Crestwood Advisors Group, LLC

Est. AUM

$5.94B

13F long equity, this entity only

Positions

869

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	Stock	$353.0M	1391092	5.94%	SOLE
2	ISHARES CORE S&P 500 ETF	ETF	$284.0M	434739	4.78%	SOLE
3	ALPHABET INC CAP STK CL A	Stock	$208.9M	726526	3.51%	SOLE
4	MICROSOFT CORP COM	Stock	$198.0M	534949	3.33%	SOLE
5	NVIDIA CORPORATION COM	Stock	$178.2M	1021620	3.00%	SOLE
6	AMAZON COM INC COM	Stock	$172.1M	826338	2.90%	SOLE
7	APPLIED FINANCE VALUATION LARGE CAP ETF	ETF	$117.7M	2815764	1.98%	SOLE
8	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$113.1M	1139242	1.90%	SOLE
9	ALPHABET INC CAP STK CL C	Stock	$99.1M	345436	1.67%	SOLE
10	VISA INC COM CL A	Stock	$98.0M	324319	1.65%	SOLE
11	APPLIED MATLS INC COM	Stock	$97.4M	284966	1.64%	SOLE
12	BROADCOM INC COM	Stock	$95.8M	309552	1.61%	SOLE
13	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$94.0M	196059	1.58%	SOLE
14	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$83.4M	1726647	1.40%	SOLE
15	ISHARES U.S. TREASURY BOND ETF	ETF	$79.2M	3455968	1.33%	SOLE
16	JPMORGAN CHASE & CO COM	Stock	$78.5M	266861	1.32%	SOLE
17	META PLATFORMS INC CL A	Stock	$77.6M	135670	1.31%	SOLE
18	COSTCO WHOLESALE CORPORATION COM	Stock	$73.7M	74002	1.24%	SOLE
19	BOOKING HOLDINGS INC COM	Stock	$72.6M	17244	1.22%	SOLE
20	TJX COS INC NEW COM	Stock	$71.1M	444990	1.20%	SOLE
21	HILTON WORLDWIDE HLDGS INC COM	Stock	$69.1M	227207	1.16%	SOLE
22	JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF	ETF	$66.1M	990350	1.11%	SOLE
23	GMO US QUALITY ETF	ETF	$63.5M	1754954	1.07%	SOLE
24	JOHNSON & JOHNSON COM	Stock	$62.3M	254729	1.05%	SOLE
25	ISHARES NATIONAL MUNI BOND ETF	ETF	$60.1M	566374	1.01%	SOLE
26	KLA CORP COM NEW	Stock	$60.1M	40809	1.01%	SOLE
27	LAM RESEARCH CORP COM NEW	Stock	$59.3M	277640	1.00%	SOLE
28	BLACKSTONE INC COM	Stock	$57.5M	500188	0.97%	SOLE
29	HOME DEPOT INC COM	Stock	$56.2M	170763	0.94%	SOLE
30	QUANTA SVCS INC COM	Stock	$54.6M	99415	0.92%	SOLE
31	ISHARES CORE MSCI EAFE ETF	ETF	$54.1M	597538	0.91%	SOLE
32	DANAHER CORP DEL COM	Stock	$53.9M	284073	0.91%	SOLE
33	AMPHENOL CORP CL A	Stock	$53.6M	424055	0.90%	SOLE
34	HONEYWELL INTL INC COM	Stock	$50.2M	222281	0.85%	SOLE
35	XYLEM INC COM	Stock	$48.1M	402843	0.81%	SOLE
36	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$46.2M	434108	0.78%	SOLE
37	ASTRAZENECA PLC ORD	ADR	$45.9M	232817	0.77%	SOLE
38	THERMO FISHER SCIENTIFIC INC COM	Stock	$45.4M	92463	0.76%	SOLE
39	CME GROUP INC COM	Stock	$45.3M	153459	0.76%	SOLE
40	KINDER MORGAN INC DEL COM	Stock	$43.0M	1283135	0.72%	SOLE
41	VANGUARD S&P 500 ETF	ETF	$40.5M	67726	0.68%	SOLE
42	BANK OF AMER CORP COM	Stock	$40.2M	825140	0.68%	SOLE
43	STATE STREET SPDR S&P 500 ETF	ETF	$40.0M	61499	0.67%	SOLE
44	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$39.5M	55	0.66%	SOLE
45	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$36.6M	465156	0.62%	SOLE
46	VANGUARD TAX-EXEMPT BOND ETF	ETF	$35.7M	715114	0.60%	SOLE
47	MASTERCARD INCORPORATED CL A	Stock	$35.7M	71388	0.60%	SOLE
48	ISHARES CORE S&P MID-CAP ETF	ETF	$34.0M	503607	0.57%	SOLE
49	ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	ETF	$33.2M	647979	0.56%	SOLE
50	ELI LILLY & CO COM	Stock	$32.5M	35338	0.55%	SOLE

1–50 of 766

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.