0001801097-22-000002.txt : 20220414
0001801097-22-000002.hdr.sgml : 20220414
20220414161209
ACCESSION NUMBER: 0001801097-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220414
DATE AS OF CHANGE: 20220414
EFFECTIVENESS DATE: 20220414
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: 22827377
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
03-31-2022
03-31-2022
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
04-14-2022
0
183
417782
false
INFORMATION TABLE
2
13FCFMQ12022.xml
DWS MUN INCOME TR
Equity
233368109
127
12197
SH
SOLE
0
0
12197
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF
Exchange Traded Funds
032108888
201
6398
SH
SOLE
0
0
6398
CVS HEALTH CORPORATION
Common
126650100
203
2007
SH
SOLE
0
0
2007
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Exchange Traded Funds
74348A467
204
2152
SH
SOLE
0
0
2152
ISHARES TR US INDUSTRIALS
Exchange Traded Funds
464287754
207
1963
SH
SOLE
0
0
1963
ISHARES TR ISHS 5-10YR INVT
Exchange Traded Funds
464288638
211
3838
SH
SOLE
0
0
3838
ISHARES INCORPORATED MSCI GBL MIN VOL
Exchange Traded Funds
464286525
221
2108
SH
SOLE
0
0
2108
ISHARES TR U.S. REAL ES ETF
Exchange Traded Funds
464287739
222
2053
SH
SOLE
0
0
2053
NEXTERA ENERGY INCORPORATED
Common
65339F101
222
2620
SH
SOLE
0
0
2620
WEC ENERGY GROUP INCORPORATED
Common
92939U106
224
2245
SH
SOLE
0
0
2245
ISHARES TR RUSSELL 2000 ETF
Exchange Traded Funds
464287655
225
1097
SH
SOLE
0
0
1097
PARKER-HANNIFIN CORPORATION
Common
701094104
228
803
SH
SOLE
0
0
803
ULTA BEAUTY INCORPORATED
Common
90384S303
232
582
SH
SOLE
0
0
582
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Exchange Traded Funds
78467X109
238
687
SH
SOLE
0
0
687
ECOLAB INCORPORATED
Common
278865100
239
1355
SH
SOLE
0
0
1355
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Master Limited Partnership
726503105
240
22293
SH
SOLE
0
0
22293
IDEXX LABS INCORPORATED
Common
45168D104
242
442
SH
SOLE
0
0
442
V F CORPORATION
Common
918204108
243
4280
SH
SOLE
0
0
4280
ISHARES TR FLTG RATE NT ETF
Exchange Traded Funds
46429B655
245
4850
SH
SOLE
0
0
4850
RAYTHEON TECHNOLOGIES CORPORATION
Common
75513E101
246
2481
SH
SOLE
0
0
2481
ANALOG DEVICES INCORPORATED
Common
032654105
247
1497
SH
SOLE
0
0
1497
UNITED PARCEL SERVICE INCORPORATED CLASS B
Common
911312106
247
1152
SH
SOLE
0
0
1152
HERSHEY COMPANY
Common
427866108
249
1148
SH
SOLE
0
0
1148
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Master Limited Partnership
958669103
249
9878
SH
SOLE
0
0
9878
DUKE ENERGY CORPORATION NEW COM NEW
Common
26441C204
255
2288
SH
SOLE
0
0
2288
ISHARES TR INTL SEL DIV ETF
Exchange Traded Funds
464288448
255
8014
SH
SOLE
0
0
8014
EMERSON ELEC COMPANY
Common
291011104
263
2686
SH
SOLE
0
0
2686
S&P GLOBAL INCORPORATED
Common
78409V104
270
659
SH
SOLE
0
0
659
VERISK ANALYTICS INCORPORATED
Common
92345Y106
271
1263
SH
SOLE
0
0
1263
TE CONNECTIVITY LIMITED SHS
Ordinary Shares
H84989104
272
2075
