Cfm Wealth Partners LLC Top Holdings and 13F Report (2026) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $802.74 million in total holdings as of September 30, 2026.Cfm Wealth Partners LLC owns shares of 147 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 2.18% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 149 new stocks and bought additional shares in 40 stocks.Cfm Wealth Partners LLC sold shares of 51 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $121,291,728Apple $89,803,900Alphabet $45,912,330Advanced Micro Devices $33,513,436Palo Alto Networks $27,446,572 Largest New Holdings this Quarter 75513E101 - RTX $825,214 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $452,429 Holding79466L302 - Salesforce $273,647 Holding833445109 - Snowflake $265,875 Holding Largest Purchases this Quarter CrowdStrike 38,749 shares (about $10.26M)iShares Russell 1000 Growth ETF 9,437 shares (about $1.18M)RTX 4,445 shares (about $825.21K)Lockheed Martin 1,268 shares (about $645.73K)iShares Russell 1000 Value ETF 2,178 shares (about $539.99K) Largest Sales this Quarter Berkshire Hathaway 2,373 shares (about $1.18M)Home Depot 3,794 shares (about $1.08M)First Financial Bankshares 24,964 shares (about $792.36K)McDonald's 3,269 shares (about $754.93K)Apple 1,464 shares (about $487.54K) 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$121,291,728$367,007 ▼-0.3%531,09615.1%TechnologyAAPLApple$89,803,900$487,542 ▼-0.5%269,66511.2%TechnologyGOOGLAlphabet$45,912,330$4,817 ▼0.0%133,4355.7%Communication ServicesAMDAdvanced Micro Devices$33,513,436$138,258 ▼-0.4%54,7824.2%TechnologyPANWPalo Alto Networks$27,446,572$146,210 ▼-0.5%69,0813.4%TechnologyAMZNAmazon.com$26,423,852$57,055 ▼-0.2%106,0563.3%Consumer DiscretionaryMSFTMicrosoft$25,278,418$16,926 ▲0.1%49,2853.1%TechnologyMETAMeta Platforms$22,722,491$329,953 ▼-1.4%31,3342.8%Communication ServicesPMPhilip Morris International$17,103,3870.0%89,6312.1%Consumer StaplesVVisa$15,429,153$174,274 ▼-1.1%42,9391.9%FinanceWMBWilliams Companies$15,373,6590.0%226,1831.9%EnergyQQQInvesco QQQ$15,052,921$154,613 ▼-1.0%20,3481.9%ETFGOOGAlphabet$14,683,190$13,970 ▼-0.1%43,0921.8%Communication ServicesCRWDCrowdStrike$13,664,806$10,258,797 ▲301.2%51,6141.7%TechnologyLLYEli Lilly and Company$13,142,873$49,753 ▼-0.4%11,3591.6%HealthcareSPYSPDR S&P 500 ETF Trust$13,067,839$62,536 ▼-0.5%17,1351.6%ETFORLYO'Reilly Automotive$11,950,823$182,607 ▼-1.5%139,9231.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$11,570,510$144,243 ▼-1.2%34,9741.4%FinanceCOSTCostco Wholesale$11,298,127$122,895 ▼-1.1%12,4111.4%Consumer StaplesAVGOBroadcom$11,179,034$188,237 ▲1.7%31,8321.4%TechnologyIWFiShares Russell 1000 Growth ETF$10,446,433$1,182,079 ▲12.8%83,3981.3%ETFMRVLMarvell Technology$9,782,904$1,321 ▼0.0%37,0271.2%TechnologyIWDiShares Russell 1000 Value ETF$9,708,443$539,992 ▲5.9%39,1581.2%ETFTSMTaiwan Semiconductor Manufacturing$8,337,328$268,696 ▲3.3%18,2761.0%TechnologyMAMastercard$8,156,440$114,709 ▼-1.4%14,7901.0%FinanceIWRiShares Russell Mid-Cap ETF$7,210,513$279,794 ▲4.0%67,5710.9%ETFAMATApplied Materials$7,157,274$3,580 ▲0.1%13,9960.9%TechnologyABBVAbbVie$6,810,768$47,086 ▼-0.7%26,0360.8%HealthcareEPDEnterprise Products Partners$6,537,515$2,991 ▼0.0%183,5860.8%EnergyVOOVanguard S&P 500 ETF$5,892,671$11,213 ▼-0.2%8,4080.7%ETFWALMART INC$5,886,890$6,443 ▲0.1%56,6480.7%COMSHWSherwin-Williams$5,699,436$104,414 ▼-1.8%17,6310.7%MaterialsMOAltria Group$5,472,1160.0%81,2610.7%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$5,359,590$175,782 ▼-3.2%55,0040.7%ETFTJXTJX Companies$5,276,616$134,691 ▼-2.5%39,8810.7%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$4,584,886$76,007 ▲1.7%20,6300.6%ETFNFLXNetflix$4,318,413$34,720 ▼-0.8%62,0640.5%Communication ServicesRYRoyal Bank Of Canada$4,207,2230.0%21,4010.5%FinanceGSThe Goldman Sachs Group$4,114,991$28,814 ▲0.7%4,5700.5%FinanceCATCaterpillar$3,800,173$41,350 ▼-1.1%4,6870.5%IndustrialsSBLKStar Bulk Carriers$3,752,061$197,387 ▲5.6%127,7950.5%IndustrialsENERGY TRANSFER L P$3,733,7230.0%188,8580.5%COM UT LTD PTNFFINFirst Financial Bankshares$3,628,549$792,357 ▼-17.9%114,3210.5%FinanceCVXChevron$3,626,144$40,842 ▲1.1%17,7570.5%EnergyKOCoca-Cola$3,597,945$24,274 ▼-0.7%41,7980.4%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,395,991$202,137 ▲6.3%64,2450.4%ETFBRK.BBerkshire Hathaway$3,176,921$1,181,635 ▼-27.1%6,3800.4%FinanceMSMorgan Stanley$2,827,892$13,729 ▲0.5%15,0360.4%FinanceIWBiShares Russell 1000 ETF$2,818,865$12,068 ▲0.4%6,7740.4%ETFKKRKKR & Co. Inc.$2,808,967$78,245 ▼-2.7%30,7660.3%FinanceMUMicron Technology$2,740,528$72,427 ▲2.7%2,5730.3%TechnologyDELLDell Technologies$2,730,634$192,586 ▲7.6%5,0760.3%TechnologyMDLZMondelez International$2,722,6280.0%47,0880.3%Consumer StaplesHDHome Depot$2,676,675$1,079,318 ▼-28.7%9,4090.3%Consumer DiscretionaryPWRQuanta Services$2,674,127$25,700 ▼-1.0%4,1620.3%IndustrialsMPLXMplx$2,631,7770.0%46,7290.3%EnergyARM HOLDINGS PLC$2,501,214$126,871 ▲5.3%8,6350.3%SPONSORED ADSPSXPhillips 66$2,456,8900.0%9,6230.3%EnergyESGDiShares ESG Aware MSCI EAFE ETF$2,451,663$45,239 ▲1.9%23,7910.3%ETFUSA COMPRESSION PARTNERS LP$2,291,1490.0%92,1250.3%COM UNIT LTDPARCRDOCredo Technology Group$2,241,059$170,636 ▲8.2%11,5050.3%TechnologyWESWestern Midstream Partners$2,213,3090.0%49,8830.3%EnergyEFAiShares MSCI EAFE ETF$2,130,472$151,887 ▲7.7%20,5070.3%ETFINTCIntel$1,952,054$48,332 ▲2.5%16,2360.2%TechnologyTSLATesla$1,716,926$59,608 ▼-3.4%4,8390.2%Consumer DiscretionaryMCDMcDonald's$1,673,824$754,930 ▼-31.1%7,2480.2%Consumer DiscretionaryTRGPTarga Resources$1,666,7310.0%6,1660.2%EnergyHESMHess Midstream Partners$1,579,2560.0%42,2600.2%EnergyIVWiShares S&P 500 Growth ETF$1,557,889$6,971 ▲0.4%10,9510.2%ETFTXNTexas Instruments$1,533,2130.0%5,4740.2%TechnologyFTAI AVIATION LTD$1,410,9020.0%8,4470.2%SHSUNPUnion Pacific$1,282,2770.0%4,7120.2%IndustrialsENBEnbridge$1,221,0130.0%26,2640.2%EnergyODFLOld Dominion Freight Line$1,173,4200.0%6,7500.1%IndustrialsMRKMerck & Co., Inc.$1,172,7970.0%8,0710.1%HealthcareVICRVicor$1,152,004$289 ▼0.0%3,9870.1%IndustrialsLAM RESEARCH CORP$1,125,4750.0%3,4260.1%COM NEWEQTEQT$1,063,6580.0%21,9040.1%EnergyLMTLockheed Martin$1,038,361$645,729 ▲164.5%2,0390.1%IndustrialsCOPConocoPhillips$1,038,312$6,382 ▼-0.6%8,2970.1%EnergyCSCOCisco Systems$973,5130.0%9,0450.1%TechnologyAMGNAmgen$874,2120.0%2,0740.1%HealthcareRTXRTX$825,214$825,214 ▲New Holding4,4450.1%IndustrialsSPGSimon Property Group$803,505$13,452 ▼-1.6%4,0020.1%Real EstateHCAHCA Healthcare$784,7750.0%1,8390.1%HealthcareSANDISK CORP$779,471$46,977 ▲6.4%4480.1%COMIYRiShares U.S. Real Estate ETF$760,130$273,715 ▲56.3%7,9980.1%ETFIYHiShares U.S. Healthcare ETF$719,8940.0%10,0600.1%ETFQCOMQualcomm$718,7590.0%3,9050.1%TechnologyISHARES BITCOIN TRUST ETF$594,117$75,460 ▼-11.3%12,5500.1%SHS BEN INTQXO INC$587,867$42,248 ▲7.7%50,2880.1%COM NEWGLWCorning$580,598$117,780 ▲25.4%3,7760.1%TechnologyNADNuveen Quality Municipal Income Fund$578,2970.0%57,1440.1%FinancePGProcter & Gamble$566,0110.0%3,8960.1%Consumer StaplesJNJJohnson & Johnson$563,102$21,179 ▲3.9%2,1270.1%HealthcareCCitigroup$532,551$25,896 ▼-4.6%4,1130.1%FinanceIYFiShares U.S. Financials ETF$517,9710.0%4,1220.1%ETFDVYiShares Select Dividend ETF$504,4160.0%3,3170.1%ETFLUNGPulmonx$504,3140.0%264,0390.1%HealthcareVZVerizon Communications$499,387$20,642 ▼-4.0%10,8870.1%Communication ServicesShowing largest 100 holdings. 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