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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
144
−3 vs. Q3 2025
Portfolio value
$692.8M
+$3.98M (+0.6%) vs. Q3 2025
Filed
Jan 27, 2026
SEC
Holdings of CFM Wealth Partners LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares MSCI USA Quality Factor ETF46432F339ETF19,447$3.86M0.6%+1,000+5.4%Added–
GSGoldman Sachs Group IncStock4,549$4.00M0.6%+574+14.4%AddedHistory
KOCoca Cola CoStock58,546$4.09M0.6%−4,419−7.0%ReducedHistory
FFINFirst Financial Bankshares IncCOM142,656$4.26M0.6%−19,116−11.8%ReducedHistory
KKRKKR & Co. Inc.COM36,014$4.59M0.7%+1,687+4.9%AddedHistory
MOAltria Group, Inc.Stock83,022$4.79M0.7%+432+0.5%AddedHistory
BRK.BBerkshire Hathaway IncStock9,701$4.88M0.7%−244−2.5%ReducedHistory
MCDMcDonalds CorpStock16,007$4.89M0.7%−1,920−10.7%ReducedHistory
NOWServiceNow, Inc.Stock32,070$4.91M0.7%+340+1.1%AddedConverted for a 5-for-1 splitHistory
Vanguard S&P 500 ETF922908363ETF8,474$5.31M0.8%+80+1.0%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF58,758$5.53M0.8%+514+0.9%Added–
EPDEnterprise Products Partners L.P.Stock183,670$5.89M0.8%−4,000−2.1%ReducedHistory
ABBVAbbVie Inc.Stock26,043$5.95M0.9%+1,635+6.7%AddedHistory
SHWSherwin Williams CoCOM18,515$6.00M0.9%+145+0.8%AddedHistory
iShares Russell Midcap ETF464287499ETF63,558$6.12M0.9%−2,148−3.3%Reduced–
WMTWalmart Inc.Stock56,691$6.32M0.9%−493−0.9%ReducedHistory
TJXTJX Companies IncStock41,169$6.32M0.9%+940+2.3%AddedHistory
HDHome Depot, Inc.Stock18,975$6.53M0.9%−1,250−6.2%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock14,279$6.69M1.0%+654+4.8%AddedHistory
NFLXNetflix IncStock73,398$6.88M1.0%+3,028+4.3%AddedConverted for a 10-for-1 splitHistory
iShares Russell 1000 Value ETF464287598ETF36,495$7.68M1.1%−421−1.1%Reduced–
CRMSalesforce, Inc.Stock31,959$8.47M1.2%−3,119−8.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF17,996$8.52M1.2%−1,019−5.4%Reduced–
MAMastercard IncStock16,155$9.22M1.3%+468+3.0%AddedHistory
AVGOBroadcom Inc.Stock26,784$9.27M1.3%+3,278+13.9%AddedHistory
AMDAdvanced Micro Devices IncStock45,129$9.66M1.4%−100−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM82,206$9.89M1.4%−11,466−12.2%ReducedHistory
LLYEli Lilly & CoStock9,916$10.7M1.5%−707−6.7%ReducedHistory
COSTCostco Wholesale CorpStock12,598$10.9M1.6%+162+1.3%AddedHistory
JPMJPMorgan Chase & CoStock35,580$11.5M1.7%+1,281+3.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF16,973$11.6M1.7%−28−0.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF18,893$11.6M1.7%+474+2.6%Added–
ORLYO Reilly Automotive IncStock144,071$13.1M1.9%+4,056+2.9%AddedHistory
PANWPalo Alto Networks IncStock73,443$13.5M2.0%−3,602−4.7%ReducedHistory
WMBWilliams Companies, Inc.COM226,858$13.6M2.0%+1,786+0.8%AddedHistory
GOOGAlphabet Inc.Stock43,870$13.8M2.0%−779−1.7%ReducedHistory
PMPhilip Morris International Inc.Stock89,631$14.4M2.1%00.0%UnchangedHistory
VVisa Inc.Stock45,147$15.8M2.3%−950−2.1%ReducedHistory
METAMeta Platforms, Inc.Stock30,826$20.3M2.9%+1,244+4.2%AddedHistory
AMZNAmazon Com IncStock106,734$24.6M3.6%−3,555−3.2%ReducedHistory
MSFTMicrosoft CorpStock51,165$24.7M3.6%−258−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock132,077$41.3M6.0%−3,530−2.6%ReducedHistory
AAPLApple Inc.Stock277,886$75.5M10.9%−11,133−3.9%ReducedHistory
NVDANVIDIA CorpStock546,252$101.9M14.7%−23,270−4.1%ReducedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of CFM Wealth Partners LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
NKENIKE, Inc.Stock3,127$218.0K<0.1%History
UBERUber Technologies, IncStock2,123$208.0K<0.1%History
WMWaste Management IncStock937$206.9K<0.1%History
EMREmerson Electric CoStock1,575$206.6K<0.1%History