CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 144
- −3 vs. Q3 2025
- Portfolio value
- $692.8M
- +$3.98M (+0.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIPFTAI Infrastructure Inc. | COMMON STOCK | 12,241 | $56.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 3,112 | $200.4K | <0.1% | −385−11.0% | Reduced | – |
| BXBlackstone Inc. | COM | 1,302 | $200.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 1,708 | $202.8K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 5,657 | $205.1K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 1,148 | $208.9K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 4,000 | $215.8K | <0.1% | +4,000 | New | History |
| SHELShell plc | ADR | 3,020 | $221.9K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,152 | $224.0K | <0.1% | 00.0% | Unchanged | – |
| WECWec Energy Group, Inc. | Stock | 2,197 | $231.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 705 | $236.3K | <0.1% | −21−2.9% | Reduced | – |
| PFEPfizer Inc | Stock | 9,862 | $245.6K | <0.1% | −3,685−27.2% | Reduced | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,850 | $246.7K | <0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 1,392 | $271.4K | <0.1% | +1+0.1% | Added | History |
| GEGeneral Electric Co | Stock | 911 | $280.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287754 | US INDUSTRIALS | 1,963 | $290.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,653 | $293.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,199 | $295.1K | <0.1% | 00.0% | Unchanged | – |
| ALLYAlly Financial Inc. | Stock | 6,655 | $301.4K | <0.1% | −116−1.7% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,103 | $303.9K | <0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 2,732 | $310.8K | <0.1% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 2,215 | $320.7K | <0.1% | +2+0.1% | Added | History |
| BBarrick Mining Corp | Stock | 7,500 | $326.6K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 13,442 | $333.9K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 319 | $341.4K | <0.1% | 00.0% | Unchanged | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 19,051 | $342.2K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 3,500 | $349.5K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 4,184 | $352.3K | 0.1% | −5,146−55.2% | Reduced | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,947 | $358.4K | 0.1% | −67−2.2% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 771 | $372.9K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 1,465 | $376.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 2,693 | $380.1K | 0.1% | 00.0% | Unchanged | – |
| DELLDell Technologies Inc. | Stock | 3,080 | $387.7K | 0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,307 | $397.2K | 0.1% | 00.0% | Unchanged | History |
| CRGYCrescent Energy Co | CL A COM | 48,298 | $405.2K | 0.1% | −4,316−8.2% | Reduced | History |
| BACBank of America Corp | Stock | 7,628 | $419.5K | 0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 11,589 | $427.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,577 | $429.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,285 | $438.1K | 0.1% | 00.0% | Unchanged | – |
| CCitigroup Inc | Stock | 3,863 | $450.8K | 0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 543 | $477.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,185 | $486.8K | 0.1% | +15+0.3% | Added | – |
| KMIKinder Morgan, Inc. | Stock | 17,892 | $491.8K | 0.1% | −393−2.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 2,453 | $507.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 765 | $524.0K | 0.1% | −257−25.1% | Reduced | – |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $531.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,139 | $537.2K | 0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 2,233 | $538.5K | 0.1% | 00.0% | Unchanged | History |
| PBProsperity Bancshares Inc | COM | 8,070 | $557.7K | 0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 13,854 | $564.3K | 0.1% | −1,883−12.0% | Reduced | History |
| LUNGPulmonx Corp | COM | 264,039 | $583.5K | 0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 3,426 | $586.5K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 4,128 | $592.5K | 0.1% | −287−6.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 2,041 | $604.6K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 4,943 | $619.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287762 | US HLTHCARE ETF | 10,060 | $654.9K | 0.1% | 00.0% | Unchanged | – |
| AMGNAmgen Inc | Stock | 2,074 | $678.8K | 0.1% | −1,000−32.5% | Reduced | History |
| NADNuveen Quality Municipal Income Fund | COM | 57,144 | $686.9K | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 4,022 | $688.0K | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 9,045 | $696.7K | 0.1% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 37,540 | $724.1K | 0.1% | +4,579+13.9% | Added | History |
| SPGSimon Property Group Inc. | REIT | 4,150 | $768.3K | 0.1% | −480−10.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 8,171 | $860.1K | 0.1% | −600−6.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 1,931 | $901.5K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 9,857 | $922.8K | 0.1% | −1,349−12.0% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 5,474 | $949.7K | 0.1% | 00.0% | Unchanged | History |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 37,775 | $1.03M | 0.1% | +17,326+84.7% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,750 | $1.06M | 0.2% | 00.0% | Unchanged | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 13,498 | $1.07M | 0.2% | +6,083+82.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 4,763 | $1.10M | 0.2% | −95−2.0% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 6,166 | $1.14M | 0.2% | −136−2.2% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 12,108 | $1.16M | 0.2% | −746−5.8% | Reduced | – |
| COINCoinbase Global, Inc. | COM CL A | 5,269 | $1.19M | 0.2% | +1,977+60.1% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 24,944 | $1.24M | 0.2% | +10,126+68.3% | Added | History |
| PGProcter & Gamble Co | Stock | 8,655 | $1.24M | 0.2% | −628−6.8% | Reduced | History |
| ENBEnbridge Inc | Stock | 26,264 | $1.26M | 0.2% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 7,070 | $1.26M | 0.2% | +1,024+16.9% | Added | History |
| EQTEQT Corp | Stock | 23,691 | $1.27M | 0.2% | +1,642+7.4% | Added | History |
| OKEONEOK Inc | COM | 18,022 | $1.32M | 0.2% | 00.0% | Unchanged | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,022 | $1.36M | 0.2% | −501−4.3% | Reduced | – |
| PSXPhillips 66 | Stock | 10,623 | $1.37M | 0.2% | +6+0.1% | Added | History |
| HESMHess Midstream LP | CL A SHS | 42,260 | $1.46M | 0.2% | 00.0% | Unchanged | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 31,267 | $1.56M | 0.2% | −4,390−12.3% | Reduced | History |
| FTAIFTAI Aviation Ltd. | SHS | 8,447 | $1.66M | 0.2% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 4,250 | $1.79M | 0.3% | −232−5.2% | Reduced | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 49,883 | $1.97M | 0.3% | 00.0% | Unchanged | History |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 92,125 | $2.12M | 0.3% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 4,767 | $2.14M | 0.3% | +145+3.1% | Added | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 112,601 | $2.16M | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 23,527 | $2.24M | 0.3% | −525−2.2% | Reduced | – |
| MPLXMPLX LP | COM UNIT REP LTD | 46,729 | $2.49M | 0.4% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 47,088 | $2.53M | 0.4% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 17,306 | $2.64M | 0.4% | −3,583−17.2% | Reduced | History |
| MSMorgan Stanley | Stock | 14,885 | $2.64M | 0.4% | +2,057+16.0% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 7,274 | $2.72M | 0.4% | +52+0.7% | Added | – |
| CATCaterpillar Inc | Stock | 4,888 | $2.80M | 0.4% | +43+0.9% | Added | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 60,179 | $2.82M | 0.4% | −40−0.1% | Reduced | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 188,858 | $3.11M | 0.4% | 00.0% | Unchanged | History |
| RYRoyal Bank of Canada | Stock | 21,401 | $3.65M | 0.5% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 14,598 | $3.75M | 0.5% | −118−0.8% | Reduced | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 3,127 | $218.0K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,123 | $208.0K | <0.1% | History |
| WMWaste Management Inc | Stock | 937 | $206.9K | <0.1% | History |
| EMREmerson Electric Co | Stock | 1,575 | $206.6K | <0.1% | History |