Institutions / CFM WEALTH PARTNERS LLC / Holdings

Cfm Wealth Partners LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$106.59M	532,703	13.6%
Apple Inc.	—	$78.45M	271,129	10.0%
Alphabet Inc.	—	$47.69M	133,449	6.1%
ADVANCED MICRO DEVICES INC	—	$31.95M	55,008	4.1%
Amazon.com Inc	—	$25.33M	106,285	3.2%
Palo Alto Networks Inc	—	$23.68M	69,449	3.0%
MICROSOFT CORP	—	$18.37M	49,252	2.3%
Meta Platforms Inc	—	$17.91M	31,789	2.3%
Williams Cos Inc/The	—	$16.81M	226,183	2.1%
Philip Morris International Inc.	—	$16.22M	89,631	2.1%
Alphabet Inc.	—	$15.24M	43,133	1.9%
INVESCO QQQ TR	—	$15.14M	20,557	1.9%
Visa Inc	—	$14.90M	43,424	1.9%
ELI LILLY & Co	—	$13.68M	11,402	1.7%
O REILLY AUTOMOTIVE INC	—	$13.08M	142,061	1.7%
STATE STR SPDR S&P 500 ETF T	—	$12.86M	17,217	1.6%
Broadcom Inc.	—	$11.82M	31,296	1.5%
COSTCO WHOLESALE CORP /NEW	—	$11.74M	12,546	1.5%
JPMORGAN CHASE & CO	—	$11.59M	35,410	1.5%
EXXON MOBIL CORP	—	$11.17M	81,723	1.4%
Marvell Technology, Inc.	—	$11.03M	37,032	1.4%
APPLIED MATERIALS INC /DE	—	$10.11M	13,989	1.3%
CrowdStrike Holdings, Inc.	—	$9.82M	12,865	1.3%
ISHARES TR	—	$9.18M	73,961	1.2%
ISHARES TR	—	$8.97M	36,980	1.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$8.45M	17,687	1.1%
Mastercard Inc	—	$7.70M	14,998	1.0%
ISHARES TR	—	$7.17M	64,949	0.9%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$6.75M	183,670	0.9%
AbbVie Inc.	—	$6.60M	26,216	0.8%
Walmart Inc.	—	$6.41M	56,586	0.8%
TJX Cos Inc/The	—	$6.20M	40,899	0.8%
SHERWIN WILLIAMS CO	—	$6.18M	17,954	0.8%
ALTRIA GROUP, INC.	—	$5.85M	81,261	0.7%
VANGUARD INDEX FDS	—	$5.79M	8,424	0.7%
iShares MSCI UAE ETF	—	$5.48M	56,808	0.7%
CATERPILLAR INC	—	$5.05M	4,738	0.6%
FIRST FINANCIAL BANKSHARES INC	—	$4.82M	139,285	0.6%
HOME DEPOT, INC.	—	$4.66M	13,203	0.6%
THE GOLDMAN SACHS GROUP, INC.	—	$4.59M	4,538	0.6%
Netflix Inc	—	$4.47M	62,563	0.6%
iShares MSCI UAE ETF	—	$4.45M	20,288	0.6%
ROYAL BK CDA	—	$4.43M	21,401	0.6%
Warren E. Buffett	—	$4.38M	8,753	0.6%
Energy Transfer LPET	MLP	$3.61M	188,858	0.5%
SPDR SERIES TRUST	—	$3.48M	60,421	0.4%
COCA COLA CO	—	$3.42M	42,080	0.4%
Morgan Stanley	—	$3.13M	14,963	0.4%
Quanta Services Inc	—	$3.03M	4,202	0.4%
STAR BULK CARRIERS CORP.	—	$3.02M	121,072	0.4%