0001801097-22-000001.txt : 20220121
0001801097-22-000001.hdr.sgml : 20220121
20220121104250
ACCESSION NUMBER: 0001801097-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220121
DATE AS OF CHANGE: 20220121
EFFECTIVENESS DATE: 20220121
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFM WEALTH PARTNERS LLC
CENTRAL INDEX KEY: 0001801097
IRS NUMBER: 843187327
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19713
FILM NUMBER: 22544562
BUSINESS ADDRESS:
STREET 1: 3500 JEFFERSON STREET
STREET 2: SUITE 315
CITY: AUSTIN
STATE: TX
ZIP: 78731
BUSINESS PHONE: 5123663925
MAIL ADDRESS:
STREET 1: 3500 JEFFERSON STREET
STREET 2: SUITE 315
CITY: AUSTIN
STATE: TX
ZIP: 78731
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001801097
XXXXXXXX
12-31-2021
12-31-2021
CFM WEALTH PARTNERS LLC
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX
78731
13F HOLDINGS REPORT
028-19713
N
LISA S. MAAS
Chief Compliance Officer
(512) 366-3925
LISA S. MAAS
AUSTIN
TX
01-21-2022
0
179
447916
false
INFORMATION TABLE
2
13FCFMQ42021.xml
WHEELS UP EXPERIENCE INCORPORATED COM CLASS A
Common
96328L106
106
23019
SH
SOLE
0
0
23019
DWS MUN INCOME TR
Equity
233368109
144
12197
SH
SOLE
0
0
12197
INVESCO QQQ
Exchange Traded Funds
46090E103
5545
13805
SH
SOLE
0
0
13805
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Exchange Traded Funds
74348A467
210
2152
SH
SOLE
0
0
2152
CVS HEALTH CORPORATION
Common
126650100
213
2042
SH
SOLE
0
0
2042
RAYTHEON TECHNOLOGIES CORPORATION
Common
75513E101
216
2481
SH
SOLE
0
0
2481
WEC ENERGY GROUP INCORPORATED
Common
92939U106
216
2245
SH
SOLE
0
0
2245
WELLTOWER INCORPORATED REIT
REITs
95040Q104
216
2525
SH
SOLE
0
0
2525
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF
Exchange Traded Funds
032108888
219
6398
SH
SOLE
0
0
6398
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Master Limited Partnership
726503105
219
22293
SH
SOLE
0
0
22293
ISHARES TR US INDUSTRIALS
Exchange Traded Funds
464287754
221
1963
SH
SOLE
0
0
1963
HERSHEY COMPANY
Common
427866108
222
1148
SH
SOLE
0
0
1148
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Master Limited Partnership
958669103
223
9878
SH
SOLE
0
0
9878
ISHARES TR ISHS 5-10YR INVT
Exchange Traded Funds
464288638
226
3838
SH
SOLE
0
0
3838
ISHARES INCORPORATED MSCI GBL MIN VOL
Exchange Traded Funds
464286525
227
2108
SH
SOLE
0
0
2108
ECOLAB INCORPORATED
Common
278865100
231
1004
SH
SOLE
0
0
1004
ISHARES TR RUSSELL 2000 ETF
Exchange Traded Funds
464287655
236
1049
SH
SOLE
0
0
1049
DUKE ENERGY CORPORATION NEW COM NEW
Common
26441C204
237
2288
SH
SOLE
0
0
2288
ISHARES TR U.S. REAL ES ETF
Exchange Traded Funds
464287739
240
2082
SH
SOLE
0
0
2082
NEXTERA ENERGY INCORPORATED
Common
65339F101
240
2620
SH
SOLE
0
0
2620
ISHARES TR FLTG RATE NT ETF
Exchange Traded Funds
46429B655
246
4850
SH
SOLE
0
0
4850
UNITED PARCEL SERVICE INCORPORATED CLASS B
Common
911312106
246
1152
SH
SOLE
0
0
1152
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Exchange Traded Funds
78467X109
251
687
