13F Insight
DOSSIER · 13F-HR · Q2 2026

Crestwood Advisors Group, LLC

$6.7B in tracked AUM across 985 positions as of Q2 2026.

CA
CIK 0001426853 · last filed Jun 30, 2026
Total AUM
$6.7B
as of Q2 2026
Holdings
985
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Crestwood Advisors Group, 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
AAPL
APPLE INC COM
$396M1.4M5.9%02
IVV
ISHARES CORE S&P 500 ETF
$356M475K5.3%03
GOOGL
ALPHABET INC CAP STK CL A
$251M702K3.7%04
NVDA
NVIDIA CORPORATION COM
$204M1.0M3.0%05
MSFT
MICROSOFT CORP COM
$204M547K3.0%06
AMZN
AMAZON COM INC COM
$187M784K2.8%07
AMAT
APPLIED MATLS INC COM
$174M240K2.6%08
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
$138M3.0M2.0%09
GOOG
ALPHABET INC CAP STK CL C
$124M352K1.8%10
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$119M1.2M1.8%

Filing history

2026Q2Jun 30
$6.7B▲ 13.4%
985 positionsView →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 positionsLocked
Showing 12 of 72