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

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 Q1 2025 Q2 2025: $628.3M $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 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
IJR iShares Core S&P Small-Cap E 0.06% 3,577 $391K Reduce -3.4%
T AT&T Inc. 0.06% 13,442 $389K Reduce -2.1%
JNJ Johnson & Johnson 0.06% 2,536 $387K Reduce -2.3%
PH Parker Hannifin Corp. 0.06% 543 $379K No change
DELL Dell Technologies -C 0.06% 3,080 $378K Reduce -0.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 7,042 $372K No change
BLK BlackRock Inc. 0.06% 351 $368K Reduce -2.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,628 $361K No change
DVY iShares Select Dividend ETF 0.06% 2,693 $358K No change
HDV iShares Core High Dividend E 0.06% 3,014 $353K Add +2.1%
PAA Plains All Amer Pipeline LP 0.06% 19,051 $349K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,731 $339K Add +11.7%
PFE Pfizer Inc. 0.05% 13,919 $337K Reduce -38.9%
LRCX Lam Research Corp. 0.05% 3,426 $333K Reduce -40.4%
C Citigroup Inc. 0.05% 3,863 $329K No change
TGT Target Corp. 0.05% 3,307 $326K Add +6.4%
APO Apollo Global Management Inc. 0.05% 2,212 $314K Add +0.1%
TSM Taiwan Semiconductor-SP ADR 0.05% 1,307 $296K New
IYJ iShares U.S. Industrials ETF 0.04% 1,963 $279K No change
ALLY Ally Financial Inc. 0.04% 6,770 $264K Add +0.0%
ESGE iShares Inc. iShares ESG Awar 0.04% 6,668 $261K Reduce -11.5%
INTC Intel Corp. 0.04% 11,589 $260K Reduce -4.3%
IWM iShares Russell 2000 ETF 0.04% 1,199 $259K No change
FLOT iShares Floating Rate Bond E 0.04% 4,850 $247K No change
NKE Nike Inc. Class B 0.04% 3,469 $246K Reduce -7.0%
FEZ State Street SPDR Euro Stoxx 0.04% 3,987 $238K Reduce -11.9%
GE General Electric filed as GE AEROSPACE 0.04% 911 $234K Reduce -18.0%
PLTR Palantir Technologies Inc. Class A 0.04% 1,715 $234K New
ORCL Oracle Corp. 0.04% 1,069 $234K New
WEC WEC Energy Group Inc. 0.04% 2,197 $229K Reduce -2.1%
ACN Accenture PLC Class A 0.04% 745 $223K No change
FTNT Fortinet Inc. 0.04% 2,100 $222K Reduce -8.6%
VTI VG Morningstar TS MKT ETF-US 0.04% 724 $220K New
NOBL Proshares S&P 500 Dividend A 0.03% 2,152 $217K No change
CSX CSX Corp. 0.03% 6,622 $216K Reduce -7.0%
WM Waste Management Inc. 0.03% 937 $214K No change
SHEL Shell PLC-ADR 0.03% 3,020 $213K Reduce -10.3%
EMR Emerson Electric Co. 0.03% 1,575 $210K Reduce -18.2%
ACWV iShares MSCI Global Min Vol 0.03% 1,708 $203K New
FANG Diamondback Energy Inc. 0.03% 1,456 $200K Reduce -75.8%
FIP Ftai Infrastructure Inc. 0.01% 12,241 $76K Reduce -2.3%

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

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