Crestmont Private Wealth LLC
Crestmont Private Wealth LLC reported 105 positions worth $356.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (19.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $68.3M | 19.15% | 91,163 | — | — | |
| ▸ 2 | VOO | SH | $63.2M | 17.74% | 92,063 | — | — | |
| ▸ 3 | PYLD | SH | $35.4M | 9.94% | 1,336,497 | — | — | |
| ▸ 4 | VEA | SH | $24.6M | 6.90% | 345,012 | — | — | |
| ▸ 5 | DFAT | SH | $21.5M | 6.02% | 306,999 | — | — | |
| ▸ 6 | BOND | SH | $20.5M | 5.76% | 222,787 | — | — | |
| ▸ 7 | VWO | SH | $18.0M | 5.06% | 302,361 | — | — | |
| ▸ 8 | JPST | SH | $14.1M | 3.95% | 278,757 | — | — | |
| ▸ 9 | MUNI | SH | $11.2M | 3.13% | 212,399 | — | — | |
| ▸ 10 | DFAR | SH | $10.2M | 2.87% | 390,810 | — | — |
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Frequently Asked Questions
What stocks does Crestmont Private Wealth LLC hold as of Q2 2026?
Crestmont Private Wealth LLC reported 105 positions worth $356.5M in its Q2 2026 13F filing. Largest positions: IVV (19.2%), VOO (17.7%), PYLD (9.9%), VEA (6.9%) and DFAT (6.0%).
What did Crestmont Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Crestmont Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.