CFM WEALTH PARTNERS LLC — 13F Holdings & Portfolio
CIK 1801097 · latest 13F-HR filed 2026-04-21
CFM WEALTH PARTNERS LLC manages $667.2M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (14.18%), AAPL (10.48%), GOOGL (5.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 57, and trimmed 47.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$667.2M
Long-equity book
143
Distinct positions
2026-03-31
Filed 2026-04-21
+3 / −4 / ↑57 / ↓47
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR MANUFAC$4.9M +1226.2%
- EXXON MOBIL CORP$4.0M +40.3%
- WILLIAMS COS INC$2.8M +20.8%
- COSTCO WHOLESALE CORPORATION$1.6M +14.4%
- APPLIED MATLS INC$1.2M +33.0%
Top Trims
- SALESFORCE INC-$8.1M -95.8%
- NVIDIA CORPORATION-$7.3M -7.1%
- MICROSOFT CORP-$6.0M -24.3%
- APPLE INC-$5.6M -7.5%
- ALPHABET INC-$2.9M -6.9%
New Positions
- MARVELL TECHNOLOGY INC$2.8M
- TEXAS PACIFIC LAND CORPORATI$644.0K
- VICOR CORP$588.5K
Exited Positions
- SERVICENOW INC$4.9M
- APOLLO GLOBAL MGMT INC$320.7K
- BLACKSTONE INC$200.7K
- SPDR INDEX SHS FDS$200.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $94.6M | 14.18% | 542,499 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $69.9M | 10.48% | 275,465 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $38.5M | 5.77% | 133,846 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $22.3M | 3.34% | 106,887 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $18.7M | 2.81% | 50,581 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $18.6M | 2.79% | 32,497 | SH |
| 7 | WILLIAMS COS INC | WMB | 969457100 | $16.5M | 2.47% | 226,405 | SH |
| 8 | PHILIP MORRIS INTL INC | PM | 718172109 | $15.4M | 2.31% | 93,112 | SH |
| 9 | EXXON MOBIL CORP | XOM | 30231G102 | $13.9M | 2.08% | 81,819 | SH |
| 10 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $13.2M | 1.98% | 142,930 | SH |
| 11 | VISA INC | V | 92826C839 | $13.1M | 1.97% | 43,391 | SH |
| 12 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $12.4M | 1.86% | 12,478 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $12.4M | 1.86% | 43,190 | SH |
| 14 | INVESCO QQQ TR | QQQ | 46090E103 | $12.2M | 1.83% | 21,105 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.3M | 1.70% | 17,444 | SH |
| 16 | PALO ALTO NETWORKS INC | PANW | 697435105 | $11.2M | 1.68% | 69,972 | SH |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $10.8M | 1.62% | 53,143 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.5M | 1.58% | 35,787 | SH |
| 19 | ELI LILLY & CO | LLY | 532457108 | $10.1M | 1.52% | 11,028 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $9.5M | 1.42% | 30,661 | SH |
| 21 | ISHARES TR | IWF | 464287614 | $7.7M | 1.16% | 18,087 | SH |
| 22 | MASTERCARD INCORPORATED | MA | 57636Q104 | $7.7M | 1.15% | 15,345 | SH |
| 23 | ISHARES TR | IWD | 464287598 | $7.6M | 1.14% | 35,654 | SH |
| 24 | WALMART INC | WMT | 931142103 | $7.2M | 1.07% | 57,583 | SH |
| 25 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $7.0M | 1.04% | 183,670 | SH |
| 26 | NETFLIX INC. | NFLX | 64110L106 | $6.6M | 0.98% | 68,147 | SH |
| 27 | TJX COS INC NEW | TJX | 872540109 | $6.5M | 0.98% | 40,963 | SH |
| 28 | ISHARES TR | IWR | 464287499 | $6.1M | 0.91% | 62,553 | SH |
| 29 | SHERWIN WILLIAMS CO | SHW | 824348106 | $6.0M | 0.89% | 18,613 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $5.9M | 0.89% | 18,029 | SH |
| 31 | ABBVIE INC | ABBV | 00287Y109 | $5.8M | 0.86% | 26,523 | SH |
| 32 | ALTRIA GROUP INC | MO | 02209S103 | $5.5M | 0.82% | 83,022 | SH |
| 33 | ISHARES TR | USMV | 46429B697 | $5.5M | 0.82% | 58,971 | SH |
| 34 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.3M | 0.79% | 15,587 | SH |
| 35 | VANGUARD INDEX FDS | VOO | 922908363 | $5.0M | 0.76% | 8,438 | SH |
| 36 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.0M | 0.75% | 12,805 | SH |
| 37 | APPLIED MATLS INC | AMAT | 038222105 | $5.0M | 0.75% | 14,598 | SH |
| 38 | MCDONALDS CORP | MCD | 580135101 | $4.9M | 0.73% | 15,723 | SH |
| 39 | COCA COLA CO | KO | 191216100 | $4.4M | 0.66% | 57,471 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.3M | 0.65% | 9,072 | SH |
| 41 | FIRST FINL BANKSHARES INC | FFIN | 32020R109 | $4.2M | 0.63% | 142,656 | SH |
| 42 | ISHARES TR | QUAL | 46432F339 | $3.9M | 0.59% | 20,473 | SH |
| 43 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $3.8M | 0.57% | 4,488 | SH |
| 44 | ENERGY TRANSFER L P | ET | 29273V100 | $3.6M | 0.55% | 188,858 | SH |
| 45 | CHEVRON CORPORATION | CVX | 166764100 | $3.6M | 0.54% | 17,374 | SH |
| 46 | ROYAL BK CDA | RY | 780087102 | $3.5M | 0.52% | 21,401 | SH |
| 47 | CATERPILLAR INC | CAT | 149123101 | $3.4M | 0.51% | 4,788 | SH |
| 48 | KKR & CO INC | KKR | 48251W104 | $3.0M | 0.45% | 32,470 | SH |
| 49 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.9M | 0.44% | 60,298 | SH |
| 50 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $2.8M | 0.42% | 28,543 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $667.2M | 143 | 0001951757-26-000660 |
| 2025-12-31 | 2026-01-27 | $692.8M | 144 | 0001951757-26-000314 |