Crestwood Advisors Group, LLC: 13F holdings
CIK 14268532026Q2
| Positions | 877 |
|---|
| Reported value | $6.7bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 877 (+112 vs prior quarter) |
|---|
| Reported value | $6.7bn (+13.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 1,369,680 | $396.3m | 5.9% |
| IVV ISHARES CORE S&P 500 ETF | 475,264 | $355.9m | 5.3% |
| GOOGL ALPHABET INC CAP STK CL A | 702,017 | $250.9m | 3.7% |
| NVDA NVIDIA CORPORATION COM | 1,021,922 | $204.5m | 3.0% |
| MSFT MICROSOFT CORP COM | 547,463 | $204.2m | 3.0% |
| AMZN AMAZON COM INC COM | 783,936 | $186.8m | 2.8% |
| AMAT APPLIED MATLS INC COM | 240,264 | $173.7m | 2.6% |
| TRY=X APPLIED FINANCE VALUATION LARGE CAP ETF | 2,986,485 | $138.1m | 2.0% |
| GOOG ALPHABET INC CAP STK CL C | 351,926 | $124.3m | 1.8% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 1,207,232 | $119.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426853")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples