Investor
CFM WEALTH PARTNERS LLC
CIK 0001801097 · filed 2026-04-21 · SEC filing
13F book
$667.2M
Positions
143
3 new · 4 sold
Largest name
14.2%
Nvidia Corp · NVDA
Est. mark
−$21.5M
Price effect on 140 names still held. Flow −$4.03M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 542.5K | $94.6M | 14.2% | −$6.56M | Cut−$7.26M |
| Apple Inc. | AAPL | 275.5K | $69.9M | 10.5% | −$4.98M | Cut−$5.64M |
| Alphabet Inc | — | 133.8K | $38.5M | 5.8% | −$3.36M | Added−$2.85M |
| Amazon Com Inc | AMZN | 106.9K | $22.3M | 3.3% | −$2.41M | Added−$2.37M |
| Microsoft Corp | MSFT | 50.6K | $18.7M | 2.8% | −$5.74M | Cut−$6.02M |
| Meta Platforms, Inc. | META | 32.5K | $18.6M | 2.8% | −$2.71M | Added−$1.76M |
| Williams Cos Inc | — | 226.4K | $16.5M | 2.5% | $2.87M | Cut$2.84M |
| Philip Morris Intl Inc | — | 93.1K | $15.4M | 2.3% | $442.8K | Added$1.02M |
| Exxon Mobil Corp | — | 81.8K | $13.9M | 2.1% | $4.04M | Cut$3.99M |
| Oreilly Automotive Inc | — | 142.9K | $13.2M | 2.0% | $157.2K | Cut$53.2K |
| Visa Inc. | V | 43.4K | $13.1M | 2.0% | −$2.1M | Cut−$2.72M |
| Costco Whsl Corp New | — | 12.5K | $12.4M | 1.9% | $1.67M | Cut$1.57M |
| Alphabet Inc | — | 43.2K | $12.4M | 1.9% | −$1.16M | Cut−$1.38M |
| Invesco Qqq Tr | — | 21.1K | $12.2M | 1.8% | −$701.7K | Added$575K |
| Spdr S&P 500 Etf Tr | — | 17.4K | $11.3M | 1.7% | −$536K | Added−$229.7K |
| Palo Alto Networks Inc | PANW | 70K | $11.2M | 1.7% | −$1.67M | Cut−$2.31M |
| Advanced Micro Devices Inc | AMD | 53.1K | $10.8M | 1.6% | −$484.2K | Added$1.15M |
| Jpmorgan Chase & Co. | — | 35.8K | $10.5M | 1.6% | −$998.4K | Added−$937.5K |
| Eli Lilly & Co | LLY | 11K | $10.1M | 1.5% | −$1.54M | Added−$513.3K |
| Broadcom Inc. | AVGO | 30.7K | $9.49M | 1.4% | −$980K | Added$219.9K |
| Ishares Tr | — | 18.1K | $7.71M | 1.2% | −$844K | Added−$805.2K |
| Mastercard Inc | MA | 15.3K | $7.67M | 1.1% | −$1.09M | Cut−$1.56M |
| Ishares Tr | — | 35.7K | $7.62M | 1.1% | $118.7K | Cut−$58.2K |
| Walmart Inc. | WMT | 57.6K | $7.16M | 1.1% | $729.6K | Added$840.5K |
| Enterprise Prods Partners L | — | 183.7K | $6.95M | 1.0% | $1.06M | Held |
| Netflix Inc | NFLX | 68.1K | $6.55M | 1.0% | $162.9K | Cut−$329.5K |
| Tjx Cos Inc New | — | 41K | $6.54M | 1.0% | $249.5K | Cut$217.8K |
| Ishares Tr | — | 62.6K | $6.08M | 0.9% | $60K | Cut−$36.7K |
| Sherwin Williams Co | SHW | 18.6K | $5.97M | 0.9% | −$64.5K | Added−$33.1K |
| Home Depot, Inc. | HD | 18K | $5.93M | 0.9% | −$274.2K | Cut−$599.8K |
| AbbVie Inc. | ABBV | 26.5K | $5.77M | 0.9% | −$286.5K | Added−$182.1K |
| Altria Group, Inc. | MO | 83K | $5.48M | 0.8% | $691.6K | Held |
