0001951757-23-000548.txt : 20231011
0001951757-23-000548.hdr.sgml : 20231011
20231011172255
ACCESSION NUMBER: 0001951757-23-000548
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231011
DATE AS OF CHANGE: 20231011
EFFECTIVENESS DATE: 20231011
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: 231321362
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
09-30-2023
09-30-2023
CFM WEALTH PARTNERS LLC
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX
78731
13F HOLDINGS REPORT
028-19713
N
Lisa Maas
Chief Compliance Officer
(512) 366-3925
Lisa Maas
Austin
TX
10-11-2023
0
141
381762256
false
INFORMATION TABLE
2
F_13F_CFM_Q32023.xml
APPLE INC
COM
037833100
53172408
310568
SH
SOLE
0
0
310568
NVIDIA CORPORATION
COM
67066G104
25267246
58087
SH
SOLE
0
0
58087
EXXON MOBIL CORP
COM
30231G102
19569310
166434
SH
SOLE
0
0
166434
ALPHABET INC
CAP STK CL A
02079K305
16006795
122320
SH
SOLE
0
0
122320
MICROSOFT CORP
COM
594918104
14802341
46880
SH
SOLE
0
0
46880
AMAZON COM INC
COM
023135106
12376149
97358
SH
SOLE
0
0
97358
SALESFORCE INC
COM
79466L302
8470323
41771
SH
SOLE
0
0
41771
PHILIP MORRIS INTL INC
COM
718172109
8239435
88998
SH
SOLE
0
0
88998
VISA INC
COM CL A
92826C839
8143239
35404
SH
SOLE
0
0
35404
WILLIAMS COS INC
COM
969457100
7599386
225568
SH
SOLE
0
0
225568
PALO ALTO NETWORKS INC
COM
697435105
6444287
27488
SH
SOLE
0
0
27488
OREILLY AUTOMOTIVE INC
COM
67103H107
6278405
6908
SH
SOLE
0
0
6908
ALPHABET INC
CAP STK CL C
02079K107
6156208
46691
SH
SOLE
0
0
46691
ADVANCED MICRO DEVICES INC
COM
007903107
5434140
52851
SH
SOLE
0
0
52851
HOME DEPOT INC
COM
437076102
5369383
17770
SH
SOLE
0
0
17770
INVESCO QQQ TR
UNIT SER 1
46090E103
5255872
14670
SH
SOLE
0
0
14670
META PLATFORMS INC
CL A
30303M102
5162711
17197
SH
SOLE
0
0
17197
MCDONALDS CORP
COM
580135101
4764152
18084
SH
SOLE
0
0
18084
FIRST FINL BANKSHARES INC
COM
32020R109
4741325
188747
SH
SOLE
0
0
188747
MASTERCARD INCORPORATED
CL A
57636Q104
4394205
11099
SH
SOLE
0
0
11099
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
4333054
26575
SH
SOLE
0
0
26575
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4323533
10114
SH
SOLE
0
0
10114
ISHARES TR
RUS MID CAP ETF
464287499
4276368
61753
SH
SOLE
0
0
61753
COSTCO WHSL CORP NEW
COM
22160K105
4267143
7553
SH
SOLE
0
0
7553
SHERWIN WILLIAMS CO
COM
824348106
4242247
16633
SH
SOLE
0
0
16633
PEPSICO INC
COM
713448108
4206179
24824
SH
SOLE
0
0
24824
ISHARES TR
RUS 1000 GRW ETF
464287614
4158754
15635
SH
SOLE
0
0
15635
JPMORGAN CHASE & CO
COM
46625H100
3938743
27160
SH
SOLE
0
0
27160
ISHARES TR
RUS 1000 VAL ETF
464287598
3828900
25220
SH
SOLE
0
0
25220
ISHARES TR
MSCI USA MIN VOL
46429B697
3800240
52504
SH
SOLE
0
0
52504
ALTRIA GROUP INC
COM
02209S103
3432878
81638
SH
SOLE
0
0
81638
CHIPOTLE MEXICAN GRILL INC
COM
169656105
3427354
1871
SH
SOLE
0
0
1871
MONDELEZ INTL INC
CL A
609207105
3232652
46580
SH
SOLE
0
0
46580
TJX COS INC NEW
COM
872540109
3155240
35500
SH
SOLE
0
0
35500
PHILLIPS 66
COM
718546104
3071321
25562
SH
SOLE
0
0
25562
STARBUCKS CORP
COM
855244109
3033176
33233
SH
SOLE
0
0
33233
CHEVRON CORP NEW
COM
166764100
2932302
17390
SH
SOLE
0
0
17390
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2904016
7395
SH
SOLE
0
0
7395
ABBVIE INC
COM
00287Y109
2861952
