CFM Wealth Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), CFM Wealth Partners LLC reported 147 stock positions worth $688.8 million. Its top holding was Nvidia (NVDA) at 15.4% of the portfolio, followed by Apple (AAPL, 10.7%) and Alphabet Class A (GOOGL, 4.8%). Compared with Q2 2025, it opened 11 new positions, sold out of 5, added to 50 and reduced 39. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale an exit from Chipotle Mexican Grill (CMG).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001801097
- Portfolio Value
- $688.8M (Q3 2025)
- SEC Filing
- 0001951757-25-001232 ↗ filed Nov 3, 2025
Holdings Value
Holdings 147 stocks · $688.8M
| NVDA Nvidia Corp. | 15.43% | 569,522 | $106.3M | Add +0.0% |
| AAPL Apple Inc. | 10.68% | 289,019 | $73.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 4.79% | 135,607 | $33.0M | Add +0.9% |
| MSFT Microsoft Corp. | 3.87% | 51,423 | $26.6M | Add +1.9% |
| AMZN Amazon.com Inc. | 3.52% | 110,289 | $24.2M | Add +1.9% |
| META Meta Platforms Inc. Class A | 3.15% | 29,582 | $21.7M | Add +10.9% |
| V Visa Inc. Class A | 2.28% | 46,097 | $15.7M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 2.28% | 77,045 | $15.7M | Add +11.0% |
| ORLY O'reilly Automotive Inc. | 2.19% | 140,015 | $15.1M | Add +1.8% |
| PM Philip Morris International | 2.11% | 89,631 | $14.5M | No change |
| WMB Williams Cos Inc. | 2.07% | 225,072 | $14.3M | Add +1.4% |
| COST Costco Wholesale Corp. | 1.67% | 12,436 | $11.5M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 17,001 | $11.3M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.61% | 18,419 | $11.1M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 1.58% | 44,649 | $10.9M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.57% | 34,299 | $10.8M | Add +3.8% |
| XOM Exxon Mobil Corp. | 1.53% | 93,672 | $10.6M | Reduce -25.2% |
| MA Mastercard Inc. Class A | 1.30% | 15,687 | $8.9M | Add +1.0% |
| IWF iShares Russell 1000 Growth | 1.29% | 19,015 | $8.9M | Reduce -5.0% |
| NFLX Netflix Inc. | 1.22% | 7,037 | $8.4M | Add +7.1% |
| CRM Salesforce Inc. | 1.21% | 35,078 | $8.3M | Reduce -18.8% |
| HD Home Depot Inc. | 1.19% | 20,225 | $8.2M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.18% | 10,623 | $8.1M | Reduce -6.1% |
| AVGO Broadcom Inc. | 1.13% | 23,506 | $7.8M | Add +223.9% |
| IWD iShares Russell 1000 Value E | 1.09% | 36,916 | $7.5M | Add +0.4% |
| AMD Advanced Micro Devices | 1.06% | 45,229 | $7.3M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.97% | 13,625 | $6.7M | Add +18.3% |
| SHW The Sherwin-Williams Co. | 0.92% | 18,370 | $6.4M | Add +2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.92% | 65,706 | $6.3M | Reduce -5.8% |
| WMT Walmart Inc. | 0.86% | 57,184 | $5.9M | Add +9.3% |
| EPD Enterprise Products Partners | 0.85% | 187,670 | $5.9M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.85% | 6,346 | $5.8M | Add +12.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 40,229 | $5.8M | Add +5.2% |
| ABBV Abbvie Inc. | 0.82% | 24,408 | $5.7M | Add +6.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.80% | 58,244 | $5.5M | Add +1.8% |
| MO Altria Group Inc. | 0.79% | 82,590 | $5.5M | Add +0.2% |
| MCD McDonald's Corp. | 0.79% | 17,927 | $5.4M | Reduce -8.2% |
| FFIN First Finl Bankshares Inc. | 0.79% | 161,772 | $5.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.75% | 8,394 | $5.1M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 9,945 | $5.0M | Reduce -14.2% |
| KKR KKR & Co. Inc. | 0.65% | 34,327 | $4.5M | Add +10.2% |
| KO The Coca-Cola Co. | 0.61% | 62,965 | $4.2M | Reduce -8.7% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 18,447 | $3.6M | Add +2.7% |
| CVX Chevron Corp. | 0.47% | 20,889 | $3.2M | Reduce -2.7% |
| ET Energy Transfer LP | 0.47% | 188,858 | $3.2M | No change |
| GS Goldman Sachs Group Inc. | 0.46% | 3,975 | $3.2M | Add +18.3% |
| RY Royal Bank of Canada | 0.46% | 21,401 | $3.2M | No change |
| AMAT Applied Materials Inc. | 0.44% | 14,716 | $3.0M | No change |
| MDLZ Mondelez International Inc. Class A | 0.43% | 47,088 | $2.9M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.40% | 60,219 | $2.8M | Reduce -4.5% |
| IWB iShares Russell 1000 ETF | 0.38% | 7,222 | $2.6M | Add +1.1% |
| MPLX MPLX LP | 0.34% | 46,729 | $2.3M | Add +9.0% |
