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