account_balance
Investment manager · 13F filer · SEC CIK 1873372
Crestmont Private Wealth LLC
Reported value$356Mas of Sep 30, 2026
Positions92 2 new, 15 sold out
Top 10 weight81.9%IVV alone is 20%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.6%
VOOVanguard Index FDS
19.1%Added +5%
PYLDPimco ETF Tr
9.7%
VEAVanguard Tax-Managed FDS
7.1%Added +4%
DFATDimensional ETF Trust
5.9%Added +3%
BONDPimco ETF Tr
5.6%Added +2%
VWOVanguard Intl Equity Index F
5.2%Added +3%
JPSTJ P Morgan Exchange Traded F
4.0%
MUNIPimco ETF Tr
3.0%
DFARDfa Invt Dimensions Group In
2.8%
IJHiShares Tr
2.5%
IVViShares Tr
19.6%
VOOVanguard Index FDS
19.1%Added +5%
PYLDPimco ETF Tr
9.7%
VEAVanguard Tax-Managed FDS
7.1%+4%
DFATDimensional ETF Trust
5.9%
BONDPimco ETF Tr
5.6%
VWOVanguard Intl Equity Index F
5.2%
JPST4.0%
MUNI
DFAR
IJH2.5%
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
IVV iShares Tr 19.6% Held
VOO Vanguard Index FDS 19.1% Added +5%
PYLD Pimco ETF Tr 9.7% Held
VEA Vanguard Tax-Managed FDS 7.1% Added +4%
DFAT Dimensional ETF Trust 5.9% Added +3%
BOND Pimco ETF Tr 5.6% Added +2%
VWO Vanguard Intl Equity Index F 5.2% Added +3%
JPST J P Morgan Exchange Traded F 4.0% Held
MUNI Pimco ETF Tr 3.0% Added +2%
DFAR Dfa Invt Dimensions Group In 2.8% Added +4%
IJH iShares Tr 2.5% Held
TH Target Hospitality Corp. 0.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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