CFM WEALTH PARTNERS LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$692.8M
Holdings
144
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 546,252 | $101.9M | 14.71% | |
| 2 | AAPLAPPLE INC | 277,886 | $75.5M | 10.90% | |
| 3 | GOOGLALPHABET INC | 132,077 | $41.3M | 5.97% | |
| 4 | MSFTMICROSOFT CORP | 51,165 | $24.7M | 3.57% | |
| 5 | AMZNAMAZON COM INC | 106,734 | $24.6M | 3.56% | |
| 6 | METAMETA PLATFORMS INC | 30,826 | $20.3M | 2.94% | |
| 7 | VVISA INC | 45,147 | $15.8M | 2.29% | |
| 8 | 4I1PHILIP MORRIS INTL INC | 89,631 | $14.4M | 2.08% | |
| 9 | GOOGALPHABET INC | 43,870 | $13.8M | 1.99% | |
| 10 | WMBWILLIAMS COS INC | 226,858 | $13.6M | 1.97% | |
| 11 | PANWPALO ALTO NETWORKS INC | 73,443 | $13.5M | 1.95% | |
| 12 | ORLYOREILLY AUTOMOTIVE INC | 144,071 | $13.1M | 1.90% | |
| 13 | NDQINVESCO QQQ TR | 18,893 | $11.6M | 1.68% | |
| 14 | SPYSPDR S&P 500 ETF TR | 16,973 | $11.6M | 1.67% | |
| 15 | JPMJPMORGAN CHASE & CO. | 35,580 | $11.5M | 1.65% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 12,598 | $10.9M | 1.57% | |
| 17 | LLYELI LILLY & CO | 9,916 | $10.7M | 1.54% | |
| 18 | XOMEXXON MOBIL CORP | 82,206 | $9.9M | 1.43% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 45,129 | $9.7M | 1.39% | |
| 20 | AVGOBROADCOM INC | 26,784 | $9.3M | 1.34% | |
| 21 | MAMASTERCARD INCORPORATED | 16,155 | $9.2M | 1.33% | |
| 22 | IWFISHARES TR | 17,996 | $8.5M | 1.23% | |
| 23 | CRMSALESFORCE INC | 31,959 | $8.5M | 1.22% | |
| 24 | IWDISHARES TR | 36,495 | $7.7M | 1.11% | |
| 25 | NFLXNETFLIX INC | 73,398 | $6.9M | 0.99% | |
| 26 | CRWDCROWDSTRIKE HLDGS INC | 14,279 | $6.7M | 0.97% | |
| 27 | HDHOME DEPOT INC | 18,975 | $6.5M | 0.94% | |
| 28 | TJXTJX COS INC NEW | 41,169 | $6.3M | 0.91% | |
| 29 | WMTWALMART INC | 56,691 | $6.3M | 0.91% | |
| 30 | IWRISHARES TR | 63,558 | $6.1M | 0.88% | |
| 31 | SHWSHERWIN WILLIAMS CO | 18,515 | $6.0M | 0.87% | |
| 32 | ABBVABBVIE INC | 26,043 | $6.0M | 0.86% | |
| 33 | EPDENTERPRISE PRODS PARTNERS L | 183,670 | $5.9M | 0.85% | |
| 34 | USMVISHARES TR | 58,758 | $5.5M | 0.80% | |
| 35 | VOOVANGUARD INDEX FDS | 8,474 | $5.3M | 0.77% | |
| 36 | NOWSERVICENOW INC | 32,070 | $4.9M | 0.71% | |
| 37 | MCDMCDONALDS CORP | 16,007 | $4.9M | 0.71% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,701 | $4.9M | 0.70% | |
| 39 | MOALTRIA GROUP INC | 83,022 | $4.8M | 0.69% | |
| 40 | KKRKKR & CO INC | 36,014 | $4.6M | 0.66% | |
| 41 | FFINFIRST FINL BANKSHARES INC | 142,656 | $4.3M | 0.62% | |
| 42 | KOCOCA COLA CO | 58,546 | $4.1M | 0.59% | |
| 43 | GSGOLDMAN SACHS GROUP INC | 4,549 | $4.0M | 0.58% | |
| 44 | QUALISHARES TR | 19,447 | $3.9M | 0.56% | |
| 45 | AMATAPPLIED MATLS INC | 14,598 | $3.8M | 0.54% | |
| 46 | RYROYAL BK CDA | 21,401 | $3.6M | 0.53% | |
| 47 | ETENERGY TRANSFER L P | 188,858 | $3.1M | 0.45% | |
| 48 | SPSMSPDR SERIES TRUST | 60,179 | $2.8M | 0.41% | |
| 49 | CATCATERPILLAR INC | 4,888 | $2.8M | 0.40% | |
