Cfm Wealth Partners LLC Top Holdings and 13F Report (2026) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $783.29 million in total holdings as of June 30, 2026.Cfm Wealth Partners LLC owns shares of 149 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 2.63% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 143 new stocks and bought additional shares in 28 stocks.Cfm Wealth Partners LLC sold shares of 60 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $106,588,564Apple $78,453,914Alphabet $47,690,685Advanced Micro Devices $31,954,697Amazon.com $25,331,967 Largest New Holdings this Quarter 042068205 - ARM HOLDINGS PLC $2,906,410 Holding595112103 - Micron Technology $2,891,496 HoldingG25457105 - Credo Technology Group $2,890,557 Holding80004C200 - SANDISK CORP $957,240 Holding219350105 - Corning $768,844 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 55,874 shares (about $6.94M)ARM HOLDINGS PLC 8,197 shares (about $2.91M)Micron Technology 2,505 shares (about $2.89M)Credo Technology Group 10,629 shares (about $2.89M)Marvell Technology 8,489 shares (about $2.53M) Largest Sales this Quarter NVIDIA 9,796 shares (about $1.96M)Home Depot 4,826 shares (about $1.70M)McDonald's 5,206 shares (about $1.41M)Apple 4,336 shares (about $1.25M)CocaCola 15,391 shares (about $1.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfm Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$106,588,564$1,960,082 â–¼-1.8%532,70313.6%TechnologyAAPLApple$78,453,914$1,254,665 â–¼-1.6%271,12910.0%TechnologyGOOGLAlphabet$47,690,685$141,876 â–¼-0.3%133,4496.1%Communication ServicesAMDAdvanced Micro Devices$31,954,697$1,083,397 â–²3.5%55,0084.1%TechnologyAMZNAmazon.com$25,331,967$143,481 â–¼-0.6%106,2853.2%Consumer DiscretionaryPANWPalo Alto Networks$23,683,498$178,353 â–¼-0.7%69,4493.0%TechnologyMSFTMicrosoft$18,371,803$495,739 â–¼-2.6%49,2522.3%TechnologyMETAMeta Platforms$17,906,193$398,804 â–¼-2.2%31,7892.3%Communication ServicesWMBWilliams Companies$16,814,444$16,503 â–¼-0.1%226,1832.1%EnergyPMPhilip Morris International$16,215,144$629,748 â–¼-3.7%89,6312.1%Consumer StaplesGOOGAlphabet$15,240,044$20,140 â–¼-0.1%43,1331.9%Communication ServicesQQQInvesco QQQ$15,138,169$403,547 â–¼-2.6%20,5571.9%ETFVVisa$14,898,258$11,322 â–²0.1%43,4241.9%FinanceLLYEli Lilly and Company$13,675,487$448,573 â–²3.4%11,4021.7%HealthcareORLYO'Reilly Automotive$13,082,397$80,026 â–¼-0.6%142,0611.7%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$12,857,310$169,519 â–¼-1.3%17,2171.6%ETFAVGOBroadcom$11,822,014$239,870 â–²2.1%31,2961.5%TechnologyCOSTCostco Wholesale$11,736,301$63,611 â–²0.5%12,5461.5%Consumer StaplesJPMJPMorgan Chase & Co.$11,590,817$123,404 â–¼-1.1%35,4101.5%FinanceXOMExxonMobil$11,173,134$13,125 â–¼-0.1%81,7231.4%EnergyMRVLMarvell Technology$11,031,462$2,528,788 â–²29.7%37,0321.4%TechnologyAMATApplied Materials$10,114,047$440,307 â–¼-4.2%13,9891.3%TechnologyCRWDCrowdStrike$9,817,796$45,788 â–²0.5%12,8651.3%TechnologyIWFiShares Russell 1000 Growth ETF$9,183,737$6,937,874 â–²308.9%73,9611.2%ETFIWDiShares Russell 1000 Value ETF$8,965,061$321,462 â–²3.7%36,9801.1%ETFTSMTaiwan Semiconductor Manufacturing$8,446,781$1,002,897 â–²13.5%17,6871.1%TechnologyMAMastercard$7,703,158$178,223 â–¼-2.3%14,9981.0%FinanceIWRiShares Russell Mid-Cap ETF$7,165,210$264,328 â–²3.8%64,9490.9%ETFEPDEnterprise Products Partners$6,751,7280.0%183,6700.9%EnergyABBVAbbVie$6,597,005$77,254 â–¼-1.2%26,2160.8%HealthcareWALMART INC$6,408,977$112,921 â–¼-1.7%56,5860.8%COMTJXTJX Companies$6,196,154$9,696 â–¼-0.2%40,8990.8%Consumer DiscretionarySHWSherwin-Williams$6,181,943$226,908 â–¼-3.5%17,9540.8%MaterialsMOAltria Group$5,846,729$126,704 â–¼-2.1%81,2610.7%Consumer StaplesVOOVanguard S&P 500 ETF$5,785,530$9,615 â–¼-0.2%8,4240.