| Ishares Tr | — | 59K | $5.47M | 0.8% | −$83.4K | Added−$63.7K |
| Taiwan Semiconductor Mfg Ltd | — | 15.6K | $5.27M | 0.8% | $44.5K | Added$4.87M |
| Vanguard Index Fds | — | 8.44K | $5.04M | 0.8% | −$249.6K | Cut−$272.2K |
| Crowdstrike Hldgs Inc | — | 12.8K | $5M | 0.7% | −$1M | Cut−$1.69M |
| Applied Matls Inc | — | 14.6K | $4.99M | 0.7% | $1.24M | Held |
| Mcdonalds Corp | MCD | 15.7K | $4.89M | 0.7% | $81.1K | Cut−$5.67K |
| Coca Cola Co | KO | 57.5K | $4.37M | 0.7% | $352.9K | Cut$277.7K |
| Berkshire Hathaway Inc Del | — | 9.07K | $4.35M | 0.7% | −$212.7K | Cut−$528.9K |
| First Finl Bankshares Inc | — | 142.7K | $4.2M | 0.6% | −$59.9K | Held |
| Ishares Tr | — | 20.5K | $3.93M | 0.6% | −$132.4K | Added$64.4K |
| Goldman Sachs Group Inc | — | 4.49K | $3.8M | 0.6% | −$148.2K | Cut−$201.8K |
| Energy Transfer L P | — | 188.9K | $3.64M | 0.5% | $530.7K | Held |
| Chevron Corp New | CVX | 17.4K | $3.59M | 0.5% | $943K | Added$957.1K |
| Royal Bk Cda | — | 21.4K | $3.46M | 0.5% | −$186.4K | Held |
| Caterpillar Inc | CAT | 4.79K | $3.39M | 0.5% | $649.2K | Cut$591.9K |
| Kkr & Co Inc | — | 32.5K | $3M | 0.4% | −$1.14M | Cut−$1.59M |
| Spdr Series Trust | — | 60.3K | $2.91M | 0.4% | $87.9K | Added$93.6K |
| Marvell Technology, Inc. | MRVL | 28.5K | $2.83M | 0.4% | — | New |
| Mondelez Intl Inc | — | 47.1K | $2.71M | 0.4% | $179.4K | Held |
| Mplx Lp | — | 46.7K | $2.67M | 0.4% | $172.9K | Held |
| Star Bulk Carriers Corp. | SBLK | 114.4K | $2.63M | 0.4% | $422.3K | Added$464.2K |
| USA Compression Partners, LP | USAC | 92.1K | $2.5M | 0.4% | $379.6K | Held |
| Morgan Stanley | — | 15K | $2.46M | 0.4% | −$192.9K | Added−$180.1K |
| Ishares Tr | — | 6.82K | $2.43M | 0.4% | −$115.1K | Cut−$285.7K |
| Quanta Svcs Inc | — | 4.25K | $2.33M | 0.4% | $539.3K | Cut$538.5K |
| Ishares Tr | — | 23.5K | $2.25M | 0.3% | $12.5K | Held |
| Ftai Aviation Ltd | — | 8.45K | $2.07M | 0.3% | $406.7K | Held |
| Western Midstream Partners L | — | 49.9K | $2.05M | 0.3% | $83.3K | Held |
| Tesla, Inc. | TSLA | 4.84K | $1.8M | 0.3% | −$371.7K | Added−$345.7K |
| Phillips 66 | PSX | 9.62K | $1.75M | 0.3% | $511.4K | Cut$382.3K |
| Academy Sports & Outdoors In | — | 31K | $1.75M | 0.3% | $201.3K | Cut$188.7K |
| Hess Midstream Lp | HESM | 42.3K | $1.64M | 0.2% | $184.7K | Held |
| Oneok Inc /New/ | OKE | 18K | $1.63M | 0.2% | $304.4K | Held |
| Targa Res Corp | — | 6.17K | $1.55M | 0.2% | $408.4K | Held |
| Eqt Corp | EQT | 23.7K | $1.51M | 0.2% | $237.9K | Held |
| Enbridge Inc | — | 26.3K | $1.42M | 0.2% | $165.7K | Held |
| Ishares Tr | — | 13.8K | $1.34M | 0.2% | $13.3K | Added$174.6K |
