13F Insight
DOSSIER · 13F-HR · Q3 2026

Crescent Grove Advisors, LLC

$1.2B in tracked AUM across 324 positions as of Q3 2026.

CG
CIK 0001713520 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
324
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Crescent Grove Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ZWS
Zurn Elkay Water Solutions
$109M2.3M9.2%02
IVV
iShares S&P 500 ETF
$73M95K6.2%03
VOO
Vanguard 500 Index Fund ETF
$62M88K5.2%04
SPY
SPDR S&P 500 ETF
$36M48K3.1%05
IEMG
iShares Core MSCI Emerging Markets ETF
$33M408K2.8%06
VTI
Vanguard Total Stock Market ETF
$33M87K2.8%07
QQQ
Invesco Powershares QQQ ETF
$27M37K2.3%08
AAPL
Apple
$25M74K2.1%09
IEFA
iShares Core MSCI EAFE ETF
$23M233K1.9%10
CDW
CDW Corporation
$23M176K1.9%

Filing history

2026Q3Sep 30
$1.2B▼ 1.1%
324 positionsView →2026Q2Jun 30
$1.2B▲ 11.2%
300 positionsView →2025Q4Dec 31
$1.1B▲ 2.2%
297 positionsView →2025Q3Sep 30
$1.1B▲ 2.1%
295 positionsLocked2025Q2Jun 30
$1.0B▲ 7.5%
289 positionsLocked2025Q1Mar 31
$960M▼ 4.9%
264 positionsLocked2024Q4Dec 31
$1.0B▲ 2.9%
278 positionsLocked2024Q3Sep 30
$980M▲ 7.4%
278 positionsLocked2024Q2Jun 30
$913M▼ 4.8%
277 positionsLocked2024Q1Mar 31
$959M▲ 6.9%
301 positionsLocked2023Q4Dec 31
$897M▲ 11.7%
285 positionsLocked2023Q3Sep 30
$803M▼ 13.8%
272 positionsLocked
Showing 12 of 35