CFM Wealth Partners LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), CFM Wealth Partners LLC reported 144 stock positions worth $692.8 million. Its top holding was Nvidia (NVDA) at 14.7% of the portfolio, followed by Apple (AAPL, 10.9%) and Alphabet Class A (GOOGL, 6.0%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 35 and reduced 49. The biggest buy was Broadcom (AVGO, shares +14%) and the biggest sale Nvidia (NVDA, shares −4%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001801097
Portfolio Value
$692.8M (Q4 2025)
SEC Filing
0001951757-26-000314 ↗ filed Jan 27, 2026

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

Holdings 144 stocks · $692.8M
NVDA Nvidia Corp. 14.71% 546,252 $101.9M Reduce -4.1%
AAPL Apple Inc. 10.90% 277,886 $75.5M Reduce -3.9%
GOOGL Alphabet Inc. Class A 5.97% 132,077 $41.3M Reduce -2.6%
MSFT Microsoft Corp. 3.57% 51,165 $24.7M Reduce -0.5%
AMZN Amazon.com Inc. 3.56% 106,734 $24.6M Reduce -3.2%
META Meta Platforms Inc. Class A 2.94% 30,826 $20.3M Add +4.2%
V Visa Inc. Class A 2.29% 45,147 $15.8M Reduce -2.1%
PM Philip Morris International 2.08% 89,631 $14.4M No change
GOOG Alphabet Inc. Class C 1.99% 43,870 $13.8M Reduce -1.7%
WMB Williams Cos Inc. 1.97% 226,858 $13.6M Add +0.8%
PANW Palo Alto Networks Inc. 1.95% 73,443 $13.5M Reduce -4.7%
ORLY O'reilly Automotive Inc. 1.90% 144,071 $13.1M Add +2.9%
QQQ Invesco QQQ Trust Series 1 1.68% 18,893 $11.6M Add +2.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.67% 16,973 $11.6M Reduce -0.2%
JPM JPMorgan Chase & Co. 1.65% 35,580 $11.5M Add +3.7%
COST Costco Wholesale Corp. 1.57% 12,598 $10.9M Add +1.3%
LLY Eli Lilly & Co. 1.54% 9,916 $10.7M Reduce -6.7%
XOM Exxon Mobil Corp. 1.43% 82,206 $9.9M Reduce -12.2%
AMD Advanced Micro Devices 1.40% 45,129 $9.7M Reduce -0.2%
AVGO Broadcom Inc. 1.34% 26,784 $9.3M Add +13.9%
MA Mastercard Inc. Class A 1.33% 16,155 $9.2M Add +3.0%
IWF iShares Russell 1000 Growth 1.23% 17,996 $8.5M Reduce -5.4%
CRM Salesforce Inc. 1.22% 31,959 $8.5M Reduce -8.9%
IWD iShares Russell 1000 Value E 1.11% 36,495 $7.7M Reduce -1.1%
NFLX Netflix Inc. 0.99% 73,398 $6.9M Add +4.3%
CRWD CrowdStrike Holdings Inc. Class A 0.97% 14,279 $6.7M Add +4.8%
HD Home Depot Inc. 0.94% 18,975 $6.5M Reduce -6.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.91% 41,169 $6.3M Add +2.3%
WMT Walmart Inc. 0.91% 56,691 $6.3M Reduce -0.9%
IWR iShares Russell Mid-Cap ETF 0.88% 63,558 $6.1M Reduce -3.3%
SHW The Sherwin-Williams Co. 0.87% 18,515 $6.0M Add +0.8%
ABBV Abbvie Inc. 0.86% 26,043 $6.0M Add +6.7%
EPD Enterprise Products Partners 0.85% 183,670 $5.9M Reduce -2.1%
USMV iShares MSCI USA Min Vol Fac 0.80% 58,758 $5.5M Add +0.9%
VOO Vanguard S&P 500 ETF 0.77% 8,474 $5.3M Add +0.9%
NOW ServiceNow Inc. 0.71% 32,070 $4.9M Add +1.1%
MCD McDonald's Corp. 0.71% 16,007 $4.9M Reduce -10.7%
BRK.B Berkshire Hathaway Inc. Class B 0.70% 9,701 $4.9M Reduce -2.5%
MO Altria Group Inc. 0.69% 83,022 $4.8M Add +0.5%
KKR KKR & Co. Inc. 0.66% 36,014 $4.6M Add +4.9%
FFIN First Finl Bankshares Inc. 0.62% 142,656 $4.3M Reduce -11.8%
KO The Coca-Cola Co. 0.59% 58,546 $4.1M Reduce -7.0%
GS Goldman Sachs Group Inc. 0.58% 4,549 $4.0M Add +14.4%
QUAL iShares MSCI USA Quality Fac 0.56% 19,447 $3.9M Add +5.4%
AMAT Applied Materials Inc. 0.54% 14,598 $3.8M Reduce -0.8%
RY Royal Bank of Canada 0.53% 21,401 $3.6M No change
ET Energy Transfer LP 0.45% 188,858 $3.1M No change
SPSM SS SPDR P S&P 600 Small Cap 0.41% 60,179 $2.8M Reduce -0.1%
CAT Caterpillar Inc. 0.40% 4,888 $2.8M Add +0.9%
IWB iShares Russell 1000 ETF 0.39% 7,274 $2.7M Add +0.7%
MS Morgan Stanley 0.38% 14,885 $2.6M Add +16.0%
CVX Chevron Corp. 0.38% 17,306 $2.6M Reduce -17.1%
MDLZ Mondelez International Inc. Class A 0.37% 47,088 $2.5M No change
MPLX MPLX LP 0.36% 46,729 $2.5M No change
ESGD iShares Trust iShares ESG Aw 0.32% 23,527 $2.2M Reduce -2.2%
SBLK Star Bulk Carriers Corp. 0.31% 112,601 $2.2M No change
TSLA Tesla Inc. 0.31% 4,767 $2.1M Add +3.1%
USAC USA Compression Partners LP 0.31% 92,125 $2.1M No change
WES Western Midstream Partners L 0.28% 49,883 $2.0M No change
PWR Quanta Services Inc. 0.26% 4,250 $1.8M Reduce -5.2%
FTAI Ftai Aviation Ltd. 0.24% 8,447 $1.7M No change
ASO Academy Sports & Outdoors Inc. 0.23% 31,267 $1.6M Reduce -12.3%
HESM Hess Midstream LP Class A 0.21% 42,260 $1.5M No change
PSX Phillips 66 0.20% 10,623 $1.4M Add +0.1%
IVW iShares S&P 500 Growth ETF 0.20% 11,022 $1.4M Reduce -4.3%
OKE Oneok Inc. 0.19% 18,022 $1.3M No change
EQT Eqt Corp. 0.18% 23,691 $1.3M Add +7.5%
PLTR Palantir Technologies Inc. Class A 0.18% 7,070 $1.3M Add +16.9%
ENB Enbridge Inc. 0.18% 26,264 $1.3M No change
PG The Procter & Gamble Co. 0.18% 8,655 $1.2M Reduce -6.8%
IBIT iShares Bitcoin Trust ETF 0.18% 24,944 $1.2M Add +68.3%
COIN Coinbase Global Inc. Class A 0.17% 5,269 $1.2M Add +60.0%
EFA iShares MSCI Eafe ETF 0.17% 12,108 $1.2M Reduce -5.8%
TRGP Targa Resources Corp. 0.16% 6,166 $1.1M Reduce -2.2%
UNP Union Pacific Corp. 0.16% 4,763 $1.1M Reduce -2.0%
CRCL Circle Internet Group Inc. 0.15% 13,498 $1.1M Add +82.0%
ODFL Old Dominion Freight Line 0.15% 6,750 $1.1M No change
BMNR Bitmine Immersion Technologi 0.15% 37,775 $1.0M Add +84.7%
TXN Texas Instruments Inc. 0.14% 5,474 $950K No change
COP Conocophillips 0.13% 9,857 $923K Reduce -12.0%
HCA HCA Healthcare Inc. 0.13% 1,931 $902K No change
MRK Merck & Co. Inc. 0.12% 8,171 $860K Reduce -6.8%
SPG Simon Property Group Inc. 0.11% 4,150 $768K Reduce -10.4%
QXO Qxo Inc. 0.10% 37,540 $724K Add +13.9%
CSCO Cisco Systems Inc. 0.10% 9,045 $697K No change
QCOM Qualcomm Inc. 0.10% 4,022 $688K No change
NAD Nuveen Quality Municipal Inc. 0.10% 57,144 $687K No change
AMGN Amgen Inc. 0.10% 2,074 $679K Reduce -32.5%
IYH iShares U.S. Healthcare ETF 0.09% 10,060 $655K No change
ABT Abbott Laboratories 0.09% 4,943 $619K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 2,041 $605K No change
PEP Pepsico Inc. 0.09% 4,128 $592K Reduce -6.5%
LRCX Lam Research Corp. 0.08% 3,426 $586K No change
LUNG Pulmonx Corp. 0.08% 264,039 $584K No change
VZ Verizon Communications Inc. 0.08% 13,854 $564K Reduce -12.0%
PB Prosperity Bancshares Inc. 0.08% 8,070 $558K No change
LOW Lowe's Cos Inc. 0.08% 2,233 $539K No change
IJH iShares Core S&P Midcap ETF 0.08% 8,139 $537K No change
IYF iShares US Financials ETF 0.08% 4,122 $531K No change
IVV iShares Core S&P 500 ETF 0.08% 765 $524K Reduce -25.1%

Show all 144 holdings

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Reduce -4.1% 14.71% −0.72
PANW Palo Alto Networks Inc. Reduce -4.7% 1.95% −0.32
MSFT Microsoft Corp. Reduce -0.5% 3.57% −0.30
HD Home Depot Inc. Reduce -6.2% 0.94% −0.25
FFIN First Finl Bankshares Inc. Reduce -11.8% 0.62% −0.18
XOM Exxon Mobil Corp. Reduce -12.2% 1.43% −0.11
CVX Chevron Corp. Reduce -17.1% 0.38% −0.09
MCD McDonald's Corp. Reduce -10.7% 0.71% −0.08
SBUX Starbucks Corp. Reduce -55.2% 0.05% −0.06
IWF iShares Russell 1000 Growth Reduce -5.4% 1.23% −0.06
IWR iShares Russell Mid-Cap ETF Reduce -3.3% 0.88% −0.04
ASO Academy Sports & Outdoors Inc. Reduce -12.3% 0.23% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
UBER Uber Technologies Inc. Sold out 0.00% −0.03
EMR Emerson Electric Co. Sold out 0.00% −0.03
WM Waste Management Inc. Sold out 0.00% −0.03
AMGN Amgen Inc. Reduce -32.5% 0.10% −0.03
PG The Procter & Gamble Co. Reduce -6.8% 0.18% −0.03
IVV iShares Core S&P 500 ETF Reduce -25.1% 0.08% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.5% 0.70% −0.02
COP Conocophillips Reduce -12.0% 0.13% −0.02
VZ Verizon Communications Inc. Reduce -12.0% 0.08% −0.02
KO The Coca-Cola Co. Reduce -7.0% 0.59% −0.02
SPG Simon Property Group Inc. Reduce -10.4% 0.11% −0.02
PFE Pfizer Inc. Reduce -27.2% 0.04% −0.01
PWR Quanta Services Inc. Reduce -5.2% 0.26% −0.01
CRGY Crescent Energy Inc. Class A Reduce -8.2% 0.06% −0.01
UNP Union Pacific Corp. Reduce -2.0% 0.16% −0.01
EFA iShares MSCI Eafe ETF Reduce -5.8% 0.17% −0.01
IVW iShares S&P 500 Growth ETF Reduce -4.3% 0.20% −0.01
PEP Pepsico Inc. Reduce -6.5% 0.09% −0.00
KMI Kinder Morgan Inc. Reduce -2.1% 0.07% −0.00
FEZ State Street SPDR Euro Stoxx Reduce -11.0% 0.03% −0.00
