CFM Wealth Partners LLC

13F filer · CIK 0001801097

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$783MU.S. long equity reported on 13F

Positions1209 new · 5 closed

Net flow last quarter-$826KBuys minus sells

Top 10 positions weight48.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026120 positions
NVDANvidia Corp	$107M	13.61%	0.00%	-1.8%	Q4 2019
AAPLApple Inc.	$78.5M	10.02%	0.00%	-1.6%	Q4 2019
GOOGLAlphabet Inc.	$47.7M	6.09%	0.00%	-0.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$32M	4.08%	0.00%	+3.5%	Q4 2019
AMZNAmazon Com Inc	$25.3M	3.23%	0.00%	-0.6%	Q4 2019
PANWPalo Alto Networks Inc	$23.7M	3.02%	0.01%	-0.8%	Q4 2019
MSFTMicrosoft Corp	$18.4M	2.35%	0.00%	-2.6%	Q4 2019
METAMeta Platforms, Inc.	$17.9M	2.29%	Not reported	-2.2%	Q4 2019
WMBWilliams Companies, Inc.	$16.8M	2.15%	0.02%	-0.1%	Q4 2019
PMPhilip Morris International Inc.	$16.2M	2.07%	0.01%	-3.7%	Q4 2019
GOOGAlphabet Inc.	$15.2M	1.95%	Not reported	-0.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$15.1M	1.93%	Not reported	-2.6%	Q4 2019
VVisa Inc.	$14.9M	1.90%	0.00%	+0.1%	Q4 2019
LLYELI LILLY & Co	$13.7M	1.75%	0.00%	+3.4%	Q4 2019
ORLYO Reilly Automotive Inc	$13.1M	1.67%	0.02%	-0.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$12.9M	1.64%	Not reported	-1.3%	Q4 2019
AVGOBroadcom Inc.	$11.8M	1.51%	0.00%	+2.1%	Q1 2020
COSTCostco Wholesale Corp	$11.7M	1.50%	0.00%	+0.5%	Q4 2019
JPMJPMorgan Chase & Co	$11.6M	1.48%	0.00%	-1.1%	Q4 2019
XOMExxonMobil Holdings Corp	$11.2M	1.43%	0.00%	-0.1%	Q4 2019
MRVLMarvell Technology, Inc.	$11M	1.41%	0.00%	+29.7%	Q1 2026
AMATApplied Materials Inc	$10.1M	1.29%	0.00%	-4.2%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$9.82M	1.25%	0.01%	+0.5%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.45M	1.08%	0.00%	+13.5%	Q4 2024
MAMastercard Inc	$7.7M	0.98%	0.00%	-2.3%	Q4 2019
EPDEnterprise Products Partners L.P.	$6.75M	0.86%	0.01%	Not reported	Q3 2021
ABBVAbbVie Inc.	$6.6M	0.84%	0.00%	-1.2%	Q4 2019
WMTWalmart Inc.	$6.41M	0.82%	0.00%	-1.7%	Q4 2019
TJXTJX Companies Inc	$6.2M	0.79%	0.00%	-0.2%	Q4 2019
SHWSherwin Williams Co	$6.18M	0.79%	0.01%	-3.5%	Q4 2019
MOAltria Group, Inc.	$5.85M	0.75%	0.00%	-2.1%	Q4 2019
CATCaterpillar Inc	$5.05M	0.64%	0.00%	-1.0%	Q4 2019
FFINFirst Financial Bankshares Inc	$4.82M	0.62%	0.10%	-2.4%	Q4 2019
HDHome Depot, Inc.	$4.66M	0.59%	0.00%	-26.8%	Q4 2019
GSGoldman Sachs Group Inc	$4.59M	0.59%	0.00%	+1.1%	Q1 2022
NFLXNetflix Inc	$4.47M	0.57%	0.00%	-8.2%	Q4 2019
RYRoyal Bank of Canada	$4.43M	0.57%	0.00%	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$4.38M	0.56%	Not reported	-3.5%	Q4 2019
ETEnergy Transfer LP	$3.61M	0.46%	0.01%	Not reported	Q3 2021
KOCoca Cola Co	$3.42M	0.44%	0.00%	-26.8%	Q4 2019
MSMorgan Stanley	$3.13M	0.40%	0.00%	Not reported	Q4 2019
PWRQuanta Services, Inc.	$3.03M	0.39%	0.00%	-1.1%	Q4 2019
SBLKStar Bulk Carriers Corp.	$3.02M	0.39%	0.11%	+5.8%	Q3 2022
CVXChevron Corp	$2.91M	0.37%	0.00%	+1.1%	Q4 2019
ARMArm Holdings PLC	$2.91M	0.37%	0.00%	New	Q2 2026
KKRKKR & Co. Inc.	$2.9M	0.37%	0.00%	-2.6%	Q2 2021
MUMicron Technology Inc	$2.89M	0.37%	0.00%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$2.89M	0.37%	0.01%	New	Q2 2026
MCDMcdonalds Corp	$2.84M	0.36%	0.00%	-33.1%	Q4 2019
MDLZMondelez International, Inc.	$2.72M	0.35%	0.00%	Not reported	Q4 2019

