§ 13F · FUND PROFILE
Crestwood Advisors Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5582.1T (13F)Positions · 640Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$112.9T 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 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 1.38M | $375.0T | 6.2% | −2% |
| 2 | MSFT | MICROSOFT CORP COM | 538K | $260.3T | 4.3% | −3% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | 350K | $240.0T | 4.0% | +52% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 723K | $226.4T | 3.8% | −8% |
| 5 | AMZN | AMAZON COM INC COM | 852K | $196.7T | 3.3% | −11% |
| 6 | NVDA | NVIDIA CORPORATION COM | 844K | $157.4T | 2.6% | — |
| 7 | V | VISA INC COM CL A | 319K | $111.8T | 1.9% | −5% |
| 8 | GOOG | ALPHABET INC CAP STK CL C | 350K | $109.8T | 1.8% | −1% |
| 9 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.06M | $105.6T | 1.8% | +4% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 204K | $102.8T | 1.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTWOOD SIGNAL
AC read
Crestwood Advisors Group, LLC is a Other fund managing $5582063.4 trillion in assets. The fund runs a broad portfolio of 640 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed