§ 13F · FUND PROFILE
Crestmont Private Wealth LLC.
AUM · $303M (13F)Positions · 95Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 91K | $68M | 19.2% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 92K | $63M | 17.7% | −14% |
| 3 | PYLD | PIMCO ETF TR | 1.34M | $35M | 9.9% | +12% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 345K | $25M | 6.9% | +32% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 307K | $21M | 6.0% | +58% |
| 6 | BOND | PIMCO ETF TR | 223K | $21M | 5.8% | +16% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 302K | $18M | 5.1% | +2% |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 279K | $14M | 4.0% | +10% |
| 9 | MUNI | PIMCO ETF TR | 212K | $11M | 3.1% | +6% |
| 10 | DFAR | DIMENSIONAL ETF TRUST | 391K | $10M | 2.9% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTMONT SIGNAL
AC read
Crestmont Private Wealth LLC is a Other fund managing $303 million in assets. The fund runs a portfolio of 95 positions.
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