SH
SOLE
0
0
687
PARKER-HANNIFIN CORPORATION
Common
701094104
254
803
SH
SOLE
0
0
803
ISHARES TR INTL SEL DIV ETF
Exchange Traded Funds
464288448
256
8145
SH
SOLE
0
0
8145
REPLIGEN CORPORATION
Common
759916109
258
1000
SH
SOLE
0
0
1000
ANALOG DEVICES INCORPORATED
Common
032654105
265
1497
SH
SOLE
0
0
1497
ULTA BEAUTY INCORPORATED
Common
90384S303
272
659
SH
SOLE
0
0
659
IDEXX LABS INCORPORATED
Common
45168D104
278
442
SH
SOLE
0
0
442
VERISK ANALYTICS INCORPORATED
Common
92345Y106
279
1263
SH
SOLE
0
0
1263
HEICO CORPORATION NEW
Common
422806109
293
2048
SH
SOLE
0
0
2048
INVESCO S&P 500 LOW VOLATILITY ETF
Exchange Traded Funds
46138E354
293
4313
SH
SOLE
0
0
4313
CITIGROUP INCORPORATED COM NEW
Common
172967424
299
4738
SH
SOLE
0
0
4738
ENBRIDGE INCORPORATED
Ordinary Shares
29250N105
299
7706
SH
SOLE
0
0
7706
IHS MARKIT LIMITED SHS
Ordinary Shares
G47567105
303
2329
SH
SOLE
0
0
2329
ISHARES TR MSCI EMG MKT ETF
Exchange Traded Funds
464287234
310
6294
SH
SOLE
0
0
6294
V F CORPORATION
Common
918204108
315
4280
SH
SOLE
0
0
4280
FASTENAL COMPANY
Common
311900104
318
5133
SH
SOLE
0
0
5133
PAYCOM SOFTWARE INCORPORATED
Common
70432V102
320
791
SH
SOLE
0
0
791
ALLY FINL INCORPORATED
Common
02005N100
323
6655
SH
SOLE
0
0
6655
ISHARES TR MSCI EAFE ETF
Exchange Traded Funds
464287465
326
4121
SH
SOLE
0
0
4121
TE CONNECTIVITY LIMITED SHS
Ordinary Shares
H84989104
334
2075
SH
SOLE
0
0
2075
ISHARES TR CORE HIGH DV ETF
Exchange Traded Funds
46429B663
336
3324
SH
SOLE
0
0
3324
BLACKSTONE INCORPORATED
Common
09260D107
344
2715
SH
SOLE
0
0
2715
DISCOVER FINL SVCS
Common
254709108
344
2896
SH
SOLE
0
0
2896
THERMO FISHER SCIENTIFIC INCORPORATED
Common
883556102
345
535
SH
SOLE
0
0
535
VANGUARD RUSSELL 2000 ETF
Exchange Traded Funds
92206C664
347
3820
SH
SOLE
0
0
3820
DANAHER CORPORATION
Common
235851102
353
1117
SH
SOLE
0
0
1117
ISHARES TR U.S. FINLS ETF
Exchange Traded Funds
464287788
361
4122
SH
SOLE
0
0
4122
MEDTRONIC PLC SHS
Ordinary Shares
G5960L103
369
3480
SH
SOLE
0
0
3480
AUTOMATIC DATA PROCESSING INCORPORATED
Common
053015103
371
1520
SH
SOLE
0
0
1520
LOCKHEED MARTIN CORPORATION
Common
539830109
385
1086
SH
SOLE
0
0
1086
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Common
084670702
388
1289
SH
SOLE
0
0
1289
DOW INCORPORATED
Common
260557103
396
6956
SH
SOLE
0
0
6956
ACCENTURE PLC IRELAND SHS CLASS A
Ordinary Shares
G1151C101
410
1006
SH
SOLE
0
0
1006
TYLER TECHNOLOGIES INCORPORATED
Common
902252105
410
782
SH
SOLE
0
0
782
3M COMPANY
Common
88579Y101
422
2377
SH
SOLE
0
0
2377
WEST PHARMACEUTICAL SVSC INCORPORATED
Common
955306105
424
951
SH
SOLE
0
0
951
LAM RESEARCH CORPORATION
Common
512807108
428
590
SH
SOLE
0
0
590
XCEL ENERGY INCORPORATED
Common
98389B100
428
6300
SH
SOLE
0
0
6300
SERVICENOW INCORPORATED
Common
81762P102
446
708
SH
SOLE
0
0
708
HONEYWELL INTERNATIONAL INCORPORATED
Common
438516106
449
2172
SH
SOLE
0
0
2172
TARGA RES CORPORATION
Common
87612G101
450
8450
SH
SOLE
0
0
8450
ISHARES TR CORE S&P SCP ETF
Exchange Traded Funds
