0001801097-21-000004.txt : 20211025
0001801097-21-000004.hdr.sgml : 20211025
20211025100908
ACCESSION NUMBER: 0001801097-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211025
DATE AS OF CHANGE: 20211025
EFFECTIVENESS DATE: 20211025
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: 211342435
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
09-30-2021
09-30-2021
CFM WEALTH PARTNERS LLC
3500 JEFFERSON STREET
SUITE 315
AUSTIN
TX
78731
13F HOLDINGS REPORT
028-19713
N
Lisa Maas
Chief Compliance Officer
5123663924
Lisa Maas
Austin
TX
10-25-2021
0
183
397638
false
INFORMATION TABLE
2
13FCFMQ32021.xml
3M COMPANY
Common
88579Y101
423
2413
SH
SOLE
0
0
2413
ABBOTT LABS
Common
002824100
905
7664
SH
SOLE
0
0
7664
ABBVIE INCORPORATED
Common
00287Y109
1674
15520
SH
SOLE
0
0
15520
ACADEMY SPORTS & OUTDOORS INCORPORATED
Common
00402L107
2501
62501
SH
SOLE
0
0
62501
ACCENTURE PLC IRELAND SHS CLASS A
Ordinary Shares
G1151C101
321
1006
SH
SOLE
0
0
1006
ADVANCED MICRO DEVICES INCORPORATED
Common
007903107
5252
51049
SH
SOLE
0
0
51049
ALLY FINL INCORPORATED
Common
02005N100
339
6655
SH
SOLE
0
0
6655
ALPHABET INCORPORATED CAP STK CLASS A
Common
02079K305
14950
5592
SH
SOLE
0
0
5592
ALPHABET INCORPORATED CAP STK CLASS C
Common
02079K107
7039
2641
SH
SOLE
0
0
2641
ALTRIA GROUP INCORPORATED
Common
02209S103
3771
82854
SH
SOLE
0
0
82854
AMAZON COM INCORPORATED
Common
023135106
16704
5085
SH
SOLE
0
0
5085
AMGEN INCORPORATED
Common
031162100
689
3241
SH
SOLE
0
0
3241
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF
Exchange Traded Funds
032108888
219
6398
SH
SOLE
0
0
6398
ANALOG DEVICES INCORPORATED
Common
032654105
250
1497
SH
SOLE
0
0
1497
ANSYS INCORPORATED
Common
03662Q105
225
661
SH
SOLE
0
0
661
APPLE INCORPORATED
Common
037833100
45699
322961
SH
SOLE
0
0
322961
APPLIED MATLS INCORPORATED
Common
038222105
2212
17186
SH
SOLE
0
0
17186
AT&T INCORPORATED
Common
00206R102
1250
46294
SH
SOLE
0
0
46294
AUTOMATIC DATA PROCESSING INCORPORATED
Common
053015103
303
1520
SH
SOLE
0
0
1520
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Common
084670702
351
1289
SH
SOLE
0
0
1289
BK OF AMERICA CORPORATION
Common
060505104
425
10030
SH
SOLE
0
0
10030
BLACKLINE INCORPORATED
Common
09239B109
239
2027
SH
SOLE
0
0
2027
BLACKSTONE INCORPORATED
Common
09260D107
315
2715
SH
SOLE
0
0
2715
BOEING COMPANY
Common
097023105
1147
5217
SH
SOLE
0
0
5217
BRISTOL-MYERS SQUIBB COMPANY
Common
110122108
622
10517
SH
SOLE
0
0
10517
CATERPILLAR INCORPORATED
Common
149123101
1061
5531
SH
SOLE
0
0
5531
CHEVRON CORPORATION NEW
Common
166764100
1344
13257
SH
SOLE
0
0
13257
CHEWY INCORPORATED CLASS A
Common
16679L109
303
4450
SH
SOLE
0
0
4450
CHIPOTLE MEXICAN GRILL INCORPORATED
Common
169656105
2875
1582
SH
SOLE
0
0
1582
CISCO SYSTEMS INCORPORATED
Common
17275R102
558
10267
SH
SOLE
0
0
10267
CITIGROUP INCORPORATED COM NEW
Common
172967424
339
4838
SH
SOLE
0
0
4838
CLOUDFLARE INCORPORATED CLASS A COM
Common
18915M107
3924
34838
SH
SOLE
