Filed: 4/21/2026ACC: 0001951757-26-000660
📋 What this filing means
CFM WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $667.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$667.24M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
COM$455.22M68.2%
CAP STK CL A$38.49M5.8%
CL A$34.35M5.1%
COM CL A$15.21M2.3%
CAP STK CL C$12.39M1.9%
UNIT SER 1$12.18M1.8%
TR UNIT$11.34M1.7%
Portfolio Concentration
Top 3$203.01M30.4%
4–10$118.53M17.8%
11–25$150.76M22.6%
Rest$194.94M29.2%
Top 3 weight
30.4%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings143
Rows:
NVIDIA CORPORATION
SOLEShares542.50K
TypeSH
Market value$94.61M
14.18%
Sole
0.00
Shared
0.00
None
542.50K
APPLE INC
SOLEShares275.46K
TypeSH
Market value$69.91M
10.48%
Sole
0.00
Shared
0.00
None
275.46K
ALPHABET INC
SOLEShares133.85K
TypeSH
Market value$38.49M
5.77%
Sole
0.00
Shared
0.00
None
133.85K
AMAZON COM INC
SOLEShares106.89K
TypeSH
Market value$22.26M
3.34%
Sole
0.00
Shared
0.00
None
106.89K
MICROSOFT CORP
SOLEShares50.58K
TypeSH
Market value$18.72M
2.81%
Sole
0.00
Shared
0.00
None
50.58K
META PLATFORMS INC
SOLEShares32.50K
TypeSH
Market value$18.59M
2.79%
Sole
0.00
Shared
0.00
None
32.50K
WILLIAMS COS INC
SOLEShares226.41K
TypeSH
Market value$16.48M
2.47%
Sole
0.00
Shared
0.00
None
226.41K
PHILIP MORRIS INTL INC
SOLEShares93.11K
TypeSH
Market value$15.40M
2.31%
Sole
0.00
Shared
0.00
None
93.11K
EXXON MOBIL CORP
SOLEShares81.82K
TypeSH
Market value$13.88M
2.08%
Sole
0.00
Shared
0.00
None
81.82K
OREILLY AUTOMOTIVE INC
SOLEShares142.93K
TypeSH
Market value$13.19M
1.98%
Sole
0.00
Shared
0.00
None
142.93K
VISA INC
SOLEShares43.39K
TypeSH
Market value$13.11M
1.97%
Sole
0.00
Shared
0.00
None
43.39K
COSTCO WHOLESALE CORPORATION
SOLEShares12.48K
TypeSH
Market value$12.43M
1.86%
Sole
0.00
Shared
0.00
None
12.48K
ALPHABET INC
SOLEShares43.19K
TypeSH
Market value$12.39M
1.86%
Sole
0.00
Shared
0.00
None
43.19K
INVESCO QQQ TR
SOLEShares21.11K
TypeSH
Market value$12.18M
1.83%
Sole
0.00
Shared
0.00
None
21.11K
STATE STR SPDR S&P 500 ETF T
SOLEShares17.44K
TypeSH
Market value$11.34M
1.70%
Sole
0.00
Shared
0.00
None
17.44K
PALO ALTO NETWORKS INC
SOLEShares69.97K
TypeSH
Market value$11.22M
1.68%
Sole
0.00
Shared
0.00
None
69.97K
ADVANCED MICRO DEVICES INC
SOLEShares53.14K
TypeSH
Market value$10.81M
1.62%
Sole
0.00
Shared
0.00
None
53.14K
JPMORGAN CHASE & CO
SOLEShares35.79K
TypeSH
Market value$10.53M
1.58%
Sole
0.00
Shared
0.00
None
35.79K
ELI LILLY & CO
SOLEShares11.03K
TypeSH
Market value$10.14M
1.52%
Sole
0.00
Shared
0.00
None
11.03K
BROADCOM INC
SOLEShares30.66K
TypeSH
Market value$9.49M
1.42%
Sole
0.00
Shared
0.00
None
30.66K
ISHARES TR
SOLEShares18.09K
TypeSH
Market value$7.71M
1.16%
Sole
0.00
Shared
0.00
