0001951757-23-000150.txt : 20230412
0001951757-23-000150.hdr.sgml : 20230412
20230412154153
ACCESSION NUMBER: 0001951757-23-000150
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230412
DATE AS OF CHANGE: 20230412
EFFECTIVENESS DATE: 20230412
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: 23815579
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
03-31-2023
03-31-2023
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
04-12-2023
0
155
370982489
false
INFORMATION TABLE
2
13F_CFM_Q12023F.xml
ALPHABET INC
CAP STK CL A
02079K305
11953223
115234
SH
SOLE
0
0
115234
ALPHABET INC
CAP STK CL C
02079K107
5066360
48715
SH
SOLE
0
0
48715
LAUDER ESTEE COS INC
CL A
518439104
1837852
7457
SH
SOLE
0
0
7457
MONDELEZ INTL INC
CL A
609207105
3247558
46580
SH
SOLE
0
0
46580
BLOCK INC
CL A
852234103
1355769
19749
SH
SOLE
0
0
19749
CROWDSTRIKE HLDGS INC
CL A
22788C105
1003233
7309
SH
SOLE
0
0
7309
META PLATFORMS INC
CL A
30303M102
3509303
16558
SH
SOLE
0
0
16558
MASTERCARD INCORPORATED
CL A
57636Q104
3603937
9917
SH
SOLE
0
0
9917
SHOPIFY INC
CL A
82509L107
626768
13074
SH
SOLE
0
0
13074
TWILIO INC
CL A
90138F102
862259
12941
SH
SOLE
0
0
12941
CLOUDFLARE INC
CL A COM
18915M107
2193308
35571
SH
SOLE
0
0
35571
CRESCENT ENERGY COMPANY
CL A COM
44952J104
594838
52594
SH
SOLE
0
0
52594
HESS MIDSTREAM LP
CL A SHS
428103105
732153
25299
SH
SOLE
0
0
25299
NIKE INC
CL B
654106103
2603525
21229
SH
SOLE
0
0
21229
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1717688
5563
SH
SOLE
0
0
5563
ABBOTT LABS
COM
002824100
1093000
10794
SH
SOLE
0
0
10794
ADVANCED MICRO DEVICES INC
COM
007903107
4710459
48061
SH
SOLE
0
0
48061
AMAZON COM INC
COM
023135106
9776708
94653
SH
Call
SOLE
0
0
94653
AMGEN INC
COM
031162100
772875
3197
SH
SOLE
0
0
3197
APPLE INC
COM
037833100
50266248
304829
SH
SOLE
0
0
304829
APPLIED MATLS INC
COM
038222105
1976703
16093
SH
SOLE
0
0
16093
AUTOMATIC DATA PROCESSING IN
COM
053015103
326153
1465
SH
SOLE
0
0
1465
BANK AMERICA CORP
COM
060505104
250507
8759
SH
SOLE
0
0
8759
BOEING CO
COM
097023105
714402
3363
SH
SOLE
0
0
3363
BRISTOL-MYERS SQUIBB CO
COM
110122108
1375873
19851
SH
SOLE
0
0
19851
CSX CORP
COM
126408103
454938
15195
SH
SOLE
0
0
15195
CATERPILLAR INC
COM
149123101
1301642
5688
SH
SOLE
0
0
5688
CHEVRON CORP NEW
COM
166764100
2753651
16877
SH
SOLE
0
0
16877
CHIPOTLE MEXICAN GRILL INC
COM
169656105
3230376
1891
SH
SOLE
0
0
1891
COCA COLA CO
COM
191216100
2594839
41832
SH
SOLE
0
0
41832
DWS MUN INCOME TR
COM
233368109
108553
12197
SH
SOLE
0
0
12197
DISNEY WALT CO
COM
254687106
1626512
16244
SH
SOLE
0
0
16244
DISCOVER FINL SVCS
COM
254709108
286241
2896
SH
SOLE
0
0
2896
DOW INC
COM
260557103
409286
7466
SH
SOLE
0
0
7466
EMERSON ELEC CO
COM
291011104
234058
2686
SH
SOLE
0
0
2686
EQUITRANS MIDSTREAM CORP
COM
294600101
406652
70355
SH
SOLE
0
0
70355
HERSHEY CO
COM
427866108
292063
1148
SH
SOLE
0
0
1148
HOME DEPOT INC
COM
437076102
5226280
17709
SH
SOLE
0
0
17709
HONEYWELL INTL INC
COM
438516106
459835
2406
SH
SOLE
0
0
2406
INTEL CORP
COM
458140100
530789
16247
SH
SOLE
0
0
16247
INTERNATIONAL BUSINESS MACHS
COM
459200101
409525
3124
SH
SOLE
0
0
3124
JOHNSON & JOHNSON
COM
478160104
2448845
15799
SH
SOLE
0
0
15799
LAM RESEARCH CORP
COM
512807108
347759
656
SH
SOLE
0
0
656
LILLY ELI & CO
COM
532457108
1374710
4003
SH
SOLE
0
0
4003
LOCKHEED MARTIN CORP
COM
539830109
521421
1103
SH
SOLE
0
0
1103
LOWES COS INC
COM
548661107
436135
2181
SH
SOLE
0
0
2181
MCDONALDS CORP
COM
580135101
4254872
15217
SH
SOLE
0
0
15217
MICROSOFT CORP
COM
594918104
13111570
45479
SH
SOLE
0
0
45479
OLD DOMINION FREIGHT LINE IN
COM
679580100
1150335
3375
SH
SOLE
0
0
3375
PALO ALTO NETWORKS INC
COM
697435105
5521013
27641
SH
SOLE
0
0
27641
PARKER-HANNIFIN CORP
COM
701094104
222169
661
SH
SOLE
0
0
661
PEPSICO INC
COM
713448108
4519582
24792
SH
SOLE
0
0
24792
PFIZER INC
COM
717081103
1221266
29933
SH
SOLE
0
0
29933
PHILIP MORRIS INTL INC
COM
718172109
8628312
88723
SH
SOLE
0
0
88723
PHILLIPS 66
COM
718546104
2774122
27364
SH
SOLE
0
0
27364
PIONEER NAT RES CO
COM
723787107
741595
3631
SH
SOLE
0
0
3631
PROCTER AND GAMBLE CO
COM
742718109
1043358
7017
SH
SOLE
0
0
7017
PROSPERITY BANCSHARES INC
COM
743606105
577673
9390
SH
SOLE
0
0
9390
PULMONX CORP
COM
745848101
2951956
264039
SH
SOLE
0
0
264039
QUALCOMM INC
COM
747525103
917173
7189
SH
SOLE
0
0
7189
ROYAL BK CDA SUSTAINABL
COM
780087102
2078483
21746
SH
SOLE
0
0
21746
SHERWIN WILLIAMS CO
COM
824348106
3505063
15594
SH
SOLE
0
0
15594
STARBUCKS CORP
COM
855244109
3561871
34206
SH
SOLE
0
0
34206
TJX COS INC NEW
COM
872540109
2736174
34918
SH
SOLE
0
0
34918
TEXAS INSTRS INC
COM
882508104
998874
5370
SH
SOLE
0
0
5370
THERMO FISHER SCIENTIFIC INC
COM
883556102
212623
369
SH
SOLE
0
0
369
UNION PAC CORP
COM
907818108
1046149
5198
SH
SOLE
0
0
5198
WALMART INC
COM
931142103
2046753
13881
SH
SOLE
0
0
13881
WILLIAMS COS INC
COM
969457100
11736174
393040
SH
SOLE
0
0
393040
YUM BRANDS INC
COM
988498101
1141303
8641
SH
SOLE
0
0
8641
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
597373
6100
SH
SOLE
0
0
6100
QUANTA SVCS INC
COM
74762E102
1354450
8128
SH
SOLE
0
0
8128
TARGET CORP
COM
87612E106
517097
3122
SH
SOLE
0
0
3122
AT&T INC
COM
00206R102
682956
35478
SH
SOLE
0
0
35478
ABBVIE INC
COM
00287Y109
3004603
18853
SH
SOLE
0
0
18853
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
