| LLY Eli Lilly & Co. | 1.40% | 11,310 | $8.8M | Reduce -11.0% |
| NFLX Netflix Inc. | 1.40% | 6,569 | $8.8M | Add +24.4% |
| MA Mastercard Inc. Class A | 1.39% | 15,535 | $8.7M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.35% | 20,008 | $8.5M | Add +5.7% |
| GOOG Alphabet Inc. Class C | 1.29% | 45,747 | $8.1M | Add +0.0% |
| HD Home Depot Inc. | 1.15% | 19,675 | $7.2M | Add +2.8% |
| IWD iShares Russell 1000 Value E | 1.14% | 36,760 | $7.1M | Add +2.8% |
| AMD Advanced Micro Devices | 1.02% | 45,312 | $6.4M | Reduce -7.8% |
| IWR iShares Russell Mid-Cap ETF | 1.02% | 69,726 | $6.4M | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.98% | 17,859 | $6.1M | Add +3.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.93% | 11,520 | $5.9M | Add +19.5% |
| EPD Enterprise Products Partners | 0.93% | 187,946 | $5.8M | Reduce -3.5% |
| FFIN First Finl Bankshares Inc. | 0.93% | 161,772 | $5.8M | Reduce -2.7% |
| NOW ServiceNow Inc. | 0.92% | 5,639 | $5.8M | Add +19.0% |
| MCD McDonald's Corp. | 0.91% | 19,530 | $5.7M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 11,587 | $5.6M | Add +4.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.85% | 57,210 | $5.4M | Add +6.0% |
| CMG Chipotle Mexican Grill Inc. | 0.82% | 92,282 | $5.2M | Reduce -2.4% |
| WMT Walmart Inc. | 0.81% | 52,311 | $5.1M | Add +3.8% |
| KO The Coca-Cola Co. | 0.78% | 68,993 | $4.9M | Add +1.2% |
| MO Altria Group Inc. | 0.77% | 82,436 | $4.8M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 38,260 | $4.7M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.74% | 8,221 | $4.7M | Add +0.8% |
| ABBV Abbvie Inc. | 0.68% | 23,014 | $4.3M | Add +1.8% |
| KKR KKR & Co. Inc. | 0.66% | 31,142 | $4.1M | Add +10.4% |
| ET Energy Transfer LP | 0.54% | 188,858 | $3.4M | Reduce -2.2% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 17,965 | $3.3M | Add +11.7% |
| MDLZ Mondelez International Inc. Class A | 0.51% | 47,088 | $3.2M | No change |
| CVX Chevron Corp. | 0.49% | 21,465 | $3.1M | Reduce -6.2% |
| RY Royal Bank of Canada | 0.45% | 21,401 | $2.8M | No change |
| AMAT Applied Materials Inc. | 0.43% | 14,716 | $2.7M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.43% | 63,092 | $2.7M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 0.39% | 7,144 | $2.4M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.38% | 3,359 | $2.4M | Add +2.0% |
| MPLX MPLX LP | 0.35% | 42,876 | $2.2M | No change |
| TSLA Tesla Inc. | 0.35% | 6,946 | $2.2M | Reduce -5.6% |
| USAC USA Compression Partners LP | 0.32% | 83,799 | $2.0M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.32% | 22,596 | $2.0M | Reduce -8.3% |
| ASO Academy Sports & Outdoors Inc. | 0.32% | 44,741 | $2.0M | Reduce -8.7% |
| AVGO Broadcom Inc. | 0.32% | 7,257 | $2.0M | Add +97.8% |
| SBLK Star Bulk Carriers Corp. | 0.31% | 112,601 | $1.9M | No change |
| CAT Caterpillar Inc. | 0.30% | 4,853 | $1.9M | No change |
| WES Western Midstream Partners L | 0.28% | 44,944 | $1.7M | No change |
| PWR Quanta Services Inc. | 0.27% | 4,518 | $1.7M | No change |
| PG The Procter & Gamble Co. | 0.27% | 10,524 | $1.7M | Add +4.5% |
| HESM Hess Midstream LP Class A | 0.26% | 42,260 | $1.6M | No change |
| MS Morgan Stanley | 0.26% | 11,489 | $1.6M | Add +8.0% |
| FTAI Ftai Aviation Ltd. | 0.23% | 12,790 | $1.5M | Reduce -2.2% |
| OKE Oneok Inc. | 0.23% | 18,022 | $1.5M | Reduce -0.9% |
| SPG Simon Property Group Inc. | 0.22% | 8,714 | $1.4M | Add +11.2% |
| EQT Eqt Corp. | 0.20% | 22,049 | $1.3M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 11,599 | $1.3M | Reduce -1.9% |
| PSX Phillips 66 | 0.20% | 10,611 | $1.3M | Add +0.1% |
| ENB Enbridge Inc. | 0.19% | 26,264 | $1.2M | No change |
| TRGP Targa Resources Corp. | 0.19% | 6,709 | $1.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.18% | 12,854 | $1.1M | Add +19.6% |
