CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- Latest filing
- Aug 7, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 141
- +2 vs. Q1 2025
- Portfolio value
- $628.3M
- +$61.3M (+10.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 23,014 | $4.27M | 0.7% | +415+1.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,221 | $4.67M | 0.7% | +67+0.8% | Added | – |
| TJXTJX Companies Inc | Stock | 38,260 | $4.72M | 0.8% | +361+1.0% | Added | History |
| MOAltria Group, Inc. | Stock | 82,436 | $4.83M | 0.8% | −805−1.0% | Reduced | History |
| KOCoca Cola Co | Stock | 68,993 | $4.88M | 0.8% | +841+1.2% | Added | History |
| WMTWalmart Inc. | Stock | 52,311 | $5.11M | 0.8% | +1,929+3.8% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 92,282 | $5.18M | 0.8% | −2,246−2.4% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 57,210 | $5.37M | 0.9% | +3,247+6.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,587 | $5.63M | 0.9% | +517+4.7% | Added | History |
| MCDMcDonalds Corp | Stock | 19,530 | $5.71M | 0.9% | +146+0.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,639 | $5.80M | 0.9% | +899+19.0% | Added | History |
| FFINFirst Financial Bankshares Inc | COM | 161,772 | $5.82M | 0.9% | −4,541−2.7% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 187,946 | $5.83M | 0.9% | −6,788−3.5% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,520 | $5.87M | 0.9% | +1,881+19.5% | Added | History |
| SHWSherwin Williams Co | COM | 17,859 | $6.13M | 1.0% | +661+3.8% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 69,726 | $6.41M | 1.0% | +914+1.3% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 45,312 | $6.43M | 1.0% | −3,831−7.8% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,760 | $7.14M | 1.1% | +992+2.8% | Added | – |
| HDHome Depot, Inc. | Stock | 19,675 | $7.21M | 1.1% | +531+2.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 45,747 | $8.11M | 1.3% | +10.0% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 20,008 | $8.49M | 1.4% | +1,076+5.7% | Added | – |
| MAMastercard Inc | Stock | 15,535 | $8.73M | 1.4% | +144+0.9% | Added | History |
| NFLXNetflix Inc | Stock | 6,569 | $8.80M | 1.4% | +1,288+24.4% | Added | History |
| LLYEli Lilly & Co | Stock | 11,310 | $8.82M | 1.4% | −1,402−11.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 33,038 | $9.58M | 1.5% | +206+0.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,978 | $9.92M | 1.6% | +711+4.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,949 | $10.5M | 1.7% | −200−1.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 43,181 | $11.8M | 1.9% | +694+1.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 12,151 | $12.0M | 1.9% | +263+2.2% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 137,561 | $12.4M | 2.0% | +3,131+2.3% | AddedConverted for a 15-for-1 split | History |
| XOMExxonMobil Holdings Corp | COM | 125,273 | $13.5M | 2.1% | −1,900−1.5% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 222,013 | $13.9M | 2.2% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 69,414 | $14.2M | 2.3% | +324+0.5% | Added | History |
| VVisa Inc. | Stock | 45,440 | $16.1M | 2.6% | +945+2.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 89,631 | $16.3M | 2.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 26,674 | $19.7M | 3.1% | +1,226+4.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 134,409 | $23.7M | 3.8% | +1,735+1.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 108,205 | $23.7M | 3.8% | +2,865+2.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 50,442 | $25.1M | 4.0% | +242+0.5% | Added | History |
| AAPLApple Inc. | Stock | 290,071 | $59.5M | 9.5% | −4,472−1.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 569,457 | $90.0M | 14.3% | −5,183−0.9% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.