13F HOLDINGS REPORT
CFM WEALTH PARTNERS LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001951757-26-000314
Total Value
$692.8M
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 546,252 | $101.9M | 14.71% |
| 2 | APPLE INC | AAPL | 277,886 | $75.5M | 10.90% |
| 3 | ALPHABET INC | GOOG | 132,077 | $41.3M | 5.97% |
| 4 | MICROSOFT CORP | MSFT | 51,165 | $24.7M | 3.57% |
| 5 | AMAZON COM INC | AMZN | 106,734 | $24.6M | 3.56% |
| 6 | META PLATFORMS INC | META | 30,826 | $20.3M | 2.94% |
| 7 | VISA INC | V | 45,147 | $15.8M | 2.29% |
| 8 | PHILIP MORRIS INTL INC | 718172109 | 89,631 | $14.4M | 2.08% |
| 9 | ALPHABET INC | GOOG | 43,870 | $13.8M | 1.99% |
| 10 | WILLIAMS COS INC | 969457100 | 226,858 | $13.6M | 1.97% |
| 11 | PALO ALTO NETWORKS INC | PANW | 73,443 | $13.5M | 1.95% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 144,071 | $13.1M | 1.90% |
| 13 | INVESCO QQQ TR | IVZ | 18,893 | $11.6M | 1.68% |
| 14 | SPDR S&P 500 ETF TR | SPY | 16,973 | $11.6M | 1.67% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 35,580 | $11.5M | 1.65% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 12,598 | $10.9M | 1.57% |
| 17 | ELI LILLY & CO | LLY | 9,916 | $10.7M | 1.54% |
| 18 | EXXON MOBIL CORP | XOM | 82,206 | $9.9M | 1.43% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 45,129 | $9.7M | 1.40% |
| 20 | BROADCOM INC | AVGO | 26,784 | $9.3M | 1.34% |
| 21 | MASTERCARD INCORPORATED | MA | 16,155 | $9.2M | 1.33% |
| 22 | ISHARES TR | 464287614 | 17,996 | $8.5M | 1.23% |
| 23 | SALESFORCE INC | CRM | 31,959 | $8.5M | 1.22% |
| 24 | ISHARES TR | 464287598 | 36,495 | $7.7M | 1.11% |
| 25 | NETFLIX INC | NFLX | 73,398 | $6.9M | 0.99% |
| 26 | CROWDSTRIKE HLDGS INC | CRWD | 14,279 | $6.7M | 0.97% |
| 27 | HOME DEPOT INC | HD | 18,975 | $6.5M | 0.94% |
| 28 | TJX COS INC NEW | 872540109 | 41,169 | $6.3M | 0.91% |
| 29 | WALMART INC | WMT | 56,691 | $6.3M | 0.91% |
| 30 | ISHARES TR | 464287499 | 63,558 | $6.1M | 0.88% |
| 31 | SHERWIN WILLIAMS CO | SHW | 18,515 | $6.0M | 0.87% |
| 32 | ABBVIE INC | ABBV | 26,043 | $6.0M | 0.86% |
| 33 | ENTERPRISE PRODS PARTNERS L | 293792107 | 183,670 | $5.9M | 0.85% |
| 34 | ISHARES TR | 46429B697 | 58,758 | $5.5M | 0.80% |
| 35 | VANGUARD INDEX FDS | 922908363 | 8,474 | $5.3M | 0.77% |
| 36 | SERVICENOW INC | NOW | 32,070 | $4.9M | 0.71% |
| 37 | MCDONALDS CORP | MCD | 16,007 | $4.9M | 0.71% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,701 | $4.9M | 0.70% |
| 39 | ALTRIA GROUP INC | MO | 83,022 | $4.8M | 0.69% |
| 40 | KKR & CO INC | KKRT | 36,014 | $4.6M | 0.66% |
| 41 | FIRST FINL BANKSHARES INC | 32020R109 | 142,656 | $4.3M | 0.62% |
| 42 | COCA COLA CO | KO | 58,546 | $4.1M | 0.59% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 4,549 | $4.0M | 0.58% |
| 44 | ISHARES TR | 46432F339 | 19,447 | $3.9M | 0.56% |
| 45 | APPLIED MATLS INC | 038222105 | 14,598 | $3.8M | 0.54% |
| 46 | ROYAL BK CDA | 780087102 | 21,401 | $3.6M | 0.53% |
| 47 | ENERGY TRANSFER L P | ET-PI | 188,858 | $3.1M | 0.45% |