None
18.09K
MASTERCARD INCORPORATED
SOLEShares15.35K
TypeSH
Market value$7.67M
1.15%
Sole
0.00
Shared
0.00
None
15.35K
ISHARES TR
SOLEShares35.65K
TypeSH
Market value$7.62M
1.14%
Sole
0.00
Shared
0.00
None
35.65K
WALMART INC
SOLEShares57.58K
TypeSH
Market value$7.16M
1.07%
Sole
0.00
Shared
0.00
None
57.58K
ENTERPRISE PRODS PARTNERS L
SOLEShares183.67K
TypeSH
Market value$6.95M
1.04%
Sole
0.00
Shared
0.00
None
183.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 542.50K | SH | $94.61M 14.18% | 0.00 | 0.00 | 542.50K |
APPLE INCSOLE | COM | 275.46K | SH | $69.91M 10.48% | 0.00 | 0.00 | 275.46K |
ALPHABET INCSOLE | CAP STK CL A | 133.85K | SH | $38.49M 5.77% | 0.00 | 0.00 | 133.85K |
AMAZON COM INCSOLE | COM | 106.89K | SH | $22.26M 3.34% | 0.00 | 0.00 | 106.89K |
MICROSOFT CORPSOLE | COM | 50.58K | SH | $18.72M 2.81% | 0.00 | 0.00 | 50.58K |
META PLATFORMS INCSOLE | CL A | 32.50K | SH | $18.59M 2.79% | 0.00 | 0.00 | 32.50K |
WILLIAMS COS INCSOLE | COM | 226.41K | SH | $16.48M 2.47% | 0.00 | 0.00 | 226.41K |
PHILIP MORRIS INTL INCSOLE | COM | 93.11K | SH | $15.40M 2.31% | 0.00 | 0.00 | 93.11K |
EXXON MOBIL CORPSOLE | COM | 81.82K | SH | $13.88M 2.08% | 0.00 | 0.00 | 81.82K |
OREILLY AUTOMOTIVE INCSOLE | COM | 142.93K | SH | $13.19M 1.98% | 0.00 | 0.00 | 142.93K |
VISA INCSOLE | COM CL A | 43.39K | SH | $13.11M 1.97% | 0.00 | 0.00 | 43.39K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 12.48K | SH | $12.43M 1.86% | 0.00 | 0.00 | 12.48K |
ALPHABET INCSOLE | CAP STK CL C | 43.19K | SH | $12.39M 1.86% | 0.00 | 0.00 | 43.19K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.11K | SH | $12.18M 1.83% | 0.00 | 0.00 | 21.11K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.44K | SH | $11.34M 1.70% | 0.00 | 0.00 | 17.44K |
PALO ALTO NETWORKS INCSOLE | COM | 69.97K | SH | $11.22M 1.68% | 0.00 | 0.00 | 69.97K |
ADVANCED MICRO DEVICES INCSOLE | COM | 53.14K | SH | $10.81M 1.62% | 0.00 | 0.00 | 53.14K |
JPMORGAN CHASE & COSOLE | COM | 35.79K | SH | $10.53M 1.58% | 0.00 | 0.00 | 35.79K |
ELI LILLY & COSOLE | COM | 11.03K | SH | $10.14M 1.52% | 0.00 | 0.00 | 11.03K |
BROADCOM INCSOLE | COM | 30.66K | SH | $9.49M 1.42% | 0.00 | 0.00 | 30.66K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18.09K | SH | $7.71M 1.16% | 0.00 | 0.00 | 18.09K |
MASTERCARD INCORPORATEDSOLE | CL A | 15.35K | SH | $7.67M 1.15% | 0.00 | 0.00 | 15.35K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 35.65K | SH | $7.62M 1.14% | 0.00 | 0.00 | 35.65K |
WALMART INCSOLE | COM | 57.58K | SH | $7.16M 1.07% | 0.00 | 0.00 | 57.58K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 183.67K | SH | $6.95M 1.04% | 0.00 | 0.00 | 183.67K |
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