Universe · entity
Crestwood Advisors Group, LLC
Institutional manager (13F) · CIK 1426853
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $353M | 1,392,748 |
| 2 | ISHARES CORE S&P 500 ETF | $284M | 435,333 |
| 3 | ALPHABET INC CAP STK CL A | $209M | 728,002 |
| 4 | MICROSOFT CORP COM | $198M | 535,920 |
| 5 | NVIDIA CORPORATION COM | $178M | 1,022,886 |
| 6 | AMAZON COM INC COM | $173M | 828,403 |
| 7 | APPLIED FINANCE VALUATION LARGE CAP ETF | $118M | 2,824,330 |
| 8 | ISHARES CORE U.S. AGGREGATE BOND ETF | $113M | 1,139,242 |
| 9 | ALPHABET INC CAP STK CL C | $99M | 345,436 |
| 10 | VISA INC COM CL A | $98M | 324,344 |
| 11 | APPLIED MATLS INC COM | $97M | 284,991 |
| 12 | BROADCOM INC COM | $96M | 311,286 |
| 13 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $94M | 196,174 |
| 14 | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $83M | 1,726,647 |
| 15 | ISHARES U.S. TREASURY BOND ETF | $79M | 3,455,968 |
| 16 | JPMORGAN CHASE & CO COM | $79M | 266,925 |
| 17 | META PLATFORMS INC CL A | $78M | 135,675 |
| 18 | COSTCO WHOLESALE CORPORATION COM | $74M | 74,073 |
| 19 | BOOKING HOLDINGS INC COM | $73M | 17,244 |
| 20 | TJX COS INC NEW COM | $71M | 447,690 |
| 21 | HILTON WORLDWIDE HLDGS INC COM | $69M | 227,207 |
| 22 | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $67M | 1,003,350 |
| 23 | GMO US QUALITY ETF | $64M | 1,769,720 |
| 24 | JOHNSON & JOHNSON COM | $62M | 255,496 |
| 25 | ISHARES NATIONAL MUNI BOND ETF | $60M | 566,374 |
| 26 | KLA CORP COM NEW | $60M | 40,834 |
| 27 | LAM RESEARCH CORP COM NEW | $59M | 277,765 |
| 28 | BLACKSTONE INC COM | $58M | 500,188 |
| 29 | HOME DEPOT INC COM | $56M | 170,788 |
| 30 | QUANTA SVCS INC COM | $55M | 100,192 |
| 31 | DANAHER CORP DEL COM | $54M | 286,536 |
| 32 | ISHARES CORE MSCI EAFE ETF | $54M | 597,538 |
| 33 | AMPHENOL CORP CL A | $54M | 424,055 |
| 34 | HONEYWELL INTL INC COM | $50M | 222,296 |
| 35 | XYLEM INC COM | $48M | 405,001 |
| 36 | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $46M | 434,108 |
| 37 | ASTRAZENECA PLC ORD | $46M | 232,867 |
| 38 | THERMO FISHER SCIENTIFIC INC COM | $46M | 93,303 |
| 39 | CME GROUP INC COM | $45M | 153,459 |
| 40 | KINDER MORGAN INC DEL COM | $43M | 1,288,135 |
| 41 | VANGUARD S&P 500 ETF | $42M | 69,897 |
| 42 | BANK OF AMER CORP COM | $40M | 828,190 |
| 43 | STATE STREET SPDR S&P 500 ETF | $40M | 61,499 |
| 44 | BERKSHIRE HATHAWAY INC DEL CL A | $39M | 55 |
| 45 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $37M | 465,156 |
| 46 | VANGUARD TAX-EXEMPT BOND ETF | $36M | 715,114 |
| 47 | MASTERCARD INCORPORATED CL A | $36M | 71,388 |
| 48 | ISHARES CORE S&P MID-CAP ETF | $34M | 508,392 |
| 49 | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $33M | 647,979 |
| 50 | QUALCOMM INC COM | $33M | 254,382 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.