Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $303 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Crestmont Private Wealth LLC Portfolio

Follow Crestmont Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestmont Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestmont Private Wealth LLC with notifications on news.