3739347
57308
SH
SOLE
0
0
57308
ADOBE SYSTEMS INCORPORATED
COM
00724F101
304828
791
SH
SOLE
0
0
791
ALTRIA GROUP INC
COM
02209S103
3616005
81040
SH
SOLE
0
0
81040
BLACKROCK INC
COM
09247X101
223486
334
SH
SOLE
0
0
334
BLACKSTONE INC
COM
09260D107
214769
2445
SH
SOLE
0
0
2445
CISCO SYS INC
COM
17275R102
506440
9688
SH
SOLE
0
0
9688
CONOCOPHILLIPS
COM
20825C104
1302753
13131
SH
SOLE
0
0
13131
COSTCO WHSL CORP NEW
COM
22160K105
2962339
5962
SH
SOLE
0
0
5962
DEVON ENERGY CORP NEW
COM
25179M103
581704
11494
SH
SOLE
0
0
11494
DIAMONDBACK ENERGY INC
COM
25278X109
567038
4195
SH
SOLE
0
0
4195
DOMINOS PIZZA INC
COM
25754A201
604652
1833
SH
SOLE
0
0
1833
EOG RES INC
COM
26875P101
455769
3976
SH
SOLE
0
0
3976
ENBRIDGE INC
COM
29250N105
293984
7706
SH
SOLE
0
0
7706
EXACT SCIENCES CORP
COM
30063P105
775950
11443
SH
SOLE
0
0
11443
EXXON MOBIL CORP
COM
30231G102
18106840
165118
SH
SOLE
0
0
165118
FIRST FINL BANKSHARES INC
COM
32020R109
6503549
203873
SH
SOLE
0
0
203873
GOLDMAN SACHS GROUP INC
COM
38141G104
581602
1778
SH
SOLE
0
0
1778
HCA HEALTHCARE INC
COM
40412C101
532370
2019
SH
SOLE
0
0
2019
JPMORGAN CHASE & CO
COM
46625H100
3439663
26396
SH
SOLE
0
0
26396
KKR & CO INC
COM
48251W104
696048
13253
SH
SOLE
0
0
13253
KINDER MORGAN INC DEL
COM
49456B101
463552
26474
SH
SOLE
0
0
26474
MERCK & CO INC
COM
58933Y105
2080456
19555
SH
SOLE
0
0
19555
NETFLIX INC
COM
64110L106
1449289
4195
SH
SOLE
0
0
4195
NVIDIA CORPORATION
COM
67066G104
16925043
60932
SH
SOLE
0
0
60932
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
368960
32000
SH
SOLE
0
0
32000
OREILLY AUTOMOTIVE INC
COM
67103H107
5424982
6390
SH
SOLE
0
0
6390
PAYPAL HLDGS INC
COM
70450Y103
3424135
45090
SH
SOLE
0
0
45090
SM ENERGY CO
COM
78454L100
231165
8209
SH
SOLE
0
0
8209
SALESFORCE INC
COM
79466L302
8379972
41946
SH
SOLE
0
0
41946
SERVICENOW INC
COM
81762P102
479126
1031
SH
SOLE
0
0
1031
TARGA RES CORP
COM
87612G101
577399
7915
SH
SOLE
0
0
7915
TENABLE HLDGS INC
COM
88025T102
920316
19371
SH
SOLE
0
0
19371
TESLA INC
COM
88160R101
1264676
6096
SH
SOLE
0
0
6096
3M CO
COM
88579Y101
215160
2047
SH
SOLE
0
0
2047
ULTA BEAUTY INC
COM
90384S303
291388
534
SH
SOLE
0
0
534
UNITEDHEALTH GROUP INC
COM
91324P102
1172023
2480
SH
SOLE
0
0
2480
VERIZON COMMUNICATIONS INC
COM
92343V104
858652
22079
SH
SOLE
0
0
22079
WEC ENERGY GROUP INC
COM
92939U106
212804
2245
SH
SOLE
0
0
2245
XCEL ENERGY INC
COM
98389B100
424872
6300
SH
SOLE
0
0
6300
SPROUT SOCIAL INC
COM CL A
85209W109
2032601
33387
SH
SOLE
0
0
33387
VISA INC
COM CL A
92826C839
6929937
30737
SH
SOLE
0
0
30737
WHEELS UP EXPERIENCE INC
COM CL A
96328L106
14566
23019
SH
SOLE
0
0
23019
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
