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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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