CIK 1801097
CFM WEALTH PARTNERS LLC
Institutional 13F holdings & portfolio
Holdings
144
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–144 of 144
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 2K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 18K | $100K–$500K | SH |
| IYR | ISHARES TR | 5K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 543 | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 48K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 771 | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 19K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 319 | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 8K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| ALLY | ALLY FINL INC | 7K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| ESGE | ISHARES INC | 7K | $100K–$500K | SH |
| IYJ | ISHARES TR | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 911 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| FLOT | ISHARES TR | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 705 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| HSY | HERSHEY CO | 1K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| ACWV | ISHARES INC | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| FIP | FTAI INFRASTRUCTURE INC | 12K | $50K–$100K | SH |