Titelia

Holdings of CFM WEALTH PARTNERS LLC

137 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49 % of the equity sleeve

Sector breakdown

  • Technology 36.3 %
  • Communication 11.8 %
  • Consumer discretionary 8.5 %
  • Consumer staples 7.6 %
  • Financials 7.2 %
  • Energy 5.9 %
  • Funds 5.1 %
  • Health care 3.1 %
  • Industrials 1.5 %
  • Materials 1.0 %
  • Real estate 0.1 %
  • Unattributed 12.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.8 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US135651.2M $99.16 %
2TW15.3M $0.80 %
3GB1280.9K $0.04 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 542,49994.6M $
2Apple Inc 275,46569.9M $
3Alphabet Inc 133,84638.5M $
4Amazon.com Inc 106,88722.3M $
5Microsoft Corp 50,58118.7M $
6Meta Platforms Inc 32,49718.6M $
7Williams Cos Inc/The 226,40516.5M $
8Philip Morris International Inc. 93,11215.4M $
9Exxon Mobil Corp 81,81913.9M $
10O'Reilly Automotive Inc 142,93013.2M $
11Visa Inc 43,39113.1M $
12Costco Wholesale Corp 12,47812.4M $
13Alphabet Inc 43,19012.4M $
14Invesco QQQ Trust Series 1 21,10512.2M $
15State Street SPDR S&P 500 ETF Trust 17,44411.3M $
16Palo Alto Networks Inc 69,97211.2M $
17Advanced Micro Devices Inc 53,14310.8M $
18JPMorgan Chase & Co 35,78710.5M $
19Eli Lilly & Co 11,02810.1M $
20Broadcom Inc 30,6619.5M $
21iShares Russell 1000 Growth ETF 18,0877.7M $
22Mastercard Inc 15,3457.7M $
23iShares Trust 35,6547.6M $
24Walmart Inc 57,5837.2M $
25Enterprise Products Partners LP 183,6707M $
26Netflix Inc 68,1476.6M $
27TJX Cos Inc/The 40,9636.5M $
28iShares Trust 62,5536.1M $
29Sherwin-Williams Co/The 18,6136M $
30Home Depot Inc/The 18,0295.9M $
31AbbVie Inc 26,5235.8M $
32Altria Group, Inc. 83,0225.5M $
33iShares MSCI USA Min Vol Factor ETF 58,9715.5M $
34Taiwan Semiconductor Manufacturing Co Ltd 15,5875.3M $
35Vanguard S&P 500 ETF 8,4385M $
36Crowdstrike Holdings Inc 12,8055M $
37Applied Materials Inc 14,5985M $
38McDonald's Corp. 15,7234.9M $
39Coca-Cola Co/The 57,4714.4M $
40Berkshire Hathaway Inc 9,0724.3M $
41First Financial Bankshares Inc 142,6564.2M $
42iShares Trust 20,4733.9M $
43Goldman Sachs Group Inc/The 4,4883.8M $
44Energy Transfer LP 188,8583.6M $
45Chevron Corp 17,3743.6M $
46Caterpillar Inc 4,7883.4M $
47KKR & Co Inc 32,4703M $
48SPDR Series Trust 60,2982.9M $
49Marvell Technology Inc 28,5432.8M $
50Mondelez International Inc 47,0882.7M $
51MPLX LP 46,7292.7M $
52USA Compression Partners LP 92,1252.5M $
53Morgan Stanley 14,9632.5M $
54iShares Trust 6,8172.4M $
55Quanta Services Inc 4,2482.3M $
56iShares ESG Aware MSCI EAFE ETF 23,5272.2M $
57Western Midstream Partners LP 49,8832.1M $
58Tesla Inc 4,8371.8M $
59Phillips 66 9,6231.8M $
60Academy Sports & Outdoors Inc 31,0151.8M $
61Hess Midstream LP 42,2601.6M $
62ONEOK Inc 18,0221.6M $
63Targa Resources Corp 6,1661.5M $
64EQT Corp 23,6911.5M $
65iShares MSCI EAFE ETF 13,7681.3M $
66Old Dominion Freight Line Inc 6,7501.3M $
67iShares Trust 11,0901.3M $
68Circle Internet Group Inc 13,1261.3M $
69Procter & Gamble Co/The 8,6551.3M $
70PepsiCo Inc 7,6851.2M $
71Union Pacific Corp 4,7631.2M $
72ConocoPhillips 8,7181.2M $
73Texas Instruments Inc 5,4741.1M $
74Merck & Co Inc 8,071970.9K $
75iShares Bitcoin Trust ETF 24,779952K $
76QXO Inc 45,059875K $
77HCA Healthcare Inc 1,839870.3K $
78Coinbase Global Inc 4,849846.7K $
79Simon Property Group Inc 4,060757.4K $
80Lam Research Corp 3,426732K $
81Amgen Inc 2,074729.7K $
82Cisco Systems, Inc. 9,045701.8K $
83Verizon Communications Inc 13,412673.3K $
84BitMine Immersion Technologies Inc 33,711666.8K $
85NUVEEN QUALITY MUN INCOME FD 57,144657.2K $
86Crescent Energy Co 48,298652K $
87Texas Pacific Land Corp 1,357644K $
88iShares Core High Dividend ETF 4,709639.1K $
89Johnson & Johnson 2,453599.6K $
90Vicor Corp 3,655588.5K $
91Kinder Morgan, Inc. 17,159575.3K $
92Lowe's Cos Inc 2,233527.6K $
93Citigroup Inc 4,613523.2K $
94QUALCOMM Inc 4,022518K $
95iShares Select Dividend ETF 3,382512.1K $
96Intel Corp 11,589511.4K $
97International Business Machines Corp. 2,041494.7K $
98Parker-Hannifin Corp 543486.1K $
99iShares U.S. Financials ETF 4,122485K $
100iShares U.S. Real Estate ETF 5,118484K $