13F Insight
DOSSIER · 13F-HR · Q1 2026

Crestwood Advisors Group, LLC

$5.9B in tracked AUM across 869 positions as of Q1 2026.

CA
CIK 0001426853 · last filed Mar 31, 2026
Total AUM
$5.9B
as of Q1 2026
Holdings
869
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Crestwood Advisors Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$353M1.4M5.9%02
IVV
ISHARES CORE S&P 500 ETF
$284M435K4.8%03
GOOGL
ALPHABET INC CAP STK CL A
$209M728K3.5%04
MSFT
MICROSOFT CORP COM
$198M536K3.3%05
NVDA
NVIDIA CORPORATION COM
$178M1.0M3.0%06
AMZN
AMAZON COM INC COM
$173M828K2.9%07
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
$118M2.8M2.0%08
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$113M1.1M1.9%09
GOOG
ALPHABET INC CAP STK CL C
$99M345K1.7%10
V
VISA INC COM CL A
$98M324K1.6%

Filing history

2026Q1Mar 31
$5.9B▼ 1.0%
869 positionsView →2025Q4Dec 31
$6.0B▲ 2.0%
795 positionsView →2025Q3Sep 30
$5.9B▲ 5.4%
679 positionsView →2025Q2Jun 30
$5.6B▲ 6.1%
640 positionsLocked2025Q1Mar 31
$5.3B▼ 1.4%
606 positionsLocked2024Q4Dec 31
$5.3B▲ 1.9%
563 positionsLocked2024Q3Sep 30
$5.2B▲ 8.3%
534 positionsLocked2024Q2Jun 30
$4.8B▲ 5.5%
513 positionsLocked2024Q1Mar 31
$4.6B▲ 6.7%
506 positionsLocked2023Q4Dec 31
$4.3B▲ 12.6%
490 positionsLocked2023Q3Sep 30
$3.8B▲ 19.8%
449 positionsLocked2023Q2Jun 30
$3.2B▲ 6.0%
255 positionsLocked
Showing 12 of 71