13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001713520
Total reported value
$1.2B
$1.2B
297 檔
24.6%
At the close of Q4 2025, Crescent Grove Advisors, LLC disclosed equity holdings valued at approximately $1.2B, spread across 297 reported holdings.
In Q4 2025, Crescent Grove Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 10.03% | +4.15% | -4.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.39% | +0.05% | -1.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.86% | +0.23% | +0.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.38% | -1.58% | -9.49% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.73% | — | +0.54% | |
| 6 | ✓ | Spdr S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | — | — | |
| 7 | ICE | Intercontinental Exchange In | Stock-Financials | 2.29% | -0.62% | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.21% | +0.18% | +0.76% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.17% | -1.02% | |
| 10 | CDW | Cdw Corp/de | Stock-Tech | 2.03% | +0.07% | — | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.01% | -0.13% | +10.52% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.92% | +0.04% | -1.68% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.91% | -0.57% | +49.76% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.89% | — | +3.14% | |
| 15 | FNF | Fidelity National Financial | Stock-Financials | 1.87% | -0.19% | +21.04% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.02% | -7.02% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | — | -2.00% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.73% | -0.09% | +1.89% | |
| 19 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.66% | -0.20% | +12.14% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.55% | -0.09% | -0.28% | |
| 21 | NATL | Ncr Atleos CORP | Stock-Tech | 1.37% | -0.45% | -13.90% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.16% | -0.01% | -7.39% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.07% | +1.88% | |
| 24 | CARY | Angel Oak Income ETF | ETF-Other | 1.02% | -0.11% | -3.08% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.94% | -0.05% | -0.03% | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 0.93% | -0.34% | -11.20% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.84% | -0.30% | +79.70% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | -0.02% | +0.01% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.78% | -0.11% | +28.52% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.76% | +0.05% | -4.29% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.23% | +1.05% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.65% | -0.02% | — | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | -0.40% | -33.85% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.01% | -0.86% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | -0.02% | -2.02% | |
| 36 | VYX | Ncr Voyix CORP | Stock-Tech | 0.58% | +0.03% | -0.76% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.02% | -1.54% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.36% | +25.31% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.58% | +0.03% | -1.55% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.57% | -0.01% | +1.46% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | -1.17% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.03% | +0.41% | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.51% | +0.07% | -0.01% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.50% | +0.03% | — | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | +0.06% | -0.51% | |
| 46 | GSL | Global Ship Lease, Inc. | Stock-Other | 0.49% | +0.09% | +12.49% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.47% | — | +11.29% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.04% | -0.59% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.46% | -0.07% | -1.36% | |
| 50 | ARKW | Ark Next Generation Internet | ETF-Other | 0.45% | +0.03% | -10.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +49.76% | Add |
| 2 | SIL | Global X Silver Miners ETF | +0.3% | +283.09% | Add |
| 3 | SLV | Ishares Silver Trust | +0.3% | +101.77% | Add |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +28.52% | Add |
| 5 | GDX | Vaneck Gold Miners ETF | +0.2% | +59.88% | Add |
| 6 | PAAS | Pan American Silver CORP | +0.2% | +64.69% | Add |
| 7 | GLD | Spdr Gold Shares | +0.2% | +25.31% | Add |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +10.52% | Add |
| 9 | UYLD | Angel Oak Ultrashort Income | +0.1% | +12.14% | Add |
| 10 | FNF | Fidelity National Financial | +0.1% | +21.04% | Add |
| 11 | AEM | Agnico Eagle Mines LTD | +0.1% | +150.09% | Add |
| 12 | GSL | Global Ship Lease, Inc. | +0.1% | +12.49% | Add |
| 13 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -4.29% | Trim |
| 14 | FG | F&g Annuities & Life Inc | +0.1% | +87.19% | Add |
| 15 | NEM | Newmont CORP | +0.1% | +29.92% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | +1.05% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +465.43% | Add |
| 18 | EXK | Exact Sciences CORP | +0.1% | — | Unchanged |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +11.22% | Add |
| 20 | ASB | Associated Banc-corp | +0.1% | +23.42% | Add |
| 21 | XLV | Ss Health Care Select Sector | +0.1% | +234.92% | Add |
| 22 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.14% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.89% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.54% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +0.76% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | — | +0.18% | Add |
| 27 | CARR | Carrier Global CORP | -0.1% | -0.01% | Trim |
| 28 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -7.39% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.45% | Trim |
| 30 | XLE | Ss Energy Select Sector | -0.1% | +79.70% | Add |
| 31 | FIS | Fidelity National Info Serv | -0.1% | -11.20% | Trim |
| 32 | ICE | Intercontinental Exchange In | -0.2% | — | Unchanged |
| 33 | ARKW | Ark Next Generation Internet | -0.2% | -10.16% | Trim |
| 34 | VYX | Ncr Voyix CORP | -0.2% | -0.76% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.2% | -86.78% | Trim |
| 36 | ET | Energy Transfer LP | -0.3% | -46.74% | Trim |
| 37 | EPD | Enterprise Products Partners | -0.3% | -59.47% | Trim |
| 38 | MPLX | Mplx LP | -0.3% | -65.71% | Trim |
| 39 | NATL | Ncr Atleos CORP | -0.3% | -13.90% | Trim |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -33.85% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -9.49% | Trim |
| 42 | CDW | Cdw Corp/de | -0.4% | — | Unchanged |
| 43 | ARLP | Alliance Resource Partners | -0.5% | -66.46% | Trim |
| 44 | ZWS | Zurn Elkay Water Solutions C | -0.8% | -4.55% | Trim |
| 45 | ✓ | Spdr S&p 500 ETF | — | NEW | New buy |
| 46 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | EXIT | Sold out |
| 47 | FISV | Fiserv Inc | — | NEW | New buy |
| 48 | ALKT | Alkami Technology Inc | — | NEW | New buy |
| 49 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 50 | CDE | Coeur Mining Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Crescent Grove Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 297 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ZWS, IVV, VOO) accounted for 24.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPDR S&P 500 ETF
市值: $25.8M
Top Position Liquidated / Trimmed
Spdr S&P 500 Etf Tr Put Option
前期市值: $9.5M
During Q4 2025, Crescent Grove Advisors, LLC's top holdings by market value included ZWS (10.0%)、IVV (6.4%)、VOO (4.9%). The largest single position, ZWS, represented 10.0% of total portfolio value.
In Q4 2025, Crescent Grove Advisors, LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.