Crestwood Advisors Group, LLC - Portfolio Stock Holdings
Crestwood Advisors Group, LLC disclosed 794 stock positions in a recent SEC 13F filing. $5,795,402,539 of stock holdings were filed, with the largest holdings including AAPL, IVV, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.We estimate the fund has a total AUM of $8,021,455,218 and has 64 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
794Est. Stock Holding Value:
$5,795,402,539Top Stock Holdings By Sector
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Portfolio Stock Holdings - Crestwood Advisors Group, LLC
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Portfolio Options Holdings - Crestwood Advisors Group, LLC
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