Cfm Wealth Partners LLC Top Holdings and 13F Report (2026) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $667.24 million in total holdings as of March 31, 2026.Cfm Wealth Partners LLC owns shares of 143 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 144 new stocks and bought additional shares in 31 stocks.Cfm Wealth Partners LLC sold shares of 51 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $94,611,832Apple $69,910,261Alphabet $38,488,768Amazon.com $22,261,355Microsoft $18,723,422 Largest New Holdings this Quarter 573874104 - Marvell Technology $2,827,184 Holding88262P102 - Texas Pacific Land $643,978 Holding925815102 - Vicor $588,455 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 14,280 shares (about $4.83M)Marvell Technology 28,543 shares (about $2.83M)Advanced Micro Devices 8,014 shares (about $1.63M)Invesco QQQ 2,212 shares (about $1.28M)Broadcom 3,877 shares (about $1.20M) Largest Sales this Quarter Salesforce 30,067 shares (about $5.61M)NVIDIA 3,753 shares (about $654.52K)PALANTIR TECHNOLOGIES INC 4,461 shares (about $652.56K)Apple 2,421 shares (about $614.43K)CrowdStrike 1,474 shares (about $575.46K) 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$94,611,832$654,523 â–¼-0.7%542,49914.2%Computer and TechnologyAAPLApple$69,910,261$614,426 â–¼-0.9%275,46510.5%Computer and TechnologyGOOGLAlphabet$38,488,768$508,694 â–²1.3%133,8465.8%Computer and TechnologyAMZNAmazon.com$22,261,355$31,865 â–²0.1%106,8873.3%Retail/WholesaleMSFTMicrosoft$18,723,422$216,178 â–¼-1.1%50,5812.8%Computer and TechnologyMETAMeta Platforms$18,592,273$956,017 â–²5.4%32,4972.8%Computer and TechnologyWMBWilliams Companies$16,477,756$32,969 â–¼-0.2%226,4052.5%EnergyPMPhilip Morris International$15,395,138$575,549 â–²3.9%93,1122.3%Consumer StaplesXOMExxonMobil$13,881,368$65,658 â–¼-0.5%81,8192.1%EnergyORLYO'Reilly Automotive$13,193,868$105,326 â–¼-0.8%142,9302.0%Retail/WholesaleVVisa$13,114,409$530,730 â–¼-3.9%43,3912.0%Business ServicesCOSTCostco Wholesale$12,433,342$119,571 â–¼-1.0%12,4781.9%Retail/WholesaleGOOGAlphabet$12,389,534$195,066 â–¼-1.6%43,1901.9%Computer and TechnologyQQQInvesco QQQ$12,181,380$1,276,722 â–²11.7%21,1051.8%FinanceSPYSPDR S&P 500 ETF Trust$11,344,679$306,314 â–²2.8%17,4441.7%FinancePANWPalo Alto Networks$11,217,911$556,471 â–¼-4.7%69,9721.7%Computer and TechnologyAMDAdvanced Micro Devices$10,810,880$1,630,288 â–²17.8%53,1431.6%Computer and TechnologyJPMJPMorgan Chase & Co.$10,527,159$60,891 â–²0.6%35,7871.6%FinanceLLYEli Lilly and Company$10,142,906$1,022,752 â–²11.2%11,0281.5%MedicalAVGOBroadcom$9,489,845$1,199,965 â–²14.5%30,6611.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$7,712,297$38,802 â–²0.5%18,0871.2%ETFMAMastercard$7,667,463$404,734 â–¼-5.0%15,3451.1%Business ServicesIWDiShares Russell 1000 Value ETF$7,618,190$179,696 â–¼-2.3%35,6541.1%ETFWALMART INC$7,156,432$110,858 â–²1.6%57,5831.1%COMEPDEnterprise Products Partners$6,950,0920.0%183,6701.0%EnergyNFLXNetflix$6,552,334$504,884 â–¼-7.2%68,1471.0%Consumer DiscretionaryTJXTJX Companies$6,541,744$32,898 â–¼-0.5%40,9631.0%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$6,081,993$97,716 â–¼-1.6%62,5530.9%ETFSHWSherwin-Williams$5,966,245$31,413 â–²0.5%18,6130.9%Basic MaterialsHDHome Depot$5,929,452$311,124 â–¼-5.0%18,0290.9%Retail/WholesaleABBVAbbVie$5,768,496$104,395 â–²1.8%26,5230.9%MedicalMOAltria Group$5,478,6220.0%83,0220.8%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$5,468,971$19,754 â–²0.4%58,9710.8%ETFTSMTaiwan Semiconductor Manufacturing$5,267,627$4,825,926 â–²1,092.6%15,5870.8%Computer and TechnologyVOOVanguard S&P 500 ETF$5,041,990$21,511 â–¼-0.4%8,4380.8%ETFCRWDCrowdStrike$4,999,200$575,464 â–¼-10.3%12,8050.7%Computer and TechnologyAMATApplied Materials$4,989,4500.0%14,5980.7%Computer and TechnologyMCDMcDonald's$4,886,512$88,264 â–¼-1.8%15,7230.7%Retail/WholesaleKOCocaCola$4,370,646$81,753 â–¼-1.8%57,4710.7%Consumer StaplesBRK.BBerkshire Hathaway$4,347,302$301,417 â–¼-6.5%9,0720.7%FinanceFFINFirst Financial Bankshares$4,201,2190.0%142,6560.6%FinanceQUALiShares MSCI USA Quality Factor ETF$3,926,990$196,800 â–²5.3%20,4730.6%ETFGSThe Goldman Sachs Group$3,797,128$51,610 â–¼-1.3%4,4880.6%FinanceETEnergy Transfer$3,644,9590.0%188,8580.5%EnergyCVXChevron$3,594,668$14,069 â–²0.4%17,3740.5%EnergyRYRoyal Bank Of Canada$3,462,2540.0%21,4010.5%FinanceCATCaterpillar$3,392,106$70,846 â–¼-2.0%4,7880.5%IndustrialsKKRKKR & Co. Inc.