CFM Wealth Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), CFM Wealth Partners LLC reported 143 stock positions worth $667.2 million. Its top holding was Nvidia (NVDA) at 14.2% of the portfolio, followed by Apple (AAPL, 10.5%) and Alphabet Class A (GOOGL, 5.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 31 and reduced 51. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +1093%) and the biggest sale Salesforce (CRM, shares −94%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001801097
Portfolio Value
$667.2M (Q1 2026)
SEC Filing
0001951757-26-000660 ↗ filed Apr 21, 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 Q4 2025 Q1 2026: $667.2M $667.2M Q1 2026 Q2 2026: $783.3M Q2 2026

Holdings 143 stocks · $667.2M
NVDA Nvidia Corp. 14.18% 542,499 $94.6M Reduce -0.7%
AAPL Apple Inc. 10.48% 275,465 $69.9M Reduce -0.9%
GOOGL Alphabet Inc. Class A 5.77% 133,846 $38.5M Add +1.3%
AMZN Amazon.com Inc. 3.34% 106,887 $22.3M Add +0.1%
MSFT Microsoft Corp. 2.81% 50,581 $18.7M Reduce -1.1%
META Meta Platforms Inc. Class A 2.79% 32,497 $18.6M Add +5.4%
WMB Williams Cos Inc. 2.47% 226,405 $16.5M Reduce -0.2%
PM Philip Morris International 2.31% 93,112 $15.4M Add +3.9%
XOM Exxon Mobil Corp. 2.08% 81,819 $13.9M Reduce -0.5%
ORLY O'reilly Automotive Inc. 1.98% 142,930 $13.2M Reduce -0.8%
V Visa Inc. Class A 1.97% 43,391 $13.1M Reduce -3.9%
COST Costco Wholesale Corp. 1.86% 12,478 $12.4M Reduce -0.9%
GOOG Alphabet Inc. Class C 1.86% 43,190 $12.4M Reduce -1.6%
QQQ Invesco QQQ Trust Series 1 1.83% 21,105 $12.2M Add +11.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.70% 17,444 $11.3M Add +2.8%
PANW Palo Alto Networks Inc. 1.68% 69,972 $11.2M Reduce -4.7%
AMD Advanced Micro Devices 1.62% 53,143 $10.8M Add +17.8%
JPM JPMorgan Chase & Co. 1.58% 35,787 $10.5M Add +0.6%
LLY Eli Lilly & Co. 1.52% 11,028 $10.1M Add +11.2%
AVGO Broadcom Inc. 1.42% 30,661 $9.5M Add +14.5%
IWF iShares Russell 1000 Growth 1.16% 18,087 $7.7M Add +0.5%
MA Mastercard Inc. Class A 1.15% 15,345 $7.7M Reduce -5.0%
IWD iShares Russell 1000 Value E 1.14% 35,654 $7.6M Reduce -2.3%
WMT Walmart Inc. 1.07% 57,583 $7.2M Add +1.6%
EPD Enterprise Products Partners 1.04% 183,670 $7.0M No change
NFLX Netflix Inc. 0.98% 68,147 $6.6M Reduce -7.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.98% 40,963 $6.5M Reduce -0.5%
IWR iShares Russell Mid-Cap ETF 0.91% 62,553 $6.1M Reduce -1.6%
SHW The Sherwin-Williams Co. 0.89% 18,613 $6.0M Add +0.5%
HD Home Depot Inc. 0.89% 18,029 $5.9M Reduce -5.0%
ABBV Abbvie Inc. 0.86% 26,523 $5.8M Add +1.8%
MO Altria Group Inc. 0.82% 83,022 $5.5M No change
USMV iShares MSCI USA Min Vol Fac 0.82% 58,971 $5.5M Add +0.4%
