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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $94.6M | 542K |
| Apple Inc | AAPL | Shares | $69.9M | 275K |
| Alphabet Inc | GOOGL | Shares | $38.5M | 134K |
| Amazon Com Inc | AMZN | Shares | $22.3M | 107K |
| Microsoft Corp | MSFT | Shares | $18.7M | 51K |
| Meta Platforms Inc | META | Shares | $18.6M | 32K |
| Williams Cos Inc | WMB | Shares | $16.5M | 226K |
| Philip Morris Intl Inc | PM | Shares | $15.4M | 93K |
| Exxon Mobil Corp | XOM | Shares | $13.9M | 82K |
| Oreilly Automotive Inc | ORLY | Shares | $13.2M | 143K |
| Visa Inc | V | Shares | $13.1M | 43K |
| Costco Wholesale Corporation | COST | Shares | $12.4M | 12K |
| Alphabet Inc | GOOG | Shares | $12.4M | 43K |
| Invesco Qqq Tr | QQQ | Shares | $12.2M | 21K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.3M | 17K |
| Palo Alto Networks Inc | PANW | Shares | $11.2M | 70K |
| Advanced Micro Devices Inc | AMD | Shares | $10.8M | 53K |
| Jpmorgan Chase & Co | JPM | Shares | $10.5M | 36K |
| Eli Lilly & Co | LLY | Shares | $10.1M | 11K |
| Broadcom Inc | AVGO | Shares | $9.5M | 31K |
| Ishares Tr | IWF | Shares | $7.7M | 18K |
| Mastercard Incorporated | MA | Shares | $7.7M | 15K |
| Ishares Tr | IWD | Shares | $7.6M | 36K |
| Walmart Inc | WMT | Shares | $7.2M | 58K |
| Enterprise Prods Partners L | EPD | Shares | $7.0M | 184K |
| Netflix Inc. | NFLX | Shares | $6.6M | 68K |
| Tjx Cos Inc New | TJX | Shares | $6.5M | 41K |
| Ishares Tr | IWR | Shares | $6.1M | 63K |
| Sherwin Williams Co | SHW | Shares | $6.0M | 19K |
| Home Depot Inc | HD | Shares | $5.9M | 18K |
| Abbvie Inc | ABBV | Shares | $5.8M | 27K |
| Altria Group Inc | MO | Shares | $5.5M | 83K |
| Ishares Tr | USMV | Shares | $5.5M | 59K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.3M | 16K |
| Vanguard Index Fds | VOO | Shares | $5.0M | 8K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $5.0M | 13K |
| Applied Matls Inc | AMAT | Shares | $5.0M | 15K |
| Mcdonalds Corp | MCD | Shares | $4.9M | 16K |
| Coca Cola Co | KO | Shares | $4.4M | 57K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.3M | 9K |
| First Finl Bankshares Inc | FFIN | Shares | $4.2M | 143K |
| Ishares Tr | QUAL | Shares | $3.9M | 20K |
| Goldman Sachs Group Inc | GS | Shares | $3.8M | 4K |
| Energy Transfer L P | ET | Shares | $3.6M | 189K |
| Chevron Corporation | CVX | Shares | $3.6M | 17K |
| Royal Bk Cda | RY | Shares | $3.5M | 21K |
| Caterpillar Inc | CAT | Shares | $3.4M | 5K |
| Kkr & Co Inc | KKR | Shares | $3.0M | 32K |
| Spdr Series Trust | SPSM | Shares | $2.9M | 60K |
| Marvell Technology Inc | MRVL | Shares | $2.8M | 29K |
| Mondelez Intl Inc | MDLZ | Shares | $2.7M | 47K |
| Mplx Lp | MPLX | Shares | $2.7M | 47K |
| Star Bulk Carriers Corp. | Shares | $2.6M | 114K | |
| Usa Compression Partners Lp | USAC | Shares | $2.5M | 92K |
| Morgan Stanley | MS | Shares | $2.5M | 15K |
| Ishares Tr | IWB | Shares | $2.4M | 7K |
| Quanta Svcs Inc | PWR | Shares | $2.3M | 4K |
| Ishares Tr | ESGD | Shares | $2.2M | 24K |
| Ftai Aviation Ltd | Shares | $2.1M | 8K | |
| Western Midstream Partners L | WES | Shares | $2.1M | 50K |
| Tesla Inc | TSLA | Shares | $1.8M | 5K |
| Phillips 66 | PSX | Shares | $1.8M | 10K |
| Academy Sports & Outdoors In | ASO | Shares | $1.8M | 31K |
| Hess Midstream Lp | HESM | Shares | $1.6M | 42K |
| Oneok Inc New | OKE | Shares | $1.6M | 18K |
| Targa Res Corp | TRGP | Shares | $1.5M | 6K |
| Eqt Corp | EQT | Shares | $1.5M | 24K |
| Enbridge Inc | ENB | Shares | $1.4M | 26K |
| Ishares Tr | EFA | Shares | $1.3M | 14K |
| Old Dominion Freight Line In | ODFL | Shares | $1.3M | 7K |
| Ishares Tr | IVW | Shares | $1.3M | 11K |
| Circle Internet Group Inc | CRCL | Shares | $1.3M | 13K |
| Procter & Gamble Co | PG | Shares | $1.3M | 9K |
| Pepsico Inc | PEP | Shares | $1.2M | 8K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Conocophillips | COP | Shares | $1.2M | 9K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 5K |
| Merck & Co Inc | MRK | Shares | $971K | 8K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $952K | 25K |
| Qxo Inc | QXO | Shares | $875K | 45K |
| Hca Healthcare Inc | HCA | Shares | $870K | 2K |
| Coinbase Global Inc | COIN | Shares | $847K | 5K |
| Simon Ppty Group Inc New | SPG | Shares | $757K | 4K |
| Lam Research Corp | LRCX | Shares | $732K | 3K |
| Amgen Inc | AMGN | Shares | $730K | 2K |
| Cisco Sys Inc | CSCO | Shares | $702K | 9K |
| Verizon Communications Inc | VZ | Shares | $673K | 13K |
| Bitmine Immersion Tecnologie | BMNR | Shares | $667K | 34K |
| Nuveen Quality Muncp Income | NAD | Shares | $657K | 57K |
| Crescent Energy Company | CRGY | Shares | $652K | 48K |
| Texas Pacific Land Corporati | TPL | Shares | $644K | 1K |
| Ishares Tr | HDV | Shares | $639K | 5K |
| Ishares Tr | IYH | Shares | $620K | 10K |
| Johnson & Johnson | JNJ | Shares | $600K | 2K |
| Vicor Corp | VICR | Shares | $588K | 4K |
| Kinder Morgan Inc Del | KMI | Shares | $575K | 17K |
| Lowes Cos Inc | LOW | Shares | $528K | 2K |
| Citigroup Inc | C | Shares | $523K | 5K |
| Qualcomm Inc | QCOM | Shares | $518K | 4K |
| Ishares Tr | DVY | Shares | $512K | 3K |
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.