19200
SH
SOLE
0
0
19200
PULMONX CORP
COM
745848101
2727523
264039
SH
SOLE
0
0
264039
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
2643008
55913
SH
SOLE
0
0
55913
COCA COLA CO
COM
191216100
2604525
46526
SH
SOLE
0
0
46526
ISHARES TR
RUS 1000 ETF
464287622
2403834
10233
SH
SOLE
0
0
10233
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2273447
6490
SH
SOLE
0
0
6490
WALMART INC
COM
931142103
2236141
13982
SH
SOLE
0
0
13982
APPLIED MATLS INC
COM
038222105
2224061
16064
SH
SOLE
0
0
16064
CLOUDFLARE INC
CL A COM
18915M107
2201231
34918
SH
SOLE
0
0
34918
ELI LILLY & CO
COM
532457108
2129183
3964
SH
SOLE
0
0
3964
TESLA INC
COM
88160R101
2045799
8176
SH
SOLE
0
0
8176
MERCK & CO INC
COM
58933Y105
2005466
19480
SH
SOLE
0
0
19480
ISHARES TR
MSCI USA QLT FCT
46432F339
1911087
14501
SH
SOLE
0
0
14501
SPDR SER TR
PORTFOLIO S&P600
78468R853
1862528
50475
SH
SOLE
0
0
50475
NETFLIX INC
COM
64110L106
1605933
4253
SH
SOLE
0
0
4253
ISHARES TR
ESG AW MSCI EAFE
46435G516
1594898
23071
SH
SOLE
0
0
23071
CATERPILLAR INC
COM
149123101
1552824
5688
SH
SOLE
0
0
5688
CONOCOPHILLIPS
COM
20825C104
1520751
12694
SH
SOLE
0
0
12694
JOHNSON & JOHNSON
COM
478160104
1492552
9583
SH
SOLE
0
0
9583
QUANTA SVCS INC
COM
74762E102
1450167
7752
SH
SOLE
0
0
7752
NIKE INC
CL B
654106103
1397295
14613
SH
SOLE
0
0
14613
OLD DOMINION FREIGHT LINE IN
COM
679580100
1380848
3375
SH
SOLE
0
0
3375
ONEOK INC NEW
COM
682680103
1358464
21417
SH
SOLE
0
0
21417
UNITEDHEALTH GROUP INC
COM
91324P102
1280138
2539
SH
SOLE
0
0
2539
CROWDSTRIKE HLDGS INC
CL A
22788C105
1165132
6961
SH
SOLE
0
0
6961
SPROUT SOCIAL INC
COM CL A
85209W109
1093569
21924
SH
SOLE
0
0
21924
PFIZER INC
COM
717081103
1046845
31560
SH
SOLE
0
0
31560
UNION PAC CORP
COM
907818108
1040957
5112
SH
SOLE
0
0
5112
PROCTER AND GAMBLE CO
COM
742718109
1014602
6956
SH
SOLE
0
0
6956
BRISTOL-MYERS SQUIBB CO
COM
110122108
941699
16225
SH
SOLE
0
0
16225
KENVUE INC
COM
49177J102
912736
45455
SH
SOLE
0
0
45455
PIONEER NAT RES CO
COM
723787107
911314
3970
SH
SOLE
0
0
3970
DISNEY WALT CO
COM
254687106
899736
11101
SH
SOLE
0
0
11101
AMGEN INC
COM
031162100
864332
3216
SH
SOLE
0
0
3216
TEXAS INSTRS INC
COM
882508104
853884
5370
SH
SOLE
0
0
5370
YUM BRANDS INC
COM
988498101
811485
6495
SH
SOLE
0
0
6495
KKR & CO INC
COM
48251W104
804927
13067
SH
SOLE
0
0
13067
SERVICENOW INC
COM
81762P102
803226
1437
SH
SOLE
0
0
1437
QUALCOMM INC
COM
747525103
802297
7224
SH
SOLE
0
0
7224
ABBOTT LABS
COM
002824100
800756
8268
SH
SOLE
0
0
8268
ISHARES TR
MSCI EAFE ETF
464287465
781070
11333
SH
SOLE
0
0
11333
EXACT SCIENCES CORP
COM
30063P105
780641
11443
SH
SOLE
0
0
11443
HESS MIDSTREAM LP
CL A SHS
428103105
762303
26169
SH
SOLE
0
0
26169
ISHARES TR
S&P 500 GRWT ETF
464287309
720120
10525
SH
SOLE
0
0
10525
ISHARES TR
ISHS 1-5YR INVS
464288646
703899
14126
SH
SOLE
0
0
14126
CRESCENT ENERGY COMPANY
CL A COM
44952J104
664788
52594
SH
SOLE
0
0
52594
EQUITRANS MIDSTREAM CORP
COM
294600101
659226
70355
SH
SOLE
0
0
70355
DIAMONDBACK ENERGY INC
COM
25278X109
651890
4209
SH
SOLE
0
0
4209
TARGA RES CORP
COM
87612G101
649243
7574
SH
SOLE
0
0
7574
DEVON ENERGY CORP NEW
COM
25179M103
593110
12434
SH
SOLE
0
0
12434
GOLDMAN SACHS GROUP INC
COM
38141G104
565277
1747
SH
SOLE
0
0
1747
INTEL CORP
COM
458140100
