Holders — by stockHoldings — by fund
CFM WEALTH PARTNERS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801097
$783.3M
disclosed book value
149
positions
13.6%
largest position share
Positions, as of 2026-06-30
top 100 of 149 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 532,703 | $106.6M | 13.6% |
| 2 | AAPLAPPLE INC | 271,129 | $78.5M | 10% |
| 3 | GOOGLALPHABET INC | 133,449 | $47.7M | 6.1% |
| 4 | AMDADVANCED MICRO DEVICES INC | 55,008 | $32.0M | 4.1% |
| 5 | AMZNAMAZON COM INC | 106,285 | $25.3M | 3.2% |
| 6 | PANWPALO ALTO NETWORKS INC | 69,449 | $23.7M | 3% |
| 7 | MSFTMICROSOFT CORP | 49,252 | $18.4M | 2.3% |
| 8 | METAMETA PLATFORMS INC | 31,789 | $17.9M | 2.3% |
| 9 | WMBWILLIAMS COS INC | 226,183 | $16.8M | 2.1% |
| 10 | PMPHILIP MORRIS INTL INC | 89,631 | $16.2M | 2.1% |
| 11 | GOOGALPHABET INC | 43,133 | $15.2M | 1.9% |
| 12 | QQQINVESCO QQQ TR | 20,557 | $15.1M | 1.9% |
| 13 | VVISA INC | 43,424 | $14.9M | 1.9% |
| 14 | LLYELI LILLY & CO | 11,402 | $13.7M | 1.7% |
| 15 | ORLYOREILLY AUTOMOTIVE INC | 142,061 | $13.1M | 1.7% |
| 16 | SPYSTATE STR SPDR S&P 500 ETF T | 17,217 | $12.9M | 1.6% |
| 17 | AVGOBROADCOM INC | 31,296 | $11.8M | 1.5% |
| 18 | COSTCOSTCO WHOLESALE CORPORATION | 12,546 | $11.7M | 1.5% |
| 19 | JPMJPMORGAN CHASE & CO | 35,410 | $11.6M | 1.5% |
| 20 | EXMOCEXXON MOBIL CORP | 81,723 | $11.2M | 1.4% |
| 21 | MRVLMARVELL TECHNOLOGY INC | 37,032 | $11.0M | 1.4% |
| 22 | AMATAPPLIED MATLS INC | 13,989 | $10.1M | 1.3% |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 12,865 | $9.8M | 1.3% |
| 24 | IWFISHARES TR | 73,961 | $9.2M | 1.2% |
| 25 | IWDISHARES TR | 36,980 | $9.0M | 1.1% |
| 26 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 17,687 | $8.4M | 1.1% |
| 27 | MAMASTERCARD INCORPORATED | 14,998 | $7.7M | 1% |
| 28 | IWRISHARES TR | 64,949 | $7.2M | 0.9% |
| 29 | EPDENTERPRISE PRODS PARTNERS L | 183,670 | $6.8M | 0.9% |
| 30 | ABBVABBVIE INC | 26,216 | $6.6M | 0.8% |
| 31 | WMTWALMART INC | 56,586 | $6.4M | 0.8% |
| 32 | TJXTJX COS INC NEW | 40,899 | $6.2M | 0.8% |
| 33 | SHWSHERWIN WILLIAMS CO | 17,954 | $6.2M | 0.8% |
| 34 | MOALTRIA GROUP INC | 81,261 | $5.8M | 0.7% |
| 35 | VOOVANGUARD INDEX FDS | 8,424 | $5.8M | 0.7% |
| 36 | USMVISHARES TR | 56,808 | $5.5M | 0.7% |
| 37 | CATCATERPILLAR INC | 4,738 | $5.0M | 0.6% |
| 38 | FFINFIRST FINL BANKSHARES INC | 139,285 | $4.8M | 0.6% |
| 39 | HDHOME DEPOT INC | 13,203 | $4.7M | 0.6% |
| 40 | GSGOLDMAN SACHS GROUP INC | 4,538 | $4.6M | 0.6% |
| 41 | NFLXNETFLIX INC. | 62,563 | $4.5M | 0.6% |
| 42 | QUALISHARES TR | 20,288 | $4.5M | 0.6% |
| 43 | RYROYAL BK CDA | 21,401 | $4.4M | 0.6% |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,753 | $4.4M | 0.6% |
| 45 | ETENERGY TRANSFER L P | 188,858 | $3.6M | 0.5% |
| 46 | SPSMSPDR SERIES TRUST | 60,421 | $3.5M | 0.4% |
| 47 | KOCOCA COLA CO | 42,080 | $3.4M | 0.4% |
