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Crescent Grove Advisors, LLC - Portfolio Stock Holdings

Crescent Grove Advisors, LLC disclosed 338 stock positions in a recent SEC 13F filing. $1,165,121,132 of stock holdings were filed, with the largest holdings including ZWS, IVV, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $5,504,086,413 and has 34 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

338

Est. Stock Holding Value:

$1,165,121,132

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Crescent Grove Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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