Q1 2026Reported Apr 21, 2026116 positions
NVDANvidia Corp	$94.6M	14.18%	0.00%	-0.7%	Q4 2019
AAPLApple Inc.	$69.9M	10.48%	0.00%	-0.9%	Q4 2019
GOOGLAlphabet Inc.	$38.5M	5.77%	0.00%	+1.3%	Q4 2019
AMZNAmazon Com Inc	$22.3M	3.34%	0.00%	+0.1%	Q4 2019
MSFTMicrosoft Corp	$18.7M	2.81%	0.00%	-1.1%	Q4 2019
METAMeta Platforms, Inc.	$18.6M	2.79%	Not reported	+5.4%	Q4 2019
WMBWilliams Companies, Inc.	$16.5M	2.47%	0.02%	-0.2%	Q4 2019
PMPhilip Morris International Inc.	$15.4M	2.31%	0.01%	+3.9%	Q4 2019
XOMExxonMobil Holdings Corp	$13.9M	2.08%	0.00%	-0.5%	Q4 2019
ORLYO Reilly Automotive Inc	$13.2M	1.98%	0.02%	-0.8%	Q4 2019
VVisa Inc.	$13.1M	1.97%	0.00%	-3.9%	Q4 2019
COSTCostco Wholesale Corp	$12.4M	1.86%	0.00%	-1.0%	Q4 2019
GOOGAlphabet Inc.	$12.4M	1.86%	Not reported	-1.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$12.2M	1.83%	Not reported	+11.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$11.3M	1.70%	Not reported	+2.8%	Q4 2019
PANWPalo Alto Networks Inc	$11.2M	1.68%	0.01%	-4.7%	Q4 2019
AMDAdvanced Micro Devices Inc	$10.8M	1.62%	0.00%	+17.8%	Q4 2019
JPMJPMorgan Chase & Co	$10.5M	1.58%	0.00%	+0.6%	Q4 2019
LLYELI LILLY & Co	$10.1M	1.52%	0.00%	+11.2%	Q4 2019
AVGOBroadcom Inc.	$9.49M	1.42%	0.00%	+14.5%	Q1 2020
MAMastercard Inc	$7.67M	1.15%	0.00%	-5.0%	Q4 2019
WMTWalmart Inc.	$7.16M	1.07%	0.00%	+1.6%	Q4 2019
EPDEnterprise Products Partners L.P.	$6.95M	1.04%	0.01%	Not reported	Q3 2021
NFLXNetflix Inc	$6.55M	0.98%	0.00%	-7.2%	Q4 2019
TJXTJX Companies Inc	$6.54M	0.98%	0.00%	-0.5%	Q4 2019
SHWSherwin Williams Co	$5.97M	0.89%	0.01%	+0.5%	Q4 2019
HDHome Depot, Inc.	$5.93M	0.89%	0.00%	-5.0%	Q4 2019
ABBVAbbVie Inc.	$5.77M	0.86%	0.00%	+1.8%	Q4 2019
MOAltria Group, Inc.	$5.48M	0.82%	0.01%	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.27M	0.79%	0.00%	+1092.6%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$5M	0.75%	0.01%	-10.3%	Q2 2021
AMATApplied Materials Inc	$4.99M	0.75%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$4.89M	0.73%	0.00%	-1.8%	Q4 2019
KOCoca Cola Co	$4.37M	0.66%	0.00%	-1.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$4.35M	0.65%	Not reported	-6.5%	Q4 2019
FFINFirst Financial Bankshares Inc	$4.2M	0.63%	0.10%	Not reported	Q4 2019
GSGoldman Sachs Group Inc	$3.8M	0.57%	0.00%	-1.3%	Q1 2022
ETEnergy Transfer LP	$3.64M	0.55%	0.01%	Not reported	Q3 2021
CVXChevron Corp	$3.59M	0.54%	0.00%	+0.4%	Q4 2019
RYRoyal Bank of Canada	$3.46M	0.52%	0.00%	Not reported	Q1 2020
CATCaterpillar Inc	$3.39M	0.51%	0.00%	-2.1%	Q4 2019
KKRKKR & Co. Inc.	$3M	0.45%	0.00%	-9.8%	Q2 2021
MRVLMarvell Technology, Inc.	$2.83M	0.42%	0.00%	New	Q1 2026
MDLZMondelez International, Inc.	$2.71M	0.41%	0.00%	Not reported	Q4 2019
MPLXMPLX LP	$2.67M	0.40%	0.00%	Not reported	Q3 2021
SBLKStar Bulk Carriers Corp.	$2.63M	0.39%	0.10%	+1.6%	Q3 2022
USACUSA Compression Partners, LP	$2.5M	0.37%	0.06%	Not reported	Q3 2021
MSMorgan Stanley	$2.46M	0.37%	0.00%	+0.5%	Q4 2019
PWRQuanta Services, Inc.	$2.33M	0.35%	0.00%	-0.1%	Q4 2019
FTAIFTAI Aviation Ltd.	$2.07M	0.31%	0.01%	Not reported	Q1 2023