464287804
453
3909
SH
SOLE
0
0
3909
BK OF AMERICA CORPORATION
Common
060505104
454
9832
SH
SOLE
0
0
9832
KINDER MORGAN INCORPORATED DEL
Common
49456B101
455
27834
SH
SOLE
0
0
27834
YUM CHINA HLDGS INCORPORATED
Common
98850P109
471
9517
SH
SOLE
0
0
9517
INTERNATIONAL BUSINESS MACHINES
Common
459200101
487
3583
SH
SOLE
0
0
3583
GLOBANT S A
Ordinary Shares
L44385109
488
1612
SH
SOLE
0
0
1612
PROCTER AND GAMBLE COMPANY
Common
742718109
495
3039
SH
SOLE
0
0
3039
NUVEEN QUALITY MUNCP INCOME FD
Equity
67066V101
513
32000
SH
SOLE
0
0
32000
SM ENERGY COMPANY
Common
78454L100
576
18205
SH
SOLE
0
0
18205
CYRUSONE INCORPORATED REIT
REITs
23283R100
599
6684
SH
SOLE
0
0
6684
ISHARES TR US HLTHCARE ETF
Exchange Traded Funds
464287762
599
2012
SH
SOLE
0
0
2012
HOLLY ENERGY PARTNERS L P COM UT LTD PTN
Master Limited Partnership
435763107
621
35521
SH
SOLE
0
0
35521
MPLX LP COM UNIT REP LTD
Master Limited Partnership
55336V100
640
21391
SH
SOLE
0
0
21391
HCA HEALTHCARE INCORPORATED
Common
40412C101
644
2534
SH
SOLE
0
0
2534
CISCO SYSTEMS INCORPORATED
Common
17275R102
648
10267
SH
SOLE
0
0
10267
UNITEDHEALTH GROUP INCORPORATED
Common
91324P102
691
1375
SH
SOLE
0
0
1375
EQUITRANS MIDSTREAM CORPORATION
Common
294600101
700
67624
SH
SOLE
0
0
67624
PROSPERITY BANCSHARES INCORPORATED
Common
743606105
701
9653
SH
SOLE
0
0
9653
CRESCENT ENERGY COMPANY CLASS A COM
Common
44952J104
707
52594
SH
SOLE
0
0
52594
HESS MIDSTREAM LP CLASS A SHS
Master Limited Partnership
428103105
707
25299
SH
SOLE
0
0
25299
VANGUARD SHORT-TERM CORPORATE BOND ETF
Exchange Traded Funds
92206C409
708
8725
SH
SOLE
0
0
8725
JAZZ PHARMACEUTICALS PLC SHS USD
Ordinary Shares
G50871105
718
5477
SH
SOLE
0
0
5477
LOWES COMPANIES INCORPORATED
Common
548661107
718
2812
SH
SOLE
0
0
2812
TARGET CORPORATION
Common
87612E106
718
3095
SH
SOLE
0
0
3095
AMGEN INCORPORATED
Common
031162100
735
3241
SH
SOLE
0
0
3241
BRISTOL-MYERS SQUIBB COMPANY
Common
110122108
750
12121
SH
SOLE
0
0
12121
ISHARES TR ISHS 1-5YR INVS
Exchange Traded Funds
464288646
760
14132
SH
SOLE
0
0
14132
LILLY ELI & COMPANY
Common
532457108
762
2804
SH
SOLE
0
0
2804
PHILLIPS 66 PARTNERS LP COM UNIT REP INT
Master Limited Partnership
718549207
827
21770
SH
SOLE
0
0
21770
EXACT SCIENCES CORPORATION
Common
30063P105
910
11157
SH
SOLE
0
0
11157
INTEL CORPORATION
Common
458140100
929
17458
SH
SOLE
0
0
17458
VERIZON COMMUNICATIONS INCORPORATED
Common
92343V104
933
17800
SH
SOLE
0
0
17800
BOEING COMPANY
Common
097023105
1001
4814
SH
SOLE
0
0
4814
QUANTA SVCS INCORPORATED
Common
74762E102
1019
9073
SH
SOLE
0
0
9073
TEXAS INSTRS INCORPORATED
Common
882508104
1035
5432
SH
SOLE
0
0
5432
MERCK & COMPANY INCORPORATED
Common
58933Y105
1041
13545
SH
SOLE
0
0
13545
ABBOTT LABS
Common
002824100
1066
7664
SH
SOLE
0
0
7664
AT&T INCORPORATED
Common
00206R102
1079
42441
SH
SOLE
0
0
42441
DOMINOS PIZZA INCORPORATED
Common
25754A201
1089
1968
SH
SOLE
0
0
1968
CATERPILLAR INCORPORATED
Common
149123101
1099
5308
SH
SOLE
0
0
5308
