Crestmont Private Wealth LLC Portfolio Holdings

Crestmont Private Wealth LLC

  • $277 Billion
  • Q2 2025

Crestmont Private Wealth LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.6B, Vanguard Index Fds S&P 500 ETF with a value of $53.7B, Pimco ETF Tr with a value of $28.9B, Pimco Active Bond Exchange Tra with a value of $16.6B, and Vanguard Ftse Emerging Mkts Et with a value of $14.3B.

Examining the 13F form we can see an increase of $45.6B in the current position value, from $231B to 277B.

Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $219 Billion
Financial Services: $7.47 Billion
Industrials: $5.98 Billion
Technology: $4.96 Billion
Consumer Cyclical: $3.09 Billion
Energy: $1.91 Billion
Healthcare: $1.81 Billion
Communication Services: $1.7 Billion
Other: $1.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.6 Billion 22.28% of portfolio
99,253
Q2 2025 Reduced 1.87%
$0
$53.7 Billion 19.42% of portfolio
94,561
Q2 2025 Added 2.28%
Pimco ETF Tr
-
$28.9 Billion 10.45% of portfolio
-
Q2 2025 Added 0.88%
$0
$16.6 Billion 6.0% of portfolio
180,153
Q2 2025 New
$0
$14.3 Billion 5.16% of portfolio
288,458
Q2 2025 Added 0.16%
$0
$14 Billion 5.08% of portfolio
246,364
Q2 2025 Added 0.38%
$0
$11.6 Billion 4.2% of portfolio
229,162
Q2 2025 Added 1.42%
$0
$10.1 Billion 3.64% of portfolio
186,623
Q2 2025 Reduced 0.15%
$0
$9.3 Billion 3.36% of portfolio
180,996
Q2 2025 New
$0
$7.73 Billion 2.79% of portfolio
329,294
Q2 2025 Reduced 2.53%
$0
$6.96 Billion 2.52% of portfolio
112,254
Q2 2025 Reduced 1.18%
$0
$4.59 Billion 1.66% of portfolio
42,015
Q2 2025 Reduced 2.14%
$0
$1.86 Billion 0.67% of portfolio
73,942
Q2 2025 Added 2.32%
$0
$1.85 Billion 0.67% of portfolio
79,081
Q2 2025 Added 2.05%
$0
$1.54 Billion 0.56% of portfolio
4,522
Q2 2025 New
$551B
$992 Million 0.36% of portfolio
2,793
Q2 2025 Added 7.05%
$182B
$887 Million 0.32% of portfolio
1,682
Q2 2025 Added 2.19%
$27.9B
$886 Million 0.32% of portfolio
3,069
Q2 2025 Added 7.8%
$0
$888 Million 0.32% of portfolio
13,135
Q2 2025 Reduced 2.55%
$47.2B
$869 Million 0.31% of portfolio
9,720
Q2 2025 Added 5.86%
$102B
$823 Million 0.3% of portfolio
4,487
Q2 2025 Added 6.6%
$5.28B
$771 Million 0.28% of portfolio
9,696
Q2 2025 Added 1.99%
$26.1B
$775 Million 0.28% of portfolio
388
Q2 2025 Added 10.54%
$621B
$778 Million 0.28% of portfolio
1,602
Q2 2025 Added 9.35%
$80B
$773 Million 0.28% of portfolio
3,126
Q2 2025 Added 6.8%
$3.69T
$745 Million 0.27% of portfolio
3,633
Q2 2025 Added 8.42%
$15.6B
$741 Million 0.27% of portfolio
4,127
Q2 2025 Added 10.38%
$405B
$694 Million 0.25% of portfolio
1,893
Q2 2025 Added 7.13%
$456B
$691 Million 0.25% of portfolio
4,377
Q2 2025 Reduced 37.09%
$40.8B
$699 Million 0.25% of portfolio
2,245
Q2 2025 Added 10.16%
$94.5B
$699 Million 0.25% of portfolio
1,394
Q2 2025 Added 8.48%
$75.9B
$661 Million 0.24% of portfolio
178
Q2 2025 Added 9.88%
$548B
$657 Million 0.24% of portfolio
1,169
Q2 2025 Added 4.47%
$785M
$641 Million 0.23% of portfolio
89,972
Q2 2024 Added 94.74%
$55.1B
$625 Million 0.23% of portfolio
1,102
Q2 2025 Added 14.08%
$127B
$632 Million 0.23% of portfolio
2,292
Q2 2025 Added 1.73%
-
$608 Million 0.22% of portfolio
-
Q2 2025 Reduced 15.55%
$302B
$621 Million 0.22% of portfolio
4,334
Q3 2024 Reduced 19.81%
$53.1B
$583 Million 0.21% of portfolio
1,882
Q2 2025 Added 2.34%
$44B
$521 Million 0.19% of portfolio
903
Q2 2025 Added 12.03%
$25.6B
$524 Million 0.19% of portfolio
71
Q2 2025 Added 10.94%
$173B
$530 Million 0.19% of portfolio
3,328
Q2 2025 Added 4.52%
Lam Research Corp
-
$491 Million 0.18% of portfolio
-
Q2 2025 Added 6.28%
$120B
$499 Million 0.18% of portfolio
5,564
Q2 2025 Added 0.02%
$54.3B
$487 Million 0.18% of portfolio
908
Q2 2025 Added 5.46%
$0
$485 Million 0.18% of portfolio
19,837
Q2 2025 Added 7.02%
$157B
$461 Million 0.17% of portfolio
1,191
Q2 2025 Added 3.93%
$0
$435 Million 0.16% of portfolio
8,347
Q2 2025 Reduced 2.56%
$106B
$438 Million 0.16% of portfolio
1,438
Q2 2025 Reduced 2.51%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $277 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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