Cfm Wealth Partners LLC Top Holdings and 13F Report (2025)

About Cfm Wealth Partners LLC

Investment Activity

Cfm Wealth Partners LLC has $628.34 million in total holdings as of June 30, 2025.
Cfm Wealth Partners LLC owns shares of 141 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 3.86% of the portfolio was purchased this quarter.
About 1.61% of the portfolio was sold this quarter.
This quarter, Cfm Wealth Partners LLC has purchased 139 new stocks and bought additional shares in 45 stocks.
Cfm Wealth Partners LLC sold shares of 49 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA: $89,968,521
Apple: $59,513,843
Microsoft: $25,090,132
Amazon.com: $23,739,095
Alphabet: $23,686,938

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing: $296,022 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $233,789 Holding
68389X105 - Oracle: $233,715 Holding
922908769 - Vanguard Total Stock Market ETF: $219,913 Holding
464286525 - iShares MSCI Global Min Vol Factor ETF: $202,518 Holding

Largest Purchases this Quarter

O'Reilly Automotive: 128,599 shares (about $11.59M)
Netflix: 1,288 shares (about $1.72M)
Broadcom: 3,589 shares (about $989.36K)
CrowdStrike: 1,881 shares (about $958.01K)
ServiceNow: 899 shares (about $924.24K)