3613474
27118
SH
SOLE
0
0
27118
CITIGROUP INC
COM NEW
172967424
281012
5993
SH
SOLE
0
0
5993
MORGAN STANLEY
COM NEW
617446448
403529
4596
SH
SOLE
0
0
4596
DUKE ENERGY CORP NEW
COM NEW
26441C204
200561
2079
SH
SOLE
0
0
2079
FTAI INFRASTRUCTURE INC
COMMON STOCK
35953C106
315639
105213
SH
SOLE
0
0
105213
ISHARES TR
CORE HIGH DV ETF
46429B663
425040
4181
SH
SOLE
0
0
4181
ISHARES TR
CORE S&P MCP ETF
464287507
501321
2004
SH
SOLE
0
0
2004
ISHARES TR
CORE S&P SCP ETF
464287804
445110
4603
SH
SOLE
0
0
4603
ISHARES TR
CORE S&P500 ETF
464287200
409436
996
SH
SOLE
0
0
996
ISHARES TR
ESG AW MSCI EAFE
46435G516
1859794
25888
SH
SOLE
0
0
25888
ISHARES INC
ESG AWR MSCI EM
46434G863
200622
6373
SH
SOLE
0
0
6373
ISHARES TR
FLTG RATE NT ETF
46429B655
244392
4850
SH
SOLE
0
0
4850
ISHARES TR
ISHS 1-5YR INVS
464288646
713928
14126
SH
SOLE
0
0
14126
ISHARES TR
MSCI EAFE ETF
464287465
307107
4294
SH
SOLE
0
0
4294
ISHARES TR
MSCI USA MIN VOL
46429B697
3721160
51157
SH
SOLE
0
0
51157
ISHARES TR
MSCI USA QLT FCT
46432F339
1857501
14972
SH
SOLE
0
0
14972
ISHARES TR
RUS 1000 ETF
464287622
2363564
10494
SH
SOLE
0
0
10494
ISHARES TR
RUS 1000 GRW ETF
464287614
3325576
13611
SH
SOLE
0
0
13611
ISHARES TR
RUS 1000 VAL ETF
464287598
3021143
19842
SH
SOLE
0
0
19842
ISHARES TR
RUS MID CAP ETF
464287499
4268567
61049
SH
SOLE
0
0
61049
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2528319
6723
SH
SOLE
0
0
6723
ISHARES TR
S&P 500 GRWT ETF
464287309
691418
10822
SH
SOLE
0
0
10822
SPDR SER TR
S&P 600 SML CAP
78464A813
1752362
20854
SH
SOLE
0
0
20854
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
517068
6783
SH
SOLE
0
0
6783
FTAI AVIATION LTD
SHS
G3730V105
2715755
97130
SH
SOLE
0
0
97130
MEDTRONIC PLC
SHS
G5960L103
261934
3249
SH
SOLE
0
0
3249
TE CONNECTIVITY LTD
SHS
H84989104
272136
2075
SH
SOLE
0
0
2075
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
221789
776
SH
SOLE
0
0
776
STAR BULK CARRIERS CORP.
SHS PAR
Y8162K204
1778271
84198
SH
SOLE
0
0
84198
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
769988
5262
SH
SOLE
0
0
5262
SHELL PLC
SPON ADS
780259305
201275
3498
SH
SOLE
0
0
3498
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3948976
9646
SH
SOLE
0
0
9646
ISHARES TR
U.S. FINLS ETF
464287788
293239
4122
SH
SOLE
0
0
4122
INVESCO QQQ TR
UNIT SER 1
46090E103
4579926
14271
SH
SOLE
0
0
14271
ISHARES TR
US HLTHCARE ETF
464287762
549397
2012
SH
SOLE
0
0
2012
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
228510
687
SH
SOLE
0
0
687
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
288340
629
SH
SOLE
0
0
629
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
275346
3820
SH
SOLE
0
0
3820