0
0
34838
COCA COLA COMPANY
Common
191216100
1175
22411
SH
SOLE
0
0
22411
CONOCOPHILLIPS
Common
20825C104
1260
18605
SH
SOLE
0
0
18605
CONTANGO OIL & GAS COMPANY COM NEW
Common
21075N204
1201
262972
SH
SOLE
0
0
262972
COSTAR GROUP INCORPORATED
Common
22160N109
390
4540
SH
SOLE
0
0
4540
COSTCO WHOLESALE CORPORATION NEW
Common
22160K105
1948
4337
SH
SOLE
0
0
4337
CROWDSTRIKE HLDGS INCORPORATED CLASS A
Common
22788C105
1802
7334
SH
SOLE
0
0
7334
CYRUSONE INCORPORATED REIT
REITs
23283R100
517
6684
SH
SOLE
0
0
6684
DANAHER CORPORATION
Common
235851102
340
1117
SH
SOLE
0
0
1117
DELL TECHNOLOGIES INCORPORATED CLASS C
Common
24703L202
334
3211
SH
SOLE
0
0
3211
DISCOVER FINL SVCS
Common
254709108
355
2896
SH
SOLE
0
0
2896
DISNEY WALT COMPANY
Common
254687106
3039
17968
SH
SOLE
0
0
17968
DOMINOS PIZZA INCORPORATED
Common
25754A201
938
1968
SH
SOLE
0
0
1968
DOW INCORPORATED
Common
260557103
400
6956
SH
SOLE
0
0
6956
DRAFTKINGS INCORPORATED COM CLASS A
Common
26142R104
657
13646
SH
SOLE
0
0
13646
DUKE ENERGY CORPORATION NEW COM NEW
Common
26441C204
223
2288
SH
SOLE
0
0
2288
DWS MUN INCOME TR
Closed End Funds
233368109
145
12197
SH
SOLE
0
0
12197
ECOLAB INCORPORATED
Common
278865100
230
1103
SH
SOLE
0
0
1103
ENBRIDGE INCORPORATED
Ordinary Shares
29250N105
306
7706
SH
SOLE
0
0
7706
ENERGY TRANSFER L P COM UT LTD PTN
Master Limited Partnership
29273V100
1524
159151
SH
SOLE
0
0
159151
ENTERPRISE PRODUCTS PARTNERS L P
Master Limited Partnership
293792107
3217
148704
SH
SOLE
0
0
148704
EQUITRANS MIDSTREAM CORPORATION
Common
294600101
685
67624
SH
SOLE
0
0
67624
EXACT SCIENCES CORPORATION
Common
30063P105
1010
10591
SH
SOLE
0
0
10591
EXXON MOBIL CORPORATION
Common
30231G102
9799
166598
SH
SOLE
0
0
166598
FACEBOOK INCORPORATED CLASS A
Common
30303M102
9595
28272
SH
SOLE
0
0
28272
FASTENAL COMPANY
Common
311900104
264
5133
SH
SOLE
0
0
5133
FIRST FINL BANKSHARES INCORPORATED
Common
32020R109
10169
221314
SH
SOLE
0
0
221314
FIVE BELOW INCORPORATED
Common
33829M101
244
1384
SH
SOLE
0
0
1384
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
Master Limited Partnership
34960P101
2460
96931
SH
SOLE
0
0
96931
GENERAL MTRS COMPANY
Common
37045V100
997
18921
SH
SOLE
0
0
18921
GLOBANT S A
Ordinary Shares
L44385109
452
1612
SH
SOLE
0
0
1612
HCA HEALTHCARE INCORPORATED
Common
40412C101
618
2548
SH
SOLE
0
0
2548
HEICO CORPORATION NEW
Common
422806109
270
2048
SH
SOLE
0
0
2048
HESS MIDSTREAM LP CLASS A SHS
Master Limited Partnership
428103105
714
25299
SH
SOLE
0
0
25299
HOLLY ENERGY PARTNERS L P COM UT LTD PTN
Master Limited Partnership
435763107
651
35521
SH
SOLE
0
0
35521
HOME DEPOT INCORPORATED
Common
437076102
5764
17559
SH
SOLE
0
0
17559
HONEYWELL INTERNATIONAL INCORPORATED
Common
438516106
461
2172
SH
SOLE
0
0
2172
IDEXX LABS INCORPORATED
Common
45168D104
274
442
SH
SOLE
0
0
442
IHS MARKIT LIMITED SHS
Ordinary Shares
G47567105
271
2329
SH
SOLE
0
0
2329
INTEL CORPORATION
Common
458140100
924
17343
SH
SOLE
0
0
17343
