# EDGAR Filing Document

**Accession Number:** 0001801097
**File Stem:** 0001951757-23-000035
**Filing Date:** 2023-1
**Character Count:** 10102
**Document Hash:** c0332b783b0baa991cec0319241ed7f0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000035.hdr.sgml**: 20230120

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CFM WEALTH PARTNERS LLC<br>**Address:** 3500 JEFFERSON STREET<br>SUITE 315<br>AUSTIN, TX 78731

**Form 13F File Number:** 028-19713

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** LISA S. MAAS<br>**Title:** Chief Compliance Officer<br>**Phone:** (512) 366-3925

**Signature, Place, and Date of Signing:**

LISA S. MAAS  AUSTIN, TX  01-19-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 153

**Form 13F Information Table Value Total:** $334044245

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 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 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 | 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 | 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 |

---