Crescent Grove Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Crescent Grove Advisors, LLC

$1.2B in tracked AUM across 300 positions as of Q2 2026.

CG

CIK 0001713520 · last filed Jun 30, 2026

Total AUM

$1.2B

as of Q2 2026

Holdings

300

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Crescent Grove Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

ZWS

Zurn Elkay Water Solutions

$119M2.3M9.9%02

IVV

iShares S&P 500 ETF

$74M99K6.2%03

VOO

Vanguard 500 Index Fund ETF

$60M88K5.0%04

SPY

SPDR S&P 500 ETF

$52M75K4.4%05

VTI

Vanguard Total Stock Market ETF

$33M88K2.7%06

IEMG

iShares Core MSCI Emerging Markets ETF

$32M382K2.6%07

QQQ

Invesco Powershares QQQ ETF

$27M36K2.2%08

IJR

iShares Core S&P Small-Cap ETF

$25M168K2.1%09

CDW

CDW Corporation (Computershare - Pre-IPO Shares)