TSM Taiwan Semiconductor-SP ADR 0.79% 15,587 $5.3M Add +1092.6%
VOO Vanguard S&P 500 ETF 0.76% 8,438 $5.0M Reduce -0.4%
CRWD CrowdStrike Holdings Inc. Class A 0.75% 12,805 $5.0M Reduce -10.3%
AMAT Applied Materials Inc. 0.75% 14,598 $5.0M No change
MCD McDonald's Corp. 0.73% 15,723 $4.9M Reduce -1.8%
KO The Coca-Cola Co. 0.66% 57,471 $4.4M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.65% 9,072 $4.3M Reduce -6.5%
FFIN First Finl Bankshares Inc. 0.63% 142,656 $4.2M No change
QUAL iShares MSCI USA Quality Fac 0.59% 20,473 $3.9M Add +5.3%
GS Goldman Sachs Group Inc. 0.57% 4,488 $3.8M Reduce -1.3%
ET Energy Transfer LP 0.55% 188,858 $3.6M No change
CVX Chevron Corp. 0.54% 17,374 $3.6M Add +0.4%
RY Royal Bank of Canada 0.52% 21,401 $3.5M No change
CAT Caterpillar Inc. 0.51% 4,788 $3.4M Reduce -2.0%
KKR KKR & Co. Inc. 0.45% 32,470 $3.0M Reduce -9.8%
SPSM SS SPDR P S&P 600 Small Cap 0.44% 60,298 $2.9M Add +0.2%
MRVL Marvell Technology Inc. 0.42% 28,543 $2.8M New
MDLZ Mondelez International Inc. Class A 0.41% 47,088 $2.7M No change
MPLX MPLX LP 0.40% 46,729 $2.7M No change
SBLK Star Bulk Carriers Corp. 0.39% 114,425 $2.6M Add +1.6%
USAC USA Compression Partners LP 0.37% 92,125 $2.5M No change
MS Morgan Stanley 0.37% 14,963 $2.5M Add +0.5%
IWB iShares Russell 1000 ETF 0.36% 6,817 $2.4M Reduce -6.3%
PWR Quanta Services Inc. 0.35% 4,248 $2.3M Reduce -0.1%
ESGD iShares Trust iShares ESG Aw 0.34% 23,527 $2.2M No change
FTAI Ftai Aviation Ltd. 0.31% 8,447 $2.1M No change
WES Western Midstream Partners L 0.31% 49,883 $2.1M No change
TSLA Tesla Inc. 0.27% 4,837 $1.8M Add +1.5%
PSX Phillips 66 0.26% 9,623 $1.8M Reduce -9.4%
ASO Academy Sports & Outdoors Inc. 0.26% 31,015 $1.8M Reduce -0.8%
HESM Hess Midstream LP Class A 0.25% 42,260 $1.6M No change
OKE Oneok Inc. 0.24% 18,022 $1.6M No change
TRGP Targa Resources Corp. 0.23% 6,166 $1.5M No change
EQT Eqt Corp. 0.23% 23,691 $1.5M No change
ENB Enbridge Inc. 0.21% 26,264 $1.4M No change
EFA iShares MSCI Eafe ETF 0.20% 13,768 $1.3M Add +13.7%
ODFL Old Dominion Freight Line 0.20% 6,750 $1.3M No change
IVW iShares S&P 500 Growth ETF 0.19% 11,090 $1.3M Add +0.6%
CRCL Circle Internet Group Inc. 0.19% 13,126 $1.3M Reduce -2.8%
PG The Procter & Gamble Co. 0.19% 8,655 $1.3M No change
PEP Pepsico Inc. 0.18% 7,685 $1.2M Add +86.2%
UNP Union Pacific Corp. 0.17% 4,763 $1.2M No change
COP Conocophillips 0.17% 8,718 $1.2M Reduce -11.6%
TXN Texas Instruments Inc. 0.16% 5,474 $1.1M No change
MRK Merck & Co. Inc. 0.15% 8,071 $971K Reduce -1.2%
IBIT iShares Bitcoin Trust ETF 0.14% 24,779 $952K Reduce -0.7%
QXO Qxo Inc. 0.13% 45,059 $875K Add +20.0%
