Crescent Grove Advisors, LLC

DOSSIER · 13F-HR · Q4 2025

Crescent Grove Advisors, LLC

$1.1B in tracked AUM across 297 positions as of Q4 2025.

CG

CIK 0001713520 · last filed Dec 31, 2025

Total AUM

$1.1B

as of Q4 2025

Holdings

297

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

Crescent Grove Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

ZWS

Zurn Elkay Water Solutions

$108M2.3M10.0%02

IVV

iShares S&P 500 ETF

$69M101K6.4%03

VOO

Vanguard 500 Index Fund ETF

$52M84K4.9%04

SPY

SPDR S&P 500 ETF

$36M53K3.4%05

VTI

Vanguard Total Stock Market ETF

$29M88K2.7%06

78462F954

SPDR S&P 500 ETF

$26M44K2.4%07

ICE

Intercontinental

$25M153K2.3%08

IEMG

iShares Core MSCI Emerging Markets ETF