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

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 Q2 2025 Q3 2025: $688.8M $688.8M Q3 2025 Q4 2025: $692.8M Q4 2025 Q1 2026: $667.2M Q1 2026 Q2 2026: $783.3M Q2 2026

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%
IYR iShares US Real Estate ETF 0.07% 5,170 $502K No change
CRGY Crescent Energy Inc. Class A 0.07% 52,614 $469K No change
LRCX Lam Research Corp. 0.07% 3,426 $459K No change
JNJ Johnson & Johnson 0.07% 2,453 $455K Reduce -3.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 8,285 $439K Add +17.6%
DELL Dell Technologies -C 0.06% 3,080 $437K No change
ADP Automatic Data Processing 0.06% 1,465 $430K No change
LUNG Pulmonx Corp. 0.06% 264,039 $428K No change
IJR iShares Core S&P Small-Cap E 0.06% 3,577 $425K No change
PH Parker Hannifin Corp. 0.06% 543 $412K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,628 $394K No change
C Citigroup Inc. 0.06% 3,863 $392K No change
ORCL Oracle Corp. 0.06% 1,391 $391K Add +30.1%
INTC Intel Corp. 0.06% 11,589 $389K No change
LMT Lockheed Martin Corp. 0.06% 771 $385K Reduce -21.4%
DVY iShares Select Dividend ETF 0.06% 2,693 $383K No change
T AT&T Inc. 0.06% 13,442 $380K No change
BLK BlackRock Inc. 0.05% 319 $372K Reduce -9.1%
HDV iShares Core High Dividend E 0.05% 3,014 $369K No change
TSM Taiwan Semiconductor-SP ADR 0.05% 1,307 $365K No change
PFE Pfizer Inc. 0.05% 13,547 $345K Reduce -2.7%
PAA Plains All Amer Pipeline LP 0.05% 19,051 $325K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,732 $313K Add +0.0%
BND Vanguard Total Bond Market 0.04% 4,103 $305K New
NEM Newmont Corp. 0.04% 3,500 $295K New
APO Apollo Global Management Inc. 0.04% 2,213 $295K Add +0.1%
IWM iShares Russell 2000 ETF 0.04% 1,199 $290K No change
ESGE iShares Inc. iShares ESG Awar 0.04% 6,653 $289K Reduce -0.2%
IYJ iShares U.S. Industrials ETF 0.04% 1,963 $286K No change
GE General Electric filed as GE AEROSPACE 0.04% 911 $274K No change
ALLY Ally Financial Inc. 0.04% 6,771 $265K Add +0.0%
WEC WEC Energy Group Inc. 0.04% 2,197 $252K No change
FLOT iShares Floating Rate Bond E 0.04% 4,850 $248K No change
B Barrick Mining Corp. 0.04% 7,500 $246K New
VTI VG Morningstar TS MKT ETF-US 0.03% 726 $238K Add +0.3%
BX Blackstone Inc. 0.03% 1,302 $222K New
NOBL Proshares S&P 500 Dividend A 0.03% 2,152 $222K No change
NKE Nike Inc. Class B 0.03% 3,127 $218K Reduce -9.9%
FEZ State Street SPDR Euro Stoxx 0.03% 3,497 $217K Reduce -12.3%
SHEL Shell PLC-ADR 0.03% 3,020 $216K No change
HSY The Hershey Co. 0.03% 1,148 $215K New
UBER Uber Technologies Inc. 0.03% 2,123 $208K New
WM Waste Management Inc. 0.03% 937 $207K No change
EMR Emerson Electric Co. 0.03% 1,575 $207K No change
ACWV iShares MSCI Global Min Vol 0.03% 1,708 $205K No change
CSX CSX Corp. 0.03% 5,657 $201K Reduce -14.6%
FIP Ftai Infrastructure Inc. 0.01% 12,241 $53K No change

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

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