$3,003,503$327,823 â–¼-9.8%32,4700.5%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,913,599$5,750 â–²0.2%60,2980.4%ETFMRVLMarvell Technology$2,827,184$2,827,184 â–²New Holding28,5430.4%Computer and TechnologyMDLZMondelez International$2,714,1520.0%47,0880.4%Consumer StaplesMPLXMplx$2,666,8240.0%46,7290.4%EnergySBLKStar Bulk Carriers$2,628,342$41,897 â–²1.6%114,4250.4%TransportationUSACUSA Compression Partners$2,498,4300.0%92,1250.4%EnergyMSMorgan Stanley$2,462,391$12,836 â–²0.5%14,9630.4%FinanceIWBiShares Russell 1000 ETF$2,430,670$162,948 â–¼-6.3%6,8170.4%ETFPWRQuanta Services$2,332,237$1,098 â–¼0.0%4,2480.3%ConstructionESGDiShares ESG Aware MSCI EAFE ETF$2,249,6520.0%23,5270.3%ManufacturingFTAI AVIATION LTD$2,069,5150.0%8,4470.3%SHSWESWestern Midstream Partners$2,053,6830.0%49,8830.3%EnergyTSLATesla$1,798,155$26,023 â–²1.5%4,8370.3%Auto/Tires/TrucksPSXPhillips 66$1,753,148$182,183 â–¼-9.4%9,6230.3%EnergyASOAcademy Sports and Outdoors$1,750,797$14,225 â–¼-0.8%31,0150.3%Consumer DiscretionaryHESMHess Midstream Partners$1,642,6460.0%42,2600.2%EnergyOKEONEOK$1,629,0090.0%18,0220.2%EnergyTRGPTarga Resources$1,546,0010.0%6,1660.2%EnergyEQTEQT$1,507,6950.0%23,6910.2%EnergyENBEnbridge$1,421,9330.0%26,2640.2%EnergyEFAiShares MSCI EAFE ETF$1,337,286$161,236 â–²13.7%13,7680.2%FinanceODFLOld Dominion Freight Line$1,318,9500.0%6,7500.2%TransportationIVWiShares S&P 500 Growth ETF$1,254,390$7,691 â–²0.6%11,0900.2%ETFCIRCLE INTERNET GROUP INC$1,252,352$35,493 â–¼-2.8%13,1260.2%COM CL APGProcter & Gamble$1,250,1280.0%8,6550.2%Consumer StaplesPEPPepsiCo$1,193,404$552,367 â–²86.2%7,6850.2%Consumer StaplesUNPUnion Pacific$1,155,5990.0%4,7630.2%TransportationCOPConocoPhillips$1,150,737$150,343 â–¼-11.6%8,7180.2%EnergyTXNTexas Instruments$1,062,7220.0%5,4740.2%Computer and TechnologyMRKMerck & Co., Inc.$970,861$12,029 â–¼-1.2%8,0710.1%MedicalISHARES BITCOIN TRUST ETF$952,009$6,339 â–¼-0.7%24,7790.1%SHS BEN INTQXO INC$875,046$146,019 â–²20.0%45,0590.1%COM NEWHCAHCA Healthcare$870,288$43,538 â–¼-4.8%1,8390.1%MedicalCOINCoinbase Global$846,684$73,336 â–¼-8.0%4,8490.1%FinanceSPGSimon Property Group$757,405$16,790 â–¼-2.2%4,0600.1%FinanceLAM RESEARCH CORP$731,9990.0%3,4260.1%COM NEWAMGNAmgen$729,7370.0%2,0740.1%MedicalCSCOCisco Systems$701,8020.0%9,0450.1%Computer and TechnologyVZVerizon Communications$673,282$22,188 â–¼-3.2%13,4120.1%Computer and TechnologyBITMINE IMMERSION TECNOLOGIE$666,804$80,386 â–¼-10.8%33,7110.1%COM NEWNADNuveen Quality Municipal Income Fund$657,1560.0%57,1440.1%Financial ServicesCRGYCrescent Energy$652,0230.0%48,2980.1%EnergyTPLTexas Pacific Land$643,978$643,978 â–²New Holding1,3570.1%EnergyHDViShares Core High Dividend ETF$639,105$239,138 â–²59.8%4,7090.1%ETFIYHiShares U.S. Healthcare ETF$620,0980.0%10,0600.1%ETFJNJJohnson & Johnson$599,6110.0%2,4530.1%MedicalVICRVicor$588,455$588,455 â–²New Holding3,6550.1%Computer and TechnologyKMIKinder Morgan$575,326$24,577 â–¼-4.1%17,1590.1%EnergyLOWLowe's Companies$527,6130.0%2,2330.1%Retail/WholesaleCCitigroup$523,160$85,057 â–²19.4%4,6130.1%Financial ServicesQCOMQualcomm$518,0110.0%4,0220.1%Computer and TechnologyDVYiShares Select Dividend ETF$512,069$104,322 â–²25.6%3,3820.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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