Cfm Wealth Partners Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$667.2M
Q ending 2026-03-31
Prior quarter
$692.8M
Q ending 2025-12-31
Change
-3.7% QoQ · +17.7% YoY
Positions
143
reported holdings

Largest positions

Top 100 of 143 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$94.6M542K
Apple IncAAPLShares$69.9M275K
Alphabet IncGOOGLShares$38.5M134K
Amazon Com IncAMZNShares$22.3M107K
Microsoft CorpMSFTShares$18.7M51K
Meta Platforms IncMETAShares$18.6M32K
Williams Cos IncWMBShares$16.5M226K
Philip Morris Intl IncPMShares$15.4M93K
Exxon Mobil CorpXOMShares$13.9M82K
Oreilly Automotive IncORLYShares$13.2M143K
Visa IncVShares$13.1M43K
Costco Wholesale CorporationCOSTShares$12.4M12K
Alphabet IncGOOGShares$12.4M43K
Invesco Qqq TrQQQShares$12.2M21K
State Str Spdr S&P 500 Etf TSPYShares$11.3M17K
Palo Alto Networks IncPANWShares$11.2M70K
Advanced Micro Devices IncAMDShares$10.8M53K
Jpmorgan Chase & CoJPMShares$10.5M36K
Eli Lilly & CoLLYShares$10.1M11K
Broadcom IncAVGOShares$9.5M31K
Ishares TrIWFShares$7.7M18K
Mastercard IncorporatedMAShares$7.7M15K
Ishares TrIWDShares$7.6M36K
Walmart IncWMTShares$7.2M58K
Enterprise Prods Partners LEPDShares$7.0M184K
Netflix Inc.NFLXShares$6.6M68K
Tjx Cos Inc NewTJXShares$6.5M41K
Ishares TrIWRShares$6.1M63K
Sherwin Williams CoSHWShares$6.0M19K
Home Depot IncHDShares$5.9M18K
Abbvie IncABBVShares$5.8M27K
Altria Group IncMOShares$5.5M83K
Ishares TrUSMVShares$5.5M59K
Taiwan Semiconductor ManufacTSMShares$5.3M16K
Vanguard Index FdsVOOShares$5.0M8K
Crowdstrike Hldgs IncCRWDShares$5.0M13K
Applied Matls IncAMATShares$5.0M15K
Mcdonalds CorpMCDShares$4.9M16K
Coca Cola CoKOShares$4.4M57K
Berkshire Hathaway Inc DelBRK/BShares$4.3M9K
First Finl Bankshares IncFFINShares$4.2M143K
Ishares TrQUALShares$3.9M20K
Goldman Sachs Group IncGSShares$3.8M4K
Energy Transfer L PETShares$3.6M189K
Chevron CorporationCVXShares$3.6M17K
Royal Bk CdaRYShares$3.5M21K
Caterpillar IncCATShares$3.4M5K
Kkr & Co IncKKRShares$3.0M32K
Spdr Series TrustSPSMShares$2.9M60K
Marvell Technology IncMRVLShares$2.8M29K
Mondelez Intl IncMDLZShares$2.7M47K
Mplx LpMPLXShares$2.7M47K
Star Bulk Carriers Corp.Shares$2.6M114K
Usa Compression Partners LpUSACShares$2.5M92K
Morgan StanleyMSShares$2.5M15K
Ishares TrIWBShares$2.4M7K
Quanta Svcs IncPWRShares$2.3M4K
Ishares TrESGDShares$2.2M24K
Ftai Aviation LtdShares$2.1M8K
Western Midstream Partners LWESShares$2.1M50K
Tesla IncTSLAShares$1.8M5K
Phillips 66PSXShares$1.8M10K
Academy Sports & Outdoors InASOShares$1.8M31K
Hess Midstream LpHESMShares$1.6M42K
Oneok Inc NewOKEShares$1.6M18K
Targa Res CorpTRGPShares$1.5M6K
Eqt CorpEQTShares$1.5M24K
Enbridge IncENBShares$1.4M26K
Ishares TrEFAShares$1.3M14K
Old Dominion Freight Line InODFLShares$1.3M7K
Ishares TrIVWShares$1.3M11K
Circle Internet Group IncCRCLShares$1.3M13K
Procter & Gamble CoPGShares$1.3M9K
Pepsico IncPEPShares$1.2M8K
Union Pac CorpUNPShares$1.2M5K
ConocophillipsCOPShares$1.2M9K
Texas Instrs IncTXNShares$1.1M5K
Merck & Co IncMRKShares$971K8K
Ishares Bitcoin Trust EtfIBITShares$952K25K
Qxo IncQXOShares$875K45K
Hca Healthcare IncHCAShares$870K2K
Coinbase Global IncCOINShares$847K5K
Simon Ppty Group Inc NewSPGShares$757K4K
Lam Research CorpLRCXShares$732K3K
Amgen IncAMGNShares$730K2K
Cisco Sys IncCSCOShares$702K9K
Verizon Communications IncVZShares$673K13K
Bitmine Immersion TecnologieBMNRShares$667K34K
Nuveen Quality Muncp IncomeNADShares$657K57K
Crescent Energy CompanyCRGYShares$652K48K
Texas Pacific Land CorporatiTPLShares$644K1K
Ishares TrHDVShares$639K5K
Ishares TrIYHShares$620K10K
Johnson & JohnsonJNJShares$600K2K
Vicor CorpVICRShares$588K4K
Kinder Morgan Inc DelKMIShares$575K17K
Lowes Cos IncLOWShares$528K2K
Citigroup IncCShares$523K5K
Qualcomm IncQCOMShares$518K4K
Ishares TrDVYShares$512K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.