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 $1.04B across 299 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($63.9M, 6.14%), SPY ($62.0M, 5.96%), ZWS ($59.9M, 5.76%), VOO ($49.9M, 4.81%), VTI ($28.1M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 ETF | $63.9M | 6.14% | 97,750 | Trimmed |
| 2 | SPY | SPDR S&P 500 ETF | $62.0M | 5.96% | 94,683 | Added |
| 3 | ZWS | Zurn Elkay Water Solutions | $59.9M | 5.76% | 1.3M | Trimmed |
| 4 | VOO | Vanguard 500 Index Fund ETF | $49.9M | 4.81% | 83,586 | Added |
| 5 | VTI | Vanguard Total Stock Market ETF | $28.1M | 2.71% | 87,717 | Added |
| 6 | IEMG | iShares Core MSCI Emerging Markets ETF | $25.6M | 2.46% | 367,043 | Added |
| 7 | IEF | iShares 7-10 Year Treasury ETF | $24.4M | 2.35% | 255,658 | Added |
| 8 | QQQ | Invesco Powershares QQQ ETF | $21.4M | 2.06% | 37,122 | Added |
| 9 | IJR | iShares Core S&P Small-Cap ETF | $21.2M | 2.04% | 170,449 | Trimmed |
| 10 | CDW | CDW Corporation | $20.8M | 2.00% | 171,968 | Added |
| 11 | IJH | iShares Core S&P Mid-Cap ETF | $20.7M | 1.99% | 305,853 | Trimmed |
| 12 | ICE | Intercontinental | $20.0M | 1.93% | 127,363 | Trimmed |
| 13 | IEFA | iShares Core MSCI EAFE ETF | $18.9M | 1.82% | 208,743 | Added |
| 14 | AAPL | Apple | $18.7M | 1.80% | 73,863 | Added |
| 15 | SGOV | iShares 0-3 Month Treasury ETF | $18.1M | 1.74% | 180,134 | Trimmed |
| 16 | NATL | NCR Atleos | $17.5M | 1.68% | 401,456 | Added |
| 17 | IWF | iShares Russell 1000 Growth ETF | $17.5M | 1.68% | 40,954 | Trimmed |
| 18 | FNF | Fidelity National Financial, Inc. | $17.1M | 1.65% | 369,613 | Added |
| 19 | IUSV | iShares Core S&P US Value ETF | $16.6M | 1.60% | 162,440 | Trimmed |
| 20 | UYLD | Angel Oak Ultrashort Income ETF | $12.5M | 1.20% | 243,870 | Trimmed |
| 21 | XLE | Energy Sector SPDR ETF | $12.4M | 1.19% | 201,864 | Added |
| 22 | VYM | Vanguard High Dividend Yield ETF | $11.9M | 1.15% | 80,547 | Trimmed |
| 23 | FIS | Fidelity National Info Srvcs, Inc. | $11.9M | 1.15% | 253,950 | Added |
| 24 | ITOT | iShares Core S&P Total US Stock Market ETF | $11.5M | 1.11% | 80,823 | Trimmed |
| 25 | CARY | Angel Oak Income ETF | $11.3M | 1.09% | 543,185 | Added |
Source: SEC Form 13F filings · as of 2026-03-31