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: 0001873372
Total reported value
$356.5M
$356.5M
95 檔
53.2%
According to the latest 13F quarterly dataset, Crestmont Private Wealth LLC managed an equity portfolio of $356.5M at the end of Q4 2025, spanning 95 distinct U.S. exchange-listed positions.
Crestmont Private Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 9 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.95% | +0.12% | -3.56% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.09% | -2.41% | +0.24% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.88% | +0.10% | +1.37% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.55% | +0.17% | -0.97% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.11% | +1.62% | +0.47% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.05% | +0.03% | -0.49% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.96% | -0.10% | +2.43% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 3.67% | +2.19% | -0.03% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.29% | -0.17% | +4.84% | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.46% | +0.34% | -0.70% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.43% | +0.15% | +0.06% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | -1.47% | -0.64% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.59% | +0.05% | +189.03% | |
| 14 | MSI | Motorola Solutions Inc | Stock-Tech | 0.62% | -0.02% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.02% | -6.09% | |
| 16 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.47% | -0.08% | — | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | -0.10% | — | |
| 18 | MLI | Mueller Industries Inc | Stock-Industrials | 0.35% | -0.01% | -9.38% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.30% | EXIT | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.01% | +0.47% | |
| 21 | NDAQ | Nasdaq Inc | Stock-Financials | 0.33% | -0.30% | EXIT | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.31% | -0.29% | EXIT | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 0.30% | -0.02% | +7.51% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.29% | +0.23% | -6.99% | |
| 25 | MKL | Markel Group Inc | Stock-Financials | 0.29% | -0.03% | +1.96% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.02% | -1.03% | |
| 27 | MCO | Moody's CORP | Stock-Financials | 0.26% | -0.02% | +2.39% | |
| 28 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.26% | -0.02% | +5.23% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.01% | -0.16% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | +0.02% | +4.43% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.26% | -0.09% | -1.11% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.10% | — | |
| 33 | VRSN | Verisign Inc | Stock-Tech | 0.25% | -0.03% | -0.93% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.25% | +0.16% | +8.27% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.23% | -0.03% | +1.46% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.23% | -0.07% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.02% | -6.63% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.01% | -2.63% | |
| 39 | NEM | Newmont CORP | Stock-Materials | 0.21% | -0.03% | — | |
| 40 | ADSK | Autodesk Inc | Stock-Tech | 0.21% | -0.19% | EXIT | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.10% | +3043.66% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.20% | -0.03% | -2.66% | |
| 43 | MSCI | Msci Inc | Stock-Financials | 0.19% | -0.01% | +4.00% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | — | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.03% | +1.84% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.05% | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | +0.01% | -0.63% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.18% | -0.01% | +3.13% | |
| 49 | NVR | Nvr Inc | Stock-Consumer Disc | 0.18% | +0.01% | -5.06% | |
| 50 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.17% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1% | +189.03% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.24% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.2% | +0.47% | Add |
| 4 | NFLX | Netflix Inc | +0.1% | +3043.66% | Add |
| 5 | MUNI | Pimco Intermediate Municipal | +0.1% | +4.84% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.09% | Trim |
| 7 | GDXJ | Vaneck Junior Gold Miners | +0.1% | — | Unchanged |
| 8 | LRCX | Lam Research CORP | 0% | -6.99% | Trim |
| 9 | CAT | Caterpillar Inc | 0% | +1.84% | Add |
| 10 | MKL | Markel Group Inc | 0% | +1.96% | Add |
| 11 | NDAQ | Nasdaq Inc | 0% | +2.00% | Add |
| 12 | NEM | Newmont CORP | 0% | — | Unchanged |
| 13 | PH | Parker Hannifin CORP | 0% | +3.13% | Add |
| 14 | QCOM | Qualcomm Inc | 0% | +8.27% | Add |
| 15 | JPST | Jpmorgan Ultra-short Income | 0% | +2.43% | Add |
| 16 | DFAT | Dimensional US Target Value | 0% | -0.03% | Trim |
| 17 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 18 | MCO | Moody's CORP | 0% | +2.39% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.06% | Add |
| 20 | PSA | Public Storage | 0% | -20.22% | Trim |
| 21 | NVR | Nvr Inc | 0% | -5.06% | Trim |
| 22 | VRSK | Verisk Analytics Inc | 0% | -10.75% | Trim |
| 23 | ROP | Roper Technologies Inc | 0% | -7.08% | Trim |
| 24 | HD | Home Depot Inc | -0.1% | -2.63% | Trim |
| 25 | VRSN | Verisign Inc | -0.1% | -0.93% | Trim |
| 26 | AZO | Autozone Inc | -0.1% | -2.66% | Trim |
| 27 | PYLD | Pimco Multisector Bond Actv | -0.1% | +1.37% | Add |
| 28 | TH | Target Hospitality CORP | -0.1% | -40.48% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.49% | Trim |
| 30 | DFAR | Dimensional US Real Est ETF | -0.2% | -0.70% | Trim |
| 31 | BOND | Pimco Active Bond Exchange-t | -0.2% | -0.97% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.6% | -3.56% | Trim |
| 33 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 36 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 37 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 38 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 39 | TER | Teradyne Inc | — | NEW | New buy |
| 40 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 41 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
| 42 | ORLY | O'reilly Automotive Inc | — | EXIT | Sold out |
| 43 | AIZ | Assurant Inc | — | NEW | New buy |
| 44 | AXP | American Express Co | — | NEW | New buy |
| 45 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 46 | MCK | Mckesson CORP | — | NEW | New buy |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 48 | TPL | Texas Pacific Land CORP | — | EXIT | Sold out |
| 49 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 50 | ABBV | Abbvie Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Crestmont Private Wealth LLC reported a total U.S. public equity portfolio value of $356.5M across 95 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 IVV, VOO, PYLD) accounted for 53.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSI
市值: $1.9M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $1.8M
During Q4 2025, Crestmont Private Wealth LLC's top holdings by market value included IVV (20.9%)、VOO (20.1%)、PYLD (9.9%). The largest single position, IVV, represented 20.9% of total portfolio value.
In Q4 2025, Crestmont Private Wealth LLC made 47 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 9 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.