0001873372-22-000005.txt : 20221007
0001873372-22-000005.hdr.sgml : 20221007
20221007105415
ACCESSION NUMBER: 0001873372-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221007
DATE AS OF CHANGE: 20221007
EFFECTIVENESS DATE: 20221007
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Crestmont Private Wealth LLC
CENTRAL INDEX KEY: 0001873372
IRS NUMBER: 834536153
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21436
FILM NUMBER: 221299668
BUSINESS ADDRESS:
STREET 1: ONE RIVERWAY
STREET 2: SUITE 470
CITY: HOUSTON
STATE: TX
ZIP: 77056
BUSINESS PHONE: 5128511100
MAIL ADDRESS:
STREET 1: ONE RIVERWAY
STREET 2: SUITE 470
CITY: HOUSTON
STATE: TX
ZIP: 77056
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001873372
XXXXXXXX
09-30-2022
09-30-2022
Crestmont Private Wealth LLC
ONE RIVERWAY
SUITE 470
HOUSTON
TX
77056
13F HOLDINGS REPORT
028-21436
N
Hannah Perry
Chief Compliance Officer
512.851.1100
Hannah Perry
Houston
TX
10-07-2022
0
23
131863
false
INFORMATION TABLE
2
CPW13f09302022.xml
ALLEGIANCE BANCSHARES INC
COM
01748H107
6473
155492
SH
SOLE
0
0
0
155492
ATLAS TECHNICAL CONSULTANTS
COM CLS A
049430101
73
11000
SH
SOLE
0
0
0
11000
CHEVRON CORP NEW
COM
166764100
618
4299
SH
SOLE
0
0
0
4299
COTERRA ENERGY INC
COM
127097103
312
11943
SH
SOLE
0
0
0
11943
DEVON ENERGY CORP NEW
COM
25179M103
334
5548
SH
SOLE
0
0
0
5548
EOG RES INC
COM
26875P101
238
2131
SH
SOLE
0
0
0
2131
ISHARES TR
CORE US AGGBD ET
464287226
13348
138552
SH
SOLE
0
0
0
138552
ISHARES TR
CORE S&P MCP ETF
464287507
8373
38187
SH
SOLE
0
0
0
38187
ISHARES TR
CORE S&P SCP ETF
464287804
8542
97971
SH
SOLE
0
0
0
97971
ISHARES TR
CORE S&P500 ETF
464287200
34539
96302
SH
SOLE
0
0
0
96302
ISHARES TR
US TREAS BD ETF
46429B267
3349
147134
SH
SOLE
0
0
0
147134
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
7101
141568
SH
SOLE
0
0
0
141568
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
533
10408
SH
SOLE
0
0
0
10408
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
464
11129
SH
SOLE
0
0
0
11129
MARATHON OIL CORP
COM
565849106
372
16491
SH
SOLE
0
0
0
16491
MURPHY OIL CORP
COM
626717102
360
10234
SH
SOLE
0
0
0
10234
PIONEER NAT RES CO
COM
723787107
216
998
SH
SOLE
0
0
0
998
SPDR GOLD TR
GOLD SHS
78463V107
236
1524
SH
SOLE
0
0
0
1524
SPDR SER TR
S&P OILGAS EXP
78468R556
537
4304
SH
SOLE
0
0
0
4304
VANECK ETF TRUST
JUNIOR GOLD MINE
92189F791
385
13076
SH
SOLE
0
0
0
13076
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
26594
81005
SH
SOLE
0
0
0
81005
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10132
277653
SH
SOLE
0
0
0
277653
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
8734
240217
SH
SOLE
0
0
0
240217