| Old Dominion Freight Line In | — | 6.75K | $1.32M | 0.2% | $260.5K | Held |
| Ishares Tr | — | 11.1K | $1.25M | 0.2% | −$111.9K | Added−$104.2K |
| Circle Internet Group, Inc. | CRCL | 13.1K | $1.25M | 0.2% | $211.5K | Cut$182K |
| Procter And Gamble Co | PG | 8.65K | $1.25M | 0.2% | $9.78K | Held |
| Pepsico Inc | PEP | 7.68K | $1.19M | 0.2% | $48.6K | Added$601K |
| Union Pac Corp | — | 4.76K | $1.16M | 0.2% | $53.8K | Held |
| Conocophillips | COP | 8.72K | $1.15M | 0.2% | $334.6K | Cut$228K |
| Texas Instrs Inc | — | 5.47K | $1.06M | 0.2% | $113K | Held |
| Merck & Co., Inc. | MRK | 8.07K | $970.9K | 0.1% | $121.3K | Cut$110.8K |
| Ishares Bitcoin Trust Etf | IBIT | 24.8K | $952K | 0.1% | −$278.3K | Cut−$286.5K |
| Qxo Inc | — | 45.1K | $875K | 0.1% | $4.88K | Added$150.9K |
| HCA Healthcare, Inc. | HCA | 1.84K | $870.3K | 0.1% | $11.7K | Cut−$31.2K |
| Coinbase Global, Inc. | COIN | 4.85K | $846.7K | 0.1% | −$249.9K | Cut−$344.8K |
| Simon Ppty Group Inc New | — | 4.06K | $757.4K | 0.1% | $5.78K | Cut−$10.9K |
| Lam Research Corp | LRCX | 3.43K | $732K | 0.1% | $145.5K | Held |
| Amgen Inc | AMGN | 2.07K | $729.7K | 0.1% | $50.9K | Held |
| Cisco Sys Inc | — | 9.04K | $701.8K | 0.1% | $5.07K | Held |
| Verizon Communications Inc | VZ | 13.4K | $673.3K | 0.1% | $127K | Cut$109K |
| Bitmine Immersion Tecnologie | — | 33.7K | $666.8K | 0.1% | −$248.4K | Cut−$358.8K |
| Nuveen Quality Muncp Income | — | 57.1K | $657.2K | 0.1% | −$29.7K | Held |
| Crescent Energy Company | — | 48.3K | $652K | 0.1% | $246.8K | Held |
| Texas Pacific Land Corporati | — | 1.36K | $644K | 0.1% | — | New |
| Ishares Tr | — | 4.71K | $639.1K | 0.1% | $41.6K | Added$280.7K |
| Ishares Tr | — | 10.1K | $620.1K | 0.1% | −$34.8K | Held |
| Johnson & Johnson | JNJ | 2.45K | $599.6K | 0.1% | $92K | Held |
| Vicor Corp | VICR | 3.65K | $588.5K | 0.1% | — | New |
| Kinder Morgan Inc Del | — | 17.2K | $575.3K | 0.1% | $103.6K | Cut$83.5K |
| Lowes Cos Inc | — | 2.23K | $527.6K | 0.1% | −$10.9K | Held |
| Citigroup Inc | — | 4.61K | $523.2K | 0.1% | −$12.7K | Added$72.4K |
| Qualcomm Inc | — | 4.02K | $518K | 0.1% | −$170K | Held |
| Ishares Tr | — | 3.38K | $512.1K | 0.1% | $27.7K | Added$132K |
| Intel Corp | INTC | 11.6K | $511.4K | 0.1% | $83.8K | Held |
| International Business Machs | — | 2.04K | $494.7K | 0.1% | −$109.8K | Held |
| Parker-Hannifin Corp | PH | 543 | $486.1K | 0.1% | $8.84K | Held |
| Ishares Tr | — | 4.12K | $485K | 0.1% | −$46.5K | Held |
| Ishares Tr | — | 5.12K | $484K | 0.1% | $3.43K | Cut−$2.86K |