Largest Sales this Quarter

Eli Lilly and Company: 1,402 shares (about $1.09M)
Apple: 4,472 shares (about $917.52K)
NVIDIA: 5,183 shares (about $818.86K)
Diamondback Energy: 4,570 shares (about $627.92K)
Advanced Micro Devices: 3,831 shares (about $543.62K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$89,968,521	$818,862 ▼	-0.9%	569,457	14.3%	Computer and Technology
AAPL Apple	$59,513,843	$917,520 ▼	-1.5%	290,071	9.5%	Computer and Technology
MSFT Microsoft	$25,090,132	$120,372 ▲	0.5%	50,442	4.0%	Computer and Technology
AMZN Amazon.com	$23,739,095	$628,552 ▲	2.7%	108,205	3.8%	Retail/Wholesale
GOOGL Alphabet	$23,686,938	$305,760 ▲	1.3%	134,409	3.8%	Computer and Technology
META Meta Platforms	$19,688,171	$904,915 ▲	4.8%	26,674	3.1%	Computer and Technology
PM Philip Morris International	$16,324,494		0.0%	89,631	2.6%	Consumer Staples
V Visa	$16,133,574	$335,524 ▲	2.1%	45,440	2.6%	Business Services
PANW Palo Alto Networks	$14,204,881	$66,303 ▲	0.5%	69,414	2.3%	Computer and Technology
WMB Williams Companies	$13,944,637		0.0%	222,013	2.2%	Energy
XOM Exxon Mobil	$13,504,428	$204,820 ▼	-1.5%	125,273	2.1%	Energy
ORLY O'Reilly Automotive	$12,398,373	$11,590,628 ▲	1,434.9%	137,561	2.0%	Retail/Wholesale
COST Costco Wholesale	$12,028,499	$260,349 ▲	2.2%	12,151	1.9%	Retail/Wholesale
CRM Salesforce	$11,775,086	$189,248 ▲	1.6%	43,181	1.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$10,471,770	$123,568 ▼	-1.2%	16,949	1.7%	Finance
QQQ Invesco QQQ	$9,917,208	$392,209 ▲	4.1%	17,978	1.6%	Finance
JPM JPMorgan Chase & Co.	$9,578,118	$59,722 ▲	0.6%	33,038	1.5%	Finance
LLY Eli Lilly and Company	$8,816,473	$1,092,900 ▼	-11.0%	11,310	1.4%	Medical
NFLX Netflix	$8,796,745	$1,724,799 ▲	24.4%	6,569	1.4%	Consumer Discretionary
MA Mastercard	$8,729,881	$80,921 ▲	0.9%	15,535	1.4%	Business Services
IWF iShares Russell 1000 Growth ETF	$8,494,997	$456,848 ▲	5.7%	20,008	1.4%	ETF
GOOG Alphabet	$8,114,990	$177 ▲	0.0%	45,747	1.3%	Computer and Technology
HD Home Depot	$7,213,562	$194,684 ▲	2.8%	19,675	1.1%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$7,139,895	$192,676 ▲	2.8%	36,760	1.1%	ETF
AMD Advanced Micro Devices	$6,429,773	$543,619 ▼	-7.8%	45,312	1.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$6,412,705	$84,061 ▲	1.3%	69,726	1.0%	ETF
SHW Sherwin-Williams	$6,132,207	$226,966 ▲	3.8%	17,859	1.0%	Basic Materials
CRWD CrowdStrike	$5,867,251	$958,012 ▲	19.5%	11,520	0.9%	Computer and Technology
EPD Enterprise Products Partners	$5,828,221	$210,496 ▼	-3.5%	187,946	0.9%	Energy
FFIN First Financial Bankshares	$5,820,557	$163,385 ▼	-2.7%	161,772	0.9%	Finance
NOW ServiceNow	$5,797,343	$924,244 ▲	19.0%	5,639	0.9%	Computer and Technology
MCD McDonald's	$5,706,044	$42,657 ▲	0.8%	19,530	0.9%	Retail/Wholesale
BRK.B Berkshire Hathaway	$5,628,617	$251,143 ▲	4.7%	11,587	0.9%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$5,370,303	$304,796 ▲	6.0%	57,210	0.9%	ETF
CMG Chipotle Mexican Grill	$5,181,634	$126,113 ▼	-2.4%	92,282	0.8%	Retail/Wholesale
WMT Walmart	$5,114,975	$188,618 ▲	3.8%	52,311	0.8%	Retail/Wholesale
KO CocaCola	$4,881,252	$59,501 ▲	1.2%	68,993	0.8%	Consumer Staples
MO Altria Group	$4,833,223	$47,197 ▼	-1.0%	82,436	0.8%	Consumer Staples
TJX TJX Companies	$4,724,785	$44,580 ▲	1.0%	38,260	0.8%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$4,669,531	$38,056 ▲	0.8%	8,221	0.7%	ETF
ABBV AbbVie	$4,271,911	$77,033 ▲	1.8%	23,014	0.7%	Medical
KKR KKR & Co. Inc.	$4,142,874	$389,384 ▲	10.4%	31,142	0.7%	Finance
ET Energy Transfer	$3,423,996	$77,814 ▼	-2.2%	188,858	0.5%	Energy
QUAL iShares MSCI USA Quality Factor ETF	$3,284,423	$342,794 ▲	11.7%	17,965	0.5%	ETF
MDLZ Mondelez International	$3,175,615		0.0%	47,088	0.5%	Consumer Staples
CVX Chevron	$3,073,597	$204,047 ▼	-6.2%	21,465	0.5%	Energy
RY Royal Bank Of Canada	$2,815,302		0.0%	21,401	0.4%	Finance