| 50 | IWBISHARES TR | 7,274 | $2.7M | 0.39% | |
| 51 | DWDMORGAN STANLEY | 14,885 | $2.6M | 0.38% | |
| 52 | CVXCHEVRON CORP NEW | 17,306 | $2.6M | 0.38% | |
| 53 | MDLZMONDELEZ INTL INC | 47,088 | $2.5M | 0.37% | |
| 54 | MPLXMPLX LP | 46,729 | $2.5M | 0.36% | |
| 55 | ESGDISHARES TR | 23,527 | $2.2M | 0.32% | |
| 56 | SBLKSTAR BULK CARRIERS CORP. | 112,601 | $2.2M | 0.31% | |
| 57 | TSLATESLA INC | 4,767 | $2.1M | 0.31% | |
| 58 | USACUSA COMPRESSION PARTNERS LP | 92,125 | $2.1M | 0.31% | |
| 59 | WESWESTERN MIDSTREAM PARTNERS L | 49,883 | $2.0M | 0.28% | |
| 60 | PWRQUANTA SVCS INC | 4,250 | $1.8M | 0.26% | |
| 61 | FTAIFTAI AVIATION LTD | 8,447 | $1.7M | 0.24% | |
| 62 | ASOACADEMY SPORTS & OUTDOORS IN | 31,267 | $1.6M | 0.23% | |
| 63 | HESMHESS MIDSTREAM LP | 42,260 | $1.5M | 0.21% | |
| 64 | PSXPHILLIPS 66 | 10,623 | $1.4M | 0.20% | |
| 65 | IVWISHARES TR | 11,022 | $1.4M | 0.20% | |
| 66 | OKEONEOK INC NEW | 18,022 | $1.3M | 0.19% | |
| 67 | EQTEQT CORP | 23,691 | $1.3M | 0.18% | |
| 68 | ENBENBRIDGE INC | 26,264 | $1.3M | 0.18% | |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | 7,070 | $1.3M | 0.18% | |
| 70 | PGPROCTER AND GAMBLE CO | 8,655 | $1.2M | 0.18% | |
| 71 | IBITISHARES BITCOIN TRUST ETF | 24,944 | $1.2M | 0.18% | |
| 72 | COINCOINBASE GLOBAL INC | 5,269 | $1.2M | 0.17% | |
| 73 | EFAISHARES TR | 12,108 | $1.2M | 0.17% | |
| 74 | TRGPTARGA RES CORP | 6,166 | $1.1M | 0.16% | |
| 75 | UNPUNION PAC CORP | 4,763 | $1.1M | 0.16% | |
| 76 | CRCLCIRCLE INTERNET GROUP INC | 13,498 | $1.1M | 0.15% | |
| 77 | ODFLOLD DOMINION FREIGHT LINE IN | 6,750 | $1.1M | 0.15% | |
| 78 | BMNRBITMINE IMMERSION TECNOLOGIE | 37,775 | $1.0M | 0.15% | |
| 79 | TXNTEXAS INSTRS INC | 5,474 | $949K | 0.14% | |
| 80 | COPCONOCOPHILLIPS | 9,857 | $922K | 0.13% | |
| 81 | HCAHCA HEALTHCARE INC | 1,931 | $901K | 0.13% | |
| 82 | MRKMERCK & CO INC | 8,171 | $860K | 0.12% | |
| 83 | SPGSIMON PPTY GROUP INC NEW | 4,150 | $768K | 0.11% | |
| 84 | QXOQXO INC | 37,540 | $724K | 0.10% | |
| 85 | CSCOCISCO SYS INC | 9,045 | $696K | 0.10% | |
| 86 | QCOMQUALCOMM INC | 4,022 | $688K | 0.10% | |
| 87 | NADNUVEEN QUALITY MUNCP INCOME | 57,144 | $686K | 0.10% | |
| 88 | AMGNAMGEN INC | 2,074 | $678K | 0.10% | |
| 89 | IYHISHARES TR | 10,060 | $654K | 0.09% | |
| 90 | ABTABBOTT LABS | 4,943 | $619K | 0.09% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 2,041 | $604K | 0.09% | |
| 92 | PEPPEPSICO INC | 4,128 | $592K | 0.09% | |
| 93 | LRCXLAM RESEARCH CORP | 3,426 | $586K | 0.08% | |
| 94 | LUNGPULMONX CORP | 264,039 | $583K | 0.08% | |
| 95 | BACVERIZON COMMUNICATIONS INC | 13,854 | $564K | 0.08% | |
| 96 | PBPROSPERITY BANCSHARES INC | 8,070 | $557K | 0.08% | |
| 97 | LOWLOWES COS INC | 2,233 | $538K | 0.08% | |
| 98 | IJHISHARES TR | 8,139 | $537K | 0.08% | |
| 99 | IYFISHARES TR | 4,122 | $531K | 0.08% | |
| 100 | IVVISHARES TR | 765 | $523K | 0.08% |
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