| TXN Texas Instruments Inc. | 0.18% | 5,474 | $1.1M | No change |
| UNP Union Pacific Corp. | 0.18% | 4,928 | $1.1M | No change |
| ODFL Old Dominion Freight Line | 0.17% | 6,750 | $1.1M | No change |
| COP Conocophillips | 0.15% | 10,443 | $937K | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.14% | 9,696 | $888K | Reduce -14.9% |
| AMGN Amgen Inc. | 0.14% | 3,086 | $862K | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.13% | 10,458 | $828K | Reduce -26.7% |
| HCA HCA Healthcare Inc. | 0.12% | 1,931 | $740K | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,161 | $721K | Reduce -2.9% |
| ABT Abbott Laboratories | 0.11% | 5,147 | $700K | No change |
| LUNG Pulmonx Corp. | 0.11% | 264,039 | $684K | No change |
| VZ Verizon Communications Inc. | 0.11% | 15,737 | $681K | Reduce -6.6% |
| QCOM Qualcomm Inc. | 0.10% | 4,019 | $640K | Reduce -39.6% |
| PEP Pepsico Inc. | 0.10% | 4,630 | $611K | Reduce -1.4% |
| NAD Nuveen Quality Municipal Inc. | 0.09% | 50,961 | $575K | No change |
| IYH iShares U.S. Healthcare ETF | 0.09% | 10,060 | $568K | No change |
| PB Prosperity Bancshares Inc. | 0.09% | 8,070 | $567K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,920 | $566K | No change |
| KMI Kinder Morgan Inc. | 0.09% | 19,002 | $559K | No change |
| CSCO Cisco Systems Inc. | 0.09% | 7,878 | $547K | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,115 | $503K | Add +0.3% |
| IYF iShares US Financials ETF | 0.08% | 4,122 | $499K | No change |
| LOW Lowe's Cos Inc. | 0.08% | 2,233 | $495K | No change |
| IYR iShares US Real Estate ETF | 0.08% | 5,170 | $490K | Add +3.2% |
| LMT Lockheed Martin Corp. | 0.07% | 981 | $454K | No change |
| CRGY Crescent Energy Inc. Class A | 0.07% | 52,614 | $452K | No change |
| ADP Automatic Data Processing | 0.07% | 1,465 | $452K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.5% | 9.47% | −2.07 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 2.15% | −0.52 |
| LLY Eli Lilly & Co. | Reduce -11.0% | 1.40% | −0.45 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.37 |
| EPD Enterprise Products Partners | Reduce -3.5% | 0.93% | −0.24 |
| CVX Chevron Corp. | Reduce -6.2% | 0.49% | −0.19 |
| FANG Diamondback Energy Inc. | Reduce -75.8% | 0.03% | −0.14 |
| FFIN First Finl Bankshares Inc. | Reduce -2.7% | 0.93% | −0.13 |
| MO Altria Group Inc. | Reduce -1.0% | 0.77% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -26.7% | 0.13% | −0.09 |
| ET Energy Transfer LP | Reduce -2.2% | 0.54% | −0.09 |
| OKE Oneok Inc. | Reduce -0.9% | 0.23% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -39.6% | 0.10% | −0.08 |
| ASO Academy Sports & Outdoors Inc. | Reduce -8.7% | 0.32% | −0.08 |
| SBUX Starbucks Corp. | Reduce -14.9% | 0.14% | −0.06 |
| PFE Pfizer Inc. | Reduce -38.9% | 0.05% | −0.05 |
| COP Conocophillips | Reduce -0.8% | 0.15% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.14% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -8.3% | 0.32% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.8% | 0.43% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.10% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -6.6% | 0.11% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 1.67% | −0.03 |
| FTAI Ftai Aviation Ltd. | Reduce -2.2% | 0.23% | −0.02 |
| LRCX Lam Research Corp. | Reduce -40.4% | 0.05% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.06% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.4% | 0.82% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -10.3% | 0.03% | −0.01 |
| INTC Intel Corp. | Reduce -4.3% | 0.04% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -2.1% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -2.1% | 0.06% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.4% | 0.06% | −0.01 |
