EdgeMarket › What Cfm Wealth Partners Llc reported owning
What Cfm Wealth Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
667.2MPositions
143Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 94.6M | 14.2% | 542.5K | 214.72 | +22.4% |
| AAPL Apple Inc. | 69.9M | 10.5% | 275.5K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 38.5M | 5.8% | 133.8K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 22.3M | 3.3% | 106.9K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 18.7M | 2.8% | 50.6K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 18.6M | 2.8% | 32.5K | 549.90 | -26.5% |
| WMB WILLIAMS COMPANIES, INC. | 16.5M | 2.5% | 226.4K | 70.49 | +23.2% |
| PM Philip Morris International Inc. | 15.4M | 2.3% | 93.1K | 188.23 | +8.9% |
| XOM ExxonMobil Holdings Corp | 13.9M | 2.1% | 81.8K | 165.11 | +52.1% |
| ORLY O REILLY AUTOMOTIVE INC | 13.2M | 2.0% | 142.9K | 89.11 | -14.3% |
| V VISA INC. | 13.1M | 2.0% | 43.4K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 12.4M | 1.9% | 12.5K | 947.74 | -4.7% |
| GOOG Alphabet Inc. | 12.4M | 1.9% | 43.2K | 341.75 | +70.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 12.2M | 1.8% | 21.1K | 713.44 | +26.1% |
| SPY SPDR S&P 500 ETF TRUST | 11.3M | 1.7% | 17.4K | 765.72 | +20.0% |
| PANW Palo Alto Networks Inc | 11.2M | 1.7% | 70.0K | 357.87 | +94.0% |
| AMD ADVANCED MICRO DEVICES INC | 10.8M | 1.6% | 53.1K | 473.25 | +186.5% |
| JPM JPMORGAN CHASE & CO | 10.5M | 1.6% | 35.8K | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 10.1M | 1.5% | 11.0K | 1,255.40 | +78.0% |
| AVGO Broadcom Inc. | 9.5M | 1.4% | 30.7K | 368.45 | +26.5% |
| IWF iShares Russell 1000 Growth Fund | 7.7M | 1.2% | 18.1K | 122.39 | +11.2% |
| MA Mastercard Inc | 7.7M | 1.1% | 15.3K | 580.63 | -2.0% |
| IWD iShares Russell 1000 Value ETF | 7.6M | 1.1% | 35.7K | 257.29 | +29.2% |
| WMT Walmart Inc. | 7.2M | 1.1% | 57.6K | 103.70 | +1.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 7.0M | 1.0% | 183.7K | 38.01 | +20.6% |
| NFLX NETFLIX INC | 6.6M | 1.0% | 68.1K | 79.59 | -34.4% |
| TJX TJX COMPANIES INC /DE/ | 6.5M | 1.0% | 41.0K | 140.53 | +1.6% |
| IWR iShares Russell Mid-Cap ETF | 6.1M | 0.9% | 62.6K | 113.44 | +20.4% |
| SHW SHERWIN WILLIAMS CO | 6.0M | 0.9% | 18.6K | 346.59 | -5.6% |
| HD HOME DEPOT, INC. | 5.9M | 0.9% | 18.0K | 335.61 | -16.5% |
| ABBV AbbVie Inc. | 5.8M | 0.9% | 26.5K | 264.96 | +26.7% |
| MO ALTRIA GROUP, INC. | 5.5M | 0.8% | 83.0K | 66.09 | -2.2% |
| USMV iShares MSCI USA Min Vol Factor ETF | 5.5M | 0.8% | 59.0K | 101.23 | +7.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.3M | 0.8% | 15.6K | 418.95 | +83.3% |
| VOO Vanguard S&P 500 ETF | 5.0M | 0.8% | 8.4K | 703.71 | +20.0% |
| CRWD CrowdStrike Holdings, Inc. | 5.0M | 0.7% | 12.8K | 191.95 | +83.2% |
| AMAT APPLIED MATERIALS INC /DE | 5.0M | 0.7% | 14.6K | 492.32 | +205.9% |
| MCD MCDONALDS CORP | 4.9M | 0.7% | 15.7K | 270.95 | -13.5% |
| KO COCA COLA CO | 4.4M | 0.7% | 57.5K | 91.10 | +28.9% |
| unmapped CUSIP 084670702 | 4.3M | 0.7% | 9.1K | — | — |
| FFIN FIRST FINANCIAL BANKSHARES INC | 4.2M | 0.6% | 142.7K | 34.13 | -4.5% |
| QUAL iShares MSCI USA Quality Factor ETF | 3.9M | 0.6% | 20.5K | 223.22 | +19.3% |
| GS GOLDMAN SACHS GROUP INC | 3.8M | 0.6% | 4.5K | 1,039.28 | +44.2% |
| ET Energy Transfer LP | 3.6M | 0.5% | 188.9K | 21.19 | +22.3% |
| CVX CHEVRON CORP | 3.6M | 0.5% | 17.4K | 205.27 | +34.0% |
| RY ROYAL BANK OF CANADA | 3.5M | 0.5% | 21.4K | 205.23 | +50.4% |
| CAT CATERPILLAR INC | 3.4M | 0.5% | 4.8K | 827.90 | +96.8% |
| KKR KKR & Co. Inc. | 3.0M | 0.5% | 32.5K | 108.48 | -21.4% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 2.9M | 0.4% | 60.3K | 57.28 | +28.7% |
| MRVL Marvell Technology, Inc. | 2.8M | 0.4% | 28.5K | 237.04 | +232.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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