Q4 2025Reported Jan 27, 2026116 positions
NVDANvidia Corp	$102M	14.71%	0.00%	-4.1%	Q4 2019
AAPLApple Inc.	$75.5M	10.90%	0.00%	-3.9%	Q4 2019
GOOGLAlphabet Inc.	$41.3M	5.97%	0.00%	-2.6%	Q4 2019
MSFTMicrosoft Corp	$24.7M	3.57%	0.00%	-0.5%	Q4 2019
AMZNAmazon Com Inc	$24.6M	3.56%	0.00%	-3.2%	Q4 2019
METAMeta Platforms, Inc.	$20.3M	2.94%	Not reported	+4.2%	Q4 2019
VVisa Inc.	$15.8M	2.29%	0.00%	-2.1%	Q4 2019
PMPhilip Morris International Inc.	$14.4M	2.08%	0.01%	Not reported	Q4 2019
GOOGAlphabet Inc.	$13.8M	1.99%	Not reported	-1.7%	Q4 2019
WMBWilliams Companies, Inc.	$13.6M	1.97%	0.02%	+0.8%	Q4 2019
PANWPalo Alto Networks Inc	$13.5M	1.95%	0.01%	-4.7%	Q4 2019
ORLYO Reilly Automotive Inc	$13.1M	1.90%	0.02%	+2.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$11.6M	1.68%	Not reported	+2.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$11.6M	1.67%	Not reported	-0.2%	Q4 2019
JPMJPMorgan Chase & Co	$11.5M	1.65%	0.00%	+3.7%	Q4 2019
COSTCostco Wholesale Corp	$10.9M	1.57%	0.00%	+1.3%	Q4 2019
LLYELI LILLY & Co	$10.7M	1.54%	0.00%	-6.7%	Q4 2019
XOMExxonMobil Holdings Corp	$9.89M	1.43%	0.00%	-12.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$9.66M	1.40%	0.00%	-0.2%	Q4 2019
AVGOBroadcom Inc.	$9.27M	1.34%	0.00%	+14.0%	Q1 2020
MAMastercard Inc	$9.22M	1.33%	0.00%	+3.0%	Q4 2019
CRMSalesforce, Inc.	$8.47M	1.22%	0.00%	-8.9%	Q4 2019
NFLXNetflix Inc	$6.88M	0.99%	0.00%	+4.3%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$6.69M	0.97%	0.01%	+4.8%	Q2 2021
HDHome Depot, Inc.	$6.53M	0.94%	0.00%	-6.2%	Q4 2019
TJXTJX Companies Inc	$6.32M	0.91%	0.00%	+2.3%	Q4 2019
WMTWalmart Inc.	$6.32M	0.91%	0.00%	-0.9%	Q4 2019
SHWSherwin Williams Co	$6M	0.87%	0.01%	+0.8%	Q4 2019
ABBVAbbVie Inc.	$5.95M	0.86%	0.00%	+6.7%	Q4 2019
EPDEnterprise Products Partners L.P.	$5.89M	0.85%	0.01%	-2.1%	Q3 2021
NOWServiceNow, Inc.	$4.91M	0.71%	0.00%	+1.1%	Q4 2019
MCDMcdonalds Corp	$4.89M	0.71%	0.00%	-10.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$4.88M	0.70%	Not reported	-2.5%	Q4 2019
MOAltria Group, Inc.	$4.79M	0.69%	0.01%	+0.5%	Q4 2019
KKRKKR & Co. Inc.	$4.59M	0.66%	0.00%	+4.9%	Q2 2021
FFINFirst Financial Bankshares Inc	$4.26M	0.62%	0.10%	-11.8%	Q4 2019
KOCoca Cola Co	$4.09M	0.59%	0.00%	-7.0%	Q4 2019
GSGoldman Sachs Group Inc	$4M	0.58%	0.00%	+14.4%	Q1 2022
AMATApplied Materials Inc	$3.75M	0.54%	0.00%	-0.8%	Q4 2019
RYRoyal Bank of Canada	$3.65M	0.53%	0.00%	Not reported	Q1 2020
ETEnergy Transfer LP	$3.11M	0.45%	0.01%	Not reported	Q3 2021
CATCaterpillar Inc	$2.8M	0.40%	0.00%	+0.9%	Q4 2019
MSMorgan Stanley	$2.64M	0.38%	0.00%	+16.0%	Q4 2019
CVXChevron Corp	$2.64M	0.38%	0.00%	-17.2%	Q4 2019
MDLZMondelez International, Inc.	$2.53M	0.37%	0.00%	Not reported	Q4 2019
MPLXMPLX LP	$2.49M	0.36%	0.00%	Not reported	Q3 2021
SBLKStar Bulk Carriers Corp.	$2.16M	0.31%	0.10%	Not reported	Q3 2022
TSLATesla, Inc.	$2.14M	0.31%	0.00%	+3.1%	Q4 2019
USACUSA Compression Partners, LP	$2.12M	0.31%	0.08%	Not reported	Q3 2021
WESWestern Midstream Partners, LP	$1.97M	0.28%	0.01%	Not reported	Q3 2021

