Cfm Wealth Partners Llc Portfolio Stock Holdings
Cfm Wealth Partners Llc disclosed 143 stock positions valued at approximately $667.2 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 143
- Portfolio Value
- $667.2M
Holdings by Sector
Cfm Wealth Partners Llc Portfolio Holdings in Q1 2026
142 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 14.18% | 542,499 | -3,753 | -0.69% | $94,611,832 |
| APPLE INC | AAPL | Technology | 10.48% | 275,465 | -2,421 | -0.87% | $69,910,261 |
| ALPHABET INC | GOOGL | Communication Services | 5.77% | 133,846 | +1,769 | +1.34% | $38,488,768 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.34% | 106,887 | +153 | +0.14% | $22,261,355 |
| MICROSOFT CORP | MSFT | Technology | 2.81% | 50,581 | -584 | -1.14% | $18,723,422 |
| META PLATFORMS INC | META | Communication Services | 2.79% | 32,497 | +1,671 | +5.42% | $18,592,273 |
| WILLIAMS COS INC | WMB | Energy | 2.47% | 226,405 | -453 | -0.20% | $16,477,756 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.31% | 93,112 | +3,481 | +3.88% | $15,395,138 |
| EXXON MOBIL CORP | XOM | Energy | 2.08% | 81,819 | -387 | -0.47% | $13,881,368 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.98% | 142,930 | -1,141 | -0.79% | $13,193,868 |
| VISA INC | V | Financial Services | 1.97% | 43,391 | -1,756 | -3.89% | $13,114,409 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.86% | 12,478 | -120 | -0.95% | $12,433,342 |
| ALPHABET INC | GOOG | Communication Services | 1.86% | 43,190 | -680 | -1.55% | $12,389,534 |
| INVESCO QQQ TR | QQQ | Other | 1.83% | 21,105 | +2,212 | +11.71% | $12,181,380 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.70% | 17,444 | +471 | +2.77% | $11,344,679 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.68% | 69,972 | -3,471 | -4.73% | $11,217,911 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.62% | 53,143 | +8,014 | +17.76% | $10,810,880 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.58% | 35,787 | +207 | +0.58% | $10,527,159 |
| ELI LILLY & CO | LLY | Healthcare | 1.52% | 11,028 | +1,112 | +11.21% | $10,142,906 |
| BROADCOM INC | AVGO | Technology | 1.42% | 30,661 | +3,877 | +14.48% | $9,489,845 |
| ISHARES TR | IWF | Other | 1.16% | 18,087 | +91 | +0.51% | $7,712,297 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.15% | 15,345 | -810 | -5.01% | $7,667,463 |
| ISHARES TR | IWD | Other | 1.14% | 35,654 | -841 | -2.30% | $7,618,190 |
| WALMART INC | WMT | Consumer Defensive | 1.07% | 57,583 | +892 | +1.57% | $7,156,432 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.04% | 183,670 | - | - | $6,950,092 |
| NETFLIX INC. | NFLX | Communication Services | 0.98% | 68,147 | -5,251 | -7.15% | $6,552,334 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.98% | 40,963 | -206 | -0.50% | $6,541,744 |
| ISHARES TR | IWR | Other | 0.91% | 62,553 | -1,005 | -1.58% | $6,081,993 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.89% | 18,613 | +98 | +0.53% | $5,966,245 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.89% | 18,029 | -946 | -4.99% | $5,929,452 |
| ABBVIE INC | ABBV | Healthcare | 0.86% | 26,523 | +480 | +1.84% | $5,768,496 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.82% | 83,022 | - | - | $5,478,622 |
| ISHARES TR | USMV | Other | 0.82% | 58,971 | +213 | +0.36% | $5,468,971 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.79% | 15,587 | +14,280 | +1092.58% | $5,267,627 |
| VANGUARD INDEX FDS | VOO | Other | 0.76% | 8,438 | -36 | -0.42% | $5,041,990 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.75% | 12,805 | -1,474 | -10.32% | $4,999,200 |
| APPLIED MATLS INC | AMAT | Technology | 0.75% | 14,598 | - | - | $4,989,450 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.73% | 15,723 | -284 | -1.77% | $4,886,512 |
| COCA COLA CO | KO | Consumer Defensive | 0.66% | 57,471 | -1,075 | -1.84% | $4,370,646 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 9,072 | -629 | -6.48% | $4,347,302 |
| FIRST FINL BANKSHARES INC | FFIN | Financial Services | 0.63% | 142,656 | - | - | $4,201,219 |
| ISHARES TR | QUAL | Other | 0.59% | 20,473 | +1,026 | +5.28% | $3,926,990 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.57% | 4,488 | -61 | -1.34% | $3,797,128 |
| ENERGY TRANSFER L P | ET | Energy | 0.55% | 188,858 | - | - | $3,644,959 |
| CHEVRON CORPORATION | CVX | Energy | 0.54% | 17,374 | +68 | +0.39% | $3,594,668 |
| ROYAL BK CDA | RY | Financial Services | 0.52% | 21,401 | - | - | $3,462,254 |