OLD DOMINION FREIGHT LINE INCORPORATED
Common
679580100
1169
3375
SH
SOLE
0
0
3375
ISHARES TR CORE S&P500 ETF
Exchange Traded Funds
464287200
1178
2455
SH
SOLE
0
0
2455
YUM BRANDS INCORPORATED
Common
988498101
1240
9081
SH
SOLE
0
0
9081
UNION PAC CORPORATION
Common
907818108
1253
5061
SH
SOLE
0
0
5061
CONOCOPHILLIPS
Common
20825C104
1254
17004
SH
SOLE
0
0
17004
PHILLIPS 66
Common
718546104
1274
16827
SH
SOLE
0
0
16827
GENERAL MTRS COMPANY
Common
37045V100
1346
22011
SH
SOLE
0
0
22011
QUALCOMM INCORPORATED
Common
747525103
1360
7303
SH
SOLE
0
0
7303
ENERGY TRANSFER L P COM UT LTD PTN
Master Limited Partnership
29273V100
1381
158510
SH
SOLE
0
0
158510
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Master Limited Partnership
559080106
1514
32423
SH
SOLE
0
0
32423
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR
Master Limited Partnership
90290N109
1514
89122
SH
SOLE
0
0
89122
COCA COLA COMPANY
Common
191216100
1530
25799
SH
SOLE
0
0
25799
JAMF HLDG CORPORATION
Common
47074L105
1575
40014
SH
SOLE
0
0
40014
CROWDSTRIKE HLDGS INCORPORATED CLASS A
Common
22788C105
1655
8345
SH
SOLE
0
0
8345
ISHARES TR MSCI USA MMENTM
Exchange Traded Funds
46432F396
1685
9249
SH
SOLE
0
0
9249
PFIZER INCORPORATED
Common
717081103
1719
30350
SH
SOLE
0
0
30350
JOHNSON & JOHNSON
Common
478160104
1747
10183
SH
SOLE
0
0
10183
CHEVRON CORPORATION NEW
Common
166764100
1775
14880
SH
SOLE
0
0
14880
TENABLE HLDGS INCORPORATED
Common
88025T102
1778
33123
SH
SOLE
0
0
33123
TESLA INCORPORATED
Common
88160R101
1846
1539
SH
SOLE
0
0
1539
SPDR S&P 600 SMALL CAP ETF
Exchange Traded Funds
78464A813
1914
19063
SH
SOLE
0
0
19063
ISHARES TR RUS 1000 VAL ETF
Exchange Traded Funds
464287598
1943
11529
SH
SOLE
0
0
11529
WALMART INCORPORATED
Common
931142103
2017
13946
SH
SOLE
0
0
13946
ABBVIE INCORPORATED
Common
00287Y109
2102
15520
SH
SOLE
0
0
15520
AXCELIS TECHNOLOGIES INCORPORATED COM NEW
Common
054540208
2164
28187
SH
SOLE
0
0
28187
ROYAL BK CDA
Ordinary Shares
780087102
2289
21746
SH
SOLE
0
0
21746
ISHARES TR MSCI USA QLT FCT
Exchange Traded Funds
46432F339
2300
15847
SH
SOLE
0
0
15847
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
Common
518439104
2474
6681
SH
SOLE
0
0
6681
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
Master Limited Partnership
34960P101
2684
96960
SH
SOLE
0
0
96960
COSTCO WHOLESALE CORPORATION NEW
Common
22160K105
2739
4834
SH
SOLE
0
0
4834
APPLIED MATLS INCORPORATED
Common
038222105
2749
17186
SH
SOLE
0
0
17186
KKR & COMPANY INCORPORATED
Common
48251W104
2750
37405
SH
SOLE
0
0
37405
ISHARES TR RUS 1000 ETF
Exchange Traded Funds
464287622
2881
10825
SH
SOLE
0
0
10825
TJX COMPANIES INCORPORATED NEW
Common
872540109
2934
38837
SH
SOLE
0
0
38837
DISNEY WALT COMPANY
Common
254687106
3002
19149
SH
SOLE
0
0
19149
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Exchange Traded Funds
922908363
3020
6875
SH
SOLE
0
0
6875
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Common
609207105
3033
45977
SH
SOLE
0
0
45977
NIKE INCORPORATED CLASS B