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,479,700$208,643 â–¼-3.7%56,8080.7%ETFCATCaterpillar$5,045,496$53,245 â–¼-1.0%4,7380.6%IndustrialsFFINFirst Financial Bankshares$4,819,261$116,637 â–¼-2.4%139,2850.6%FinanceHDHome Depot$4,656,320$1,701,992 â–¼-26.8%13,2030.6%Consumer DiscretionaryGSThe Goldman Sachs Group$4,589,986$50,573 â–²1.1%4,5380.6%FinanceNFLXNetflix$4,466,998$398,698 â–¼-8.2%62,5630.6%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$4,451,869$40,595 â–¼-0.9%20,2880.6%ETFRYRoyal Bank Of Canada$4,429,3650.0%21,4010.6%FinanceBRK.BBerkshire Hathaway$4,379,914$159,624 â–¼-3.5%8,7530.6%FinanceETEnergy Transfer$3,610,9650.0%188,8580.5%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$3,484,479$7,093 â–²0.2%60,4210.4%ETFKOCocaCola$3,419,817$1,250,818 â–¼-26.8%42,0800.4%Consumer StaplesMSMorgan Stanley$3,127,7770.0%14,9630.4%FinancePWRQuanta Services$3,025,608$33,122 â–¼-1.1%4,2020.4%IndustrialsSBLKStar Bulk Carriers$3,023,168$165,976 â–²5.8%121,0720.4%IndustrialsCVXChevron$2,910,238$30,334 â–²1.1%17,5570.4%EnergyARM HOLDINGS PLC$2,906,410$2,906,410 â–²New Holding8,1970.4%SPONSORED ADSKKRKKR & Co. Inc.$2,902,386$77,738 â–¼-2.6%31,6230.4%FinanceMUMicron Technology$2,891,496$2,891,496 â–²New Holding2,5050.4%TechnologyCRDOCredo Technology Group$2,890,557$2,890,557 â–²New Holding10,6290.4%TechnologyMCDMcDonald's$2,842,816$1,407,217 â–¼-33.1%10,5170.4%Consumer DiscretionaryIWBiShares Russell 1000 ETF$2,762,078$29,484 â–¼-1.1%6,7450.4%ETFMDLZMondelez International$2,723,5700.0%47,0880.3%Consumer StaplesMPLXMplx$2,632,2450.0%46,7290.3%EnergyUSACUSA Compression Partners$2,431,1790.0%92,1250.3%EnergyESGDiShares ESG Aware MSCI EAFE ETF$2,400,819$17,992 â–¼-0.7%23,3520.3%ETFFTAI AVIATION LTD$2,285,1670.0%8,4470.3%SHSINTCIntel$2,210,901$592,729 â–²36.6%15,8340.3%TechnologyWESWestern Midstream Partners$2,182,8800.0%49,8830.3%EnergyTSLATesla$2,105,944$71,502 â–²3.5%5,0070.3%Consumer DiscretionaryDELLDell Technologies$2,035,628$764,547 â–²60.1%4,7180.3%TechnologyEFAiShares MSCI EAFE ETF$1,978,395$548,175 â–²38.3%19,0450.3%ETFTRGPTarga Resources$1,653,3510.0%6,1660.2%EnergyTXNTexas Instruments$1,631,6350.0%5,4740.2%TechnologyPSXPhillips 66$1,626,7960.0%9,6230.2%EnergyHESMHess Midstream Partners$1,588,9760.0%42,2600.2%EnergyVICRVicor$1,514,563$126,467 â–²9.1%3,9880.2%IndustrialsIVWiShares S&P 500 Growth ETF$1,499,352$25,856 â–¼-1.7%10,9020.2%ETFLAM RESEARCH CORP$1,484,5890.0%3,4260.2%COM NEWODFLOld Dominion Freight Line$1,462,0500.0%6,7500.2%IndustrialsENBEnbridge$1,423,7710.0%26,2640.2%EnergyUNPUnion Pacific$1,281,664$13,872 â–¼-1.1%4,7120.2%IndustrialsEQTEQT$1,164,636$95,015 â–¼-7.5%21,9040.1%EnergyCSCOCisco Systems$1,062,4260.0%9,0450.1%TechnologyMRKMerck & Co., Inc.$1,037,1240.0%8,0710.1%HealthcareOKEONEOK$967,990$598,843 â–¼-38.2%11,1340.1%EnergySANDISK CORP$957,240$957,240 â–²New Holding4210.1%COMSPGSimon Property Group$910,004$2,013 â–²0.2%4,0690.1%Real EstateCOPConocoPhillips$867,848$38,465 â–¼-4.2%8,3480.1%EnergyQXO INC$806,527$27,907 â–²3.6%46,6740.1%COM NEWGLWCorning$768,844$768,844 â–²New Holding3,0100.1%TechnologyAMGNAmgen$751,0370.0%2,0740.1%HealthcareQCOMQualcomm$721,688$21,623 â–¼-2.9%3,9050.1%TechnologyHCAHCA Healthcare$717,0080.0%1,8390.1%HealthcareNADNuveen Quality Municipal Income Fund$692,5850.0%57,1440.1%FinanceIYHiShares U.S. Healthcare ETF$674,1210.0%10,0600.1%ETFCCitigroup$603,647$41,988 â–¼-6.5%4,3130.1%FinanceIBMInternational Business Machines$573,9500.0%2,0410.1%TechnologyPGProcter & Gamble$571,309$697,859 â–¼-55.0%3,8960.1%Consumer StaplesHDViShares Core High Dividend ETF$570,402$441,328 â–²341.9%20,8100.1%ETFASOAcademy Sports and Outdoors$532,192$929,545 â–¼-63.6%11,2920.1%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$530,5050.0%3,5770.1%ETFIYFiShares U.S. Financials ETF$525,5960.0%4,1220.1%ETFIYRiShares U.S. Real Estate ETF$523,3160.0%5,1180.1%ETFJNJJohnson & Johnson$519,877$103,112 â–¼-16.6%2,0470.1%HealthcareShowing largest 100 holdings. 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