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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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