0001951757-23-000035.txt : 20230120 0001951757-23-000035.hdr.sgml : 20230120 20230119192316 ACCESSION NUMBER: 0001951757-23-000035 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230120 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: 23538593 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 X0202 13F-HR LIVE false false false 0001801097 XXXXXXXX 12-31-2022 12-31-2022 CFM WEALTH PARTNERS LLC

3500 JEFFERSON STREET SUITE 315 AUSTIN TX 78731

13F HOLDINGS REPORT 028-19713 N LISA S. MAAS (512) 366-3925 LISA S. MAAS AUSTIN TX 01-19-2023 0 153 334044245 false INFORMATION TABLE 2 McNamara_13F_Q42022.xml APPLE INC COM 037833100 1009080 7766 SH SOLE 0 0 7766 DESTINATION XL GROUP INC COM 25065K104 78712 11661 SH SOLE 0 0 11661 EXXON MOBIL CORP COM 30231G102 450796 4087 SH SOLE 0 0 4087 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 377228 7528 SH SOLE 0 0 7528 HINGHAM INSTN SVGS MASS COM 433323102 213869 775 SH SOLE 0 0 775 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 812279 54958 SH SOLE 0 0 54958 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1404418 9052 SH SOLE 0 0 9052 ISHARES TR CORE S&P500 ETF 464287200 94597971 246214 SH SOLE 0 0 246214 ISHARES TR CORE US AGGBD ET 464287226 262875 2710 SH SOLE 0 0 2710 ISHARES TR RUS 1000 VAL ETF 464287598 340303 2244 SH SOLE 0 0 2244 ISHARES TR RUS 1000 GRW ETF 464287614 336571 1571 SH SOLE 0 0 1571 ISHARES TR RUS 1000 ETF 464287622 1663529 7902 SH SOLE 0 0 7902 ISHARES TR RUS 2000 VAL ETF 464287630 264721 1909 SH SOLE 0 0 1909 ISHARES TR CORE S&P SCP ETF 464287804 1701627 17980 SH SOLE 0 0 17980 ISHARES TR SHRT NAT MUN ETF 464288158 4245249 40714 SH SOLE 0 0 40714 ISHARES TR NEW YORK MUN ETF 464288323 874189 16683 SH SOLE 0 0 16683 ISHARES TR NATIONAL MUN ETF 464288414 19218780 182134 SH SOLE 0 0 182134 ISHARES TR MSCI USA ESG SLC 464288802 379248 4607 SH SOLE 0 0 4607 ISHARES TR AGGRES ALLOC ETF 464289859 233563 3909 SH SOLE 0 0 3909 ISHARES TR CORE MSCI EAFE 46432F842 486195 7888 SH SOLE 0 0 7888 ISHARES INC CORE MSCI EMKT 46434G103 769709 16482 SH SOLE 0 0 16482 ISHARES TR 0-5YR HI YL CP 46434V407 449626 10996 SH SOLE 0 0 10996 JOHNSON & JOHNSON COM 478160104 433670 2455 SH SOLE 0 0 2455 NOVO-NORDISK A S ADR 670100205 206664 1527 SH SOLE 0 0 1527 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 341213 16673 SH SOLE 0 0 16673 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 238406 6975 SH SOLE 0 0 6975 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 503590 19519 SH SOLE 0 0 19519 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 669199 26305 SH SOLE 0 0 26305 PEPSICO INC COM 713448108 1606897 8895 SH SOLE 0 0 8895 PIMCO ETF TR INTER MUN BD ACT 72201R866 417976 8135 SH SOLE 0 0 8135 PROCTER AND GAMBLE CO COM 742718109 372989 2461 SH SOLE 0 0 2461 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 54372405 1649648 SH SOLE 0 0 1649648 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 369286 9029 SH SOLE 0 0 9029 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 576789 19612 SH SOLE 0 0 19612 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 46021246 1550059 SH SOLE 0 0 1550059 SPDR SER TR BLOOMBERG EMERGI 78464A391 703378 34211 SH SOLE 0 0 34211 SPDR SER TR PORTFOLIO AGRGTE 78464A649 49761091 1980147 SH SOLE 0 0 1980147 SPDR SER TR PORTFOLIO S&P500 78464A854 6316617 140432 SH SOLE 0 0 140432 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 812888 19875 SH SOLE 0 0 19875 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 21683223 541539 SH SOLE 0 0 541539 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 9121689 99723 SH SOLE 0 0 99723 SPDR SER TR PORTFOLIO S&P600 78468R853 14179262 383534 SH SOLE 0 0 383534 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 1157904 62759 SH SOLE 0 0 62759 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5952202 39198 SH SOLE 0 0 39198 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 206418 2742 SH SOLE 0 0 2742 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4574150 108986 SH SOLE 0 0 108986 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1956437 18080 SH SOLE 0 0 18080 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 968072 16251 SH SOLE 0 0 16251 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6338439 162607 SH SOLE 0 0 162607 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3988399 80590 SH SOLE 0 0 80590 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 570983 4222 SH SOLE 0 0 4222 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 628401 3496 SH SOLE 0 0 3496 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 266025 3225 SH SOLE 0 0 3225 VANGUARD INDEX FDS SML CP GRW ETF 922908595 534640 2666 SH SOLE 0 0 2666 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1359804 8563 SH SOLE 0 0 8563 VANGUARD INDEX FDS GROWTH ETF 922908736 624412 2930 SH SOLE 0 0 2930 VANGUARD INDEX FDS VALUE ETF 922908744 558953 3982 SH SOLE 0 0 3982 VANGUARD INDEX FDS SMALL CP ETF 922908751 4513654 24592 SH SOLE 0 0 24592 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2875290 80676 SH SOLE 0 0 80676 WISDOMTREE TR US SMALLCAP DIVD 97717W604 439739 15462 SH SOLE 0 0 15462 WISDOMTREE TR INTL EQUITY FD 97717W703 227521 4837 SH SOLE 0 0 4837 WISDOMTREE TR YIELD ENHANCD US 97717X511 335741 7872 SH SOLE 0 0 7872 YUM BRANDS INC COM 988498101 218797 1708 SH SOLE 0 0 1708