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 $5.94B across 761 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($353.5M, 5.95%), IVV ($284.4M, 4.78%), GOOGL ($209.3M, 3.52%), MSFT ($198.4M, 3.34%), NVDA ($178.4M, 3.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $353.5M | 5.95% | 1.4M | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $284.4M | 4.78% | 435,333 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $209.3M | 3.52% | 728,002 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $198.4M | 3.34% | 535,920 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION COM | $178.4M | 3.00% | 1.0M | Added |
| 6 | AMZN | AMAZON COM INC COM | $172.5M | 2.90% | 828,403 | Trimmed |
| 7 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $118.1M | 1.99% | 2.8M | Added |
| 8 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $113.1M | 1.90% | 1.1M | Added |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $99.1M | 1.67% | 345,436 | Trimmed |
| 10 | V | VISA INC COM CL A | $98.0M | 1.65% | 324,344 | Added |
| 11 | AMAT | APPLIED MATLS INC COM | $97.4M | 1.64% | 284,991 | Trimmed |
| 12 | AVGO | BROADCOM INC COM | $96.3M | 1.62% | 311,286 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $94.0M | 1.58% | 196,174 | Trimmed |
| 14 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $83.4M | 1.40% | 1.7M | Added |
| 15 | GOVT | ISHARES U.S. TREASURY BOND ETF | $79.2M | 1.33% | 3.5M | Added |
| 16 | JPM | JPMORGAN CHASE & CO COM | $78.5M | 1.32% | 266,925 | Added |
| 17 | META | META PLATFORMS INC CL A | $77.6M | 1.31% | 135,675 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | $73.8M | 1.24% | 74,073 | Added |
| 19 | BKNG | BOOKING HOLDINGS INC COM | $72.6M | 1.22% | 17,244 | Trimmed |
| 20 | TJX | TJX COS INC NEW COM | $71.5M | 1.20% | 447,690 | Trimmed |
| 21 | HLT | HILTON WORLDWIDE HLDGS INC COM | $69.1M | 1.16% | 227,207 | Trimmed |
| 22 | JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $67.0M | 1.13% | 1.0M | Added |
| 23 | QLTY | GMO US QUALITY ETF | $64.0M | 1.08% | 1.8M | Added |
| 24 | JNJ | JOHNSON & JOHNSON COM | $62.5M | 1.05% | 255,496 | Added |
| 25 | KLAC | KLA CORP COM NEW | $60.1M | 1.01% | 40,834 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31