| 48 | SPDR SERIES TRUST | 78468R853 | 60,179 | $2.8M | 0.41% |
| 49 | CATERPILLAR INC | CAT | 4,888 | $2.8M | 0.40% |
| 50 | ISHARES TR | 464287622 | 7,274 | $2.7M | 0.39% |
| 51 | MORGAN STANLEY | MS-PQ | 14,885 | $2.6M | 0.38% |
| 52 | CHEVRON CORP NEW | CVX | 17,306 | $2.6M | 0.38% |
| 53 | MONDELEZ INTL INC | 609207105 | 47,088 | $2.5M | 0.37% |
| 54 | MPLX LP | MPLXP | 46,729 | $2.5M | 0.36% |
| 55 | ISHARES TR | 46435G516 | 23,527 | $2.2M | 0.32% |
| 56 | STAR BULK CARRIERS CORP. | SBLK | 112,601 | $2.2M | 0.31% |
| 57 | TESLA INC | TSLA | 4,767 | $2.1M | 0.31% |
| 58 | USA COMPRESSION PARTNERS LP | USAC | 92,125 | $2.1M | 0.31% |
| 59 | WESTERN MIDSTREAM PARTNERS L | WES | 49,883 | $2.0M | 0.28% |
| 60 | QUANTA SVCS INC | 74762E102 | 4,250 | $1.8M | 0.26% |
| 61 | FTAI AVIATION LTD | FTAIN | 8,447 | $1.7M | 0.24% |
| 62 | ACADEMY SPORTS & OUTDOORS IN | ASO | 31,267 | $1.6M | 0.23% |
| 63 | HESS MIDSTREAM LP | HESM | 42,260 | $1.5M | 0.21% |
| 64 | PHILLIPS 66 | PSX | 10,623 | $1.4M | 0.20% |
| 65 | ISHARES TR | 464287309 | 11,022 | $1.4M | 0.20% |
| 66 | ONEOK INC NEW | OKE | 18,022 | $1.3M | 0.19% |
| 67 | EQT CORP | EQT | 23,691 | $1.3M | 0.18% |
| 68 | PALANTIR TECHNOLOGIES INC | PLTR | 7,070 | $1.3M | 0.18% |
| 69 | ENBRIDGE INC | ENNPF | 26,264 | $1.3M | 0.18% |
| 70 | PROCTER AND GAMBLE CO | 742718109 | 8,655 | $1.2M | 0.18% |
| 71 | ISHARES BITCOIN TRUST ETF | IBIT | 24,944 | $1.2M | 0.18% |
| 72 | COINBASE GLOBAL INC | COIN | 5,269 | $1.2M | 0.17% |
| 73 | ISHARES TR | 464287465 | 12,108 | $1.2M | 0.17% |
| 74 | TARGA RES CORP | TRGP | 6,166 | $1.1M | 0.16% |
| 75 | UNION PAC CORP | UNP | 4,763 | $1.1M | 0.16% |
| 76 | CIRCLE INTERNET GROUP INC | CRCL | 13,498 | $1.1M | 0.15% |
| 77 | OLD DOMINION FREIGHT LINE IN | ODFL | 6,750 | $1.1M | 0.15% |
| 78 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 37,775 | $1.0M | 0.15% |
| 79 | TEXAS INSTRS INC | 882508104 | 5,474 | $949,684 | 0.14% |
| 80 | CONOCOPHILLIPS | COP | 9,857 | $922,758 | 0.13% |
| 81 | HCA HEALTHCARE INC | HCA | 1,931 | $901,507 | 0.13% |
| 82 | MERCK & CO INC | MRK | 8,171 | $860,079 | 0.12% |
| 83 | SIMON PPTY GROUP INC NEW | 828806109 | 4,150 | $768,284 | 0.11% |
| 84 | QXO INC | QXO-PB | 37,540 | $724,147 | 0.10% |
| 85 | CISCO SYS INC | CSCO | 9,045 | $696,736 | 0.10% |
| 86 | QUALCOMM INC | QCOM | 4,022 | $688,040 | 0.10% |
| 87 | NUVEEN QUALITY MUNCP INCOME | NU | 57,144 | $686,871 | 0.10% |
| 88 | AMGEN INC | AMGN | 2,074 | $678,841 | 0.10% |
| 89 | ISHARES TR | 464287762 | 10,060 | $654,906 | 0.09% |
| 90 | ABBOTT LABS | ABLZF | 4,943 | $619,308 | 0.09% |
| 91 | INTERNATIONAL BUSINESS MACHS | INTR | 2,041 | $604,565 | 0.09% |
| 92 | PEPSICO INC | PEP | 4,128 | $592,451 | 0.09% |
| 93 | LAM RESEARCH CORP | LRCX | 3,426 | $586,463 | 0.08% |
| 94 | PULMONX CORP | LUNG | 264,039 | $583,526 | 0.08% |
| 95 | VERIZON COMMUNICATIONS INC | VZ | 13,854 | $564,273 | 0.08% |
| 96 | PROSPERITY BANCSHARES INC | PB | 8,070 | $557,718 | 0.08% |