INTERNATIONAL BUSINESS MACHINES
Common
459200101
544
3919
SH
SOLE
0
0
3919
INVESCO QQQ
Exchange Traded Funds
46090E103
4877
13626
SH
SOLE
0
0
13626
INVESCO S&P 500 LOW VOLATILITY ETF
Exchange Traded Funds
46138E354
262
4313
SH
SOLE
0
0
4313
ISHARES INCORPORATED MSCI GBL MIN VOL
Exchange Traded Funds
464286525
216
2108
SH
SOLE
0
0
2108
ISHARES TR CORE HIGH DV ETF
Exchange Traded Funds
46429B663
313
3324
SH
SOLE
0
0
3324
ISHARES TR CORE S&P SCP ETF
Exchange Traded Funds
464287804
412
3778
SH
SOLE
0
0
3778
ISHARES TR CORE S&P500 ETF
Exchange Traded Funds
464287200
1124
2610
SH
SOLE
0
0
2610
ISHARES TR FLTG RATE NT ETF
Exchange Traded Funds
46429B655
246
4850
SH
SOLE
0
0
4850
ISHARES TR INTL SEL DIV ETF
Exchange Traded Funds
464288448
247
8145
SH
SOLE
0
0
8145
ISHARES TR ISHS 1-5YR INVS
Exchange Traded Funds
464288646
700
12825
SH
SOLE
0
0
12825
ISHARES TR ISHS 5-10YR INVT
Exchange Traded Funds
464288638
230
3838
SH
SOLE
0
0
3838
ISHARES TR MSCI EAFE ETF
Exchange Traded Funds
464287465
321
4121
SH
SOLE
0
0
4121
ISHARES TR MSCI EMG MKT ETF
Exchange Traded Funds
464287234
317
6294
SH
SOLE
0
0
6294
ISHARES TR MSCI USA MIN VOL
Exchange Traded Funds
46429B697
4013
54603
SH
SOLE
0
0
54603
ISHARES TR MSCI USA MMENTM
Exchange Traded Funds
46432F396
1629
9281
SH
SOLE
0
0
9281
ISHARES TR MSCI USA QLT FCT
Exchange Traded Funds
46432F339
2062
15657
SH
SOLE
0
0
15657
ISHARES TR RUS 1000 ETF
Exchange Traded Funds
464287622
2833
11719
SH
SOLE
0
0
11719
ISHARES TR RUS 1000 GRW ETF
Exchange Traded Funds
464287614
3455
12609
SH
SOLE
0
0
12609
ISHARES TR RUS 1000 VAL ETF
Exchange Traded Funds
464287598
1745
11155
SH
SOLE
0
0
11155
ISHARES TR RUS MID CAP ETF
Exchange Traded Funds
464287499
5536
70778
SH
SOLE
0
0
70778
ISHARES TR RUSSELL 2000 ETF
Exchange Traded Funds
464287655
258
1182
SH
SOLE
0
0
1182
ISHARES TR U.S. FINLS ETF
Exchange Traded Funds
464287788
340
4122
SH
SOLE
0
0
4122
ISHARES TR U.S. REAL ES ETF
Exchange Traded Funds
464287739
213
2082
SH
SOLE
0
0
2082
ISHARES TR US HLTHCARE ETF
Exchange Traded Funds
464287762
555
2012
SH
SOLE
0
0
2012
ISHARES TR US INDUSTRIALS
Exchange Traded Funds
464287754
210
1963
SH
SOLE
0
0
1963
JAZZ PHARMACEUTICALS PLC SHS USD
Ordinary Shares
G50871105
831
6386
SH
SOLE
0
0
6386
JOHNSON & JOHNSON
Common
478160104
1584
9810
SH
SOLE
0
0
9810
JPMORGAN CHASE & COMPANY
Common
46625H100
2808
17157
SH
SOLE
0
0
17157
KINDER MORGAN INCORPORATED DEL
Common
49456B101
505
30238
SH
SOLE
0
0
30238
KKR & COMPANY INCORPORATED
Common
48251W104
872
14332
SH
SOLE
0
0
14332
LAM RESEARCH CORPORATION
Common
512807108
335
590
SH
SOLE
0
0
590
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
Common
518439104
1482
4944
SH
SOLE
0
0
4944
LILLY ELI & COMPANY
Common
532457108
599
2593
SH
SOLE
0
0
2593
LOCKHEED MARTIN CORPORATION
Common
539830109
379
1100
SH
SOLE
0
0
1100
LOWES COMPANIES INCORPORATED
Common
548661107
570
2812
SH
SOLE
0
0
2812
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Master Limited Partnership
