Crestmont Private Wealth LLC Portfolio Holdings

Crestmont Private Wealth LLC

  • $303 Billion
  • Q3 2025

Crestmont Private Wealth LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 95 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 $65.3B, Vanguard Index Fds S&P 500 ETF with a value of $60.2B, Pimco ETF Tr with a value of $30.2B, Pimco Active Bond Exchange Tra with a value of $17.3B, and Vanguard Ftse Emerging Mkts Et with a value of $15.7B.

Examining the 13F form we can see an increase of $26B in the current position value, from $277B to 303B.

Below you can find more details about Crestmont Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $303 Billion
ETFs: $236 Billion
Financial Services: $7.88 Billion
Industrials: $7.41 Billion
Technology: $6.62 Billion
Consumer Cyclical: $4.21 Billion
Energy: $3.67 Billion
Healthcare: $2.33 Billion
Communication Services: $2.06 Billion
Other: $1.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.3 Billion 21.58% of portfolio
97,594
Q3 2025 Reduced 1.67%
$0
$60.2 Billion 19.89% of portfolio
98,322
Q3 2025 Added 3.98%
Pimco ETF Tr
-
$30.2 Billion 9.97% of portfolio
-
Q3 2025 Added 3.22%
$0
$17.3 Billion 5.72% of portfolio
185,325
Q3 2025 Added 2.87%
$0
$15.7 Billion 5.19% of portfolio
290,190
Q3 2025 Added 0.6%
$0
$15 Billion 4.96% of portfolio
250,524
Q3 2025 Added 1.69%
$0
$11.9 Billion 3.94% of portfolio
234,965
Q3 2025 Added 2.53%
$0
$11 Billion 3.65% of portfolio
189,559
Q3 2025 Added 1.57%
$0
$9.62 Billion 3.18% of portfolio
184,032
Q3 2025 Added 1.68%
$0
$7.93 Billion 2.62% of portfolio
332,630
Q3 2025 Added 1.01%
$0
$7.4 Billion 2.45% of portfolio
113,402
Q3 2025 Added 1.02%
$0
$5.08 Billion 1.68% of portfolio
42,773
Q3 2025 Added 1.8%
$0
$1.83 Billion 0.61% of portfolio
78,434
Q3 2025 Reduced 0.82%
$0
$1.85 Billion 0.61% of portfolio
73,343
Q3 2025 Reduced 0.81%
$0
$1.65 Billion 0.55% of portfolio
4,522
Q2 2025 New
$1.65T
$1.36 Billion 0.45% of portfolio
5,584
Q3 2025 Added 4.75%
$0
$1.25 Billion 0.41% of portfolio
12,648
Q3 2025 Reduced 3.71%
$6.08B
$1.06 Billion 0.35% of portfolio
10,462
Q3 2025 Added 7.9%
$533B
$1 Billion 0.33% of portfolio
2,941
Q3 2025 Added 5.3%
$4.3T
$981 Million 0.32% of portfolio
3,851
Q3 2025 Added 6.0%
$74.9B
$923 Million 0.31% of portfolio
3,540
Q3 2025 Added 13.24%
$159B
$923 Million 0.31% of portfolio
1,897
Q3 2025 Added 12.78%
$26.8B
$899 Million 0.3% of portfolio
3,215
Q3 2025 Added 4.76%
$42.8B
$900 Million 0.3% of portfolio
10,170
Q3 2025 Added 4.63%
$662B
$876 Million 0.29% of portfolio
1,743
Q3 2025 Added 8.8%
$15.6B
$834 Million 0.28% of portfolio
4,378
Q3 2025 Added 6.08%
$84.9B
$834 Million 0.28% of portfolio
4,949
Q3 2025 Added 10.3%
$367B
$818 Million 0.27% of portfolio
2,019
Q3 2025 Added 6.66%
$73.2B
$807 Million 0.27% of portfolio
188
Q3 2025 Added 5.62%
$465B
$798 Million 0.26% of portfolio
4,276
Q3 2025 Reduced 2.31%
$303B
$801 Million 0.26% of portfolio
5,160
Q3 2025 Added 19.06%
$27.9B
$782 Million 0.26% of portfolio
409
Q3 2025 Added 5.41%
Lam Research Corp
-
$759 Million 0.25% of portfolio
-
Q3 2025 Added 12.32%
$512B
$758 Million 0.25% of portfolio
1,332
Q3 2025 Added 13.94%
$139B
$716 Million 0.24% of portfolio
2,171
Q3 2025 Reduced 5.28%
$87.8B
$736 Million 0.24% of portfolio
1,545
Q3 2025 Added 10.83%
$53.1B
$689 Million 0.23% of portfolio
2,170
Q3 2025 Added 15.3%
$57.4B
$658 Million 0.22% of portfolio
1,030
Q3 2025 Added 13.44%
$612M
$659 Million 0.22% of portfolio
77,716
Q3 2025 Reduced 13.62%
$187B
$678 Million 0.22% of portfolio
4,075
Q3 2025 Added 22.45%
$0
$626 Million 0.21% of portfolio
8,192
Q3 2025 Reduced 1.86%
$33.9B
$641 Million 0.21% of portfolio
2,549
Q3 2025 Added 13.54%
$23.4B
$635 Million 0.21% of portfolio
79
Q3 2025 Added 11.27%
$47.7B
$606 Million 0.2% of portfolio
1,215
Q3 2025 Added 10.25%
$45.2B
$567 Million 0.19% of portfolio
1,000
Q3 2025 Added 10.74%
$0
$546 Million 0.18% of portfolio
20,729
Q3 2025 Added 4.5%
$69.1B
$548 Million 0.18% of portfolio
6,499
Q2 2025 Reduced 2.42%
$151B
$527 Million 0.17% of portfolio
1,495
Q3 2025 Added 25.52%
$130B
$511 Million 0.17% of portfolio
1,438
Q2 2025 Reduced 2.51%

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
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