13F HOLDINGS REPORT
CFM WEALTH PARTNERS LLC
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001951757-25-000931
Total Value
$628.3M
Positions
141
Other Managers
0
Confidential Omitted
No
Holdings (141)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 569,457 | $90.0M | 14.32% |
| 2 | APPLE INC | AAPL | 290,071 | $59.5M | 9.47% |
| 3 | MICROSOFT CORP | MSFT | 50,442 | $25.1M | 3.99% |
| 4 | AMAZON COM INC | AMZN | 108,205 | $23.7M | 3.78% |
| 5 | ALPHABET INC | GOOG | 134,409 | $23.7M | 3.77% |
| 6 | META PLATFORMS INC | META | 26,674 | $19.7M | 3.13% |
| 7 | PHILIP MORRIS INTL INC | 718172109 | 89,631 | $16.3M | 2.60% |
| 8 | VISA INC | V | 45,440 | $16.1M | 2.57% |
| 9 | PALO ALTO NETWORKS INC | PANW | 69,414 | $14.2M | 2.26% |
| 10 | WILLIAMS COS INC | 969457100 | 222,013 | $13.9M | 2.22% |
| 11 | EXXON MOBIL CORP | XOM | 125,273 | $13.5M | 2.15% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 137,561 | $12.4M | 1.97% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 12,151 | $12.0M | 1.91% |
| 14 | SALESFORCE INC | CRM | 43,181 | $11.8M | 1.87% |
| 15 | SPDR S&P 500 ETF TR | SPY | 16,949 | $10.5M | 1.67% |
| 16 | INVESCO QQQ TR | IVZ | 17,978 | $9.9M | 1.58% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 33,038 | $9.6M | 1.52% |
| 18 | ELI LILLY & CO | LLY | 11,310 | $8.8M | 1.40% |
| 19 | NETFLIX INC | NFLX | 6,569 | $8.8M | 1.40% |
| 20 | MASTERCARD INCORPORATED | MA | 15,535 | $8.7M | 1.39% |
| 21 | ISHARES TR | 464287614 | 20,008 | $8.5M | 1.35% |
| 22 | ALPHABET INC | GOOG | 45,747 | $8.1M | 1.29% |
| 23 | HOME DEPOT INC | HD | 19,675 | $7.2M | 1.15% |
| 24 | ISHARES TR | 464287598 | 36,760 | $7.1M | 1.14% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 45,312 | $6.4M | 1.02% |
| 26 | ISHARES TR | 464287499 | 69,726 | $6.4M | 1.02% |
| 27 | SHERWIN WILLIAMS CO | SHW | 17,859 | $6.1M | 0.98% |
| 28 | CROWDSTRIKE HLDGS INC | CRWD | 11,520 | $5.9M | 0.93% |
| 29 | ENTERPRISE PRODS PARTNERS L | 293792107 | 187,946 | $5.8M | 0.93% |
| 30 | FIRST FINL BANKSHARES INC | 32020R109 | 161,772 | $5.8M | 0.93% |
| 31 | SERVICENOW INC | NOW | 5,639 | $5.8M | 0.92% |
| 32 | MCDONALDS CORP | MCD | 19,530 | $5.7M | 0.91% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,587 | $5.6M | 0.90% |
| 34 | ISHARES TR | 46429B697 | 57,210 | $5.4M | 0.85% |
| 35 | CHIPOTLE MEXICAN GRILL INC | CMG | 92,282 | $5.2M | 0.82% |
| 36 | WALMART INC | WMT | 52,311 | $5.1M | 0.81% |
| 37 | COCA COLA CO | KO | 68,993 | $4.9M | 0.78% |
| 38 | ALTRIA GROUP INC | MO | 82,436 | $4.8M | 0.77% |
| 39 | TJX COS INC NEW | 872540109 | 38,260 | $4.7M | 0.75% |
| 40 | VANGUARD INDEX FDS | 922908363 | 8,221 | $4.7M | 0.74% |
| 41 | ABBVIE INC | ABBV | 23,014 | $4.3M | 0.68% |
| 42 | KKR & CO INC | KKRT | 31,142 | $4.1M | 0.66% |
| 43 | ENERGY TRANSFER L P | ET-PI | 188,858 | $3.4M | 0.54% |
| 44 | ISHARES TR | 46432F339 | 17,965 | $3.3M | 0.52% |
| 45 | MONDELEZ INTL INC | 609207105 | 47,088 | $3.2M | 0.51% |