559080106
1477
32423
SH
SOLE
0
0
32423
MASTERCARD INCORPORATED CLASS A
Common
57636Q104
3604
10367
SH
SOLE
0
0
10367
MCDONALDS CORPORATION
Common
580135101
3190
13230
SH
SOLE
0
0
13230
MEDTRONIC PLC SHS
Ordinary Shares
G5960L103
493
3940
SH
SOLE
0
0
3940
MERCK & COMPANY INCORPORATED
Common
58933Y105
897
11948
SH
SOLE
0
0
11948
MICROSOFT CORPORATION
Common
594918104
13591
48209
SH
SOLE
0
0
48209
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Common
609207105
2635
45296
SH
SOLE
0
0
45296
MPLX LP COM UNIT REP LTD
Master Limited Partnership
55336V100
609
21391
SH
SOLE
0
0
21391
NETFLIX INCORPORATED
Common
64110L106
3754
6151
SH
SOLE
0
0
6151
NEXTERA ENERGY INCORPORATED
Common
65339F101
205
2620
SH
SOLE
0
0
2620
NIKE INCORPORATED CLASS B
Common
654106103
2785
19177
SH
SOLE
0
0
19177
NUVEEN QUALITY MUNCP INCOME FD
Closed End Funds
67066V101
499
32000
SH
SOLE
0
0
32000
NVIDIA CORPORATION
Common
67066G104
11616
56074
SH
SOLE
0
0
56074
OLD DOMINION FREIGHT LINE INCORPORATED
Common
679580100
965
3375
SH
SOLE
0
0
3375
OREILLY AUTOMOTIVE INCORPORATED
Common
67103H107
3864
6324
SH
SOLE
0
0
6324
PALO ALTO NETWORKS INCORPORATED
Common
697435105
4523
9443
SH
SOLE
0
0
9443
PARKER-HANNIFIN CORPORATION
Common
701094104
224
803
SH
SOLE
0
0
803
PAYCOM SOFTWARE INCORPORATED
Common
70432V102
392
791
SH
SOLE
0
0
791
PAYPAL HLDGS INCORPORATED
Common
70450Y103
12017
46184
SH
SOLE
0
0
46184
PEPSICO INCORPORATED
Common
713448108
3310
22010
SH
SOLE
0
0
22010
PFIZER INCORPORATED
Common
717081103
1331
30947
SH
SOLE
0
0
30947
PHILIP MORRIS INTERNATIONAL INCORPORATED
Common
718172109
8270
87253
SH
SOLE
0
0
87253
PHILLIPS 66
Common
718546104
1194
17061
SH
SOLE
0
0
17061
PHILLIPS 66 PARTNERS LP COM UNIT REP INT
Master Limited Partnership
718549207
780
21770
SH
SOLE
0
0
21770
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Master Limited Partnership
726503105
226
22259
SH
SOLE
0
0
22259
PROCTER AND GAMBLE COMPANY
Common
742718109
438
3139
SH
SOLE
0
0
3139
PROSPERITY BANCSHARES INCORPORATED
Common
743606105
686
9653
SH
SOLE
0
0
9653
QUALCOMM INCORPORATED
Common
747525103
927
7189
SH
SOLE
0
0
7189
QUANTA SVCS INCORPORATED
Common
74762E102
1032
9073
SH
SOLE
0
0
9073
RAYTHEON TECHNOLOGIES CORPORATION
Common
75513E101
213
2481
SH
SOLE
0
0
2481
REPLIGEN CORPORATION
Common
759916109
289
1000
SH
SOLE
0
0
1000
RITCHIE BROS AUCTIONEERS
Ordinary Shares
767744105
264
4291
SH
SOLE
0
0
4291
ROLLINS INCORPORATED
Common
775711104
226
6400
SH
SOLE
0
0
6400
ROYAL BK CDA
Ordinary Shares
780087102
2160
21746
SH
SOLE
0
0
21746
SALESFORCE COM INCORPORATED
Common
79466L302
11620
42844
SH
SOLE
0
0
42844
SERVICENOW INCORPORATED
Common
81762P102
440
708
SH
SOLE
0
0
708
SHERWIN WILLIAMS COMPANY
Common
824348106
4383
15672
SH
SOLE
0
0
15672
SHOPIFY INCORPORATED CLASS A
Ordinary Shares
82509L107
2987
2204
SH
SOLE
0
0
2204
SM ENERGY COMPANY
Common
78454L100
480
18205
SH
SOLE
0
0
18205
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Exchange Traded Funds
