§ 13F · FUND PROFILE
Crestwood Advisors Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.9B (13F)Positions · 679Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$89M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 1.39M | $353M | 5.9% | +1% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 435K | $284M | 4.8% | +24% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 727K | $209M | 3.5% | ±0% |
| 4 | MSFT | MICROSOFT CORP COM | 535K | $198M | 3.3% | −1% |
| 5 | NVDA | NVIDIA CORPORATION COM | 1.02M | $178M | 3.0% | +21% |
| 6 | AMZN | AMAZON COM INC COM | 826K | $172M | 2.9% | −3% |
| 7 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 2.82M | $118M | 2.0% | +41% |
| 8 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.14M | $113M | 1.9% | +8% |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 345K | $99M | 1.7% | −1% |
| 10 | V | VISA INC COM CL A | 324K | $98M | 1.6% | +2% |
§ 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 $5.9 billion in assets. The fund runs a broad portfolio of 679 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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