13F HOLDINGS REPORT
CFM WEALTH PARTNERS LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001951757-25-001232
Total Value
$688.8M
Positions
147
Other Managers
0
Confidential Omitted
No
Holdings (147)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 569,522 | $106.3M | 15.43% |
| 2 | APPLE INC | AAPL | 289,019 | $73.6M | 10.68% |
| 3 | ALPHABET INC | GOOG | 135,607 | $33.0M | 4.79% |
| 4 | MICROSOFT CORP | MSFT | 51,423 | $26.6M | 3.87% |
| 5 | AMAZON COM INC | AMZN | 110,289 | $24.2M | 3.52% |
| 6 | META PLATFORMS INC | META | 29,582 | $21.7M | 3.15% |
| 7 | VISA INC | V | 46,097 | $15.7M | 2.28% |
| 8 | PALO ALTO NETWORKS INC | PANW | 77,045 | $15.7M | 2.28% |
| 9 | OREILLY AUTOMOTIVE INC | 67103H107 | 140,015 | $15.1M | 2.19% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 89,631 | $14.5M | 2.11% |
| 11 | WILLIAMS COS INC | 969457100 | 225,072 | $14.3M | 2.07% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 12,436 | $11.5M | 1.67% |
| 13 | SPDR S&P 500 ETF TR | SPY | 17,001 | $11.3M | 1.64% |
| 14 | INVESCO QQQ TR | IVZ | 18,419 | $11.1M | 1.61% |
| 15 | ALPHABET INC | GOOG | 44,649 | $10.9M | 1.58% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 34,299 | $10.8M | 1.57% |
| 17 | EXXON MOBIL CORP | XOM | 93,672 | $10.6M | 1.53% |
| 18 | MASTERCARD INCORPORATED | MA | 15,687 | $8.9M | 1.30% |
| 19 | ISHARES TR | 464287614 | 19,015 | $8.9M | 1.29% |
| 20 | NETFLIX INC | NFLX | 7,037 | $8.4M | 1.22% |
| 21 | SALESFORCE INC | CRM | 35,078 | $8.3M | 1.21% |
| 22 | HOME DEPOT INC | HD | 20,225 | $8.2M | 1.19% |
| 23 | ELI LILLY & CO | LLY | 10,623 | $8.1M | 1.18% |
| 24 | BROADCOM INC | AVGO | 23,506 | $7.8M | 1.13% |
| 25 | ISHARES TR | 464287598 | 36,916 | $7.5M | 1.09% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 45,229 | $7.3M | 1.06% |
| 27 | CROWDSTRIKE HLDGS INC | CRWD | 13,625 | $6.7M | 0.97% |
| 28 | SHERWIN WILLIAMS CO | SHW | 18,370 | $6.4M | 0.92% |
| 29 | ISHARES TR | 464287499 | 65,706 | $6.3M | 0.92% |
| 30 | WALMART INC | WMT | 57,184 | $5.9M | 0.86% |
| 31 | ENTERPRISE PRODS PARTNERS L | 293792107 | 187,670 | $5.9M | 0.85% |
| 32 | SERVICENOW INC | NOW | 6,346 | $5.8M | 0.85% |
| 33 | TJX COS INC NEW | 872540109 | 40,229 | $5.8M | 0.84% |
| 34 | ABBVIE INC | ABBV | 24,408 | $5.7M | 0.82% |
| 35 | ISHARES TR | 46429B697 | 58,244 | $5.5M | 0.80% |
| 36 | ALTRIA GROUP INC | MO | 82,590 | $5.5M | 0.79% |
| 37 | MCDONALDS CORP | MCD | 17,927 | $5.4M | 0.79% |
| 38 | FIRST FINL BANKSHARES INC | 32020R109 | 161,772 | $5.4M | 0.79% |
| 39 | VANGUARD INDEX FDS | 922908363 | 8,394 | $5.1M | 0.75% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,945 | $5.0M | 0.73% |
| 41 | KKR & CO INC | KKRT | 34,327 | $4.5M | 0.65% |
| 42 | COCA COLA CO | KO | 62,965 | $4.2M | 0.61% |
| 43 | ISHARES TR | 46432F339 | 18,447 | $3.6M | 0.52% |
| 44 | CHEVRON CORP NEW | CVX | 20,889 | $3.2M | 0.47% |
| 45 | ENERGY TRANSFER L P | ET-PI | 188,858 | $3.2M | 0.47% |
| 46 | GOLDMAN SACHS GROUP INC | GSCE | 3,975 | $3.2M | 0.46% |
| 47 | ROYAL BK CDA | 780087102 | 21,401 | $3.2M | 0.46% |
