13F-HR filed by CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 144 holding rows worth $692,795,351.
- Accession
- 0001951757-26-000314
- Filer
- CIK 1801097
- Filed
- 2026-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 144 entries on the cover page, a total value of $692,795,351 stated on the cover page (in dollars after the unit check, H1), rows summing to $692,795,351 with VALUE read as dollars as filed, 13F file number 028-19713. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 546,252 | $101,876,005 | dollars as filed | |
| Apple Inc | 037833100 | COM | 277,886 | $75,546,060 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 132,077 | $41,340,115 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 51,165 | $24,744,269 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 106,734 | $24,636,342 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 30,826 | $20,347,662 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 45,147 | $15,833,372 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 89,631 | $14,376,812 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 43,870 | $13,766,310 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 226,858 | $13,636,434 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 73,443 | $13,528,201 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 144,071 | $13,140,716 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 18,893 | $11,606,403 | dollars as filed | |
| SPY | 78462F103 | SHS | 16,973 | $11,574,384 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 35,580 | $11,464,648 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 12,598 | $10,863,662 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 9,916 | $10,656,156 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 82,206 | $9,892,664 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 45,129 | $9,664,827 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 26,784 | $9,269,897 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 16,155 | $9,222,772 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 17,996 | $8,517,507 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 31,959 | $8,466,306 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 36,495 | $7,676,358 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 73,398 | $6,881,796 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 14,279 | $6,693,424 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 18,975 | $6,529,202 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 41,169 | $6,323,925 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 56,691 | $6,315,946 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 63,558 | $6,118,722 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 18,515 | $5,999,362 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 26,043 | $5,950,575 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 183,670 | $5,888,476 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 58,758 | $5,532,653 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,474 | $5,314,156 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 32,070 | $4,912,803 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 16,007 | $4,892,181 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 9,701 | $4,876,208 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 83,022 | $4,787,049 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 36,014 | $4,591,103 | dollars as filed | |
| FIRST FINL BANKSHARES INC COM | 32020R109 | Stock | 142,656 | $4,261,135 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 58,546 | $4,092,929 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 4,549 | $3,998,909 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 19,447 | $3,862,630 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 14,598 | $3,751,540 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 21,401 | $3,648,656 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 188,858 | $3,114,268 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 60,179 | $2,819,988 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,888 | $2,800,189 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 7,274 | $2,716,403 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 14,885 | $2,642,459 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 17,306 | $2,637,598 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 47,088 | $2,534,747 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 46,729 | $2,493,927 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 23,527 | $2,237,182 | dollars as filed | |
| STAR BULK CARRIERS CORP. | Y8162K204 | SHS PAR | 112,601 | $2,164,191 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,767 | $2,143,815 | dollars as filed | |
| USA COMPRESSION PARTNERS LP | 90290N109 | COM UNIT LTDPAR | 92,125 | $2,118,875 | dollars as filed | |
| WESTERN MIDSTREAM PARTNERS L | 958669103 | COM UNIT LP INT | 49,883 | $1,970,378 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 4,250 | $1,793,755 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 8,447 | $1,662,792 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 31,267 | $1,562,099 | dollars as filed | |
| HESS MIDSTREAM LP | 428103105 | CL A SHS | 42,260 | $1,457,970 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 10,623 | $1,370,813 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 11,022 | $1,358,572 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 18,022 | $1,324,617 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 23,691 | $1,269,838 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 7,070 | $1,256,692 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 26,264 | $1,256,207 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 8,655 | $1,240,348 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 24,944 | $1,238,470 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 5,269 | $1,191,532 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 12,108 | $1,162,731 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 6,166 | $1,137,627 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 4,763 | $1,101,777 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 13,498 | $1,070,391 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 6,750 | $1,058,400 | dollars as filed | |
| BITMINE IMMERSION TECHS INC | 09175A206 | COM NEW | 37,775 | $1,025,591 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 5,474 | $949,684 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 9,857 | $922,758 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 1,931 | $901,507 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 8,171 | $860,079 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 4,150 | $768,284 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 37,540 | $724,147 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,045 | $696,736 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,022 | $688,040 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 57,144 | $686,871 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,074 | $678,841 | dollars as filed | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 10,060 | $654,906 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,943 | $619,308 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,041 | $604,565 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,128 | $592,451 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,426 | $586,463 | dollars as filed | |
| PULMONX CORP | 745848101 | COM | 264,039 | $583,526 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 13,854 | $564,273 | dollars as filed | |
| PROSPERITY BANCSHARES INC | 743606105 | COM | 8,070 | $557,718 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,233 | $538,510 | dollars as filed | |
| IJH | 464287507 | COM | 8,139 | $537,166 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 4,122 | $531,449 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 765 | $523,979 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,453 | $507,648 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 17,892 | $491,838 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 5,185 | $486,820 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 543 | $477,275 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 3,863 | $450,773 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 8,285 | $438,111 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,577 | $429,884 | dollars as filed | |
| Intel Corp | 458140100 | COM | 11,589 | $427,634 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,628 | $419,540 | dollars as filed | |
| CRESCENT ENERGY COMPANY CL A COM | 44952J104 | Stock | 48,298 | $405,220 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,307 | $397,184 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 3,080 | $387,710 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,693 | $380,090 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,465 | $376,842 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 771 | $372,910 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 2,947 | $358,385 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,184 | $352,335 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 3,500 | $349,475 | dollars as filed | |
| PLAINS ALL AMERN PIPELINE L | 726503105 | UNIT LTD PARTN | 19,051 | $342,153 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 319 | $341,438 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 13,442 | $333,899 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 7,500 | $326,625 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 2,215 | $320,664 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,732 | $310,800 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 4,103 | $303,909 | dollars as filed | |
| ALLY FINL INC COM | 02005N100 | Stock | 6,655 | $301,405 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,199 | $295,146 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 6,653 | $293,863 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 1,963 | $290,858 | dollars as filed | |
| General Electric Company | 369604301 | COM | 911 | $280,615 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,392 | $271,407 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 4,850 | $246,671 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 9,862 | $245,564 | dollars as filed | |
| VTI | 922908769 | COM | 705 | $236,263 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,197 | $231,696 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 2,152 | $223,959 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 3,020 | $221,910 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,000 | $215,760 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,148 | $208,913 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 5,657 | $205,066 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 1,708 | $202,825 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,302 | $200,690 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X202 | EURO STOXX 50 | 3,112 | $200,382 | dollars as filed | |
| FTAI INFRASTRUCTURE INC | 35953C106 | COMMON STOCK | 12,241 | $56,431 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000314 | this filing | 2026-01-27 | acceptance time not in the bulk data set |