Crescent Grove Advisors

$1.2B 13F equity value
324 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Crescent Grove Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
ZWSZurn Elkay Water Solutions2,349,563$119M10.1%
IVViShares S&P 500 ETF99,058$74M6.3%
VOOVanguard 500 Index Fund ETF87,946$60M5.1%
SPYSPDR S&P 500 ETF48,022$36M3.0%
VTIVanguard Total Stock Market ETF87,864$33M2.8%
IEMGiShares Core MSCI Emerging Markets ETF382,246$32M2.7%
QQQInvesco Powershares QQQ ETF36,276$27M2.3%
IJRiShares Core S&P Small-Cap ETF168,109$25M2.1%
CDW2024 PSU (Target)176,298$25M2.1%
IJHiShares Core S&P Mid-Cap ETF309,593$24M2.0%

Track Crescent Grove Advisors's 13F portfolio: $1.2B in reported holdings, 324 positions. Top holdings and quarterly changes on SentiSense.

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