SH
SOLE
0
0
2075
PAYCOM SOFTWARE INCORPORATED
Common
70432V102
274
791
SH
SOLE
0
0
791
ISHARES TR MSCI EMG MKT ETF
Exchange Traded Funds
464287234
284
6294
SH
SOLE
0
0
6294
ALLY FINL INCORPORATED
Common
02005N100
289
6655
SH
SOLE
0
0
6655
CITIGROUP INCORPORATED COM NEW
Common
172967424
290
5438
SH
SOLE
0
0
5438
FASTENAL COMPANY
Common
311900104
305
5133
SH
SOLE
0
0
5133
HEICO CORPORATION NEW
Common
422806109
314
2048
SH
SOLE
0
0
2048
VANGUARD RUSSELL 2000 ETF
Exchange Traded Funds
92206C664
316
3820
SH
SOLE
0
0
3820
DISCOVER FINL SVCS
Common
254709108
319
2896
SH
SOLE
0
0
2896
LAM RESEARCH CORPORATION
Common
512807108
326
606
SH
SOLE
0
0
606
DANAHER CORPORATION
Common
235851102
328
1117
SH
SOLE
0
0
1117
CAPITAL ONE FINL CORPORATION
Common
14040H105
334
2543
SH
SOLE
0
0
2543
ISHARES TR MSCI EAFE ETF
Exchange Traded Funds
464287465
335
4555
SH
SOLE
0
0
4555
ACCENTURE PLC IRELAND SHS CLASS A
Ordinary Shares
G1151C101
339
1006
SH
SOLE
0
0
1006
INVESCO S&P 500 LOW VOLATILITY ETF
Exchange Traded Funds
46138E354
342
5097
SH
SOLE
0
0
5097
THERMO FISHER SCIENTIFIC INCORPORATED
Common
883556102
343
580
SH
SOLE
0
0
580
BLACKSTONE INCORPORATED
Common
09260D107
345
2715
SH
SOLE
0
0
2715
ISHARES TR U.S. FINLS ETF
Exchange Traded Funds
464287788
348
4122
SH
SOLE
0
0
4122
TYLER TECHNOLOGIES INCORPORATED
Common
902252105
348
782
SH
SOLE
0
0
782
3M COMPANY
Common
88579Y101
355
2377
SH
SOLE
0
0
2377
BLACKROCK INCORPORATED
Common
09247X101
355
465
SH
SOLE
0
0
465
ENBRIDGE INCORPORATED
Ordinary Shares
29250N105
355
7706
SH
SOLE
0
0
7706
WEST PHARMACEUTICAL SVSC INCORPORATED
Common
955306105
391
951
SH
SOLE
0
0
951
SERVICENOW INCORPORATED
Common
81762P102
394
708
SH
SOLE
0
0
708
YUM CHINA HLDGS INCORPORATED
Common
98850P109
395
9517
SH
SOLE
0
0
9517
MEDTRONIC PLC SHS
Ordinary Shares
G5960L103
400
3607
SH
SOLE
0
0
3607
BK OF AMERICA CORPORATION
Common
060505104
405
9830
SH
SOLE
0
0
9830
AUTOMATIC DATA PROCESSING INCORPORATED
Common
053015103
422
1855
SH
SOLE
0
0
1855
GLOBANT S A
Ordinary Shares
L44385109
422
1612
SH
SOLE
0
0
1612
ISHARES TR CORE S&P SCP ETF
Exchange Traded Funds
464287804
422
3909
SH
SOLE
0
0
3909
NUVEEN QUALITY MUNCP INCOME FD
Equity
67066V101
428
32000
SH
SOLE
0
0
32000
EOG RES INCORPORATED
Common
26875P101
436
3659
SH
SOLE
0
0
3659
SM ENERGY COMPANY
Common
78454L100
436
11205
SH
SOLE
0
0
11205
DOW INCORPORATED
Common
260557103
443
6956
SH
SOLE
0
0
6956
DIAMONDBACK ENERGY INCORPORATED
Common
25278X109
449
3278
SH
SOLE
0
0
3278
HONEYWELL INTERNATIONAL INCORPORATED
Common
438516106
453
2328
SH
SOLE
0
0
2328
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Common
084670702
455
1289
SH
SOLE
0
0
1289
XCEL ENERGY INCORPORATED
Common
98389B100
455
6300
SH
SOLE
0
0
6300
INTERNATIONAL BUSINESS MACHINES
Common
459200101
466
3583
SH
SOLE
0
0
3583
GOLDMAN SACHS GROUP INCORPORATED
Common
38141G104
470
1424
SH
SOLE
0
0
1424
LOCKHEED MARTIN CORPORATION
Common
539830109
