0001951757-23-000035.txt : 20230120
0001951757-23-000035.hdr.sgml : 20230120
20230119192316
ACCESSION NUMBER: 0001951757-23-000035
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230120
DATE AS OF CHANGE: 20230119
EFFECTIVENESS DATE: 20230120
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: 23538593
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
12-31-2022
12-31-2022
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
01-19-2023
0
153
334044245
false
INFORMATION TABLE
2
McNamara_13F_Q42022.xml
APPLE INC
COM
037833100
1009080
7766
SH
SOLE
0
0
7766
DESTINATION XL GROUP INC
COM
25065K104
78712
11661
SH
SOLE
0
0
11661
EXXON MOBIL CORP
COM
30231G102
450796
4087
SH
SOLE
0
0
4087
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
377228
7528
SH
SOLE
0
0
7528
HINGHAM INSTN SVGS MASS
COM
433323102
213869
775
SH
SOLE
0
0
775
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
812279
54958
SH
SOLE
0
0
54958
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1404418
9052
SH
SOLE
0
0
9052
ISHARES TR
CORE S&P500 ETF
464287200
94597971
246214
SH
SOLE
0
0
246214
ISHARES TR
CORE US AGGBD ET
464287226
262875
2710
SH
SOLE
0
0
2710
ISHARES TR
RUS 1000 VAL ETF
464287598
340303
2244
SH
SOLE
0
0
2244
ISHARES TR
RUS 1000 GRW ETF
464287614
336571
1571
SH
SOLE
0
0
1571
ISHARES TR
RUS 1000 ETF
464287622
1663529
7902
SH
SOLE
0
0
7902
ISHARES TR
RUS 2000 VAL ETF
464287630
264721
1909
SH
SOLE
0
0
1909
ISHARES TR
CORE S&P SCP ETF
464287804
1701627
17980
SH
SOLE
0
0
17980
ISHARES TR
SHRT NAT MUN ETF
464288158
4245249
40714
SH
SOLE
0
0
40714
ISHARES TR
NEW YORK MUN ETF
464288323
874189
16683
SH
SOLE
0
0
16683
ISHARES TR
NATIONAL MUN ETF
464288414
19218780
182134
SH
SOLE
0
0
182134
ISHARES TR
MSCI USA ESG SLC
464288802
379248
4607
SH
SOLE
0
0
4607
ISHARES TR
AGGRES ALLOC ETF
464289859
233563
3909
SH
SOLE
0
0
3909
ISHARES TR
CORE MSCI EAFE
46432F842
486195
7888
SH
SOLE
0
0
7888
ISHARES INC
CORE MSCI EMKT
46434G103
769709
16482
SH
SOLE
0
0
16482
ISHARES TR
0-5YR HI YL CP
46434V407
449626
10996
SH
SOLE
0
0
10996
JOHNSON & JOHNSON
COM
478160104
433670
2455
SH
SOLE
0
0
2455
NOVO-NORDISK A S
ADR
670100205
206664
1527
SH
SOLE
0
0
1527
NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
341213
16673
SH
SOLE
0
0
16673
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
238406
6975
SH
SOLE
0
0
6975
NUSHARES ETF TR
NUVEEN ESG INTL
67092P805
503590
19519
SH
SOLE
0
0
19519
NUSHARES ETF TR
NUVEEN ESG EMRGN
67092P888
669199
26305
SH
SOLE
0
0
26305
PEPSICO INC
COM
713448108
1606897
8895
SH
SOLE
0
0
8895
PIMCO ETF TR
INTER MUN BD ACT
72201R866
417976
8135
SH
SOLE
0
0
8135
PROCTER AND GAMBLE CO
COM
742718109
372989
2461
SH
SOLE
0
0
2461
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
54372405
1649648
SH
SOLE
0
0
1649648
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
369286
9029
SH
SOLE
0
0
9029
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
576789
19612
SH
SOLE
0
0
19612
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
46021246
1550059
SH
SOLE
0
0
1550059
SPDR SER TR
BLOOMBERG EMERGI
78464A391
703378
34211
SH
SOLE
0
0
34211
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
49761091
1980147
SH
SOLE
0
0
1980147
SPDR SER TR
PORTFOLIO S&P500
78464A854
6316617
140432
SH
SOLE
0
0
140432
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
812888
19875
SH
SOLE
0
0
19875
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
21683223
541539
SH
SOLE
0
0
541539
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
9121689
99723
SH
SOLE
0
0
99723
SPDR SER TR
PORTFOLIO S&P600
78468R853
14179262
383534
SH
SOLE
0
0
383534
SPDR SER TR
BLOOMBERG 1 10 Y
78468R861
1157904
62759
SH
SOLE
0
0
62759
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
5952202
39198
SH
SOLE
0
0
39198
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
206418
2742
SH
SOLE
0
0
2742
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
4574150
108986
SH
SOLE
0
0
108986
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1956437
18080
SH
SOLE
0
0
18080
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
968072
16251
SH
SOLE
0
0
16251
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6338439
162607
SH
SOLE
0
0
162607
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3988399
80590
SH
SOLE
0
0
80590
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
570983
4222
SH
SOLE
0
0
4222
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
628401
3496
SH
SOLE
0
0
3496
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
266025
3225
SH
SOLE
0
0
3225
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
534640
2666
SH
SOLE
0
0
2666
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1359804
8563
SH
SOLE
0
0
8563
VANGUARD INDEX FDS
GROWTH ETF
922908736
624412
2930
SH
SOLE
0
0
2930
VANGUARD INDEX FDS
VALUE ETF
922908744
558953
3982
SH
SOLE
0
0
3982
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4513654
24592
SH
SOLE
0
0
24592
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
2875290
80676
SH
SOLE
0
0
80676
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
439739
15462
SH
SOLE
0
0
15462
WISDOMTREE TR
INTL EQUITY FD
97717W703
227521
4837
SH
SOLE
0
0
4837
WISDOMTREE TR
YIELD ENHANCD US
97717X511
335741
7872
SH
SOLE
0
0
7872
YUM BRANDS INC
COM
988498101
218797
1708
SH
SOLE
0
0
1708