564463
15878
SH
SOLE
0
0
15878
ISHARES TR
US HLTHCARE ETF
464287762
543381
2012
SH
SOLE
0
0
2012
CISCO SYS INC
COM
17275R102
538191
10011
SH
SOLE
0
0
10011
HCA HEALTHCARE INC
COM
40412C101
519264
2111
SH
SOLE
0
0
2111
CSX CORP
COM
126408103
517646
16834
SH
SOLE
0
0
16834
MORGAN STANLEY
COM NEW
617446448
513868
6292
SH
SOLE
0
0
6292
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
509742
6783
SH
SOLE
0
0
6783
TENABLE HLDGS INC
COM
88025T102
507987
11339
SH
SOLE
0
0
11339
EOG RES INC
COM
26875P101
503998
3976
SH
SOLE
0
0
3976
ISHARES TR
CORE S&P MCP ETF
464287507
499697
2004
SH
SOLE
0
0
2004
PROSPERITY BANCSHARES INC
COM
743606105
494058
9052
SH
SOLE
0
0
9052
BOEING CO
COM
097023105
491468
2564
SH
SOLE
0
0
2564
LOCKHEED MARTIN CORP
COM
539830109
446175
1091
SH
SOLE
0
0
1091
INTERNATIONAL BUSINESS MACHS
COM
459200101
438297
3124
SH
SOLE
0
0
3124
ADOBE INC
COM
00724F101
436984
857
SH
SOLE
0
0
857
LOWES COS INC
COM
548661107
434178
2089
SH
SOLE
0
0
2089
HONEYWELL INTL INC
COM
438516106
426380
2308
SH
SOLE
0
0
2308
ISHARES TR
CORE S&P500 ETF
464287200
418265
974
SH
SOLE
0
0
974
ISHARES TR
CORE S&P SCP ETF
464287804
417316
4424
SH
SOLE
0
0
4424
VERIZON COMMUNICATIONS INC
COM
92343V104
416760
12859
SH
SOLE
0
0
12859
ISHARES TR
CORE HIGH DV ETF
46429B663
413459
4181
SH
SOLE
0
0
4181
LAM RESEARCH CORP
COM
512807108
411161
656
SH
SOLE
0
0
656
DOW INC
COM
260557103
410366
7959
SH
SOLE
0
0
7959
KINDER MORGAN INC DEL
COM
49456B101
405241
24442
SH
SOLE
0
0
24442
BLOCK INC
CL A
852234103
396038
8948
SH
SOLE
0
0
8948
TARGET CORP
COM
87612E106
363112
3284
SH
SOLE
0
0
3284
AUTOMATIC DATA PROCESSING IN
COM
053015103
359667
1495
SH
SOLE
0
0
1495
AT&T INC
COM
00206R102
352047
23439
SH
SOLE
0
0
23439
PAYPAL HLDGS INC
COM
70450Y103
328311
5616
SH
SOLE
0
0
5616
SM ENERGY CO
COM
78454L100
325487
8209
SH
SOLE
0
0
8209
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
324480
32000
SH
SOLE
0
0
32000
ISHARES TR
U.S. FINLS ETF
464287788
308161
4122
SH
SOLE
0
0
4122
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
287227
629
SH
SOLE
0
0
629
APOLLO GLOBAL MGMT INC
COM
03769M106
282385
3146
SH
SOLE
0
0
3146
DOMINOS PIZZA INC
COM
25754A201
268941
710
SH
SOLE
0
0
710
TWILIO INC
CL A
90138F102
264321
4516
SH
SOLE
0
0
4516
EMERSON ELEC CO
COM
291011104
263443
2728
SH
SOLE
0
0
2728
BLACKSTONE INC
COM
09260D107
261957
2445
SH
SOLE
0
0
2445
ISHARES TR
FLTG RATE NT ETF
46429B655
246816
4850
SH
SOLE
0
0
4850
ISHARES TR
SELECT DIVID ETF
464287168
242190
2250
SH
SOLE
0
0
2250
BANK AMERICA CORP
COM
060505104
235003
8583
SH
SOLE
0
0
8583
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
230111
687
SH
SOLE
0
0
687
HERSHEY CO
COM
427866108
229692
1148
SH
SOLE
0
0
1148
DISCOVER FINL SVCS
COM
254709108
229570
2650
SH
SOLE
0
0
2650
CITIGROUP INC
COM NEW
172967424
221691
5390
SH
SOLE
0
0
5390
ULTA BEAUTY INC
COM
90384S303
213306
534
SH
SOLE
0
0
534
PARKER-HANNIFIN CORP
COM
701094104
211509
543
SH
SOLE
0
0
543
BLACKROCK INC
COM
09247X101
211402
327
SH
SOLE
0
0
327
VMWARE INC
CL A COM
928563402
205769
1236
SH
SOLE
0
0
1236
FORTINET INC
COM
34959E109
203913
3475
SH
SOLE
0
0
3475
DWS MUN INCOME TR
COM
233368109
93917
12197
SH
SOLE
0
0
12197
FTAI INFRASTRUCTURE INC
COMMON STOCK
35953C106
49306
15312
SH
SOLE
0
0
15312