HCA HCA Healthcare Inc. 0.13% 1,839 $870K Reduce -4.8%
COIN Coinbase Global Inc. Class A 0.13% 4,849 $847K Reduce -8.0%
SPG Simon Property Group Inc. 0.11% 4,060 $757K Reduce -2.2%
LRCX Lam Research Corp. 0.11% 3,426 $732K No change
AMGN Amgen Inc. 0.11% 2,074 $730K No change
CSCO Cisco Systems Inc. 0.11% 9,045 $702K No change
VZ Verizon Communications Inc. 0.10% 13,412 $673K Reduce -3.2%
BMNR Bitmine Immersion Technologi 0.10% 33,711 $667K Reduce -10.8%
NAD Nuveen Quality Municipal Inc. 0.10% 57,144 $657K No change
CRGY Crescent Energy Inc. Class A 0.10% 48,298 $652K No change
TPL Texas Pacific Land Corp. 0.10% 1,357 $644K New
HDV iShares Core High Dividend E 0.10% 4,709 $639K Add +59.8%
IYH iShares U.S. Healthcare ETF 0.09% 10,060 $620K No change
JNJ Johnson & Johnson 0.09% 2,453 $600K No change
VICR Vicor Corp. 0.09% 3,655 $588K New
KMI Kinder Morgan Inc. 0.09% 17,159 $575K Reduce -4.1%
LOW Lowe's Cos Inc. 0.08% 2,233 $528K No change
C Citigroup Inc. 0.08% 4,613 $523K Add +19.4%
QCOM Qualcomm Inc. 0.08% 4,022 $518K No change
DVY iShares Select Dividend ETF 0.08% 3,382 $512K Add +25.6%
INTC Intel Corp. 0.08% 11,589 $511K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 2,041 $495K No change
PH Parker Hannifin Corp. 0.07% 543 $486K No change
IYF iShares US Financials ETF 0.07% 4,122 $485K No change
IYR iShares US Real Estate ETF 0.07% 5,118 $484K Reduce -1.3%
DELL Dell Technologies -C 0.07% 2,946 $484K Reduce -4.3%
LMT Lockheed Martin Corp. 0.07% 771 $466K No change
ABT Abbott Laboratories 0.07% 4,538 $466K Reduce -8.2%
IVV iShares Core S&P 500 ETF 0.07% 683 $446K Reduce -10.7%
IJR iShares Core S&P Small-Cap E 0.07% 3,577 $445K No change
PB Prosperity Bancshares Inc. 0.07% 6,571 $441K Reduce -18.6%
IJH iShares Core S&P Midcap ETF 0.07% 6,496 $439K Reduce -20.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.07% 8,285 $435K No change
PAA Plains All Amer Pipeline LP 0.06% 18,556 $414K Reduce -2.6%
T AT&T Inc. 0.06% 13,442 $390K No change
PLTR Palantir Technologies Inc. Class A 0.06% 2,609 $382K Reduce -63.1%
SBUX Starbucks Corp. 0.06% 4,184 $375K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,628 $372K No change
CRM Salesforce Inc. 0.05% 1,892 $353K Reduce -94.1%
LUNG Pulmonx Corp. 0.05% 264,039 $341K No change
NEM Newmont Corp. 0.05% 2,900 $314K Reduce -17.1%
BLK BlackRock Inc. 0.05% 319 $307K No change
ESGE iShares Inc. iShares ESG Awar 0.05% 6,653 $303K No change
BND Vanguard Total Bond Market 0.05% 4,103 $302K No change
ADP Automatic Data Processing 0.04% 1,465 $298K No change
IYJ iShares U.S. Industrials ETF 0.04% 1,963 $290K No change
