CFM WEALTH PARTNERS LLC

RIA/Wealth

CFM WEALTH PARTNERS LLC is a RIA/Wealth based in Austin, TX led by Edward Allen Moody, reporting $760.9M in AUM as of Q3 2025 with 39% Technology concentration, 50% concentrated in top 10 holdings, and 15% allocation to NVDA.

FounderEdward Allen Moody

Portfolio Value: $688.8M
Positions: 147
Top Holding: NVDA at 15.43%
Last Reported: Q3 2025

Address3500 Jefferson Street, Suite 315, Austin, TX, 78731, United States

Top Holdings

Largest long holdings in CFM WEALTH PARTNERS LLC's portfolio (50.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$106.3M	15.43%	+$12.1K Bought	0.00% 569.5K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$73.6M	10.68%	-$267.9K Sold	0.00% 289.0K shares	Q4 2019 Held for 5y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$33.0M	4.79%	+$291.2K Bought	0.00% 135.6K shares	Q4 2019 Held for 5y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$26.6M	3.87%	+$508.1K Bought	0.00% 51.4K shares	Q4 2019 Held for 5y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$24.2M	3.52%	+$457.6K Bought	0.00% 110.3K shares	Q4 2019 Held for 5y 11m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$21.7M	3.15%	+$2.1M Bought	0.00% 29.6K shares	Q4 2019 Held for 5y 11m
7 Visa V	Financial - Credit Services Financial Services	$15.7M	2.28%	+$224.3K Bought	0.00% 46.1K shares	Q4 2019 Held for 5y 11m
8 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$15.7M	2.28%	+$1.6M Bought	0.01% 77.0K shares	Q4 2019 Held for 5y 11m
9 O'Reilly Automotive ORLY	Specialty Retail Consumer Cyclical	$15.1M	2.19%	+$264.6K Bought	0.02% 140.0K shares	Q4 2019 Held for 5y 11m
10 Philip Morris International PM	Tobacco Consumer Defensive	$14.5M	2.11%	—	0.01% 89.6K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CFM WEALTH PARTNERS LLC's latest filing

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Market Value

$688.8M

Prior: $628.3M

Q/Q Change

+9.62%

+$60.5M

Net Flows % of MV

+0.774%

Turnover Ratio

3.26%

New Purchases

8 stocks

$5.5M

Added To

50 stocks

+$19.2M

Sold Out Of

5 stocks

$6.2M

Reduced Holdings

39 stocks

-$13.2M

Increased Positions

Position	Shares Δ	Change
1 Coinbase Global, Inc. COIN	New	0 → 3.3K +$1.1M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 20.4K +$1.1M
3 Circle Internet Group, Inc. CRCL	New	0 → 7.4K +$983.1K
4 iShares Bitcoin Trust IBIT	New	0 → 14.8K +$963.2K
5 QXO, Inc. QXO	New	0 → 33.0K +$628.2K

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	Sold	92.3K → 0 −$5.2M
2 Target TGT	Sold	3.3K → 0 −$326.2K
3 Accenture ACN	Sold	745.0 → 0 −$222.7K
4 Fortinet FTNT	Sold	2.1K → 0 −$222.0K
5 Diamondback Energy FANG	Sold	1.5K → 0 −$200.1K