DOSSIER · 13F-HR · Q2 2026
Crestmont Private Wealth LLC
$356M in tracked AUM across 105 positions as of Q2 2026.
CP
CIK 0001873372 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Crestmont Private Wealth LLC manages a concentrated portfolio with a total value of $109.31 million as of September 30, 2025, representing a growth of 8.4% from the previous quarter's $100.87 million. The portfolio consists of 43 holdings, displaying a clear barbell strategy that heavily favors fixed income and ETFs while maintaining a selection of high-conviction individual equities.
The portfolio is heavily skewed toward its top positions, with the top three holdings ac...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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