account_balance
Investment manager · 13F filer · SEC CIK 1713520
Crescent Grove Advisors, LLC
Reported value$1.18Bas of Sep 30, 2026
Positions322 43 new, 18 sold out
Top 10 weight37.4%ZWS alone is 9%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ZWSZurn Elkay Water Solutions Corp
9.2%
IVViShares S&P 500 ETF
6.2%Trimmed −4%
VOOVanguard 500 Index Fund ETF
5.2%
SPYSPDR S&P 500 ETF Trust
3.1%
IEMGiShares Core MSCI Emerging Markets ETF
2.8%Added +7%
VTIVanguard Total Stock Market ETF
2.8%
QQQInvesco Powershares QQQ ETF
2.3%
AAPLApple Inc.
2.1%
IEFAiShares Core MSCI EAFE ETF
1.9%+9%
CDWCDW Corp
1.9%
IJRiShares Core S&P Small-Cap ETF
1.9%−3%
IJHiShares Core S&P Mid-Cap ETF
1.8%−2%
ZWSZurn Elkay Water Solutions Corp
9.2%
IVViShares S&P 500 ETF
6.2%−4%
VOOVanguard 500 Index Fund ETF
5.2%
SPYSPDR S&P 500 ETF Trust
3.1%
IEMGiShares Core MSCI Emerging Markets ETF
2.8%+7%
VTIVanguard Total Stock Market ETF
2.8%
QQQInvesco Powershares QQQ ETF
2.3%
AAPLApple Inc.
2.1%
IEFA1.9%
CDW1.9%IJR1.9%
IJH1.8%
Boxes 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
ZWS Zurn Elkay Water Solutions Corp 9.2% Held
IVV iShares S&P 500 ETF 6.2% Trimmed −4%
VOO Vanguard 500 Index Fund ETF 5.2% Held
SPY SPDR S&P 500 ETF Trust 3.1% HeldIEMG iShares Core MSCI Emerging Markets ETF 2.8% Added +7%
VTI Vanguard Total Stock Market ETF 2.8% Held
QQQ Invesco Powershares QQQ ETF 2.3% Held
AAPL Apple Inc. 2.1% HeldIEFA iShares Core MSCI EAFE ETF 1.9% Added +9%
CDW CDW Corp 1.9% HeldIJR iShares Core S&P Small-Cap ETF 1.9% Trimmed −3%
IJH iShares Core S&P Mid-Cap ETF 1.8% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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