| CAT Caterpillar Inc. | 0.34% | 4,845 | $2.3M | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.32% | 24,052 | $2.2M | Add +6.4% |
| USAC USA Compression Partners LP | 0.32% | 92,125 | $2.2M | Add +9.9% |
| SBLK Star Bulk Carriers Corp. | 0.30% | 112,601 | $2.1M | No change |
| TSLA Tesla Inc. | 0.30% | 4,622 | $2.1M | Reduce -33.5% |
| MS Morgan Stanley | 0.30% | 12,828 | $2.0M | Add +11.7% |
| WES Western Midstream Partners L | 0.28% | 49,883 | $2.0M | Add +11.0% |
| PWR Quanta Services Inc. | 0.27% | 4,482 | $1.9M | Reduce -0.8% |
| ASO Academy Sports & Outdoors Inc. | 0.26% | 35,657 | $1.8M | Reduce -20.3% |
| HESM Hess Midstream LP Class A | 0.21% | 42,260 | $1.5M | No change |
| PSX Phillips 66 | 0.21% | 10,617 | $1.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.21% | 9,283 | $1.4M | Reduce -11.8% |
| FTAI Ftai Aviation Ltd. | 0.20% | 8,447 | $1.4M | Reduce -34.0% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 11,523 | $1.4M | Reduce -0.7% |
| ENB Enbridge Inc. | 0.19% | 26,264 | $1.3M | No change |
| OKE Oneok Inc. | 0.19% | 18,022 | $1.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.17% | 12,854 | $1.2M | No change |
| EQT Eqt Corp. | 0.17% | 22,049 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.17% | 4,858 | $1.1M | Reduce -1.4% |
| COIN Coinbase Global Inc. Class A | 0.16% | 3,292 | $1.1M | New |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 6,046 | $1.1M | Add +252.5% |
| BMNR Bitmine Immersion Technologi | 0.15% | 20,449 | $1.1M | New |
| COP Conocophillips | 0.15% | 11,206 | $1.1M | Add +7.3% |
| TRGP Targa Resources Corp. | 0.15% | 6,302 | $1.1M | Reduce -6.1% |
| TXN Texas Instruments Inc. | 0.15% | 5,474 | $1.0M | No change |
| CRCL Circle Internet Group Inc. | 0.14% | 7,415 | $983K | New |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 14,818 | $963K | New |
| ODFL Old Dominion Freight Line | 0.14% | 6,750 | $950K | No change |
| SPG Simon Property Group Inc. | 0.13% | 4,630 | $869K | Reduce -46.9% |
| AMGN Amgen Inc. | 0.13% | 3,074 | $867K | Reduce -0.4% |
| HCA HCA Healthcare Inc. | 0.12% | 1,931 | $823K | No change |
| SBUX Starbucks Corp. | 0.11% | 9,330 | $789K | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.11% | 8,771 | $736K | Reduce -16.1% |
| VZ Verizon Communications Inc. | 0.10% | 15,737 | $692K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,022 | $684K | Reduce -12.0% |
| QCOM Qualcomm Inc. | 0.10% | 4,022 | $669K | Add +0.1% |
| NAD Nuveen Quality Municipal Inc. | 0.10% | 57,144 | $668K | Add +12.1% |
| ABT Abbott Laboratories | 0.10% | 4,943 | $662K | Reduce -4.0% |
| QXO Qxo Inc. | 0.09% | 32,961 | $628K | New |
| PEP Pepsico Inc. | 0.09% | 4,415 | $620K | Reduce -4.6% |
| CSCO Cisco Systems Inc. | 0.09% | 9,045 | $619K | Add +14.8% |
| IYH iShares U.S. Healthcare ETF | 0.09% | 10,060 | $591K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 2,041 | $576K | Add +6.3% |
| LOW Lowe's Cos Inc. | 0.08% | 2,233 | $561K | No change |
| PB Prosperity Bancshares Inc. | 0.08% | 8,070 | $535K | No change |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,139 | $531K | Add +0.3% |
| IYF iShares US Financials ETF | 0.08% | 4,122 | $522K | No change |
| KMI Kinder Morgan Inc. | 0.08% | 18,285 | $518K | Reduce -3.8% |
Portfolio Sells Q2 2025 → Q3 2025
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.82 |
| CRM Salesforce Inc. | Reduce -18.8% | 1.21% | −0.67 |
| XOM Exxon Mobil Corp. | Reduce -25.2% | 1.53% | −0.62 |
| LLY Eli Lilly & Co. | Reduce -6.1% | 1.18% | −0.23 |
| KO The Coca-Cola Co. | Reduce -8.7% | 0.61% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.2% | 0.73% | −0.17 |
| MCD McDonald's Corp. | Reduce -8.2% | 0.79% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.8% | 0.92% | −0.10 |
| SPG Simon Property Group Inc. | Reduce -46.9% | 0.13% | −0.10 |
| EPD Enterprise Products Partners | Reduce -0.1% | 0.85% | −0.08 |
| ASO Academy Sports & Outdoors Inc. | Reduce -20.3% | 0.26% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -11.8% | 0.21% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -5.0% | 1.29% | −0.06 |
| TSLA Tesla Inc. | Reduce -33.5% | 0.30% | −0.05 |
| TGT Target Corp. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.04 |
| TRGP Targa Resources Corp. | Reduce -6.1% | 0.15% | −0.03 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.03 |
