Crescent Grove Advisors, LLC - Portfolio Stock Holdings
Crescent Grove Advisors, LLC disclosed 321 stock positions in a recent SEC 13F filing. $1,179,010,384 of stock holdings were filed, with the largest holdings including ZWS, IVV, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
321Est. Stock Holding Value:
$1,179,010,384Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Crescent Grove Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Crescent Grove Advisors, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...