Cfm Wealth Partners LLC

Cfm Wealth Partners LLC reported 149 holdings worth US$783M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Cfm Wealth Partners LLC reported 149 holdings worth US$783M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 7, 2026 (Form 13F).

Holdings
149
Value as reported
US$783M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation533KUS$107M13.6%
Apple Inc271KUS$78.5M10.0%
Alphabet Inc (google) Class C176KUS$62.9M8.0%
Advanced Micro Devices Inc55,008US$32M4.1%
Amazon.com, Inc.106KUS$25.3M3.2%
Palo Alto Networks, Inc.69,449US$23.7M3.0%
Microsoft Corp.49,252US$18.4M2.3%
Meta Platforms, Inc.31,789US$17.9M2.3%
Williams Companies, Inc. (the)226KUS$16.8M2.1%
Philip Morris International Inc89,631US$16.2M2.1%
Visa Inc.43,424US$14.9M1.9%
Eli Lilly And Company11,402US$13.7M1.7%
O'reilly Automotive, Inc.142KUS$13.1M1.7%
Broadcom Inc.31,296US$11.8M1.5%
Costco Wholesale Corporation12,546US$11.7M1.5%
Jp Morgan Chase & Co.35,410US$11.6M1.5%
Exxon Mobil Corporation81,723US$11.2M1.4%
Marvell Technology, Inc.37,032US$11M1.4%
Applied Materials, Inc.13,989US$10.1M1.3%
Crowdstrike Holdings, Inc.12,865US$9.82M1.3%
Taiwan Semiconductor Manufacturing Co., Ltd.17,687US$8.45M1.1%
Mastercard Incorporated14,998US$7.7M0.98%
Enterprise Products Partners L.p.184KUS$6.75M0.86%
Abbvie Inc.26,216US$6.6M0.84%
Walmart Inc.56,586US$6.41M0.82%
Tjx Companies, Inc. (the)40,899US$6.2M0.79%
Sherwin-williams Company (the)17,954US$6.18M0.79%
Altria Group, Inc.81,261US$5.85M0.75%
Caterpillar, Inc.4,738US$5.05M0.64%
First Financial Bankshares, Inc.139KUS$4.82M0.62%
Home Depot, Inc. (the)13,203US$4.66M0.59%
Goldman Sachs Group, Inc. (the)4,538US$4.59M0.59%
Netflix, Inc.62,563US$4.47M0.57%
Royal Bank Of Canada21,401US$4.43M0.57%
Berkshire Hathaway Inc.8,753US$4.38M0.56%
Energy Transfer Lp189KUS$3.61M0.46%
Coca-cola Company (the)42,080US$3.42M0.44%
Morgan Stanley14,963US$3.13M0.40%
Quanta Services, Inc.4,202US$3.03M0.39%
Star Bulk Carriers Corp.121KUS$3.02M0.39%
Chevron Corporation17,557US$2.91M0.37%
Kkr & Co. Inc.31,623US$2.9M0.37%
Micron Technology, Inc.2,505US$2.89M0.37%
Credo Technology Group Holding Ltd10,629US$2.89M0.37%
Mcdonald's Corporation10,517US$2.84M0.36%
Mondelez International, Inc.47,088US$2.72M0.35%
Mplx Lp46,729US$2.63M0.34%
Usa Compression Partners, Lp92,125US$2.43M0.31%
Ftai Aviation Ltd.8,447US$2.29M0.29%
Intel Corporation15,834US$2.21M0.28%
Western Midstream Partners, Lp49,883US$2.18M0.28%
Tesla, Inc.5,007US$2.11M0.27%
Dell Technologies Inc.4,718US$2.04M0.26%
Targa Resources, Inc.6,166US$1.65M0.21%
Texas Instruments Incorporated5,474US$1.63M0.21%
Phillips 669,623US$1.63M0.21%
Hess Midstream Lp42,260US$1.59M0.20%
Vicor Corporation3,988US$1.51M0.19%
Lam Research Corporation3,426US$1.48M0.19%
Old Dominion Freight Line, Inc.6,750US$1.46M0.19%
Enbridge Inc.26,264US$1.42M0.18%
Union Pacific Corporation4,712US$1.28M0.16%
Eqt Corporation21,904US$1.16M0.15%
Cisco Systems, Inc.9,045US$1.06M0.14%
Merck & Company, Inc.8,071US$1.04M0.13%
Oneok, Inc.11,134US$968K0.12%
Sandisk Corporation421US$957K0.12%
Simon Property Group, Inc.4,069US$910K0.12%
Conocophillips8,348US$868K0.11%
Qxo, Inc.46,674US$807K0.10%
Corning Incorporated3,010US$769K0.10%
Amgen Inc.2,074US$751K0.10%
Qualcomm Incorporated3,905US$722K0.09%
Hca Healthcare, Inc.1,839US$717K0.09%
Citigroup, Inc.4,313US$604K0.08%
International Business Machines Corporation2,041US$574K0.07%
Procter & Gamble Company (the)3,896US$571K0.07%
Academy Sports And Outdoors, Inc.11,292US$532K0.07%
Johnson & Johnson2,047US$520K0.07%
Parker-hannifin Corporation498US$487K0.06%
Verizon Communications Inc.11,337US$480K0.06%
Prosperity Bancshares, Inc.6,571US$480K0.06%
Bank Of America Corporation8,062US$459K0.06%
Kinder Morgan, Inc.13,937US$446K0.06%
Pepsico, Inc.3,083US$417K0.05%
Lowe's Companies, Inc.1,890US$417K0.05%
Plains All American Pipeline, L.p.18,556US$413K0.05%
Abbott Laboratories4,538US$412K0.05%
Lockheed Martin Corporation771US$393K0.05%
Circle Internet Group, Inc.5,899US$369K0.05%
Pulmonx Corporation264KUS$343K0.04%
Ge Aerospace911US$340K0.04%
Automatic Data Processing, Inc.1,465US$328K0.04%
Starbucks Corporation3,202US$327K0.04%
Fortinet, Inc.2,100US$323K0.04%
Ally Financial Inc.6,655US$306K0.04%
Blackrock, Inc.307US$295K0.04%
Newmont Corporation2,900US$271K0.03%
Csx Corporation5,657US$269K0.03%
Walt Disney Company (the)2,736US$263K0.03%

Every holding of Cfm Wealth Partners LLC

Source

View original at SEC

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