CFM WEALTH PARTNERS LLC
13F Reported Value
ⓘ$667.2M
Holdings
143
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CFM WEALTH PARTNERS LLC disclosed 143 positions worth $667.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 14.2% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $MRVL and a full exit from $NOW. The portfolio is most concentrated in Technology (46.1% of disclosed assets). All figures are sourced directly from CFM WEALTH PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1801097.
AI Fund Analysis
Diversifying
$NVDA
$AAPL
$GOOG
$AMZN
$MSFT
$META
$JPM
$SHW
$ABBVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$94.6M542,499 sh - 76.1#112
Quality
$69.9M275,465 sh - 80.2#45
Quality
$38.5M133,846 sh - 74.6
Quality
$22.3M106,887 sh - 83.7
Quality
$18.7M50,581 sh - 80.9
Quality
$18.6M32,497 sh - 72.8
Quality
$16.5M226,405 sh - 80.5
Quality
$15.4M93,112 sh - 61.8
Quality
$13.9M81,819 sh - 72.7
Quality
$13.2M142,930 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $94.6M | 542,499 |
| Apple Inc.$AAPL | 76.1#112 | $69.9M | 275,465 |
| Alphabet Inc.$GOOG | 80.2#45 | $38.5M | 133,846 |
| AMAZON COM INC$AMZN | 74.6 | $22.3M | 106,887 |
| MICROSOFT CORP$MSFT | 83.7 | $18.7M | 50,581 |
| Meta Platforms, Inc.$META | 80.9 | $18.6M | 32,497 |
 WILLIAMS COMPANIES, INC.$WMB | 72.8 | $16.5M | 226,405 |
 Philip Morris International Inc.$PM | 80.5 | $15.4M | 93,112 |
 EXXON MOBIL CORP$XOM | 61.8 | $13.9M | 81,819 |
 O REILLY AUTOMOTIVE INC$ORLY | 72.7 | $13.2M | 142,930 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CFM WEALTH PARTNERS LLC's 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Technology
$307.7M
Consumer Discretionary
$81.9M
Other
$77.2M
Energy
$64.3M
Financials
$58.5M
Consumer Staples
$30.6M
Healthcare
$20.4M
Industrials
$17.2M
Full Holdings — CFM WEALTH PARTNERS LLC (Q1 2026)
All 143 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $94.6M | 14.2% | -1% | 90.2 |
| 2 | $AAPL | Apple Inc. | $69.9M | 10.5% | -1% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $38.5M | 5.8% | +1% | 80.2 |
| 4 | $AMZN | AMAZON COM INC | $22.3M | 3.3% | +0% | 74.6 |
| 5 | $MSFT | MICROSOFT CORP | $18.7M | 2.8% | -1% | 83.7 |
| 6 | $META | Meta Platforms, Inc. | $18.6M | 2.8% | +5% | 80.9 |
| 7 | $WMB | WILLIAMS COMPANIES, INC. | $16.5M | 2.5% | -0% | 72.8 |
| 8 | $PM | Philip Morris International Inc. | $15.4M | 2.3% | +4% | 80.5 |
| 9 | $XOM | EXXON MOBIL CORP | $13.9M | 2.1% | -0% | 61.8 |
| 10 | $ORLY | O REILLY AUTOMOTIVE INC | $13.2M | 2.0% | -1% | 72.7 |
| 11 |  $V | VISA INC. | $13.1M | 2.0% | -4% | 83.5 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.4M | 1.9% | -1% | 67 |
| 13 |  $GOOGL | Alphabet Inc. | $12.4M | 1.9% | -2% | 80.2 |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.2M | 1.8% | +12% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $11.3M | 1.7% | +3% | — |
