§ 13F · FUND PROFILE
Crestmont Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 95Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$307.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 94K | $64.5T | 21.0% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 99K | $61.8T | 20.1% | NEW |
| 3 | PYLD | PIMCO ETF TR | 1.14M | $30.4T | 9.9% | NEW |
| 4 | BOND | PIMCO ETF TR | 184K | $17.1T | 5.6% | NEW |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 252K | $15.7T | 5.1% | NEW |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 289K | $15.5T | 5.0% | NEW |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 241K | $12.2T | 4.0% | NEW |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 190K | $11.3T | 3.7% | NEW |
| 9 | MUNI | PIMCO ETF TR | 193K | $10.1T | 3.3% | NEW |
| 10 | DFAR | DIMENSIONAL ETF TRUST | 330K | $7.6T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTMONT SIGNAL
AC read
Crestmont Private Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed