account_balance
Investment manager · 13F filer · SEC CIK 1426853
Crestwood Advisors Group, LLC
Reported value$6.76Bas of Sep 30, 2026
Positions919 84 new, 42 sold out
Top 10 weight33.7%AAPL alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.6%
IVViShares Core S&P 500 ETF
5.7%Added +6%
MSFTMicrosoft Corp
4.1%
NVDANVIDIA Corp
3.5%
GOOGLAlphabet Inc.
3.5%Trimmed −3%
AMZNAmazon.com Inc
2.9%
VSLUApplied Finance Valuation Large Cap ETF
2.1%Trimmed −3%
GOOGAlphabet Inc.
1.8%Added +4%
AGGiShares Core U.S. Aggregate Bond ETF
1.7%Added +4%
AMATApplied Materials Inc
1.7%−6%
VVisa Inc.
1.7%
AVGOBroadcom Inc.
1.5%−8%
AAPLApple Inc.
6.6%
IVViShares Core S&P 500 ETF
5.7%Added +6%
MSFTMicrosoft Corp
4.1%
NVDANVIDIA Corp
3.5%
GOOGLAlphabet Inc.
3.5%−3%
AMZNAmazon.com Inc
2.9%
VSLUApplied Finance Valuation Large Cap ETF
2.1%
GOOGAlphabet Inc.
1.8%
AGG1.7%
AMAT1.7%V1.7%AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.6% Held
IVV iShares Core S&P 500 ETF 5.7% Added +6%
MSFT Microsoft Corp 4.1% HeldNVDA NVIDIA Corp 3.5% HeldGOOGL Alphabet Inc. 3.5% Trimmed −3%AMZN Amazon.com Inc 2.9% HeldVSLU Applied Finance Valuation Large Cap ETF 2.1% Trimmed −3%
GOOG Alphabet Inc. 1.8% Added +4%AGG iShares Core U.S. Aggregate Bond ETF 1.7% Added +4%
AMAT Applied Materials Inc 1.7% Trimmed −6%V Visa Inc. 1.7% HeldAVGO Broadcom Inc. 1.5% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.