StockDriftsStockDriftsTop 50 Crestmont Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.15% | 91.2K | $68.3M | -1.39%(-1.28K) | $452.30(+72.22%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 17.74% | 92.1K | $63.2M | -13.95%(-14.93K) | $438.36(+62.58%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 9.94% | 1.34M | $35.4M | +12.17%(+145.02K) | $26.07(+0.46%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.9% | 345.0K | $24.6M | +32.04%(+83.71K) | $47.46(+55.94%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.02% | 307.0K | $21.5M | +57.63%(+112.25K) | $58.11(+24.51%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 5.76% | 222.8K | $20.5M | +15.83%(+30.45K) | $92.27(-1.83%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.06% | 302.4K | $18.0M | +2.36%(+6.97K) | $40.31(+49.81%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.95% | 278.8K | $14.1M | +9.91%(+25.14K) | $50.54(-0.08%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 3.13% | 212.4K | $11.2M | +5.99%(+12.01K) | $51.54(+0.47%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.87% | 390.8K | $10.2M | +15.23%(+51.66K) | $21.77(+22.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.56% | — | — | +33.96% |
| Top 20 Holdings Unweighted | +16.20% | +56.91% | — | — | +76.33% |
Crestmont Private Wealth LLC reports $352.27M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.1%), VOO (17.7%) and PYLD (9.9%). The top 20 holdings account for 88.02% of reported assets. Its disclosed equity book has returned +46.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Crestmont Private Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Crestmont Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1873372). View Crestmont Private Wealth LLC’s 13F filings on SEC