EPD Enterprise Products Partners Reduce -2.1% 0.85% −0.00
HDV iShares Core High Dividend E Reduce -2.2% 0.05% −0.00
ESGD iShares Trust iShares ESG Aw Reduce -2.2% 0.32% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -2.9% 0.03% −0.00
V Visa Inc. Class A Reduce -2.1% 2.29% +0.00
SPSM SS SPDR P S&P 600 Small Cap Reduce -0.1% 0.41% +0.00
ALLY Ally Financial Inc. Reduce -1.7% 0.04% +0.01
TRGP Targa Resources Corp. Reduce -2.2% 0.16% +0.01
CRM Salesforce Inc. Reduce -8.9% 1.22% +0.02
IWD iShares Russell 1000 Value E Reduce -1.1% 1.11% +0.02
MRK Merck & Co. Inc. Reduce -6.8% 0.12% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 1.67% +0.03
AMZN Amazon.com Inc. Reduce -3.2% 3.56% +0.04
WMT Walmart Inc. Reduce -0.9% 0.91% +0.06
AMAT Applied Materials Inc. Reduce -0.8% 0.54% +0.10
AAPL Apple Inc. Reduce -3.9% 10.90% +0.22
AMD Advanced Micro Devices Reduce -0.2% 1.40% +0.33

Portfolio Buys Q3 2025 → Q4 2025
AVGO Broadcom Inc. Add +13.9% 1.34% +0.21
GS Goldman Sachs Group Inc. Add +14.4% 0.58% +0.12
MS Morgan Stanley Add +16.0% 0.38% +0.09
JPM JPMorgan Chase & Co. Add +3.7% 1.65% +0.08
QQQ Invesco QQQ Trust Series 1 Add +2.6% 1.68% +0.07
TJX TJX Companies Inc. Add +2.3% 0.91% +0.07
CAT Caterpillar Inc. Add +0.9% 0.40% +0.07
IBIT iShares Bitcoin Trust ETF Add +68.3% 0.18% +0.04
ABBV Abbvie Inc. Add +6.7% 0.86% +0.04
QUAL iShares MSCI USA Quality Fac Add +5.4% 0.56% +0.04
MA Mastercard Inc. Class A Add +3.0% 1.33% +0.04
BMY Bristol-Myers Squibb Co. New 0.03% +0.03
PLTR Palantir Technologies Inc. Class A Add +16.9% 0.18% +0.02
VOO Vanguard S&P 500 ETF Add +0.9% 0.77% +0.02
KKR KKR & Co. Inc. Add +4.9% 0.66% +0.02
QXO Qxo Inc. Add +13.9% 0.10% +0.01
CRCL Circle Internet Group Inc. Add +82.0% 0.15% +0.01
TSLA Tesla Inc. Add +3.1% 0.31% +0.01
COIN Coinbase Global Inc. Class A Add +60.0% 0.17% +0.01
EQT Eqt Corp. Add +7.5% 0.18% +0.01
IWB iShares Russell 1000 ETF Add +0.7% 0.39% +0.01
APO Apollo Global Management Inc. Add +0.1% 0.05% +0.00
IYR iShares US Real Estate ETF Add +0.3% 0.07% −0.00
CRWD CrowdStrike Holdings Inc. Class A Add +4.8% 0.97% −0.00
USMV iShares MSCI USA Min Vol Fac Add +0.9% 0.80% −0.01
BMNR Bitmine Immersion Technologi Add +84.7% 0.15% −0.01
PSX Phillips 66 Add +0.1% 0.20% −0.01
ORCL Oracle Corp. Add +0.1% 0.04% −0.02
SHW The Sherwin-Williams Co. Add +0.8% 0.87% −0.06
MO Altria Group Inc. Add +0.5% 0.69% −0.10
WMB Williams Cos Inc. Add +0.8% 1.97% −0.10
COST Costco Wholesale Corp. Add +1.3% 1.57% −0.10
NOW ServiceNow Inc. Add +1.1% 0.71% −0.14
META Meta Platforms Inc. Class A Add +4.2% 2.94% −0.22
NFLX Netflix Inc. Add +4.3% 0.99% −0.23
ORLY O'reilly Automotive Inc. Add +2.9% 1.90% −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