Crestmont Private Wealth LLC: 13F holdings
CIK 18733722026Q2
| Positions | 105 |
|---|
| Reported value | $356.5m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 105 (+0 vs prior quarter) |
|---|
| Reported value | $356.5m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 91,163 | $68.3m | 19.2% |
| VOO VANGUARD INDEX FDS | 92,063 | $63.2m | 17.7% |
| PYLD PIMCO ETF TR | 1,336,497 | $35.4m | 9.9% |
| VEA VANGUARD TAX-MANAGED FDS | 345,012 | $24.6m | 6.9% |
| DIMENSIONAL ETF TRUST | 306,999 | $21.5m | 6.0% |
| BOND PIMCO ETF TR | 222,787 | $20.5m | 5.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 302,361 | $18.0m | 5.1% |
| JPST J P MORGAN EXCHANGE TRADED F | 278,757 | $14.1m | 4.0% |
| MUNI PIMCO ETF TR | 212,399 | $11.2m | 3.1% |
| DIMENSIONAL ETF TRUST | 390,810 | $10.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1873372")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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