CFM WEALTH PARTNERS LLC

PrivateCIK: 1801097
Location

AUSTIN, TX

143
Positions
$667.24M
Total AUM (reported)
4.78M
Total Shares

Allocation by class

TOTAL AUM$667.24M143 positions
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 330.4%4–1017.8%11–2522.6%Rest29.2%TOP 1048.2%0%100%
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

SOLE
COM
Shares542.50K
TypeSH
Market value$94.61M
14.18%
Sole
0.00
Shared
0.00
None
542.50K

APPLE INC

SOLE
COM
Shares275.46K
TypeSH
Market value$69.91M
10.48%
Sole
0.00
Shared
0.00
None
275.46K

ALPHABET INC

SOLE
CAP STK CL A
Shares133.85K
TypeSH
Market value$38.49M
5.77%
Sole
0.00
Shared
0.00
None
133.85K

AMAZON COM INC

SOLE
COM
Shares106.89K
TypeSH
Market value$22.26M
3.34%
Sole
0.00
Shared
0.00
None
106.89K

MICROSOFT CORP

SOLE
COM
Shares50.58K
TypeSH
Market value$18.72M
2.81%
Sole
0.00
Shared
0.00
None
50.58K

META PLATFORMS INC

SOLE
CL A
Shares32.50K
TypeSH
Market value$18.59M
2.79%
Sole
0.00
Shared
0.00
None
32.50K

WILLIAMS COS INC

SOLE
COM
Shares226.41K
TypeSH
Market value$16.48M
2.47%
Sole
0.00
Shared
0.00
None
226.41K

PHILIP MORRIS INTL INC

SOLE
COM
Shares93.11K
TypeSH
Market value$15.40M
2.31%
Sole
0.00
Shared
0.00
None
93.11K

EXXON MOBIL CORP

SOLE
COM
Shares81.82K
TypeSH
Market value$13.88M
2.08%
Sole
0.00
Shared
0.00
None
81.82K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares142.93K
TypeSH
Market value$13.19M
1.98%
Sole
0.00
Shared
0.00
None
142.93K

VISA INC

SOLE
COM CL A
Shares43.39K
TypeSH
Market value$13.11M
1.97%
Sole
0.00
Shared
0.00
None
43.39K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares12.48K
TypeSH
Market value$12.43M
1.86%
Sole
0.00
Shared
0.00
None
12.48K

ALPHABET INC

SOLE
CAP STK CL C
Shares43.19K
TypeSH
Market value$12.39M
1.86%
Sole
0.00
Shared
0.00
None
43.19K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares21.11K
TypeSH
Market value$12.18M
1.83%
Sole
0.00
Shared
0.00
None
21.11K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares17.44K
TypeSH
Market value$11.34M
1.70%
Sole
0.00
Shared
0.00
None
17.44K

PALO ALTO NETWORKS INC

SOLE
COM
Shares69.97K
TypeSH
Market value$11.22M
1.68%
Sole
0.00
Shared
0.00
None
69.97K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares53.14K
TypeSH
Market value$10.81M
1.62%
Sole
0.00
Shared
0.00
None
53.14K

JPMORGAN CHASE & CO

SOLE
COM
Shares35.79K
TypeSH
Market value$10.53M
1.58%
Sole
0.00
Shared
0.00
None
35.79K

ELI LILLY & CO

SOLE
COM
Shares11.03K
TypeSH
Market value$10.14M
1.52%
Sole
0.00
Shared
0.00
None
11.03K

BROADCOM INC

SOLE
COM
Shares30.66K
TypeSH
Market value$9.49M
1.42%
Sole
0.00
Shared
0.00
None
30.66K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares18.09K
TypeSH
Market value$7.71M
1.16%
Sole
0.00
Shared
0.00
None
18.09K

MASTERCARD INCORPORATED

SOLE
CL A
Shares15.35K
TypeSH
Market value$7.67M
1.15%
Sole
0.00
Shared
0.00
None
15.35K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares35.65K
TypeSH
Market value$7.62M
1.14%
Sole
0.00
Shared
0.00
None
35.65K

WALMART INC

SOLE
COM
Shares57.58K
TypeSH
Market value$7.16M
1.07%
Sole
0.00
Shared
0.00
None
57.58K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares183.67K
TypeSH
Market value$6.95M
1.04%
Sole
0.00
Shared
0.00
None
183.67K
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