| 16 |  $PANW | Palo Alto Networks Inc | $11.2M | 1.7% | -5% | 66.5 |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $10.8M | 1.6% | +18% | 78.8 |
| 18 | $JPM | JPMORGAN CHASE & CO | $10.5M | 1.6% | +1% | 35.6 |
| 19 |  $LLY | ELI LILLY & Co | $10.1M | 1.5% | +11% | 89.3 |
| 20 |  $AVGO | Broadcom Inc. | $9.5M | 1.4% | +14% | 86.4 |
| 21 | — | ISHARES TR | $7.7M | 1.2% | +1% | — |
| 22 |  $MA | Mastercard Inc | $7.7M | 1.1% | -5% | 81.7 |
| 23 | — | ISHARES TR | $7.6M | 1.1% | -2% | — |
| 24 |  $WMT | Walmart Inc. | $7.2M | 1.1% | +2% | 63.2 |
| 25 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $7.0M | 1.0% | +0% | 66.4 |
| 26 |  $NFLX | NETFLIX INC | $6.6M | 1.0% | -7% | 86.7 |
| 27 |  $TJX | TJX COMPANIES INC /DE/ | $6.5M | 1.0% | -1% | 70.7 |
| 28 | — | ISHARES TR | $6.1M | 0.9% | -2% | — |
| 29 | $SHW | SHERWIN WILLIAMS CO | $6.0M | 0.9% | +1% | 65.3 |
| 30 |  $HD | HOME DEPOT, INC. | $5.9M | 0.9% | -5% | 69.2 |
| 31 | $ABBV | AbbVie Inc. | $5.8M | 0.9% | +2% | 59.3 |
| 32 |  $MO | ALTRIA GROUP, INC. | $5.5M | 0.8% | +0% | 72.1 |
| 33 | — | ISHARES TR | $5.5M | 0.8% | +0% | — |
| 34 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.3M | 0.8% | +1093% | — |
| 35 | — | VANGUARD INDEX FDS | $5.0M | 0.8% | -0% | — |
| 36 |  $CRWD | CrowdStrike Holdings, Inc. | $5.0M | 0.8% | -10% | 55 |
| 37 |  $AMAT | APPLIED MATERIALS INC /DE | $5.0M | 0.8% | +0% | 74.8 |
| 38 |  $MCD | MCDONALDS CORP | $4.9M | 0.7% | -2% | 73.9 |
| 39 |  $KO | COCA COLA CO | $4.4M | 0.7% | -2% | 74 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.3M | 0.7% | -6% | 64.5 |
| 41 |  $FFIN | FIRST FINANCIAL BANKSHARES INC | $4.2M | 0.6% | +0% | — |
| 42 | — | ISHARES TR | $3.9M | 0.6% | +5% | — |
| 43 |  $GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.6% | -1% | — |
| 44 |  $ET | Energy Transfer LP | $3.6M | 0.6% | +0% | 64.5 |
| 45 |  $CVX | CHEVRON CORP | $3.6M | 0.5% | +0% | 54.7 |
| 46 |  $RY | ROYAL BANK OF CANADA | $3.5M | 0.5% | +0% | — |
| 47 |  $CAT | CATERPILLAR INC | $3.4M | 0.5% | -2% | 67.8 |
| 48 |  $KKR | KKR & Co. Inc. | $3.0M | 0.5% | -10% | 49.8 |
| 49 | — | SPDR SERIES TRUST | $2.9M | 0.4% | +0% | — |
| 50 |  $MRVL | Marvell Technology, Inc. | $2.8M | 0.4% | NEW | 77.3 |
| 51 |  $MDLZ | Mondelez International, Inc. | $2.7M | 0.4% | +0% | 53.9 |
| 52 |  $MPLX | MPLX LP | $2.7M | 0.4% | +0% | 76.5 |
| 53 |  $SBLK | Star Bulk Carriers Corp. | $2.6M | 0.4% | +2% | — |
| 54 |  $USAC | USA Compression Partners, LP | $2.5M | 0.4% | +0% | 68.9 |
| 55 |  $MS | MORGAN STANLEY | $2.5M | 0.4% | +1% | — |
| 56 | — | ISHARES TR | $2.4M | 0.4% | -6% | — |
| 57 |  $PWR | QUANTA SERVICES, INC. | $2.3M | 0.3% | -0% | 62.6 |
| 58 | — | ISHARES TR | $2.2M | 0.3% | +0% | — |
