0001873372-23-000002.txt : 20230406
0001873372-23-000002.hdr.sgml : 20230406
20230406095323
ACCESSION NUMBER: 0001873372-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
EFFECTIVENESS DATE: 20230406
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: 23804707
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
X0202
13F-HR
LIVE
false
false
false
0001873372
XXXXXXXX
03-31-2023
03-31-2023
Crestmont Private Wealth LLC
ONE RIVERWAY
SUITE 470
HOUSTON
TX
77056
13F HOLDINGS REPORT
028-21436
N
Hannah Perry
Chief Compliance Officer
832-280-5288
Hannah Perry
Houston
TX
04-06-2023
0
49
152987923
false
INFORMATION TABLE
2
CPW13f03312023.xml
3M CO
COM
88579Y101
247639
2356
SH
SOLE
0
0
0
2356
ALPHABET INC
CAP STK CL A
02079K305
393240
3791
SH
SOLE
0
0
0
3791
ATLAS TECHNICAL CONSULTANTS
COM CLS A
049430101
134090
11000
SH
SOLE
0
0
0
11000
AUTOZONE INC
COM
053332102
304811
124
SH
SOLE
0
0
0
124
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
396152
1283
SH
SOLE
0
0
0
1283
BROOKFIELD CORP
CL A LTD VT SH
11271J107
302370
9278
SH
SOLE
0
0
0
9278
CHEVRON CORP NEW
COM
166764100
707138
4334
SH
SOLE
0
0
0
4334
CONOCOPHILLIPS
COM
20825C104
366998
3699
SH
SOLE
0
0
0
3699
COTERRA ENERGY INC
COM
127097103
253010
10310
SH
SOLE
0
0
0
10310
DEVON ENERGY CORP NEW
COM
25179M103
206294
4076
SH
SOLE
0
0
0
4076
EOG RES INC
COM
26875P101
273113
2383
SH
SOLE
0
0
0
2383
HOME DEPOT INC
COM
437076102
285405
967
SH
SOLE
0
0
0
967
ILLINOIS TOOL WKS INC
COM
452308109
353976
1454
SH
SOLE
0
0
0
1454
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
311514
2987
SH
SOLE
0
0
0
2987
ISHARES TR
CORE US AGGBD ET
464287226
14559198
146118
SH
SOLE
0
0
0
146118
ISHARES TR
CORE S&P MCP ETF
464287507
9459684
37815
SH
SOLE
0
0
0
37815
ISHARES TR
CORE S&P SCP ETF
464287804
9319594
96376
SH
SOLE
0
0
0
96376
ISHARES TR
CORE S&P500 ETF
464287200
39572013
96264
SH
SOLE
0
0
0
96264
ISHARES TR
US TREAS BD ETF
46429B267
3434106
146882
SH
SOLE
0
0
0
146882
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
6906616
137254
SH
SOLE
0
0
0
137254
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
710253
13008
SH
SOLE
0
0
0
13008
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
591987
13129
SH
SOLE
0
0
0
13129
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
395750
1725
SH
SOLE
0
0
0
1725
MARATHON OIL CORP
COM
565849106
339425
14166
SH
SOLE
0
0
0
14166
MARKEL CORP
COM
570535104
364062
285
SH
SOLE
0
0
0
285
MASTERCARD INCORPORATED
CL A
57636Q104
309629
852
SH
SOLE
0
0
0
852
MOODYS CORP
COM
615369105
310610
1015
SH
SOLE
0
0
0
1015
MSCI INC
COM
55354G100
269771
482
SH
SOLE
0
0
0
482
MURPHY OIL CORP
COM
626717102
324788
8783
SH
SOLE
0
0
0
8783
NASDAQ INC
COM
631103108
305605
5590
SH
SOLE
0
0
0
5590
NEWMONT CORP
COM
651639106
320243
6533
SH
SOLE
0
0
0
6533
NVIDIA CORPORATION
COM
67066G104
232729
838
SH
SOLE
0
0
0
838
NVR INC
COM
62944T105
312043
56
SH
SOLE
0
0
0
56
QUEST DIAGNOSTICS INC
COM
74834L100
404645
2860
SH
SOLE
0
0
0
2860
ROPER TECHNOLOGIES INC
COM
776696106
317737
721
SH
SOLE
0
0
0
721
S&P GLOBAL INC
COM
78409V104
406139
1178
SH
SOLE
0
0
0
1178
SPDR GOLD TR
GOLD SHS
78463V107
279227
1524
SH
SOLE
0
0
0
1524
SPDR SER TR
S&P OILGAS EXP
78468R556
252274
1977
SH
SOLE
0
0
0
1977
STELLAR BANCORP INC
COM
858927106
4205905
170902
SH
SOLE
0
0
0
170902
STERICYCLE INC
COM
858912108
292885
6716
SH
SOLE
0
0
0
6716
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
285748
8833
SH
SOLE
0
0
0
8833
VANECK ETF TRUST
JUNIOR GOLD MINE
92189F791
516502
13076
SH
SOLE
0
0
0
13076
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
30556713
81253
SH
SOLE
0
0
0
81253
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
11202718
277295
SH
SOLE
0
0
0
277295
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
10487706
232183
SH
SOLE
0
0
0
232183
VERISIGN INC
COM
92343E102
204779
969
SH
SOLE
0
0
0
969
VERISK ANALYTICS INC
COM
92345Y106
307743
1604
SH
SOLE
0
0
0
1604
VISA INC
COM CL A
92826C839
409000
1814
SH
SOLE
0
0
0
1814
WD 40 CO
COM
929236107
284346
1597
SH
SOLE
0
0
0
1597