479
1086
SH
SOLE
0
0
1086
SVB FINANCIAL GROUP
Common
78486Q101
492
879
SH
SOLE
0
0
879
ISHARES TR CORE HIGH DV ETF
Exchange Traded Funds
46429B663
504
4713
SH
SOLE
0
0
4713
KINDER MORGAN INCORPORATED DEL
Common
49456B101
526
27834
SH
SOLE
0
0
27834
PROCTER AND GAMBLE COMPANY
Common
742718109
529
3465
SH
SOLE
0
0
3465
VANGUARD SHORT-TERM CORPORATE BOND ETF
Exchange Traded Funds
92206C409
530
6783
SH
SOLE
0
0
6783
ISHARES TR ISHS 1-5YR INVS
Exchange Traded Funds
464288646
531
14126
SH
SOLE
0
0
14126
DEVON ENERGY CORPORATION NEW
Common
25179M103
534
9042
SH
SOLE
0
0
9042
LOWES COMPANIES INCORPORATED
Common
548661107
569
2812
SH
SOLE
0
0
2812
EQUITRANS MIDSTREAM CORPORATION
Common
294600101
571
67624
SH
SOLE
0
0
67624
CISCO SYSTEMS INCORPORATED
Common
17275R102
572
10267
SH
SOLE
0
0
10267
ISHARES TR US HLTHCARE ETF
Exchange Traded Funds
464287762
581
2012
SH
SOLE
0
0
2012
TARGA RES CORPORATION
Common
87612G101
614
8130
SH
SOLE
0
0
8130
ISHARES TR CORE S&P500 ETF
Exchange Traded Funds
464287200
627
1381
SH
SOLE
0
0
1381
HOLLY ENERGY PARTNERS L P COM UT LTD PTN
Master Limited Partnership
435763107
629
35521
SH
SOLE
0
0
35521
HCA HEALTHCARE INCORPORATED
Common
40412C101
635
2534
SH
SOLE
0
0
2534
UNITEDHEALTH GROUP INCORPORATED
Common
91324P102
635
1245
SH
SOLE
0
0
1245
TARGET CORPORATION
Common
87612E106
648
3055
SH
SOLE
0
0
3055
PROSPERITY BANCSHARES INCORPORATED
Common
743606105
670
9653
SH
SOLE
0
0
9653
MPLX LP COM UNIT REP LTD
Master Limited Partnership
55336V100
710
21391
SH
SOLE
0
0
21391
PIONEER NAT RES COMPANY
Common
723787107
718
2873
SH
SOLE
0
0
2873
HESS MIDSTREAM LP CLASS A SHS
Common
428103105
759
25299
SH
SOLE
0
0
25299
DOMINOS PIZZA INCORPORATED
Common
25754A201
762
1872
SH
SOLE
0
0
1872
AMGEN INCORPORATED
Common
031162100
773
3197
SH
SOLE
0
0
3197
EXACT SCIENCES CORPORATION
Common
30063P105
773
11050
SH
SOLE
0
0
11050
LILLY ELI & COMPANY
Common
532457108
794
2772
SH
SOLE
0
0
2772
JAZZ PHARMACEUTICALS PLC SHS USD
Ordinary Shares
G50871105
838
5381
SH
SOLE
0
0
5381
BRISTOL-MYERS SQUIBB COMPANY
Common
110122108
885
12121
SH
SOLE
0
0
12121
BOEING COMPANY
Common
097023105
899
4694
SH
SOLE
0
0
4694
INTEL CORPORATION
Common
458140100
903
18220
SH
SOLE
0
0
18220
AT&T INCORPORATED
Common
00206R102
904
38261
SH
SOLE
0
0
38261
ABBOTT LABS
Common
002824100
907
7664
SH
SOLE
0
0
7664
CRESCENT ENERGY COMPANY CLASS A COM
Common
44952J104
912
52594
SH
SOLE
0
0
52594
VERIZON COMMUNICATIONS INCORPORATED
Common
92343V104
921
18082
SH
SOLE
0
0
18082
GENERAL MTRS COMPANY
Common
37045V100
933
21336
SH
SOLE
0
0
21336
TEXAS INSTRS INCORPORATED
Common
882508104
997
5432
SH
SOLE
0
0
5432
OLD DOMINION FREIGHT LINE INCORPORATED
Common
679580100
1008
3375
SH
SOLE
0
0
3375
YUM BRANDS INCORPORATED
Common
988498101
1076
9081
SH
SOLE
0
0
9081
MERCK & COMPANY INCORPORATED
Common
58933Y105
1117
13608
SH
SOLE
0
0
13608
QUALCOMM INCORPORATED
Common
747525103
1122
7341
SH
SOLE
0
0
7341