Common
654106103
3035
18433
SH
SOLE
0
0
18433
ACADEMY SPORTS & OUTDOORS INCORPORATED
Common
00402L107
3068
69395
SH
SOLE
0
0
69395
SPDR S&P 500 ETF
Exchange Traded Funds
78462F103
3169
6634
SH
SOLE
0
0
6634
SPROUT SOCIAL INCORPORATED COM CLASS A
Common
85209W109
3264
37493
SH
SOLE
0
0
37493
JPMORGAN CHASE & COMPANY
Common
46625H100
3321
20537
SH
SOLE
0
0
20537
ENTERPRISE PRODUCTS PARTNERS L P
Master Limited Partnership
293792107
3337
147411
SH
SOLE
0
0
147411
BLOCK INCORPORATED CLASS A
Common
852234103
3348
20412
SH
SOLE
0
0
20412
CHIPOTLE MEXICAN GRILL INCORPORATED
Common
169656105
3510
2076
SH
SOLE
0
0
2076
NETFLIX INCORPORATED
Common
64110L106
3696
6187
SH
SOLE
0
0
6187
ISHARES TR RUS 1000 GRW ETF
Exchange Traded Funds
464287614
3740
12151
SH
SOLE
0
0
12151
MCDONALDS CORPORATION
Common
580135101
3802
14157
SH
SOLE
0
0
14157
PEPSICO INCORPORATED
Common
713448108
3807
22010
SH
SOLE
0
0
22010
TWILIO INCORPORATED CLASS A
Common
90138F102
3841
13272
SH
SOLE
0
0
13272
SHOPIFY INCORPORATED CLASS A
Ordinary Shares
82509L107
3856
2824
SH
SOLE
0
0
2824
MASTERCARD INCORPORATED CLASS A
Common
57636Q104
3862
10410
SH
SOLE
0
0
10410
ALTRIA GROUP INCORPORATED
Common
02209S103
3998
83338
SH
SOLE
0
0
83338
CLOUDFLARE INCORPORATED CLASS A COM
Common
18915M107
4632
36715
SH
SOLE
0
0
36715
ISHARES TR MSCI USA MIN VOL
Exchange Traded Funds
46429B697
4832
54497
SH
SOLE
0
0
54497
OREILLY AUTOMOTIVE INCORPORATED
Common
67103H107
4904
7046
SH
SOLE
0
0
7046
PALO ALTO NETWORKS INCORPORATED
Common
697435105
5059
9296
SH
SOLE
0
0
9296
STARBUCKS CORPORATION
Common
855244109
5463
46823
SH
SOLE
0
0
46823
SHERWIN WILLIAMS COMPANY
Common
824348106
5701
16811
SH
SOLE
0
0
16811
ISHARES TR RUS MID CAP ETF
Exchange Traded Funds
464287499
5703
68986
SH
SOLE
0
0
68986
VISA INCORPORATED COM CLASS A
Common
92826C839
6845
30912
SH
SOLE
0
0
30912
ADVANCED MICRO DEVICES INCORPORATED
Common
007903107
7573
50408
SH
SOLE
0
0
50408
ALPHABET INCORPORATED CAP STK CLASS C
Common
02079K107
7663
2641
SH
SOLE
0
0
2641
HOME DEPOT INCORPORATED
Common
437076102
7688
18814
SH
SOLE
0
0
18814
PHILIP MORRIS INTERNATIONAL INCORPORATED
Common
718172109
8447
88237
SH
SOLE
0
0
88237
META PLATFORMS INCORPORATED CLASS A
Common
30303M102
9308
27496
SH
SOLE
0
0
27496
PAYPAL HLDGS INCORPORATED
Common
70450Y103
9760
50070
SH
SOLE
0
0
50070
EXXON MOBIL CORPORATION
Common
30231G102
10442
164338
SH
SOLE
0
0
164338
WILLIAMS COS INC
Common
969457100
10931
412505
SH
SOLE
0
0
412505
FIRST FINL BANKSHARES INCORPORATED
Common
32020R109
10990
214917
SH
SOLE
0
0
214917
SALESFORCE COM INCORPORATED
Common
79466L302
11542
45183
SH
SOLE
0
0
45183
MICROSOFT CORPORATION
Common
594918104
16676
49817
SH
SOLE
0
0
49817
ALPHABET INCORPORATED CAP STK CLASS A
Common
02079K305
17022
5870
SH
SOLE
0
0
5870
AMAZON COM INCORPORATED
Common
023135106
17456
5122
SH
SOLE
0
0
5122
NVIDIA CORPORATION
Common
67066G104
17775
59014
SH
SOLE
0
0
59014
APPLE INCORPORATED
Common
037833100
58365
320674
SH
SOLE
0
0
320674