| FEZ State Street SPDR Euro Stoxx | Reduce -11.9% | 0.04% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -11.5% | 0.04% | −0.00 |
| EQT Eqt Corp. | Reduce -0.4% | 0.20% | −0.00 |
| EMR Emerson Electric Co. | Reduce -18.2% | 0.03% | −0.00 |
| FTNT Fortinet Inc. | Reduce -8.6% | 0.04% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.9% | 0.11% | −0.00 |
| CSX CSX Corp. | Reduce -7.0% | 0.03% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -0.5% | 0.39% | −0.00 |
| NKE Nike Inc. Class B | Reduce -7.0% | 0.04% | −0.00 |
| GE General Electric | Reduce -18.0% | 0.04% | −0.00 |
| BLK BlackRock Inc. | Reduce -2.2% | 0.06% | −0.00 |
| FIP Ftai Infrastructure Inc. | Reduce -2.3% | 0.01% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.20% | +0.01 |
| DELL Dell Technologies -C | Reduce -0.6% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Reduce -5.6% | 0.35% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -1.2% | 0.43% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.5% | 3.99% | +0.67 |
| META Meta Platforms Inc. Class A | Add +4.8% | 3.13% | +0.55 |
| NFLX Netflix Inc. | Add +24.4% | 1.40% | +0.53 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +19.5% | 0.93% | +0.33 |
| NOW ServiceNow Inc. | Add +19.0% | 0.92% | +0.26 |
| AMZN Amazon.com Inc. | Add +2.7% | 3.78% | +0.24 |
| AVGO Broadcom Inc. | Add +97.8% | 0.32% | +0.21 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 2.26% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 3.77% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.1% | 1.58% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +5.7% | 1.35% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.52% | +0.10 |
| KKR KKR & Co. Inc. | Add +10.4% | 0.66% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 0.38% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| MS Morgan Stanley | Add +8.0% | 0.26% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +11.7% | 0.52% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +3.8% | 0.81% | +0.03 |
| ACWV iShares MSCI Global Min Vol | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.29% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +19.6% | 0.18% | +0.03 |
| DIS The Walt Disney Co. | Add +11.7% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.8% | 0.74% | +0.00 |
| ALLY Ally Financial Inc. | Add +0.0% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.08% | −0.00 |
| APO Apollo Global Management Inc. | Add +0.1% | 0.05% | −0.00 |
| TGT Target Corp. | Add +6.4% | 0.05% | −0.01 |
| SPG Simon Property Group Inc. | Add +11.2% | 0.22% | −0.01 |
| IYR iShares US Real Estate ETF | Add +3.2% | 0.08% | −0.01 |
| HDV iShares Core High Dividend E | Add +2.1% | 0.06% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +1.3% | 1.02% | −0.01 |
| PSX Phillips 66 | Add +0.1% | 0.20% | −0.03 |
| PG The Procter & Gamble Co. | Add +4.5% | 0.27% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Add +6.0% | 0.85% | −0.04 |
| IWD iShares Russell 1000 Value E | Add +2.8% | 1.14% | −0.05 |
| TJX TJX Companies Inc. | Add +0.9% | 0.75% | −0.06 |
| COST Costco Wholesale Corp. | Add +2.2% | 1.91% | −0.07 |
| SHW The Sherwin-Williams Co. | Add +3.8% | 0.98% | −0.08 |
| KO The Coca-Cola Co. | Add +1.2% | 0.78% | −0.08 |
| HD Home Depot Inc. | Add +2.8% | 1.15% | −0.09 |
| MA Mastercard Inc. Class A | Add +0.9% | 1.39% | −0.10 |
| CRM Salesforce Inc. | Add +1.6% | 1.87% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.90% | −0.14 |
| ABBV Abbvie Inc. | Add +1.8% | 0.68% | −0.16 |
| MCD McDonald's Corp. | Add +0.8% | 0.91% | −0.16 |
| V Visa Inc. Class A | Add +2.1% | 2.57% | −0.18 |
| ORLY O'reilly Automotive Inc. | Add +2.3% | 1.97% | −0.29 |
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 |