| 59 |  $FTAI | FTAI Aviation Ltd. | $2.1M | 0.3% | +0% | — |
| 60 |  $WES | Western Midstream Partners, LP | $2.1M | 0.3% | +0% | 78.1 |
| 61 |  $TSLA | Tesla, Inc. | $1.8M | 0.3% | +1% | 50.1 |
| 62 |  $PSX | Phillips 66 | $1.8M | 0.3% | -9% | 47.6 |
| 63 |  $ASO | Academy Sports & Outdoors, Inc. | $1.8M | 0.3% | -1% | 54.2 |
| 64 |  $HESM | Hess Midstream LP | $1.6M | 0.3% | +0% | 78.4 |
| 65 |  $OKE | ONEOK INC /NEW/ | $1.6M | 0.2% | +0% | 72 |
| 66 |  $TRGP | Targa Resources Corp. | $1.5M | 0.2% | +0% | 70 |
| 67 |  $EQT | EQT Corp | $1.5M | 0.2% | +0% | 83.3 |
| 68 |  $ENB | ENBRIDGE INC | $1.4M | 0.2% | +0% | — |
| 69 | — | ISHARES TR | $1.3M | 0.2% | +14% | — |
| 70 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $1.3M | 0.2% | +0% | 68.1 |
| 71 | — | ISHARES TR | $1.3M | 0.2% | +1% | — |
| 72 |  $CRCL | Circle Internet Group, Inc. | $1.3M | 0.2% | -3% | 44.8 |
| 73 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.2% | +0% | 72.9 |
| 74 |  $PEP | PEPSICO INC | $1.2M | 0.2% | +86% | 58.9 |
| 75 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.2% | +0% | 74 |
| 76 |  $COP | CONOCOPHILLIPS | $1.2M | 0.2% | -12% | 74.8 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.2% | +0% | 70.4 |
| 78 |  $MRK | Merck & Co., Inc. | $970,861 | 0.1% | -1% | 70.9 |
| 79 |  $IBIT | iShares Bitcoin Trust ETF | $952,009 | 0.1% | -1% | — |
| 80 |  $QXO | QXO, Inc. | $875,046 | 0.1% | +20% | 53.5 |
| 81 |  $HCA | HCA Healthcare, Inc. | $870,288 | 0.1% | -5% | 70.5 |
| 82 |  $COIN | Coinbase Global, Inc. | $846,684 | 0.1% | -8% | 68 |
| 83 |  $SPG | SIMON PROPERTY GROUP INC. | $757,405 | 0.1% | -2% | 76.9 |
| 84 |  $LRCX | LAM RESEARCH CORP | $731,999 | 0.1% | +0% | 82.4 |
| 85 |  $AMGN | AMGEN INC | $729,737 | 0.1% | +0% | 79.5 |
| 86 |  $CSCO | CISCO SYSTEMS, INC. | $701,802 | 0.1% | +0% | 72.3 |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $673,282 | 0.1% | -3% | 71.6 |
| 88 | — | BITMINE IMMERSION TECNOLOGIE | $666,804 | 0.1% | -11% | — |
| 89 |  $NAD | Nuveen Quality Municipal Income Fund | $657,156 | 0.1% | +0% | — |
| 90 |  $CRGY | Crescent Energy Co | $652,023 | 0.1% | +0% | 57.4 |
| 91 |  $TPL | Texas Pacific Land Corp | $643,978 | 0.1% | NEW | 79.1 |
| 92 | — | ISHARES TR | $639,105 | 0.1% | +60% | — |
| 93 | — | ISHARES TR | $620,098 | 0.1% | +0% | — |
| 94 |  $JNJ | JOHNSON & JOHNSON | $599,611 | 0.1% | +0% | 72.8 |
| 95 |  $VICR | VICOR CORP | $588,455 | 0.1% | NEW | 63.6 |
| 96 |  $KMI | KINDER MORGAN, INC. | $575,326 | 0.1% | -4% | 74.6 |
| 97 |  $LOW | LOWES COMPANIES INC | $527,613 | 0.1% | +0% | 63.5 |
| 98 |  $C | CITIGROUP INC | $523,160 | 0.1% | +19% | 54.8 |
| 99 |  $QCOM | QUALCOMM INC/DE | $518,011 | 0.1% | +0% | 81.9 |
| 100 | — | ISHARES TR | $512,069 | 0.1% | +26% | — |
| 101 |  $INTC | INTEL CORP | $511,423 | 0.1% | +0% | 41.5 |