| 97 | LOWES COS INC | 548661107 | 2,233 | $538,510 | 0.08% |
| 98 | ISHARES TR | 464287507 | 8,139 | $537,166 | 0.08% |
| 99 | ISHARES TR | 464287788 | 4,122 | $531,449 | 0.08% |
| 100 | ISHARES TR | 464287200 | 765 | $523,979 | 0.08% |
| 101 | JOHNSON & JOHNSON | JNJ | 2,453 | $507,648 | 0.07% |
| 102 | KINDER MORGAN INC DEL | EP-PC | 17,892 | $491,838 | 0.07% |
| 103 | ISHARES TR | 464287739 | 5,185 | $486,820 | 0.07% |
| 104 | PARKER-HANNIFIN CORP | PH | 543 | $477,275 | 0.07% |
| 105 | CITIGROUP INC | C-PR | 3,863 | $450,773 | 0.07% |
| 106 | ISHARES TR | 464288646 | 8,285 | $438,111 | 0.06% |
| 107 | ISHARES TR | 464287804 | 3,577 | $429,884 | 0.06% |
| 108 | INTEL CORP | INTC | 11,589 | $427,634 | 0.06% |
| 109 | BANK AMERICA CORP | 060505104 | 7,628 | $419,540 | 0.06% |
| 110 | CRESCENT ENERGY COMPANY | CRGY | 48,298 | $405,220 | 0.06% |
| 111 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,307 | $397,184 | 0.06% |
| 112 | DELL TECHNOLOGIES INC | DELL | 3,080 | $387,710 | 0.06% |
| 113 | ISHARES TR | 464287168 | 2,693 | $380,090 | 0.05% |
| 114 | AUTOMATIC DATA PROCESSING IN | ADP | 1,465 | $376,842 | 0.05% |
| 115 | LOCKHEED MARTIN CORP | LMT | 771 | $372,910 | 0.05% |
| 116 | ISHARES TR | 46429B663 | 2,947 | $358,385 | 0.05% |
| 117 | STARBUCKS CORP | SBUX | 4,184 | $352,335 | 0.05% |
| 118 | NEWMONT CORP | NEMCL | 3,500 | $349,475 | 0.05% |
| 119 | PLAINS ALL AMERN PIPELINE L | 726503105 | 19,051 | $342,153 | 0.05% |
| 120 | BLACKROCK INC | BLK | 319 | $341,438 | 0.05% |
| 121 | AT&T INC | T-PC | 13,442 | $333,899 | 0.05% |
| 122 | BARRICK MNG CORP | 06849F108 | 7,500 | $326,625 | 0.05% |
| 123 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,215 | $320,664 | 0.05% |
| 124 | DISNEY WALT CO | 254687106 | 2,732 | $310,800 | 0.04% |
| 125 | VANGUARD BD INDEX FDS | 921937835 | 4,103 | $303,909 | 0.04% |
| 126 | ALLY FINL INC | 02005N100 | 6,655 | $301,405 | 0.04% |
| 127 | ISHARES TR | 464287655 | 1,199 | $295,146 | 0.04% |
| 128 | ISHARES INC | 46434G863 | 6,653 | $293,863 | 0.04% |
| 129 | ISHARES TR | 464287754 | 1,963 | $290,858 | 0.04% |
| 130 | GE AEROSPACE | 369604301 | 911 | $280,615 | 0.04% |
| 131 | ORACLE CORP | ORCL-PD | 1,392 | $271,407 | 0.04% |
| 132 | ISHARES TR | 46429B655 | 4,850 | $246,671 | 0.04% |
| 133 | PFIZER INC | PFE | 9,862 | $245,564 | 0.04% |
| 134 | VANGUARD INDEX FDS | 922908769 | 705 | $236,263 | 0.03% |
| 135 | WEC ENERGY GROUP INC | WEC | 2,197 | $231,696 | 0.03% |
| 136 | PROSHARES TR | 74348A467 | 2,152 | $223,959 | 0.03% |
| 137 | SHELL PLC | RYDAF | 3,020 | $221,910 | 0.03% |
| 138 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,000 | $215,760 | 0.03% |
| 139 | HERSHEY CO | HSY | 1,148 | $208,913 | 0.03% |
| 140 | CSX CORP | CSX | 5,657 | $205,066 | 0.03% |
| 141 | ISHARES INC | 464286525 | 1,708 | $202,825 | 0.03% |
| 142 | BLACKSTONE INC | BX | 1,302 | $200,690 | 0.03% |
| 143 | SPDR INDEX SHS FDS | 78463X202 | 3,112 | $200,382 | 0.03% |
| 144 | FTAI INFRASTRUCTURE INC | FIP | 12,241 | $56,431 | 0.01% |