QUANTA SVCS INCORPORATED
Common
74762E102
1194
9073
SH
SOLE
0
0
9073
CATERPILLAR INCORPORATED
Common
149123101
1205
5408
SH
SOLE
0
0
5408
JAMF HLDG CORPORATION
Common
47074L105
1236
35496
SH
SOLE
0
0
35496
ISHARES TR MSCI USA MMENTM
Exchange Traded Funds
46432F396
1378
8187
SH
SOLE
0
0
8187
UNION PAC CORPORATION
Common
907818108
1383
5061
SH
SOLE
0
0
5061
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR
Master Limited Partnership
90290N109
1569
89122
SH
SOLE
0
0
89122
PFIZER INCORPORATED
Common
717081103
1586
30645
SH
SOLE
0
0
30645
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Master Limited Partnership
559080106
1591
32423
SH
SOLE
0
0
32423
CONOCOPHILLIPS
Common
20825C104
1617
16167
SH
SOLE
0
0
16167
COCA COLA COMPANY
Common
191216100
1664
26835
SH
SOLE
0
0
26835
ENERGY TRANSFER L P COM UT LTD PTN
Master Limited Partnership
29273V100
1774
158510
SH
SOLE
0
0
158510
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
Common
518439104
1789
6570
SH
SOLE
0
0
6570
SHOPIFY INCORPORATED CLASS A
Ordinary Shares
82509L107
1837
2717
SH
SOLE
0
0
2717
CROWDSTRIKE HLDGS INCORPORATED CLASS A
Common
22788C105
1847
8135
SH
SOLE
0
0
8135
JOHNSON & JOHNSON
Common
478160104
1851
10443
SH
SOLE
0
0
10443
KKR & COMPANY INCORPORATED
Common
48251W104
1863
31863
SH
SOLE
0
0
31863
SPDR S&P 600 SMALL CAP ETF
Exchange Traded Funds
78464A813
1877
20071
SH
SOLE
0
0
20071
TENABLE HLDGS INCORPORATED
Common
88025T102
1916
33149
SH
SOLE
0
0
33149
WALMART INCORPORATED
Common
931142103
1980
13297
SH
SOLE
0
0
13297
ISHARES TR MSCI USA QLT FCT
Exchange Traded Funds
46432F339
2014
14958
SH
SOLE
0
0
14958
TWILIO INCORPORATED CLASS A
Common
90138F102
2063
12515
SH
SOLE
0
0
12515
AXCELIS TECHNOLOGIES INCORPORATED COM NEW
Common
054540208
2073
27441
SH
SOLE
0
0
27441
TESLA INCORPORATED
Common
88160R101
2081
1931
SH
SOLE
0
0
1931
NETFLIX INCORPORATED
Common
64110L106
2125
5673
SH
SOLE
0
0
5673
TJX COMPANIES INCORPORATED NEW
Common
872540109
2255
37223
SH
SOLE
0
0
37223
APPLIED MATLS INCORPORATED
Common
038222105
2265
17186
SH
SOLE
0
0
17186
PHILLIPS 66
Common
718546104
2395
27718
SH
SOLE
0
0
27718
ROYAL BK CDA
Ordinary Shares
780087102
2398
21746
SH
SOLE
0
0
21746
ABBVIE INCORPORATED
Common
00287Y109
2476
15274
SH
SOLE
0
0
15274
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
Master Limited Partnership
34960P101
2497
96988
SH
SOLE
0
0
96988
CHEVRON CORPORATION NEW
Common
166764100
2524
15502
SH
SOLE
0
0
15502
DISNEY WALT COMPANY
Common
254687106
2630
19174
SH
SOLE
0
0
19174
BLOCK INCORPORATED CLASS A
Common
852234103
2656
19585
SH
SOLE
0
0
19585
ISHARES TR RUS 1000 ETF
Exchange Traded Funds
464287622
2694
10773
SH
SOLE
0
0
10773
ACADEMY SPORTS & OUTDOORS INCORPORATED
Common
00402L107
2724
69129
SH
SOLE
0
0
69129
COSTCO WHOLESALE CORPORATION NEW
Common
22160K105
2770
4810
SH
SOLE
0
0
4810
NIKE INCORPORATED CLASS B
Common
654106103
2792
20752
SH
SOLE
0
0
20752