| 102 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $494,718 | 0.1% | +0% | 66.7 |
| 103 |  $PH | Parker-Hannifin Corp | $486,115 | 0.1% | +0% | 73.8 |
| 104 | — | ISHARES TR | $484,995 | 0.1% | +0% | — |
| 105 | — | ISHARES TR | $483,958 | 0.1% | -1% | — |
| 106 |  $DELL | Dell Technologies Inc. | $483,527 | 0.1% | -4% | 76 |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $465,985 | 0.1% | +0% | 65 |
| 108 |  $ABT | ABBOTT LABORATORIES | $465,916 | 0.1% | -8% | 67 |
| 109 | — | ISHARES TR | $446,142 | 0.1% | -11% | — |
| 110 | — | ISHARES TR | $444,657 | 0.1% | +0% | — |
| 111 |  $PB | PROSPERITY BANCSHARES INC | $441,440 | 0.1% | -19% | — |
| 112 | — | ISHARES TR | $438,667 | 0.1% | -20% | — |
| 113 | — | ISHARES TR | $435,460 | 0.1% | +0% | — |
| 114 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $414,352 | 0.1% | -3% | 57.4 |
| 115 |  $T | AT&T INC. | $389,684 | 0.1% | +0% | 71.9 |
| 116 |  $PLTR | Palantir Technologies Inc. | $381,645 | 0.1% | -63% | 85.8 |
| 117 |  $SBUX | STARBUCKS CORP | $374,845 | 0.1% | +0% | 54.6 |
| 118 |  $BAC | BANK OF AMERICA CORP /DE/ | $371,865 | 0.1% | +0% | 68.4 |
| 119 |  $CRM | Salesforce, Inc. | $353,180 | 0.1% | -94% | 75.2 |
| 120 |  $LUNG | Pulmonx Corp | $340,610 | 0.1% | +0% | 23.9 |
| 121 |  $NEM | NEWMONT Corp /DE/ | $313,925 | 0.1% | -17% | 88.3 |
| 122 |  $BLK | BlackRock, Inc. | $306,785 | 0.1% | +0% | 70.3 |
| 123 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $302,512 | 0.1% | +0% | — |
| 124 | — | VANGUARD BD INDEX FDS | $302,145 | 0.1% | +0% | — |
| 125 |  $ADP | AUTOMATIC DATA PROCESSING INC | $297,659 | 0.0% | +0% | 77.9 |
| 126 | — | ISHARES TR | $289,621 | 0.0% | +0% | — |
| 127 | — | ISHARES TR | $285,944 | 0.0% | -4% | — |
| 128 |  $SHEL | Shell plc | $280,860 | 0.0% | +0% | — |
| 129 |  $PFE | PFIZER INC | $276,925 | 0.0% | +0% | 69 |
| 130 |  $DIS | Walt Disney Co | $263,680 | 0.0% | +0% | 68.9 |
| 131 |  $ALLY | Ally Financial Inc. | $261,076 | 0.0% | +0% | 69.3 |
| 132 |  $GE | GENERAL ELECTRIC CO | $258,514 | 0.0% | +0% | 74.4 |
| 133 |  $WEC | WEC ENERGY GROUP, INC. | $254,347 | 0.0% | +0% | 67 |
| 134 | — | ISHARES TR | $247,108 | 0.0% | +0% | — |
| 135 |  $B | BARRICK MINING CORP | $244,740 | 0.0% | -20% | — |
| 136 |  $BMY | BRISTOL MYERS SQUIBB CO | $242,600 | 0.0% | +0% | 70.1 |
| 137 |  $HSY | HERSHEY CO | $238,658 | 0.0% | +0% | 59.4 |
| 138 |  $CSX | CSX CORP | $232,220 | 0.0% | +0% | 66.4 |
| 139 | — | PROSHARES TR | $228,134 | 0.0% | +0% | — |
| 140 | — | VANGUARD INDEX FDS | $220,034 | 0.0% | -3% | — |
| 141 |  $ORCL | ORACLE CORP | $205,074 | 0.0% | +0% | 67.2 |
| 142 | — | ISHARES INC | $204,123 | 0.0% | +0% | — |
| 143 |  $FIP | FTAI Infrastructure Inc. | $60,471 | 0.0% | +0% | 36.4 |
New Positions (3)
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