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.
Crestmont Private Wealth LLC (CIK 1873372) reported $317.3M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($63.9M, 20.15%), IVV ($60.4M, 19.03%), PYLD ($31.2M, 9.84%), BOND ($17.7M, 5.59%), VEA ($16.7M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $63.9M | 20.15% | 106,989 | Added |
| 2 | IVV | ISHARES TR | $60.4M | 19.03% | 92,445 | Trimmed |
| 3 | PYLD | PIMCO ETF TR | $31.2M | 9.84% | 1.2M | Added |
| 4 | BOND | PIMCO ETF TR | $17.7M | 5.59% | 192,337 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $16.7M | 5.28% | 261,299 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $16.0M | 5.03% | 295,395 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $12.8M | 4.05% | 253,615 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $12.2M | 3.83% | 194,754 | Added |
| 9 | MUNI | PIMCO ETF TR | $10.5M | 3.30% | 200,394 | Added |
| 10 | DFAR | DIMENSIONAL ETF TRUST | $8.0M | 2.53% | 339,149 | Added |
| 11 | IJH | ISHARES TR | $7.8M | 2.46% | 115,613 | Added |
| 12 | IJR | ISHARES TR | $5.5M | 1.73% | 44,219 | Added |
| 13 | IBDR | ISHARES TR | $2.2M | 0.68% | 88,707 | New |
| 14 | IBTG | ISHARES TR | $2.2M | 0.68% | 93,894 | New |
| 15 | IWB | ISHARES TR | $1.7M | 0.53% | 4,742 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $1.5M | 0.48% | 5,333 | Added |
| 17 | TH | TARGET HOSPITALITY CORP | $1.4M | 0.43% | 146,566 | Added |
| 18 | LRCX | LAM RESEARCH CORP | $1.1M | 0.36% | 5,324 | Added |
| 19 | MLI | MUELLER INDS INC | $1.1M | 0.34% | 9,696 | Added |
| 20 | CVX | CHEVRON CORPORATION | $1.1M | 0.34% | 5,160 | Hold |
| 21 | ITW | ILLINOIS TOOL WKS INC | $1.1M | 0.34% | 4,125 | Added |
| 22 | AAPL | APPLE INC | $1.0M | 0.32% | 4,063 | Added |
| 23 | VLO | VALERO ENERGY CORP | $972,507 | 0.31% | 3,936 | Trimmed |
| 24 | V | VISA INC | $963,285 | 0.30% | 3,187 | Added |
| 25 | NDAQ | NASDAQ INC | $941,345 | 0.30% | 11,089 | Added |
Source: SEC Form 13F filings · as of 2026-03-31