| Dell Technologies Inc. | DELL | 2.95K | $483.5K | 0.1% | $112.7K | Cut$95.8K |
| Lockheed Martin Corp | LMT | 771 | $466K | 0.1% | $93.1K | Held |
| Abbott Labs | ABT | 4.54K | $465.9K | 0.1% | −$102.6K | Cut−$153.4K |
| Ishares Tr | — | 683 | $446.1K | 0.1% | −$21.7K | Cut−$77.8K |
| Ishares Tr | — | 3.58K | $444.7K | 0.1% | $14.8K | Held |
| Prosperity Bancshares Inc | PB | 6.57K | $441.4K | 0.1% | −$12.7K | Cut−$116.3K |
| Ishares Tr | — | 6.5K | $438.7K | 0.1% | $9.94K | Cut−$98.5K |
| Ishares Tr | — | 8.29K | $435.5K | 0.1% | −$2.65K | Held |
| Plains All Amern Pipeline L | — | 18.6K | $414.4K | 0.1% | $81.1K | Cut$72.2K |
| At&T Inc | — | 13.4K | $389.7K | 0.1% | $55.8K | Held |
| Palantir Technologies Inc. | PLTR | 2.61K | $381.6K | 0.1% | −$82.1K | Cut−$875K |
| Starbucks Corp | SBUX | 4.18K | $374.8K | 0.1% | $22.5K | Held |
| Bank America Corp | — | 7.63K | $371.9K | 0.1% | −$47.7K | Held |
| Salesforce, Inc. | CRM | 1.89K | $353.2K | 0.1% | −$148K | Cut−$8.11M |
| Pulmonx Corp | LUNG | 264K | $340.6K | 0.1% | −$242.9K | Held |
| Newmont Corp | — | 2.9K | $313.9K | 0.0% | $24.4K | Cut−$35.5K |
| BlackRock, Inc. | BLK | 319 | $306.8K | 0.0% | −$34.7K | Held |
| Ishares Inc | — | 6.65K | $302.5K | 0.0% | $8.65K | Held |
| Vanguard Bd Index Fds | — | 4.1K | $302.1K | 0.0% | −$1.76K | Held |
| Automatic Data Processing In | — | 1.47K | $297.7K | 0.0% | −$79.2K | Held |
| Ishares Tr | — | 1.96K | $289.6K | 0.0% | −$1.24K | Held |
| Ishares Tr | — | 1.15K | $285.9K | 0.0% | $2.12K | Cut−$9.2K |
| Shell Plc | — | 3.02K | $280.9K | 0.0% | $59K | Held |
| Pfizer Inc | PFE | 9.86K | $276.9K | 0.0% | $31.4K | Held |
| Disney Walt Co | — | 2.74K | $263.7K | 0.0% | −$47.5K | Added−$47.1K |
| Ally Finl Inc | — | 6.66K | $261.1K | 0.0% | −$40.3K | Held |
| Ge Aerospace | — | 911 | $258.5K | 0.0% | −$22.1K | Held |
| Wec Energy Group, Inc. | WEC | 2.2K | $254.3K | 0.0% | $22.7K | Held |
| Ishares Tr | — | 4.85K | $247.1K | 0.0% | $437 | Held |
| Barrick Mng Corp | — | 6K | $244.7K | 0.0% | −$16.6K | Cut−$81.9K |
| Bristol-Myers Squibb Co | — | 4K | $242.6K | 0.0% | $26.8K | Held |
| Hershey Co | HSY | 1.15K | $238.7K | 0.0% | $29.7K | Held |
| Csx Corp | CSX | 5.66K | $232.2K | 0.0% | $27.2K | Held |
| Proshares Tr | — | 2.15K | $228.1K | 0.0% | $4.17K | Held |
| Vanguard Index Fds | — | 686 | $220K | 0.0% | −$9.86K | Cut−$16.2K |
| Oracle Corp | — | 1.39K | $205.1K | 0.0% | −$66.6K | Added−$66.3K |
| Ishares Inc | — | 1.71K | $204.1K | 0.0% | $1.3K | Held |
| FTAI Infrastructure Inc. | FIP | 12.2K | $60.5K | 0.0% | $4.04K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.