| 48 | MSMORGAN STANLEY | 14,963 | $3.1M | 0.4% |
| 49 | PWRQUANTA SVCS INC | 4,202 | $3.0M | 0.4% |
| 50 | STAR BULK CARRIERS CORP. | 121,072 | $3.0M | 0.4% |
| 51 | CVXCHEVRON CORPORATION | 17,557 | $2.9M | 0.4% |
| 52 | ARMARM HOLDINGS PLC | 8,197 | $2.9M | 0.4% |
| 53 | KKRKKR & CO INC | 31,623 | $2.9M | 0.4% |
| 54 | MUMICRON TECHNOLOGY INC | 2,505 | $2.9M | 0.4% |
| 55 | CREDO TECHNOLOGY GROUP HOLDI | 10,629 | $2.9M | 0.4% |
| 56 | MCDMCDONALDS CORP | 10,517 | $2.8M | 0.4% |
| 57 | IWBISHARES TR | 6,745 | $2.8M | 0.4% |
| 58 | MDLZMONDELEZ INTL INC | 47,088 | $2.7M | 0.3% |
| 59 | MPLXMPLX LP | 46,729 | $2.6M | 0.3% |
| 60 | USACUSA COMPRESSION PARTNERS LP | 92,125 | $2.4M | 0.3% |
| 61 | ESGDISHARES TR | 23,352 | $2.4M | 0.3% |
| 62 | FTAI AVIATION LTD | 8,447 | $2.3M | 0.3% |
| 63 | INTCINTEL CORP | 15,834 | $2.2M | 0.3% |
| 64 | WESWESTERN MIDSTREAM PARTNERS L | 49,883 | $2.2M | 0.3% |
| 65 | TSLATESLA INC | 5,007 | $2.1M | 0.3% |
| 66 | DELLDELL TECHNOLOGIES INC | 4,718 | $2.0M | 0.3% |
| 67 | EFAISHARES TR | 19,045 | $2.0M | 0.3% |
| 68 | TRGPTARGA RES CORP | 6,166 | $1.7M | 0.2% |
| 69 | TXNTEXAS INSTRS INC | 5,474 | $1.6M | 0.2% |
| 70 | PSXPHILLIPS 66 | 9,623 | $1.6M | 0.2% |
| 71 | HESMHESS MIDSTREAM LP | 42,260 | $1.6M | 0.2% |
| 72 | VICRVICOR CORP | 3,988 | $1.5M | 0.2% |
| 73 | IVWISHARES TR | 10,902 | $1.5M | 0.2% |
| 74 | LRCXLAM RESEARCH CORP | 3,426 | $1.5M | 0.2% |
| 75 | ODFLOLD DOMINION FREIGHT LINE IN | 6,750 | $1.5M | 0.2% |
| 76 | ENBENBRIDGE INC | 26,264 | $1.4M | 0.2% |
| 77 | UNPUNION PAC CORP | 4,712 | $1.3M | 0.2% |
| 78 | EQTEQT CORP | 21,904 | $1.2M | 0.1% |
| 79 | CSCOCISCO SYS INC | 9,045 | $1.1M | 0.1% |
| 80 | MRKMERCK & CO INC | 8,071 | $1.0M | 0.1% |
| 81 | OKEONEOK INC NEW | 11,134 | $967,990 | 0.1% |
| 82 | SNDKSANDISK CORP | 421 | $957,240 | 0.1% |
| 83 | SPGSIMON PPTY GROUP INC NEW | 4,069 | $910,004 | 0.1% |
| 84 | COPCONOCOPHILLIPS | 8,348 | $867,848 | 0.1% |
| 85 | QXOQXO INC | 46,674 | $806,527 | 0.1% |
| 86 | GLWCORNING INC | 3,010 | $768,844 | 0.1% |
| 87 | AMGNAMGEN INC | 2,074 | $751,037 | 0.1% |
| 88 | QCOMQUALCOMM INC | 3,905 | $721,688 | 0.1% |
| 89 | HCAHCA HEALTHCARE INC | 1,839 | $717,008 | 0.1% |
| 90 | NADNUVEEN QUALITY MUNCP INCOME | 57,144 | $692,585 | 0.1% |
| 91 | IYHISHARES TR | 10,060 | $674,121 | 0.1% |
| 92 | CCITIGROUP INC | 4,313 | $603,647 | 0.1% |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 2,041 | $573,950 | 0.1% |
| 94 | PGPROCTER & GAMBLE CO | 3,896 | $571,309 | 0.1% |
| 95 | HDVISHARES TR | 20,810 | $570,402 | 0.1% |
| 96 | ASOACADEMY SPORTS & OUTDOORS IN | 11,292 | $532,192 | 0.1% |
| 97 | IJRISHARES TR | 3,577 | $530,505 | 0.1% |
| 98 | IYFISHARES TR | 4,122 | $525,596 | 0.1% |
| 99 | IYRISHARES TR | 5,118 | $523,316 | 0.1% |
| 100 | JNJJOHNSON & JOHNSON | 2,047 | $519,877 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.