| 48 | APPLIED MATLS INC | 038222105 | 14,716 | $3.0M | 0.44% |
| 49 | MONDELEZ INTL INC | 609207105 | 47,088 | $2.9M | 0.43% |
| 50 | SPDR SERIES TRUST | 78468R853 | 60,219 | $2.8M | 0.40% |
| 51 | ISHARES TR | 464287622 | 7,222 | $2.6M | 0.38% |
| 52 | MPLX LP | MPLXP | 46,729 | $2.3M | 0.34% |
| 53 | CATERPILLAR INC | CAT | 4,845 | $2.3M | 0.34% |
| 54 | ISHARES TR | 46435G516 | 24,052 | $2.2M | 0.32% |
| 55 | USA COMPRESSION PARTNERS LP | USAC | 92,125 | $2.2M | 0.32% |
| 56 | STAR BULK CARRIERS CORP. | SBLK | 112,601 | $2.1M | 0.30% |
| 57 | TESLA INC | TSLA | 4,622 | $2.1M | 0.30% |
| 58 | MORGAN STANLEY | MS-PQ | 12,828 | $2.0M | 0.30% |
| 59 | WESTERN MIDSTREAM PARTNERS L | WES | 49,883 | $2.0M | 0.28% |
| 60 | QUANTA SVCS INC | 74762E102 | 4,482 | $1.9M | 0.27% |
| 61 | ACADEMY SPORTS & OUTDOORS IN | ASO | 35,657 | $1.8M | 0.26% |
| 62 | HESS MIDSTREAM LP | HESM | 42,260 | $1.5M | 0.21% |
| 63 | PHILLIPS 66 | PSX | 10,617 | $1.4M | 0.21% |
| 64 | PROCTER AND GAMBLE CO | 742718109 | 9,283 | $1.4M | 0.21% |
| 65 | FTAI AVIATION LTD | FTAIN | 8,447 | $1.4M | 0.20% |
| 66 | ISHARES TR | 464287309 | 11,523 | $1.4M | 0.20% |
| 67 | ENBRIDGE INC | ENNPF | 26,264 | $1.3M | 0.19% |
| 68 | ONEOK INC NEW | OKE | 18,022 | $1.3M | 0.19% |
| 69 | ISHARES TR | 464287465 | 12,854 | $1.2M | 0.17% |
| 70 | EQT CORP | EQT | 22,049 | $1.2M | 0.17% |
| 71 | UNION PAC CORP | UNP | 4,858 | $1.1M | 0.17% |
| 72 | COINBASE GLOBAL INC | COIN | 3,292 | $1.1M | 0.16% |
| 73 | PALANTIR TECHNOLOGIES INC | PLTR | 6,046 | $1.1M | 0.16% |
| 74 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 20,449 | $1.1M | 0.15% |
| 75 | CONOCOPHILLIPS | COP | 11,206 | $1.1M | 0.15% |
| 76 | TARGA RES CORP | TRGP | 6,302 | $1.1M | 0.15% |
| 77 | TEXAS INSTRS INC | 882508104 | 5,474 | $1.0M | 0.15% |
| 78 | CIRCLE INTERNET GROUP INC | CRCL | 7,415 | $983,081 | 0.14% |
| 79 | ISHARES BITCOIN TRUST ETF | IBIT | 14,818 | $963,170 | 0.14% |
| 80 | OLD DOMINION FREIGHT LINE IN | ODFL | 6,750 | $950,265 | 0.14% |
| 81 | SIMON PPTY GROUP INC NEW | 828806109 | 4,630 | $868,822 | 0.13% |
| 82 | AMGEN INC | AMGN | 3,074 | $867,483 | 0.13% |
| 83 | HCA HEALTHCARE INC | HCA | 1,931 | $822,992 | 0.12% |
| 84 | STARBUCKS CORP | SBUX | 9,330 | $789,318 | 0.11% |
| 85 | MERCK & CO INC | MRK | 8,771 | $736,150 | 0.11% |
| 86 | VERIZON COMMUNICATIONS INC | VZ | 15,737 | $691,641 | 0.10% |
| 87 | ISHARES TR | 464287200 | 1,022 | $684,198 | 0.10% |
| 88 | QUALCOMM INC | QCOM | 4,022 | $669,174 | 0.10% |
| 89 | NUVEEN QUALITY MUNCP INCOME | NU | 57,144 | $668,013 | 0.10% |
| 90 | ABBOTT LABS | ABLZF | 4,943 | $662,065 | 0.10% |
| 91 | QXO INC | QXO-PB | 32,961 | $628,237 | 0.09% |
| 92 | PEPSICO INC | PEP | 4,415 | $620,043 | 0.09% |
| 93 | CISCO SYS INC | CSCO | 9,045 | $618,859 | 0.09% |
| 94 | ISHARES TR | 464287762 | 10,060 | $590,723 | 0.09% |
| 95 | INTERNATIONAL BUSINESS MACHS | INTR | 2,041 | $575,889 | 0.08% |
| 96 | LOWES COS INC | 548661107 | 2,233 | $561,175 | 0.08% |
| 97 | PROSPERITY BANCSHARES INC | PB | 8,070 | $535,444 | 0.08% |
| 98 | ISHARES TR | 464287507 | 8,139 | $531,143 | 0.08% |
