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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$1.36 Billion 0.45% of portfolio
5,584
Q3 2025 Added 4.75%
$70.1B
$1.29 Billion 0.43% of portfolio
7,600
Q3 2025 New
$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%
$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%
$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%
$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%
$113B
$526 Million 0.17% of portfolio
5,564
Q2 2025 Added 0.02%
$107B
$460 Million 0.15% of portfolio
607
Q3 2025 Added 7.43%
$291B
$467 Million 0.15% of portfolio
979
Q3 2025 Added 8.18%
-
$386 Million 0.13% of portfolio
-
Q3 2025 Reduced 41.42%
$17.5B
$360 Million 0.12% of portfolio
1,040
Q3 2025 Added 9.47%
$18.5B
$357 Million 0.12% of portfolio
1,636
Q3 2025 Added 9.8%
$156B
$352 Million 0.12% of portfolio
3,172
Q3 2025 Added 9.42%
$14.2B
$320 Million 0.11% of portfolio
1,019
Q3 2025 Added 10.04%
$53.3B
$326 Million 0.11% of portfolio
1,379
Q3 2025 New
$75.4B
$339 Million 0.11% of portfolio
2,583
Q3 2025 Added 9.45%
$1.29T
$344 Million 0.11% of portfolio
773
Q3 2025 Reduced 0.77%
$10.7B
$343 Million 0.11% of portfolio
4,520
Q3 2025 Added 8.92%
$123B
$328 Million 0.11% of portfolio
657
Q3 2025 Added 11.73%
$48.1B
$311 Million 0.1% of portfolio
1,078
Q3 2025 Added 11.71%
$69.4B
$313 Million 0.1% of portfolio
3,812
Q3 2025 New
$64.7B
$305 Million 0.1% of portfolio
2,718
Q3 2025 Added 9.69%
$183B
$289 Million 0.1% of portfolio
1,024
Q3 2025 Added 11.67%
$37.2B
$268 Million 0.09% of portfolio
1,089
Q3 2025 Added 12.73%
$490B
$263 Million 0.09% of portfolio
2,336
Q4 2024 Added 0.04%
$39.9B
$274 Million 0.09% of portfolio
2,646
Q3 2025 Added 12.31%

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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