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CIK: 0001873372
Total reported value
$356.5M
$356.5M
77 檔
44.4%
The Q1 2025 SEC filing reveals that Crestmont Private Wealth LLC held a total portfolio value of $356.5M, covering 77 public equity positions.
During Q1 2025, Crestmont Private Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.60% | +0.12% | -0.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.57% | -2.41% | +4.83% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 12.32% | +0.10% | +153.46% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.64% | +0.03% | -6.93% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.40% | +1.62% | +1.40% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.95% | -0.10% | +58.34% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.17% | +2.19% | — | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.48% | +0.34% | -7.12% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.87% | +0.15% | -30.97% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.94% | -1.47% | -44.87% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.79% | — | +23.15% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.78% | — | +23.25% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.30% | EXIT | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 0.36% | -0.29% | EXIT | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +15.54% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.02% | +12.09% | |
| 17 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.33% | -0.08% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.01% | +0.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | +15.23% | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 0.31% | -0.09% | +14.84% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 0.31% | -0.02% | +11.00% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.10% | — | |
| 23 | MLI | Mueller Industries Inc | Stock-Industrials | 0.31% | -0.01% | +12.80% | |
| 24 | VRSN | Verisign Inc | Stock-Tech | 0.31% | -0.03% | +3.72% | |
| 25 | STEL | Stellar Bancorp Inc | Stock-Other | 0.31% | -0.04% | -10.66% | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 0.30% | -0.30% | EXIT | |
| 27 | MKL | Markel Group Inc | Stock-Financials | 0.28% | -0.03% | +16.61% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +16.25% | |
| 29 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.27% | -0.02% | +18.74% | |
| 30 | AZO | Autozone Inc | Stock-Consumer Disc | 0.27% | -0.03% | +16.55% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | +0.02% | +18.04% | |
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.26% | -0.01% | +18.70% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.26% | -0.02% | +17.67% | |
| 34 | TH | Target Hospitality CORP | Stock-Other | 0.26% | +0.41% | — | |
| 35 | COP | Conocophillips | Stock-Energy | 0.25% | -0.13% | — | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.25% | — | +21.82% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.21% | +0.16% | +34.52% | |
| 38 | ADSK | Autodesk Inc | Stock-Tech | 0.21% | -0.19% | EXIT | |
| 39 | NVR | Nvr Inc | Stock-Consumer Disc | 0.20% | +0.01% | +20.75% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.20% | -0.01% | +24.57% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.19% | — | +15.76% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.05% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | +0.01% | +6.33% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.17% | -0.03% | +1.58% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.17% | -0.07% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | -0.02% | +1.40% | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.16% | -0.03% | +39.77% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.15% | +0.23% | +43.30% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.15% | -0.01% | +7.41% | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.14% | -0.03% | — |
According to official SEC Form 13F filings, Crestmont Private Wealth LLC reported a total U.S. public equity portfolio value of $356.5M across 77 disclosed positions in Q1 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 IVV, VOO, PYLD) accounted for 44.4% of total reported equity market value during Q1 2025.
During Q1 2025, Crestmont Private Wealth LLC's top holdings by market value included IVV (24.6%)、VOO (20.6%)、PYLD (12.3%). The largest single position, IVV, represented 24.6% of total portfolio value.
In Q1 2025, Crestmont Private Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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