CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 168
- No 13F data for Q4 2020
- Portfolio value
- $331.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 334,356 | $40.8M | 12.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 4,981 | $15.4M | 4.6% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 485,186 | $11.5M | 3.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 5,431 | $11.2M | 3.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 46,726 | $11.0M | 3.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 44,719 | $10.9M | 3.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 167,860 | $9.37M | 2.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 41,722 | $8.84M | 2.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 29,007 | $8.54M | 2.6% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 87,052 | $7.72M | 2.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 13,489 | $7.20M | 2.2% | – | – | History |
| VVisa Inc. | Stock | 30,827 | $6.53M | 2.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,637 | $5.46M | 1.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 46,334 | $5.06M | 1.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 16,226 | $4.95M | 1.5% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 66,788 | $4.94M | 1.5% | – | – | – |
| MOAltria Group, Inc. | Stock | 81,950 | $4.19M | 1.3% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 51,659 | $4.05M | 1.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,356 | $3.94M | 1.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 55,196 | $3.82M | 1.2% | – | – | – |
| XYZBlock, Inc. | CL A | 16,237 | $3.69M | 1.1% | – | – | History |
| SHWSherwin Williams Co | COM | 4,964 | $3.66M | 1.1% | – | – | History |
| MAMastercard Inc | Stock | 9,983 | $3.55M | 1.1% | – | – | History |
| NFLXNetflix Inc | Stock | 6,644 | $3.47M | 1.0% | – | – | History |
| DISWalt Disney Co | Stock | 18,386 | $3.39M | 1.0% | – | – | History |
| PFPTProofpoint Inc | COM | 26,591 | $3.35M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 22,010 | $3.11M | 0.9% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 9,438 | $3.04M | 0.9% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 5,928 | $3.01M | 0.9% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,174 | $2.96M | 0.9% | – | – | – |
| FFINFirst Financial Bankshares Inc | COM | 62,830 | $2.94M | 0.9% | – | – | History |
| NKENIKE, Inc. | Stock | 21,177 | $2.81M | 0.8% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 45,968 | $2.69M | 0.8% | – | – | History |
| MCDMcDonalds Corp | Stock | 11,983 | $2.69M | 0.8% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,352 | $2.68M | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 11,699 | $2.62M | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 16,836 | $2.56M | 0.8% | – | – | History |
| TWLOTwilio Inc | CL A | 7,341 | $2.50M | 0.8% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,965 | $2.36M | 0.7% | – | – | History |
| AMATApplied Materials Inc | Stock | 17,186 | $2.30M | 0.7% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 32,236 | $2.27M | 0.7% | – | – | History |
| TJXTJX Companies Inc | Stock | 30,836 | $2.04M | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 12,203 | $2.01M | 0.6% | – | – | History |
| RYRoyal Bank of Canada | Stock | 21,746 | $2.01M | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 13,946 | $1.89M | 0.6% | – | – | History |
| SPTSprout Social, Inc. | COM CL A | 32,467 | $1.88M | 0.6% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 11,782 | $1.79M | 0.5% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 18,696 | $1.76M | 0.5% | – | – | – |
| SHOPShopify Inc. | Stock | 1,475 | $1.63M | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 14,737 | $1.59M | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 4,439 | $1.56M | 0.5% | – | – | History |
| TAT&T Inc. | Stock | 50,542 | $1.53M | 0.5% | – | – | History |
| BABoeing Co | Stock | 5,974 | $1.52M | 0.5% | – | – | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 56,108 | $1.51M | 0.5% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,071 | $1.47M | 0.4% | – | – | – |
| PSXPhillips 66 | Stock | 17,518 | $1.43M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 13,428 | $1.41M | 0.4% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 938 | $1.33M | 0.4% | – | – | History |
| CATCaterpillar Inc | Stock | 5,736 | $1.33M | 0.4% | – | – | History |
| CHWYChewy, Inc. | CL A | 15,454 | $1.31M | 0.4% | – | – | History |
| INTCIntel Corp | Stock | 19,784 | $1.27M | 0.4% | – | – | History |
| EXASExact Sciences Corp | COM | 9,322 | $1.23M | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,470 | $1.21M | 0.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 6,249 | $1.18M | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 22,243 | $1.17M | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 19,793 | $1.15M | 0.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,884 | $1.15M | 0.3% | – | – | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 6,811 | $1.12M | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 30,897 | $1.12M | 0.3% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,795 | $1.09M | 0.3% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,951 | $1.09M | 0.3% | – | – | History |
| MCFContango Oil & Gas Co | COM NEW | 262,972 | $1.03M | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,531 | $1.02M | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 18,912 | $1.00M | 0.3% | – | – | History |
| YUMYum Brands Inc | Stock | 9,081 | $982.0K | 0.3% | – | – | History |
| DPZDominos Pizza Inc | COM | 2,630 | $967.0K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 7,189 | $953.0K | 0.3% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 3,048 | $942.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,629 | $914.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 11,661 | $899.0K | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 3,424 | $852.0K | 0.3% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,375 | $811.0K | 0.2% | – | – | History |
| PWRQuanta Services, Inc. | COM | 9,073 | $798.0K | 0.2% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 12,706 | $779.0K | 0.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,825 | $701.0K | 0.2% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 2,365 | $688.0K | 0.2% | – | – | History |
| PBProsperity Bancshares Inc | COM | 8,796 | $659.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 10,413 | $657.0K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 3,126 | $619.0K | 0.2% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 9,517 | $564.0K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 33,592 | $559.0K | 0.2% | – | – | History |
| ETRNMidstream Co LLC | COM | 68,381 | $558.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,812 | $535.0K | 0.2% | – | – | History |
| MMM3M Co | Stock | 2,771 | $534.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 3,919 | $522.0K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 9,820 | $508.0K | 0.2% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 2,012 | $508.0K | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,332 | $496.0K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,616 | $489.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 4,034 | $477.0K | 0.1% | – | – | History |