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 Market Cap. of $10 Billions to $200 Billions
