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CFM WEALTH PARTNERS LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $802,741,247
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $121,291,728
- APPLE INC · COM · 037833100 · shares: $89,803,900
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $45,912,330
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $33,513,436
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $27,446,572
- AMAZON COM INC · COM · 023135106 · shares: $26,423,852
- MICROSOFT CORP · COM · 594918104 · shares: $25,278,418
- META PLATFORMS INC · CL A · 30303M102 · shares: $22,722,491
- PHILIP MORRIS INTL INC · COM · 718172109 · shares: $17,103,387
- VISA INC · COM CL A · 92826C839 · shares: $15,429,153
Reported holdings
147 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 9,664 shares | $495,087 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 3,577 shares | $486,615 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 17,250 shares | $482,310 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 6,523 shares | $469,321 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 487 shares | $465,290 |
| PEPSICO INC | COM | 713448108 | — | 3,659 shares | $463,668 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,999 shares | $452,429 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,041 shares | $448,877 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,538 shares | $448,491 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | — | 5,453 shares | $448,073 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 18,556 shares | $440,145 |
| PROSPERITY BANCSHARES INC | COM | 743606105 | — | 6,571 shares | $435,066 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,665 shares | $429,670 |
| LOWES COS INC | COM | 548661107 | — | 2,290 shares | $422,024 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | — | 8,758 shares | $421,172 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 13,937 shares | $420,187 |
| BANK OF AMER CORP | COM | 060505104 | — | 7,628 shares | $415,192 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,030 shares | $379,712 |
| FORTINET INC | COM | 34959E109 | — | 2,100 shares | $375,396 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 4,875 shares | $341,981 |
| NEWMONT CORP | COM | 651639106 | — | 2,867 shares | $330,680 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 424 shares | $324,720 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,153 shares | $320,407 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 5,770 shares | $312,503 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 1,963 shares | $301,065 |
| SHELL PLC | SPON ADS | 780259305 | — | 3,020 shares | $287,051 |
| GE AEROSPACE | COM NEW | 369604301 | — | 919 shares | $286,995 |
| STARBUCKS CORP | COM | 855244109 | — | 3,002 shares | $282,068 |
| SALESFORCE INC | COM | 79466L302 | — | 1,192 shares | $273,647 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 783 shares | $265,875 |
| CSX CORP | COM | 126408103 | — | 5,657 shares | $263,107 |
| DISNEY WALT CO | COM | 254687106 | — | 2,502 shares | $262,411 |
| EMERSON ELEC CO | COM | 291011104 | — | 1,690 shares | $262,119 |
| BLACKROCK INC | COM | 09290D101 | — | 247 shares | $261,398 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 670 shares | $250,692 |
| ALLY FINL INC | COM | 02005N100 | — | 6,655 shares | $250,361 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 4,000 shares | $249,600 |
| PFIZER INC | COM | 717081103 | — | 8,693 shares | $247,924 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 4,850 shares | $247,592 |
| AT&T INC | COM | 00206R102 | — | 10,024 shares | $244,586 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 6,000 shares | $244,020 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 4,248 shares | $229,817 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 2,197 shares | $221,414 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 1,708 shares | $209,623 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | 78463X202 | — | 3,112 shares | $209,469 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 1,745 shares | $202,541 |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | — | 12,241 shares | $33,785 |