StockDriftsStockDriftsTop 50 Crestwood Advisors Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.88% | 1.37M | $396.3M | -1.66%(-23.07K) | $53.76(+468.09%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.28% | 475.3K | $355.9M | +9.17%(+39.93K) | $604.40(+28.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.72% | 702.0K | $250.9M | -3.57%(-25.98K) | $74.32(+363.83%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.03% | 1.02M | $204.5M | -0.09%(-964) | $128.32(+76.17%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.03% | 547.5K | $204.2M | +2.15%(+11.54K) | $100.52(+383.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.77% | 783.9K | $186.8M | -5.37%(-44.47K) | $115.12(+128.06%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC COM | 2.58% | 240.3K | $173.7M | -15.69%(-44.73K) | $99.35(+435.27%) | 2026-06-30 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 2.05% | 2.99M | $138.1M | +5.74%(+162.16K) | $39.19(+25.76%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.84% | 351.9K | $124.3M | +1.88%(+6.49K) | $60.69(+464.56%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.77% | 1.21M | $119.5M | +5.97%(+67.99K) | $99.67(-2.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.23% | +49.04% | +8.45% | +50.02% |
| Top 20 Holdings Unweighted | +13.25% | +45.23% | +7.44% | +43.14% |
Crestwood Advisors Group, LLC reports $6.74B in US-listed equity holdings across 877 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.9%), IVV (5.3%) and GOOGL (3.7%). The top 20 holdings account for 46.36% of reported assets. Its disclosed equity book has returned +49.04% 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.
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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