Crestwood Advisors Group
$6.7B 13F equity value
900 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Crestwood Advisors Group 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
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 1,369,680 | $396M | 5.9% |
| IVV | ISHARES CORE S&P 500 ETF | 475,264 | $356M | 5.3% |
| GOOGL | ALPHABET INC CAP STK CL A | 702,017 | $251M | 3.7% |
| NVDA | NVIDIA CORPORATION COM | 1,021,922 | $204M | 3.0% |
| MSFT | MICROSOFT CORP COM | 547,463 | $204M | 3.0% |
| AMZN | AMAZON COM INC COM | 783,936 | $187M | 2.8% |
| AMAT | APPLIED MATLS INC COM | 240,264 | $174M | 2.6% |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 2,986,485 | $138M | 2.0% |
| GOOG | ALPHABET INC CAP STK CL C | 351,926 | $124M | 1.8% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1,207,232 | $119M | 1.8% |
Track Crestwood Advisors Group's 13F portfolio: $6.7B in reported holdings, 900 positions. Top holdings and quarterly changes on SentiSense.
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