| 46 | CHEVRON CORP NEW | CVX | 21,465 | $3.1M | 0.49% |
| 47 | ROYAL BK CDA | 780087102 | 21,401 | $2.8M | 0.45% |
| 48 | APPLIED MATLS INC | 038222105 | 14,716 | $2.7M | 0.43% |
| 49 | SPDR SERIES TRUST | 78468R853 | 63,092 | $2.7M | 0.43% |
| 50 | ISHARES TR | 464287622 | 7,144 | $2.4M | 0.39% |
| 51 | GOLDMAN SACHS GROUP INC | GSCE | 3,359 | $2.4M | 0.38% |
| 52 | MPLX LP | MPLXP | 42,876 | $2.2M | 0.35% |
| 53 | TESLA INC | TSLA | 6,946 | $2.2M | 0.35% |
| 54 | USA COMPRESSION PARTNERS LP | USAC | 83,799 | $2.0M | 0.32% |
| 55 | ISHARES TR | 46435G516 | 22,596 | $2.0M | 0.32% |
| 56 | ACADEMY SPORTS & OUTDOORS IN | ASO | 44,741 | $2.0M | 0.32% |
| 57 | BROADCOM INC | AVGO | 7,257 | $2.0M | 0.32% |
| 58 | STAR BULK CARRIERS CORP. | SBLK | 112,601 | $1.9M | 0.31% |
| 59 | CATERPILLAR INC | CAT | 4,853 | $1.9M | 0.30% |
| 60 | WESTERN MIDSTREAM PARTNERS L | WES | 44,944 | $1.7M | 0.28% |
| 61 | QUANTA SVCS INC | 74762E102 | 4,518 | $1.7M | 0.27% |
| 62 | PROCTER AND GAMBLE CO | 742718109 | 10,524 | $1.7M | 0.27% |
| 63 | HESS MIDSTREAM LP | HESM | 42,260 | $1.6M | 0.26% |
| 64 | MORGAN STANLEY | MS-PQ | 11,489 | $1.6M | 0.26% |
| 65 | FTAI AVIATION LTD | FTAIN | 12,790 | $1.5M | 0.23% |
| 66 | ONEOK INC NEW | OKE | 18,022 | $1.5M | 0.23% |
| 67 | SIMON PPTY GROUP INC NEW | 828806109 | 8,714 | $1.4M | 0.22% |
| 68 | EQT CORP | EQT | 22,049 | $1.3M | 0.20% |
| 69 | ISHARES TR | 464287309 | 11,599 | $1.3M | 0.20% |
| 70 | PHILLIPS 66 | PSX | 10,611 | $1.3M | 0.20% |
| 71 | ENBRIDGE INC | ENNPF | 26,264 | $1.2M | 0.19% |
| 72 | TARGA RES CORP | TRGP | 6,709 | $1.2M | 0.19% |
| 73 | ISHARES TR | 464287465 | 12,854 | $1.1M | 0.18% |
| 74 | TEXAS INSTRS INC | 882508104 | 5,474 | $1.1M | 0.18% |
| 75 | UNION PAC CORP | UNP | 4,928 | $1.1M | 0.18% |
| 76 | OLD DOMINION FREIGHT LINE IN | ODFL | 6,750 | $1.1M | 0.17% |
| 77 | CONOCOPHILLIPS | COP | 10,443 | $937,115 | 0.15% |
| 78 | STARBUCKS CORP | SBUX | 9,696 | $888,444 | 0.14% |
| 79 | AMGEN INC | AMGN | 3,086 | $861,747 | 0.14% |
| 80 | MERCK & CO INC | MRK | 10,458 | $827,855 | 0.13% |
| 81 | HCA HEALTHCARE INC | HCA | 1,931 | $739,766 | 0.12% |
| 82 | ISHARES TR | 464287200 | 1,161 | $721,169 | 0.11% |
| 83 | ABBOTT LABS | ABLZF | 5,147 | $700,043 | 0.11% |
| 84 | PULMONX CORP | LUNG | 264,039 | $683,861 | 0.11% |
| 85 | VERIZON COMMUNICATIONS INC | VZ | 15,737 | $680,940 | 0.11% |
| 86 | QUALCOMM INC | QCOM | 4,019 | $640,111 | 0.10% |
| 87 | PEPSICO INC | PEP | 4,630 | $611,345 | 0.10% |
| 88 | NUVEEN QUALITY MUNCP INCOME | NU | 50,961 | $575,350 | 0.09% |
| 89 | ISHARES TR | 464287762 | 10,060 | $568,189 | 0.09% |
| 90 | PROSPERITY BANCSHARES INC | PB | 8,070 | $566,837 | 0.09% |
| 91 | INTERNATIONAL BUSINESS MACHS | INTR | 1,920 | $565,978 | 0.09% |
| 92 | KINDER MORGAN INC DEL | EP-PC | 19,002 | $558,645 | 0.09% |
| 93 | CISCO SYS INC | CSCO | 7,878 | $546,576 | 0.09% |
| 94 | ISHARES TR | 464287507 | 8,115 | $503,305 | 0.08% |
