Crestmont Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Crestmont Private Wealth LLC held in its portfolio 95 assets valued at $307,712,540 (i.e. $307.71M).
The most valuable assets in the portfolio included: ISHARES TR ($64.47M), VANGUARD INDEX FDS ($61.81M), and PIMCO ETF TR ($30.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Crestmont Private Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 94121 | 64467137 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 98561 | 61810667 | S&P 500 ETF SHS |
| PIMCO ETF TR | 1139651 | 30405889 | MULTISECTOR BD |
| PIMCO ETF TR | 183532 | 17083159 | ACTIVE BD ETF |
| VANGUARD TAX-MANAGED FDS | 251706 | 15724074 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 288777 | 15524665 | FTSE EMR MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 240670 | 12175479 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 189502 | 11282949 | US TARGETED VLU |
| PIMCO ETF TR | 192937 | 10111828 | INTER MUN BD ACT |
| DIMENSIONAL ETF TRUST | 330287 | 7563971 | US REAL ESTATE E |
| ISHARES TR | 113471 | 7489082 | CORE S&P MCP ETF |
| ISHARES TR | 42499 | 5107554 | CORE S&P SCP ETF |
| ISHARES TR | 13070 | 4880861 | RUS 1000 ETF |
| MOTOROLA SOLUTIONS INC | 4976 | 1907400 | COM NEW |
| ALPHABET INC | 5244 | 1641372 | CAP STK CL A |
| VANECK ETF TRUST | 12648 | 1439089 | JUNIOR GOLD MINE |
| VALERO ENERGY CORP | 7600 | 1237204 | COM |
| MUELLER INDS INC | 9481 | 1088419 | COM |
| VISA INC | 3033 | 1063753 | COM CL A |
| APPLE INC | 3869 | 1051826 | COM |
| NASDAQ INC | 10373 | 1007529 | COM |
| S&P GLOBAL INC | 1838 | 960520 | COM |
| ILLINOIS TOOL WKS INC | 3806 | 937418 | COM |
| LAM RESEARCH CORP | 5273 | 902632 | COM NEW |
| MARKEL GROUP INC | 417 | 896404 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1725 | 867071 | CL B NEW |
| MOODYS CORP | 1582 | 808165 | COM |
| QUEST DIAGNOSTICS INC | 4607 | 799453 | COM |
| NVIDIA CORPORATION | 4269 | 796232 | COM |
| MASTERCARD INCORPORATED | 1391 | 794094 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 4894 | 792632 | COM |
| CHEVRON CORP NEW | 5160 | 786438 | COM |
| VERISIGN INC | 3185 | 773796 | COM |
| QUALCOMM INC | 4412 | 754673 | COM |
| IDEXX LABS INC | 1045 | 706974 | COM |
| VANECK ETF TRUST | 8192 | 702628 | GOLD MINERS ETF |
| BROADCOM INC | 2027 | 701545 | COM |
| HOME DEPOT INC | 1966 | 676501 | COM |
| NEWMONT CORP | 6499 | 648915 | COM |
| AUTODESK INC | 2183 | 646190 | COM |
| NETFLIX INC | 6696 | 627817 | COM |
| AUTOZONE INC | 183 | 620645 | COM |
| MSCI INC | 1040 | 596679 | COM |
| ISHARES TR | 5739 | 573197 | CORE US AGGBD ET |
| CATERPILLAR INC | 997 | 571151 | COM |
| SPDR GOLD TR | 1438 | 569894 | GOLD SHS |
| SCHWAB STRATEGIC TR | 20598 | 554292 | US LRG CAP ETF |
| PARKER-HANNIFIN CORP | 626 | 550229 | COM |
| NVR INC | 75 | 546958 | COM |
| ISHARES INC | 7246 | 533625 | MSCI GBL GOLD MN |
| CONOCOPHILLIPS | 5563 | 520772 | COM |
| VERISK ANALYTICS INC | 2275 | 508895 | COM |
| ROPER TECHNOLOGIES INC | 1129 | 502552 | COM |
| GILEAD SCIENCES INC | 3334 | 409215 | COM |
| STELLAR BANCORP INC | 12729 | 393844 | COM |
| HASBRO INC | 4782 | 392124 | COM |
| SNAP ON INC | 1098 | 378371 | COM |
| RALPH LAUREN CORP | 1068 | 377655 | CL A |
| SEAGATE TECHNOLOGY HLDNGS PL | 1359 | 374255 | ORD SHS |
| TARGET HOSPITALITY CORP | 46260 | 370543 | COM |
| EMERSON ELEC CO | 2743 | 364051 | COM |
| AMGEN INC | 1081 | 353822 | COM |
| TESLA INC | 768 | 345385 | COM |
| LOCKHEED MARTIN CORP | 703 | 340231 | COM |
| PACKAGING CORP AMER | 1625 | 335124 | COM |
| CORNING INC | 3768 | 329926 | COM |
| PRUDENTIAL FINL INC | 2832 | 319676 | COM |
| UNITED AIRLS HLDGS INC | 2645 | 295764 | COM |
| CUMMINS INC | 554 | 282789 | COM |
| EXXON MOBIL CORP | 2337 | 281195 | COM |
| PROCTER AND GAMBLE CO | 1880 | 269423 | COM |
| CARDINAL HEALTH INC | 1287 | 264479 | COM |
| GE AEROSPACE | 839 | 258437 | COM NEW |
| CBRE GROUP INC | 1536 | 246973 | CL A |
| GARMIN LTD | 1215 | 246463 | SHS |
| EOG RES INC | 2336 | 245258 | COM |
| SPDR SERIES TRUST | 1856 | 234367 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 724 | 233287 | COM |
| INTERNATIONAL BUSINESS MACHS | 782 | 231636 | COM |
| TERADYNE INC | 1180 | 228401 | COM |
| NOVARTIS AG | 1652 | 227761 | SPONSORED ADR |
| KLA CORP | 186 | 226005 | COM NEW |
| GENERAL DYNAMICS CORP | 671 | 225899 | COM |
| EBAY INC. | 2576 | 224370 | COM |
| PUBLIC STORAGE OPER CO | 860 | 223170 | COM |
| L3HARRIS TECHNOLOGIES INC | 753 | 221058 | COM |
| PHILLIPS 66 | 1698 | 219094 | COM |
| ASSURANT INC | 896 | 215802 | COM |
| AMERICAN EXPRESS CO | 582 | 215311 | COM |
| QUANTA SVCS INC | 509 | 214829 | COM |
| MCKESSON CORP | 256 | 209994 | COM |
| LIVE NATION ENTERTAINMENT IN | 1437 | 204773 | COM |
| HCA HEALTHCARE INC | 430 | 200750 | COM |
| FORD MTR CO | 11298 | 148223 | COM |
| VAALCO ENERGY INC | 10965 | 39913 | COM NEW |
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