StockDriftsStockDriftsTop 50 Crestwood Advisors Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.65% | 1.35M | $449.5M | -1.45%(-19.81K) | $53.76(+545.70%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.72% | 504.8K | $386.6M | +6.21%(+29.51K) | $613.35(+26.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 4.13% | 544.5K | $279.3M | -0.54%(-2.94K) | $100.52(+428.57%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.51% | 1.04M | $237.2M | +1.65%(+16.88K) | $129.72(+68.01%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.47% | 682.3K | $234.8M | -2.81%(-19.74K) | $74.32(+331.35%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 2.85% | 774.3K | $192.9M | -1.23%(-9.68K) | $115.12(+119.86%) | 2026-09-30 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 2.08% | 2.89M | $140.3M | -3.19%(-95.23K) | $39.19(+25.36%) | 2026-09-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.85% | 366.2K | $124.8M | +4.07%(+14.32K) | $71.89(+340.73%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.75% | 1.25M | $118.3M | +3.63%(+43.87K) | $99.57(-3.49%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC COM | 1.7% | 225.1K | $115.1M | -6.32%(-15.19K) | $99.35(+298.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.55% | +8.22% | +48.40% |
| Top 20 Holdings Unweighted | +12.52% | +42.46% | +6.61% | +37.70% |
Crestwood Advisors Group LLC reports $6.76B in US-listed equity holdings across 919 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), IVV (5.7%) and MSFT (4.1%). The top 20 holdings account for 46.91% of reported assets. Its disclosed equity book has returned +50.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crestwood Advisors Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426853). View Crestwood Advisors Group LLC’s 13F filings on SEC