| FTAI Ftai Aviation Ltd. | Reduce -34.0% | 0.20% | −0.03 |
| SBUX Starbucks Corp. | Reduce -3.8% | 0.11% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -16.1% | 0.11% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -4.5% | 0.40% | −0.02 |
| CVX Chevron Corp. | Reduce -2.7% | 0.47% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -21.4% | 0.06% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -12.0% | 0.10% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.10% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -3.8% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.4% | 0.17% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.13% | −0.01 |
| NKE Nike Inc. Class B | Reduce -9.9% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -4.6% | 0.09% | −0.01 |
| FEZ State Street SPDR Euro Stoxx | Reduce -12.3% | 0.03% | −0.01 |
| CSX CSX Corp. | Reduce -14.6% | 0.03% | −0.01 |
| BLK BlackRock Inc. | Reduce -9.1% | 0.05% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.7% | 0.05% | −0.00 |
| PWR Quanta Services Inc. | Reduce -0.8% | 0.27% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 0.20% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.2% | 0.04% | +0.00 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.07% | +0.00 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.34% | +0.04 |
| AMD Advanced Micro Devices | Reduce -0.2% | 1.06% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 1.58% | +0.29 |
| AAPL Apple Inc. | Reduce -0.4% | 10.68% | +1.21 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +0.0% | 15.43% | +1.11 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 4.79% | +1.02 |
| AVGO Broadcom Inc. | Add +223.9% | 1.13% | +0.81 |
| ORLY O'reilly Automotive Inc. | Add +1.8% | 2.19% | +0.22 |
| COIN Coinbase Global Inc. Class A | New | 0.16% | +0.16 |
| BMNR Bitmine Immersion Technologi | New | 0.15% | +0.15 |
| CRCL Circle Internet Group Inc. | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | Add +6.1% | 0.82% | +0.14 |
| IBIT iShares Bitcoin Trust ETF | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +252.5% | 0.16% | +0.12 |
| TJX TJX Companies Inc. | Add +5.2% | 0.84% | +0.09 |
| QXO Qxo Inc. | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +18.3% | 0.46% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 1.57% | +0.05 |
| BND Vanguard Total Bond Market | New | 0.04% | +0.04 |
| NEM Newmont Corp. | New | 0.04% | +0.04 |
| HD Home Depot Inc. | Add +2.8% | 1.19% | +0.04 |
| WMT Walmart Inc. | Add +9.3% | 0.86% | +0.04 |
| MS Morgan Stanley | Add +11.7% | 0.30% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +18.3% | 0.97% | +0.04 |
| B Barrick Mining Corp. | New | 0.04% | +0.04 |
| BX Blackstone Inc. | New | 0.03% | +0.03 |
| HSY The Hershey Co. | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 1.61% | +0.03 |
| MO Altria Group Inc. | Add +0.2% | 0.79% | +0.02 |
| META Meta Platforms Inc. Class A | Add +10.9% | 3.15% | +0.02 |
| ORCL Oracle Corp. | Add +30.1% | 0.06% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +11.0% | 2.28% | +0.02 |
| PSX Phillips 66 | Add +0.1% | 0.21% | +0.01 |
| WES Western Midstream Partners L | Add +11.0% | 0.28% | +0.01 |
| NAD Nuveen Quality Municipal Inc. | Add +12.1% | 0.10% | +0.01 |
| COP Conocophillips | Add +7.3% | 0.15% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +17.6% | 0.06% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +6.4% | 0.32% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 0.75% | +0.00 |
| CSCO Cisco Systems Inc. | Add +14.8% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.03% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +2.7% | 0.52% | −0.00 |
| IWB iShares Russell 1000 ETF | Add +1.1% | 0.38% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.08% | −0.00 |
| USAC USA Compression Partners LP | Add +9.9% | 0.32% | −0.00 |
| ALLY Ally Financial Inc. | Add +0.0% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.10% | −0.00 |
| IBM Intl Business Machines Corp. | Add +6.3% | 0.08% | −0.01 |
| APO Apollo Global Management Inc. | Add +0.1% | 0.04% | −0.01 |
| DIS The Walt Disney Co. | Add +0.0% | 0.05% | −0.01 |
| KKR KKR & Co. Inc. | Add +10.2% | 0.65% | −0.01 |
| MPLX MPLX LP | Add +9.0% | 0.34% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.64% | −0.02 |
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 |