78467X109
232
687
SH
SOLE
0
0
687
SPDR S&P 500 ETF
Exchange Traded Funds
78462F103
2979
6942
SH
SOLE
0
0
6942
SPDR S&P 600 SMALL CAP ETF
Exchange Traded Funds
78464A813
1849
19521
SH
SOLE
0
0
19521
SPROUT SOCIAL INCORPORATED COM CLASS A
Common
85209W109
4381
35928
SH
SOLE
0
0
35928
SQUARE INCORPORATED CLASS A
Common
852234103
4583
19109
SH
SOLE
0
0
19109
STARBUCKS CORPORATION
Common
855244109
5209
47229
SH
SOLE
0
0
47229
TARGA RES CORPORATION
Common
87612G101
415
8450
SH
SOLE
0
0
8450
TARGET CORPORATION
Common
87612E106
699
3058
SH
SOLE
0
0
3058
TE CONNECTIVITY LIMITED REG SHS
Ordinary Shares
H84989104
284
2075
SH
SOLE
0
0
2075
TELADOC HEALTH INCORPORATED
Common
87918A105
1181
9315
SH
SOLE
0
0
9315
TESLA INCORPORATED
Common
88160R101
1129
1457
SH
SOLE
0
0
1457
TEXAS INSTRS INCORPORATED
Common
882508104
1051
5468
SH
SOLE
0
0
5468
THERMO FISHER SCIENTIFIC INCORPORATED
Common
883556102
305
535
SH
SOLE
0
0
535
TJX COMPANIES INCORPORATED NEW
Common
872540109
2208
33471
SH
SOLE
0
0
33471
TWILIO INCORPORATED CLASS A
Common
90138F102
3755
11771
SH
SOLE
0
0
11771
TYLER TECHNOLOGIES INCORPORATED
Common
902252105
358
782
SH
SOLE
0
0
782
ULTA BEAUTY INCORPORATED
Common
90384S303
259
720
SH
SOLE
0
0
720
UNION PAC CORPORATION
Common
907818108
995
5079
SH
SOLE
0
0
5079
UNITED PARCEL SERVICE INCORPORATED CLASS B
Common
911312106
209
1152
SH
SOLE
0
0
1152
UNITEDHEALTH GROUP INCORPORATED
Common
91324P102
529
1355
SH
SOLE
0
0
1355
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR
Master Limited Partnership
90290N109
1476
89122
SH
SOLE
0
0
89122
V F CORPORATION
Common
918204108
286
4280
SH
SOLE
0
0
4280
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Exchange Traded Funds
922908363
2944
7465
SH
SOLE
0
0
7465
VANGUARD RUSSELL 2000 ETF
Exchange Traded Funds
92206C664
337
3820
SH
SOLE
0
0
3820
VANGUARD SHORT-TERM CORPORATE BOND ETF
Exchange Traded Funds
92206C409
719
8725
SH
SOLE
0
0
8725
VEEVA SYSTEMS INCORPORATED CLASS A COM
Common
922475108
317
1102
SH
SOLE
0
0
1102
VERISK ANALYTICS INCORPORATED
Common
92345Y106
252
1263
SH
SOLE
0
0
1263
VERIZON COMMUNICATIONS INCORPORATED
Common
92343V104
1094
20264
SH
SOLE
0
0
20264
VISA INCORPORATED COM CLASS A
Common
92826C839
6882
30899
SH
SOLE
0
0
30899
WALMART INCORPORATED
Common
931142103
1989
14271
SH
SOLE
0
0
14271
WELLTOWER INCORPORATED REIT
REITs
95040Q104
208
2525
SH
SOLE
0
0
2525
WEST PHARMACEUTICAL SVSC INCORPORATED
Common
955306105
403
951
SH
SOLE
0
0
951
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Master Limited Partnership
958669103
207
9878
SH
SOLE
0
0
9878
WHEELS UP EXPERIENCE INCORPORATED COM CLASS A
Common
96328L106
151
23019
SH
SOLE
0
0
23019
WILLIAMS COMPANIES INCORPORATED
Common
969457100
10636
410044
SH
SOLE
0
0
410044
XCEL ENERGY INCORPORATED
Common
98389B100
393
6300
SH
SOLE
0
0
6300
YUM BRANDS INCORPORATED
Common
988498101
1110
9081
SH
SOLE
0
0
9081
YUM CHINA HLDGS INCORPORATED
Common
98850P109
553
9517
SH
SOLE
0
0
9517