| 99 | ISHARES TR | 464287788 | 4,122 | $522,010 | 0.08% |
| 100 | KINDER MORGAN INC DEL | EP-PC | 18,285 | $517,635 | 0.08% |
| 101 | ISHARES TR | 464287739 | 5,170 | $501,904 | 0.07% |
| 102 | CRESCENT ENERGY COMPANY | CRGY | 52,614 | $469,317 | 0.07% |
| 103 | LAM RESEARCH CORP | LRCX | 3,426 | $458,741 | 0.07% |
| 104 | JOHNSON & JOHNSON | JNJ | 2,453 | $454,835 | 0.07% |
| 105 | ISHARES TR | 464288646 | 8,285 | $439,354 | 0.06% |
| 106 | DELL TECHNOLOGIES INC | DELL | 3,080 | $436,652 | 0.06% |
| 107 | AUTOMATIC DATA PROCESSING IN | ADP | 1,465 | $429,978 | 0.06% |
| 108 | PULMONX CORP | LUNG | 264,039 | $427,743 | 0.06% |
| 109 | ISHARES TR | 464287804 | 3,577 | $425,055 | 0.06% |
| 110 | PARKER-HANNIFIN CORP | PH | 543 | $411,675 | 0.06% |
| 111 | BANK AMERICA CORP | 060505104 | 7,628 | $393,529 | 0.06% |
| 112 | CITIGROUP INC | C-PR | 3,863 | $392,094 | 0.06% |
| 113 | ORACLE CORP | ORCL-PD | 1,391 | $391,336 | 0.06% |
| 114 | INTEL CORP | INTC | 11,589 | $388,811 | 0.06% |
| 115 | LOCKHEED MARTIN CORP | LMT | 771 | $384,891 | 0.06% |
| 116 | ISHARES TR | 464287168 | 2,693 | $382,675 | 0.06% |
| 117 | AT&T INC | T-PC | 13,442 | $379,602 | 0.06% |
| 118 | BLACKROCK INC | BLK | 319 | $371,913 | 0.05% |
| 119 | ISHARES TR | 46429B663 | 3,014 | $369,064 | 0.05% |
| 120 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,307 | $365,032 | 0.05% |
| 121 | PFIZER INC | PFE | 13,547 | $345,178 | 0.05% |
| 122 | PLAINS ALL AMERN PIPELINE L | 726503105 | 19,051 | $325,007 | 0.05% |
| 123 | DISNEY WALT CO | 254687106 | 2,732 | $312,794 | 0.05% |
| 124 | VANGUARD BD INDEX FDS | 921937835 | 4,103 | $305,140 | 0.04% |
| 125 | NEWMONT CORP | NEMCL | 3,500 | $295,085 | 0.04% |
| 126 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,213 | $294,964 | 0.04% |
| 127 | ISHARES TR | 464287655 | 1,199 | $290,110 | 0.04% |
| 128 | ISHARES INC | 46434G863 | 6,653 | $288,873 | 0.04% |
| 129 | ISHARES TR | 464287754 | 1,963 | $286,353 | 0.04% |
| 130 | GE AEROSPACE | 369604301 | 911 | $274,047 | 0.04% |
| 131 | ALLY FINL INC | 02005N100 | 6,771 | $265,431 | 0.04% |
| 132 | WEC ENERGY GROUP INC | WEC | 2,197 | $251,754 | 0.04% |
| 133 | ISHARES TR | 46429B655 | 4,850 | $247,762 | 0.04% |
| 134 | BARRICK MNG CORP | 06849F108 | 7,500 | $245,775 | 0.04% |
| 135 | VANGUARD INDEX FDS | 922908769 | 726 | $238,161 | 0.03% |
| 136 | BLACKSTONE INC | BX | 1,302 | $222,447 | 0.03% |
| 137 | PROSHARES TR | 74348A467 | 2,152 | $221,807 | 0.03% |
| 138 | NIKE INC | NKE | 3,127 | $218,046 | 0.03% |
| 139 | SPDR INDEX SHS FDS | 78463X202 | 3,497 | $217,234 | 0.03% |
| 140 | SHELL PLC | RYDAF | 3,020 | $216,021 | 0.03% |
| 141 | HERSHEY CO | HSY | 1,148 | $214,733 | 0.03% |
| 142 | UBER TECHNOLOGIES INC | UBER | 2,123 | $207,990 | 0.03% |
| 143 | WASTE MGMT INC DEL | 94106L109 | 937 | $206,918 | 0.03% |
| 144 | EMERSON ELEC CO | EMR | 1,575 | $206,608 | 0.03% |
| 145 | ISHARES INC | 464286525 | 1,708 | $204,823 | 0.03% |
| 146 | CSX CORP | CSX | 5,657 | $200,880 | 0.03% |
| 147 | FTAI INFRASTRUCTURE INC | FIP | 12,241 | $53,371 | 0.01% |