IWM iShares Russell 2000 ETF 0.04% 1,153 $286K Reduce -3.8%
SHEL Shell PLC-ADR 0.04% 3,020 $281K No change
PFE Pfizer Inc. 0.04% 9,862 $277K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,736 $264K Add +0.1%
ALLY Ally Financial Inc. 0.04% 6,655 $261K No change
GE General Electric filed as GE AEROSPACE 0.04% 911 $259K No change
WEC WEC Energy Group Inc. 0.04% 2,197 $254K No change
FLOT iShares Floating Rate Bond E 0.04% 4,850 $247K No change
B Barrick Mining Corp. 0.04% 6,000 $245K Reduce -20.0%
BMY Bristol-Myers Squibb Co. 0.04% 4,000 $243K No change
HSY The Hershey Co. 0.04% 1,148 $239K No change
CSX CSX Corp. 0.03% 5,657 $232K No change
NOBL Proshares S&P 500 Dividend A 0.03% 2,152 $228K No change
VTI VG Morningstar TS MKT ETF-US 0.03% 686 $220K Reduce -2.7%
ORCL Oracle Corp. 0.03% 1,394 $205K Add +0.1%
ACWV iShares MSCI Global Min Vol 0.03% 1,708 $204K No change
FIP Ftai Infrastructure Inc. 0.01% 12,241 $60K No change

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Reduce -94.1% 0.05% −1.17
MSFT Microsoft Corp. Reduce -1.1% 2.81% −0.77
NOW ServiceNow Inc. Sold out 0.00% −0.71
NVDA Nvidia Corp. Reduce -0.7% 14.18% −0.53
AAPL Apple Inc. Reduce -0.9% 10.48% −0.43
V Visa Inc. Class A Reduce -3.9% 1.97% −0.32
PANW Palo Alto Networks Inc. Reduce -4.7% 1.68% −0.27
CRWD CrowdStrike Holdings Inc. Class A Reduce -10.3% 0.75% −0.22
KKR KKR & Co. Inc. Reduce -9.8% 0.45% −0.21
MA Mastercard Inc. Class A Reduce -5.0% 1.15% −0.18
GOOG Alphabet Inc. Class C Reduce -1.6% 1.86% −0.13
PLTR Palantir Technologies Inc. Class A Reduce -63.1% 0.06% −0.12
HD Home Depot Inc. Reduce -5.0% 0.89% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.5% 0.65% −0.05
BMNR Bitmine Immersion Technologi Reduce -10.8% 0.10% −0.05
APO Apollo Global Management Inc. Sold out 0.00% −0.05
COIN Coinbase Global Inc. Class A Reduce -8.0% 0.13% −0.05
IBIT iShares Bitcoin Trust ETF Reduce -0.7% 0.14% −0.04
BX Blackstone Inc. Sold out 0.00% −0.03
FEZ State Street SPDR Euro Stoxx Sold out 0.00% −0.03
IWB iShares Russell 1000 ETF Reduce -6.3% 0.36% −0.03
ABT Abbott Laboratories Reduce -8.2% 0.07% −0.02
PB Prosperity Bancshares Inc. Reduce -18.6% 0.07% −0.01
IJH iShares Core S&P Midcap ETF Reduce -20.2% 0.07% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.4% 0.76% −0.01
NFLX Netflix Inc. Reduce -7.2% 0.98% −0.01
B Barrick Mining Corp. Reduce -20.0% 0.04% −0.01
IVV iShares Core S&P 500 ETF Reduce -10.7% 0.07% −0.01
GS Goldman Sachs Group Inc. Reduce -1.3% 0.57% −0.01
NEM Newmont Corp. Reduce -17.1% 0.05% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -2.7% 0.03% −0.00
HCA HCA Healthcare Inc. Reduce -4.8% 0.13% +0.00
IWM iShares Russell 2000 ETF Reduce -3.8% 0.04% +0.00
IYR iShares US Real Estate ETF Reduce -1.3% 0.07% +0.00
SPG Simon Property Group Inc. Reduce -2.2% 0.11% +0.00
PAA Plains All Amer Pipeline LP Reduce -2.6% 0.06% +0.01
KMI Kinder Morgan Inc. Reduce -4.1% 0.09% +0.02
DELL Dell Technologies -C Reduce -4.3% 0.07% +0.02
VZ Verizon Communications Inc. Reduce -3.2% 0.10% +0.02
MRK Merck & Co. Inc. Reduce -1.2% 0.15% +0.02
MCD McDonald's Corp. Reduce -1.8% 0.73% +0.03
IWR iShares Russell Mid-Cap ETF Reduce -1.6% 0.91% +0.03
CRCL Circle Internet Group Inc. Reduce -2.8% 0.19% +0.03
IWD iShares Russell 1000 Value E Reduce -2.3% 1.14% +0.03
ASO Academy Sports & Outdoors Inc. Reduce -0.8% 0.26% +0.04
COP Conocophillips Reduce -11.6% 0.17% +0.04
KO The Coca-Cola Co. Reduce -1.8% 0.66% +0.06
PSX Phillips 66 Reduce -9.4% 0.26% +0.06
TJX TJX Companies Inc. Reduce -0.5% 0.98% +0.07
ORLY O'reilly Automotive Inc. Reduce -0.8% 1.98% +0.08

Portfolio Buys Q4 2025 → Q1 2026
TSM Taiwan Semiconductor-SP ADR Add +1092.6% 0.79% +0.73
MRVL Marvell Technology Inc. New 0.42% +0.42
PM Philip Morris International Add +3.9% 2.31% +0.23
AMD Advanced Micro Devices Add +17.8% 1.62% +0.23
WMT Walmart Inc. Add +1.6% 1.07% +0.16
CVX Chevron Corp. Add +0.4% 0.54% +0.16
QQQ Invesco QQQ Trust Series 1 Add +11.7% 1.83% +0.15
TPL Texas Pacific Land Corp. New 0.10% +0.10
PEP Pepsico Inc. Add +86.2% 0.18% +0.09
VICR Vicor Corp. New 0.09% +0.09
AVGO Broadcom Inc. Add +14.5% 1.42% +0.08
SBLK Star Bulk Carriers Corp. Add +1.6% 0.39% +0.08
HDV iShares Core High Dividend E Add +59.8% 0.10% +0.04
EFA iShares MSCI Eafe ETF Add +13.7% 0.20% +0.03
QUAL iShares MSCI USA Quality Fac Add +5.3% 0.59% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +2.8% 1.70% +0.03
SPSM SS SPDR P S&P 600 Small Cap Add +0.2% 0.44% +0.03
SHW The Sherwin-Williams Co. Add +0.5% 0.89% +0.03
QXO Qxo Inc. Add +20.0% 0.13% +0.03
DVY iShares Select Dividend ETF Add +25.6% 0.08% +0.02
USMV iShares MSCI USA Min Vol Fac Add +0.4% 0.82% +0.02
C Citigroup Inc. Add +19.4% 0.08% +0.01
ABBV Abbvie Inc. Add +1.8% 0.86% +0.01
DIS The Walt Disney Co. Add +0.1% 0.04% −0.01
IVW iShares S&P 500 Growth ETF Add +0.6% 0.19% −0.01
ORCL Oracle Corp. Add +0.1% 0.03% −0.01
MS Morgan Stanley Add +0.5% 0.37% −0.01
LLY Eli Lilly & Co. Add +11.2% 1.52% −0.02
TSLA Tesla Inc. Add +1.5% 0.27% −0.04
IWF iShares Russell 1000 Growth Add +0.5% 1.16% −0.07
JPM JPMorgan Chase & Co. Add +0.6% 1.58% −0.08
META Meta Platforms Inc. Class A Add +5.4% 2.79% −0.15
GOOGL Alphabet Inc. Class A Add +1.3% 5.77% −0.20
AMZN Amazon.com Inc. Add +0.1% 3.34% −0.22

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