Q3 2025Reported Nov 3, 2025119 positions
NVDANvidia Corp	$106M	15.43%	0.00%	0.0%	Q4 2019
AAPLApple Inc.	$73.6M	10.68%	0.00%	-0.4%	Q4 2019
GOOGLAlphabet Inc.	$33M	4.79%	0.00%	+0.9%	Q4 2019
MSFTMicrosoft Corp	$26.6M	3.87%	0.00%	+1.9%	Q4 2019
AMZNAmazon Com Inc	$24.2M	3.52%	0.00%	+1.9%	Q4 2019
METAMeta Platforms, Inc.	$21.7M	3.15%	Not reported	+10.9%	Q4 2019
VVisa Inc.	$15.7M	2.28%	0.00%	+1.5%	Q4 2019
PANWPalo Alto Networks Inc	$15.7M	2.28%	0.01%	+11.0%	Q4 2019
ORLYO Reilly Automotive Inc	$15.1M	2.19%	0.02%	+1.8%	Q4 2019
PMPhilip Morris International Inc.	$14.5M	2.11%	0.01%	Not reported	Q4 2019
WMBWilliams Companies, Inc.	$14.3M	2.07%	0.02%	+1.4%	Q4 2019
COSTCostco Wholesale Corp	$11.5M	1.67%	0.00%	+2.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$11.3M	1.64%	Not reported	+0.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$11.1M	1.61%	Not reported	+2.5%	Q4 2019
GOOGAlphabet Inc.	$10.9M	1.58%	Not reported	-2.4%	Q4 2019
JPMJPMorgan Chase & Co	$10.8M	1.57%	0.00%	+3.8%	Q4 2019
XOMExxonMobil Holdings Corp	$10.6M	1.53%	0.00%	-25.2%	Q4 2019
MAMastercard Inc	$8.92M	1.30%	0.00%	+1.0%	Q4 2019
NFLXNetflix Inc	$8.44M	1.22%	0.00%	+7.1%	Q4 2019
CRMSalesforce, Inc.	$8.31M	1.21%	0.00%	-18.8%	Q4 2019
HDHome Depot, Inc.	$8.19M	1.19%	0.00%	+2.8%	Q4 2019
LLYELI LILLY & Co	$8.11M	1.18%	0.00%	-6.1%	Q4 2019
AVGOBroadcom Inc.	$7.75M	1.13%	0.00%	+223.9%	Q1 2020
AMDAdvanced Micro Devices Inc	$7.32M	1.06%	0.00%	-0.2%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$6.68M	0.97%	0.01%	+18.3%	Q2 2021