| CATERPILLAR INC | CAT | Industrials | 0.51% | 4,788 | -100 | -2.05% | $3,392,106 |
| KKR & CO INC | KKR | Financial Services | 0.45% | 32,470 | -3,544 | -9.84% | $3,003,503 |
| SPDR SERIES TRUST | SPSM | Other | 0.44% | 60,298 | +119 | +0.20% | $2,913,599 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.42% | 28,543 | +28,543 | +100.00% | $2,827,184 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.41% | 47,088 | - | - | $2,714,152 |
| MPLX LP | MPLX | Energy | 0.40% | 46,729 | - | - | $2,666,824 |
| STAR BULK CARRIERS CORP. | Y8162K204 | Other | 0.39% | 114,425 | +1,824 | +1.62% | $2,628,342 |
| USA COMPRESSION PARTNERS LP | USAC | Energy | 0.37% | 92,125 | - | - | $2,498,430 |
| MORGAN STANLEY | MS | Financial Services | 0.37% | 14,963 | +78 | +0.52% | $2,462,391 |
| ISHARES TR | IWB | Other | 0.36% | 6,817 | -457 | -6.28% | $2,430,670 |
| QUANTA SVCS INC | PWR | Industrials | 0.35% | 4,248 | -2 | -0.05% | $2,332,237 |
| ISHARES TR | ESGD | Other | 0.34% | 23,527 | - | - | $2,249,652 |
| FTAI AVIATION LTD | FTAI | Other | 0.31% | 8,447 | - | - | $2,069,515 |
| WESTERN MIDSTREAM PARTNERS L | WES | Energy | 0.31% | 49,883 | - | - | $2,053,683 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 4,837 | +70 | +1.47% | $1,798,155 |
| PHILLIPS 66 | PSX | Energy | 0.26% | 9,623 | -1,000 | -9.41% | $1,753,148 |
| ACADEMY SPORTS & OUTDOORS IN | ASO | Consumer Cyclical | 0.26% | 31,015 | -252 | -0.81% | $1,750,797 |
| HESS MIDSTREAM LP | HESM | Energy | 0.25% | 42,260 | - | - | $1,642,646 |
| ONEOK INC NEW | OKE | Energy | 0.24% | 18,022 | - | - | $1,629,009 |
| TARGA RES CORP | TRGP | Energy | 0.23% | 6,166 | - | - | $1,546,001 |
| EQT CORP | EQT | Energy | 0.23% | 23,691 | - | - | $1,507,695 |
| ENBRIDGE INC | ENB | Energy | 0.21% | 26,264 | - | - | $1,421,933 |
| ISHARES TR | EFA | Other | 0.20% | 13,768 | +1,660 | +13.71% | $1,337,286 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.20% | 6,750 | - | - | $1,318,950 |
| ISHARES TR | IVW | Other | 0.19% | 11,090 | +68 | +0.62% | $1,254,390 |
| CIRCLE INTERNET GROUP INC | CRCL | Other | 0.19% | 13,126 | -372 | -2.76% | $1,252,352 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 8,655 | - | - | $1,250,128 |
| PEPSICO INC | PEP | Consumer Defensive | 0.18% | 7,685 | +3,557 | +86.17% | $1,193,404 |
| UNION PAC CORP | UNP | Industrials | 0.17% | 4,763 | - | - | $1,155,599 |
| CONOCOPHILLIPS | COP | Energy | 0.17% | 8,718 | -1,139 | -11.56% | $1,150,737 |
| TEXAS INSTRS INC | TXN | Technology | 0.16% | 5,474 | - | - | $1,062,722 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 8,071 | -100 | -1.22% | $970,861 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.14% | 24,779 | -165 | -0.66% | $952,009 |
| QXO INC | QXO | Technology | 0.13% | 45,059 | +7,519 | +20.03% | $875,046 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.13% | 1,839 | -92 | -4.76% | $870,288 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.13% | 4,849 | -420 | -7.97% | $846,684 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.11% | 4,060 | -90 | -2.17% | $757,405 |
| LAM RESEARCH CORP | LRCX | Other | 0.11% | 3,426 | - | - | $731,999 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 2,074 | - | - | $729,737 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 9,045 | - | - | $701,802 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 13,412 | -442 | -3.19% | $673,282 |
| NUVEEN QUALITY MUNCP INCOME | NAD | Financial Services | 0.10% | 57,144 | - | - | $657,156 |
| CRESCENT ENERGY COMPANY | CRGY | Energy | 0.10% | 48,298 | - | - | $652,023 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.10% | 1,357 | +1,357 | +100.00% | $643,978 |
| ISHARES TR | HDV | Other | 0.10% | 4,709 | +1,762 | +59.79% | $639,105 |
| ISHARES TR | IYH | Other | 0.09% | 10,060 | - | - | $620,098 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 2,453 | - | - | $599,611 |
| VICOR CORP | VICR | Technology | 0.09% | 3,655 | +3,655 | +100.00% | $588,455 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.09% | 17,159 | -733 | -4.10% | $575,326 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.08% | 2,233 | - | - | $527,613 |
| CITIGROUP INC | C | Financial Services | 0.08% | 4,613 | +750 | +19.41% | $523,160 |
| QUALCOMM INC | QCOM | Technology | 0.08% | 4,022 | - | - | $518,011 |
| ISHARES TR | DVY | Other | 0.08% | 3,382 | +689 | +25.58% | $512,069 |
| INTEL CORP | INTC | Technology | 0.08% | 11,589 | - | - | $511,423 |