Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crescent Grove Advisors, LLC (CIK 1713520) reported $1.20B across 297 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ZWS ($118.7M, 9.91%), IVV ($74.2M, 6.19%), VOO ($60.4M, 5.04%), SPY ($52.5M, 4.38%), VTI ($32.5M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZWS | Zurn Elkay Water Solutions | $118.7M | 9.91% | 2.3M | Added |
| 2 | IVV | iShares S&P 500 ETF | $74.2M | 6.19% | 99,058 | Added |
| 3 | VOO | Vanguard 500 Index Fund ETF | $60.4M | 5.04% | 87,946 | Added |
| 4 | SPY | SPDR S&P 500 ETF | $52.5M | 4.38% | 74,722 | Trimmed |
| 5 | VTI | Vanguard Total Stock Market ETF | $32.5M | 2.71% | 87,864 | Added |
| 6 | IEMG | iShares Core MSCI Emerging Markets ETF | $31.7M | 2.64% | 382,246 | Added |
| 7 | QQQ | Invesco Powershares QQQ ETF | $26.7M | 2.23% | 36,276 | Trimmed |
| 8 | IJR | iShares Core S&P Small-Cap ETF | $24.9M | 2.08% | 168,109 | Trimmed |
| 9 | CDW | 2024 PSU (Target) | $24.8M | 2.07% | 176,298 | Added |
| 10 | IJH | iShares Core S&P Mid-Cap ETF | $23.9M | 1.99% | 309,593 | Added |
| 11 | MAN | Manpowergroup Inc | $23.1M | 1.93% | 684,963 | Added |
| 12 | AAPL | Apple | $21.3M | 1.78% | 73,594 | Trimmed |
| 13 | IEFA | iShares Core MSCI EAFE ETF | $20.7M | 1.73% | 214,655 | Added |
| 14 | IWF | iShares Russell 1000 Growth ETF | $20.2M | 1.68% | 162,305 | Added |
| 15 | IUSV | iShares Core S&P US Value ETF | $18.1M | 1.51% | 164,622 | Added |
| 16 | IEF | iShares 7-10 Year Treasury ETF | $18.0M | 1.51% | 190,711 | Trimmed |
| 17 | FNF | Fidelity National Financial, Inc. | $17.4M | 1.46% | 370,001 | Added |
| 18 | ICE | Intercontinental Exchange | $15.7M | 1.31% | 127,363 | Hold |
| 19 | NATL | NCR Atleos | $14.7M | 1.23% | 338,916 | Trimmed |
| 20 | SGOV | iShares 0-3 Month Treasury ETF | $14.1M | 1.17% | 139,719 | Trimmed |
| 21 | ITOT | iShares Core S&P Total US Stock Market ETF | $13.2M | 1.10% | 80,078 | Trimmed |
| 22 | VYM | Vanguard High Dividend Yield ETF | $12.9M | 1.08% | 81,898 | Added |
| 23 | UYLD | Angel Oak Ultrashort Income ETF | $12.0M | 1.00% | 233,432 | Trimmed |
| 24 | CARY | Angel Oak Income ETF | $11.7M | 0.98% | 561,797 | Added |
| 25 | ASCE | Allspring Smid Core ETF | $11.8M | 0.98% | 335,588 | Added |
Source: SEC Form 13F filings · as of 2026-06-30