Institutional Manager · CIK 0001801097
CFM WEALTH PARTNERS LLC
AUSTIN, TX · File #028-19713
Latest AUM
$692.8M
Positions
144
Top-10 Concentration
56.0%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025144 pos · $692.8M
- 13F HOLDINGS REPORTQ/E Sep 2025147 pos · $688.8M
- 13F HOLDINGS REPORTQ/E Jun 2025141 pos · $628.3M
- 13F HOLDINGS REPORTQ/E Mar 2025139 pos · $567.1M
- 13F HOLDINGS REPORTQ/E Dec 2024139 pos · $592.9M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024143 pos · $572.6M
- 13F HOLDINGS REPORTQ/E Sep 2024153 pos · $498.1M
- 13F HOLDINGS REPORTQ/E Jun 2024146 pos · $544.4M
- 13F HOLDINGS REPORTQ/E Mar 2024153 pos · $498.4M
- 13F HOLDINGS REPORTQ/E Dec 2023141 pos · $381.8M
- 13F HOLDINGS REPORTQ/E Sep 2023163 pos · $411.8M
- 13F HOLDINGS REPORTQ/E Jun 2023155 pos · $371.0M
- 13F HOLDINGS REPORTQ/E Mar 2023153 pos · $334.0M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023153 pos · $334.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 546,252 | $101.9M | 16.48% |
| 2 | APPLE INC | AAPL | 277,886 | $75.5M | 12.22% |
| 3 | ALPHABET INC | GOOG | 132,077 | $41.3M | 6.69% |
| 4 | MICROSOFT CORP | MSFT | 51,165 | $24.7M | 4.00% |
| 5 | AMAZON COM INC | AMZN | 106,734 | $24.6M | 3.98% |
| 6 | META PLATFORMS INC | META | 30,826 | $20.3M | 3.29% |
| 7 | VISA INC | V | 45,147 | $15.8M | 2.56% |
| 8 | PHILIP MORRIS INTL INC | 718172109 | 89,631 | $14.4M | 2.33% |
| 9 | ALPHABET INC | GOOG | 43,870 | $13.8M | 2.23% |
| 10 | WILLIAMS COS INC | 969457100 | 226,858 | $13.6M | 2.21% |
| 11 | PALO ALTO NETWORKS INC | PANW | 73,443 | $13.5M | 2.19% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 144,071 | $13.1M | 2.13% |
| 13 | INVESCO QQQ TR | IVZ | 18,893 | $11.6M | 1.88% |
| 14 | SPDR S&P 500 ETF TR | SPY | 16,973 | $11.6M | 1.87% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 35,580 | $11.5M | 1.85% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 12,598 | $10.9M | 1.76% |
| 17 | ELI LILLY & CO | LLY | 9,916 | $10.7M | 1.72% |
| 18 | EXXON MOBIL CORP | XOM | 82,206 | $9.9M | 1.60% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 45,129 | $9.7M | 1.56% |
| 20 | BROADCOM INC | AVGO | 26,784 | $9.3M | 1.50% |