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.
Crestwood Advisors Group, LLC (CIK 1426853) reported $6.74B across 874 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($396.3M, 5.88%), IVV ($355.9M, 5.28%), GOOGL ($250.9M, 3.72%), NVDA ($204.5M, 3.03%), MSFT ($204.2M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $396.3M | 5.88% | 1.4M | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $355.9M | 5.28% | 475,264 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $250.9M | 3.72% | 702,017 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION COM | $204.5M | 3.03% | 1.0M | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $204.2M | 3.03% | 547,463 | Added |
| 6 | AMZN | AMAZON COM INC COM | $186.8M | 2.77% | 783,936 | Trimmed |
| 7 | AMAT | APPLIED MATLS INC COM | $173.7M | 2.58% | 240,264 | Trimmed |
| 8 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $138.1M | 2.05% | 3.0M | Added |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $124.3M | 1.84% | 351,926 | Added |
| 10 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $119.5M | 1.77% | 1.2M | Added |
| 11 | AVGO | BROADCOM INC COM | $118.8M | 1.76% | 314,413 | Added |
| 12 | LRCX | LAM RESEARCH CORP COM NEW | $116.0M | 1.72% | 267,669 | Trimmed |
| 13 | V | VISA INC COM CL A | $109.6M | 1.63% | 319,578 | Trimmed |
| 14 | KLAC | KLA CORP COM NEW | $109.8M | 1.63% | 364,068 | Added |
| 15 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $100.5M | 1.49% | 1.7M | Added |
| 16 | JPM | JPMORGAN CHASE & CO COM | $90.0M | 1.33% | 274,922 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $85.2M | 1.26% | 170,178 | Trimmed |
| 18 | QLTY | GMO US QUALITY ETF | $82.1M | 1.22% | 2.0M | Added |
| 19 | GOVT | ISHARES U.S. TREASURY BOND ETF | $80.3M | 1.19% | 3.5M | Added |
| 20 | JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $79.9M | 1.18% | 1.0M | Added |
| 21 | APH | AMPHENOL CORP CL A | $73.3M | 1.09% | 415,991 | Trimmed |
| 22 | PWR | QUANTA SVCS INC COM | $71.7M | 1.06% | 99,628 | Trimmed |
| 23 | HLT | HILTON WORLDWIDE HLDGS INC COM | $70.3M | 1.04% | 212,748 | Trimmed |
| 24 | META | META PLATFORMS INC CL A | $69.8M | 1.04% | 123,970 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON COM | $68.2M | 1.01% | 268,723 | Added |
Source: SEC Form 13F filings · as of 2026-06-30