| 95 | ISHARES TR | 464287788 | 4,122 | $498,721 | 0.08% |
| 96 | LOWES COS INC | 548661107 | 2,233 | $495,436 | 0.08% |
| 97 | ISHARES TR | 464287739 | 5,170 | $489,961 | 0.08% |
| 98 | LOCKHEED MARTIN CORP | LMT | 981 | $454,340 | 0.07% |
| 99 | CRESCENT ENERGY COMPANY | CRGY | 52,614 | $452,480 | 0.07% |
| 100 | AUTOMATIC DATA PROCESSING IN | ADP | 1,465 | $451,806 | 0.07% |
| 101 | ISHARES TR | 464287804 | 3,577 | $390,930 | 0.06% |
| 102 | AT&T INC | T-PC | 13,442 | $389,011 | 0.06% |
| 103 | JOHNSON & JOHNSON | JNJ | 2,536 | $387,374 | 0.06% |
| 104 | PARKER-HANNIFIN CORP | PH | 543 | $379,269 | 0.06% |
| 105 | DELL TECHNOLOGIES INC | DELL | 3,080 | $377,608 | 0.06% |
| 106 | ISHARES TR | 464288646 | 7,042 | $371,536 | 0.06% |
| 107 | BLACKROCK INC | BLK | 351 | $368,287 | 0.06% |
| 108 | BANK AMERICA CORP | 060505104 | 7,628 | $360,957 | 0.06% |
| 109 | ISHARES TR | 464287168 | 2,693 | $357,657 | 0.06% |
| 110 | ISHARES TR | 46429B663 | 3,014 | $353,150 | 0.06% |
| 111 | PLAINS ALL AMERN PIPELINE L | 726503105 | 19,051 | $349,011 | 0.06% |
| 112 | DISNEY WALT CO | 254687106 | 2,731 | $338,671 | 0.05% |
| 113 | PFIZER INC | PFE | 13,919 | $337,397 | 0.05% |
| 114 | LAM RESEARCH CORP | LRCX | 3,426 | $333,487 | 0.05% |
| 115 | CITIGROUP INC | C-PR | 3,863 | $328,819 | 0.05% |
| 116 | TARGET CORP | TGT | 3,307 | $326,236 | 0.05% |
| 117 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,212 | $313,746 | 0.05% |
| 118 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,307 | $296,022 | 0.05% |
| 119 | ISHARES TR | 464287754 | 1,963 | $279,355 | 0.04% |
| 120 | ALLY FINL INC | 02005N100 | 6,770 | $263,704 | 0.04% |
| 121 | ISHARES INC | 46434G863 | 6,668 | $261,186 | 0.04% |
| 122 | INTEL CORP | INTC | 11,589 | $259,594 | 0.04% |
| 123 | ISHARES TR | 464287655 | 1,199 | $258,732 | 0.04% |
| 124 | ISHARES TR | 46429B655 | 4,850 | $247,447 | 0.04% |
| 125 | NIKE INC | NKE | 3,469 | $246,438 | 0.04% |
| 126 | SPDR INDEX SHS FDS | 78463X202 | 3,987 | $238,144 | 0.04% |
| 127 | GE AEROSPACE | 369604301 | 911 | $234,482 | 0.04% |
| 128 | PALANTIR TECHNOLOGIES INC | PLTR | 1,715 | $233,789 | 0.04% |
| 129 | ORACLE CORP | ORCL-PD | 1,069 | $233,715 | 0.04% |
| 130 | WEC ENERGY GROUP INC | WEC | 2,197 | $228,927 | 0.04% |
| 131 | ACCENTURE PLC IRELAND | ACN | 745 | $222,673 | 0.04% |
| 132 | FORTINET INC | FTNT | 2,100 | $222,012 | 0.04% |
| 133 | VANGUARD INDEX FDS | 922908769 | 724 | $219,913 | 0.03% |
| 134 | PROSHARES TR | 74348A467 | 2,152 | $216,706 | 0.03% |
| 135 | CSX CORP | CSX | 6,622 | $216,076 | 0.03% |
| 136 | WASTE MGMT INC DEL | 94106L109 | 937 | $214,404 | 0.03% |
| 137 | SHELL PLC | RYDAF | 3,020 | $212,638 | 0.03% |
| 138 | EMERSON ELEC CO | EMR | 1,575 | $209,995 | 0.03% |
| 139 | ISHARES INC | 464286525 | 1,708 | $202,518 | 0.03% |
| 140 | DIAMONDBACK ENERGY INC | FANG | 1,456 | $200,054 | 0.03% |
| 141 | FTAI INFRASTRUCTURE INC | FIP | 12,241 | $75,527 | 0.01% |