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Exchange Traded Funds
922908363
2842
6846
SH
SOLE
0
0
6846
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Common
609207105
2886
45977
SH
SOLE
0
0
45977
SPROUT SOCIAL INCORPORATED COM CLASS A
Common
85209W109
2947
36782
SH
SOLE
0
0
36782
CHIPOTLE MEXICAN GRILL INCORPORATED
Common
169656105
3064
1937
SH
SOLE
0
0
1937
JPMORGAN CHASE & COMPANY
Common
46625H100
3123
22909
SH
SOLE
0
0
22909
SPDR S&P 500 ETF
Exchange Traded Funds
78462F103
3298
7302
SH
SOLE
0
0
7302
STARBUCKS CORPORATION
Common
855244109
3389
37255
SH
SOLE
0
0
37255
ISHARES TR RUS 1000 VAL ETF
Exchange Traded Funds
464287598
3419
20597
SH
SOLE
0
0
20597
MCDONALDS CORPORATION
Common
580135101
3452
13960
SH
SOLE
0
0
13960
MASTERCARD INCORPORATED CLASS A
Common
57636Q104
3618
10125
SH
SOLE
0
0
10125
PEPSICO INCORPORATED
Common
713448108
3742
22358
SH
SOLE
0
0
22358
ENTERPRISE PRODUCTS PARTNERS L P
Master Limited Partnership
293792107
3793
146975
SH
SOLE
0
0
146975
ISHARES TR RUS 1000 GRW ETF
Exchange Traded Funds
464287614
3804
13701
SH
SOLE
0
0
13701
SHERWIN WILLIAMS COMPANY
Common
824348106
4056
16247
SH
SOLE
0
0
16247
ISHARES TR MSCI USA MIN VOL
Exchange Traded Funds
46429B697
4083
52632
SH
SOLE
0
0
52632
CLOUDFLARE INCORPORATED CLASS A COM
Common
18915M107
4281
35761
SH
SOLE
0
0
35761
ALTRIA GROUP INCORPORATED
Common
02209S103
4335
82971
SH
SOLE
0
0
82971
OREILLY AUTOMOTIVE INCORPORATED
Common
67103H107
4787
6989
SH
SOLE
0
0
6989
ISHARES TR RUS MID CAP ETF
Exchange Traded Funds
464287499
5058
64819
SH
SOLE
0
0
64819
INVESCO QQQ
Exchange Traded Funds
46090E103
5059
13956
SH
SOLE
0
0
13956
HOME DEPOT INCORPORATED
Common
437076102
5521
18443
SH
SOLE
0
0
18443
ADVANCED MICRO DEVICES INCORPORATED
Common
007903107
5625
51448
SH
SOLE
0
0
51448
PALO ALTO NETWORKS INCORPORATED
Common
697435105
5787
9296
SH
SOLE
0
0
9296
PAYPAL HLDGS INCORPORATED
Common
70450Y103
5900
51020
SH
SOLE
0
0
51020
META PLATFORMS INCORPORATED CLASS A
Common
30303M102
5940
26712
SH
SOLE
0
0
26712
VISA INCORPORATED COM CLASS A
Common
92826C839
6881
31027
SH
SOLE
0
0
31027
ALPHABET INCORPORATED CAP STK CLASS C
Common
02079K107
7346
2630
SH
SOLE
0
0
2630
PHILIP MORRIS INTERNATIONAL INCORPORATED
Common
718172109
8294
88289
SH
SOLE
0
0
88289
FIRST FINL BANKSHARES INCORPORATED
Common
32020R109
9286
210464
SH
SOLE
0
0
210464
SALESFORCE COM INCORPORATED
Common
79466L302
9577
45106
SH
SOLE
0
0
45106
EXXON MOBIL CORPORATION
Common
30231G102
13577
164389
SH
SOLE
0
0
164389
WILLIAMS COMPANIES INCORPORATED
Common
969457100
13767
412073
SH
SOLE
0
0
412073
MICROSOFT CORPORATION
Common
594918104
15585
50547
SH
SOLE
0
0
50547
NVIDIA CORPORATION
Common
67066G104
16068
58887
SH
SOLE
0
0
58887
ALPHABET INCORPORATED CAP STK CLASS A
Common
02079K305
16310
5864
SH
SOLE
0
0
5864
AMAZON COM INCORPORATED
Common
023135106
16691
5120
SH
SOLE
0
0
5120
APPLE INCORPORATED
Common
037833100
54831
314019
SH
SOLE
0
0
314019