SHWSherwin Williams Co	$6.36M	0.92%	0.01%	+2.9%	Q4 2019
WMTWalmart Inc.	$5.89M	0.86%	0.00%	+9.3%	Q4 2019
EPDEnterprise Products Partners L.P.	$5.87M	0.85%	0.01%	-0.2%	Q3 2021
NOWServiceNow, Inc.	$5.84M	0.85%	0.00%	+12.5%	Q4 2019
TJXTJX Companies Inc	$5.81M	0.84%	0.00%	+5.2%	Q4 2019
ABBVAbbVie Inc.	$5.65M	0.82%	0.00%	+6.1%	Q4 2019
MOAltria Group, Inc.	$5.46M	0.79%	0.00%	+0.2%	Q4 2019
MCDMcdonalds Corp	$5.45M	0.79%	0.00%	-8.2%	Q4 2019
FFINFirst Financial Bankshares Inc	$5.44M	0.79%	0.11%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$5M	0.73%	Not reported	-14.2%	Q4 2019
KKRKKR & Co. Inc.	$4.46M	0.65%	0.00%	+10.2%	Q2 2021
KOCoca Cola Co	$4.18M	0.61%	0.00%	-8.7%	Q4 2019
CVXChevron Corp	$3.24M	0.47%	0.00%	-2.7%	Q4 2019
ETEnergy Transfer LP	$3.24M	0.47%	0.01%	Not reported	Q3 2021
GSGoldman Sachs Group Inc	$3.17M	0.46%	0.00%	+18.3%	Q1 2022
RYRoyal Bank of Canada	$3.15M	0.46%	0.00%	Not reported	Q1 2020
AMATApplied Materials Inc	$3.01M	0.44%	0.00%	Not reported	Q4 2019
MDLZMondelez International, Inc.	$2.94M	0.43%	0.00%	Not reported	Q4 2019
MPLXMPLX LP	$2.33M	0.34%	0.00%	+9.0%	Q3 2021
CATCaterpillar Inc	$2.31M	0.34%	0.00%	-0.2%	Q4 2019
USACUSA Compression Partners, LP	$2.21M	0.32%	0.08%	+9.9%	Q3 2021
SBLKStar Bulk Carriers Corp.	$2.09M	0.30%	0.10%	Not reported	Q3 2022
TSLATesla, Inc.	$2.06M	0.30%	0.00%	-33.5%	Q4 2019
MSMorgan Stanley	$2.04M	0.30%	0.00%	+11.7%	Q4 2019
WESWestern Midstream Partners, LP	$1.96M	0.28%	0.01%	+11.0%	Q3 2021

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