AMAT Applied Materials	$2,694,058	$32,770 ▼	-1.2%	14,716	0.4%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,687,719	$20,618 ▼	-0.8%	63,092	0.4%	ETF
IWB iShares Russell 1000 ETF	$2,425,888	$13,243 ▼	-0.5%	7,144	0.4%	ETF
GS The Goldman Sachs Group	$2,377,512	$47,423 ▲	2.0%	3,359	0.4%	Finance
MPLX Mplx	$2,208,543		0.0%	42,876	0.4%	Energy
TSLA Tesla	$2,206,466	$129,923 ▼	-5.6%	6,946	0.4%	Auto/Tires/Trucks
USAC USA Compression Partners	$2,037,154		0.0%	83,799	0.3%	Energy
ESGD iShares ESG Aware MSCI EAFE ETF	$2,016,015	$182,098 ▼	-8.3%	22,596	0.3%	Manufacturing
ASO Academy Sports and Outdoors	$2,004,844	$191,159 ▼	-8.7%	44,741	0.3%	Consumer Discretionary
AVGO Broadcom	$2,000,501	$989,362 ▲	97.8%	7,257	0.3%	Computer and Technology
SBLK Star Bulk Carriers	$1,942,367		0.0%	112,601	0.3%	Transportation
CAT Caterpillar	$1,883,983		0.0%	4,853	0.3%	Industrials
WES Western Midstream Partners	$1,739,333		0.0%	44,944	0.3%	Energy
PWR Quanta Services	$1,708,165		0.0%	4,518	0.3%	Construction
PG Procter & Gamble	$1,676,732	$71,855 ▲	4.5%	10,524	0.3%	Consumer Staples
HESM Hess Midstream Partners	$1,627,433		0.0%	42,260	0.3%	Energy
MS Morgan Stanley	$1,618,302	$119,306 ▲	8.0%	11,489	0.3%	Finance
FTAI AVIATION LTD	$1,471,362	$33,707 ▼	-2.2%	12,790	0.2%	SHS
OKE ONEOK	$1,471,136	$13,714 ▼	-0.9%	18,022	0.2%	Energy
SPG Simon Property Group	$1,400,786	$141,461 ▲	11.2%	8,714	0.2%	Finance
EQT EQT	$1,285,898	$4,957 ▼	-0.4%	22,049	0.2%	Energy
IVW iShares S&P 500 Growth ETF	$1,277,023	$24,221 ▼	-1.9%	11,599	0.2%	ETF
PSX Phillips 66	$1,265,860	$954 ▲	0.1%	10,611	0.2%	Energy
ENB Enbridge	$1,190,284		0.0%	26,264	0.2%	Energy
TRGP Targa Resources	$1,167,903		0.0%	6,709	0.2%	Energy
EFA iShares MSCI EAFE ETF	$1,149,019	$188,434 ▲	19.6%	12,854	0.2%	Finance
TXN Texas Instruments	$1,136,512		0.0%	5,474	0.2%	Computer and Technology
UNP Union Pacific	$1,133,834		0.0%	4,928	0.2%	Transportation
ODFL Old Dominion Freight Line	$1,095,525		0.0%	6,750	0.2%	Transportation
COP ConocoPhillips	$937,115	$7,089 ▼	-0.8%	10,443	0.1%	Energy
SBUX Starbucks	$888,444	$155,130 ▼	-14.9%	9,696	0.1%	Retail/Wholesale
AMGN Amgen	$861,747	$25,970 ▼	-2.9%	3,086	0.1%	Medical
MRK Merck & Co., Inc.	$827,855	$300,966 ▼	-26.7%	10,458	0.1%	Medical
HCA HCA Healthcare	$739,766		0.0%	1,931	0.1%	Medical
IVV iShares Core S&P 500 ETF	$721,169	$21,120 ▼	-2.8%	1,161	0.1%	ETF
ABT Abbott Laboratories	$700,043		0.0%	5,147	0.1%	Medical
LUNG Pulmonx	$683,861		0.0%	264,039	0.1%	Medical
VZ Verizon Communications	$680,940	$48,419 ▼	-6.6%	15,737	0.1%	Computer and Technology
QCOM QUALCOMM	$640,111	$419,202 ▼	-39.6%	4,019	0.1%	Computer and Technology
PEP PepsiCo	$611,345	$8,583 ▼	-1.4%	4,630	0.1%	Consumer Staples
NAD Nuveen Quality Municipal Income Fund	$575,350		0.0%	50,961	0.1%	Financial Services
IYH iShares U.S. Healthcare ETF	$568,189		0.0%	10,060	0.1%	ETF
PB Prosperity Bancshares	$566,837		0.0%	8,070	0.1%	Finance
IBM International Business Machines	$565,978		0.0%	1,920	0.1%	Computer and Technology
KMI Kinder Morgan	$558,645		0.0%	19,002	0.1%	Energy
CSCO Cisco Systems	$546,576		0.0%	7,878	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$503,305	$1,426 ▲	0.3%	8,115	0.1%	ETF
IYF iShares U.S. Financials ETF	$498,721		0.0%	4,122	0.1%	ETF
LOW Lowe's Companies	$495,436		0.0%	2,233	0.1%	Retail/Wholesale
IYR iShares U.S. Real Estate ETF	$489,961	$15,068 ▲	3.2%	5,170	0.1%	ETF
LMT Lockheed Martin	$454,340		0.0%	981	0.1%	Aerospace
CRGY Crescent Energy	$452,480		0.0%	52,614	0.1%	Energy
ADP Automatic Data Processing	$451,806		0.0%	1,465	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Cfm Wealth Partners LLC Top Holdings and 13F Report (2025)

About Cfm Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Cfm Wealth Partners LLC Top Holdings and 13F Report (2025)

About Cfm Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCfm Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools