Universe · entity
Crescent Grove Advisors, LLC
Institutional manager (13F) · CIK 1713520
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $751M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares S&P 500 ETF | $64M | 97,750 |
| 2 | Zurn Elkay Water Solutions | $60M | 1,334,775 |
| 3 | Vanguard 500 Index Fund ETF | $50M | 83,586 |
| 4 | SPDR S&P 500 ETF | $32M | 48,683 |
| 5 | Vanguard Total Stock Market ETF | $28M | 87,717 |
| 6 | iShares Core MSCI Emerging Markets ETF | $26M | 367,043 |
| 7 | iShares 7-10 Year Treasury ETF | $24M | 255,658 |
| 8 | Invesco Powershares QQQ ETF | $21M | 37,122 |
| 9 | iShares Core S&P Small-Cap ETF | $21M | 170,449 |
| 10 | CDW Corporation | $21M | 171,968 |
| 11 | iShares Core S&P Mid-Cap ETF | $21M | 305,853 |
| 12 | Intercontinental | $20M | 127,363 |
| 13 | iShares Core MSCI EAFE ETF | $19M | 208,743 |
| 14 | Apple | $19M | 73,863 |
| 15 | iShares 0-3 Month Treasury ETF | $18M | 180,134 |
| 16 | NCR Atleos | $17M | 401,456 |
| 17 | iShares Russell 1000 Growth ETF | $17M | 40,954 |
| 18 | Fidelity National Financial, Inc. | $17M | 369,613 |
| 19 | iShares Core S&P US Value ETF | $17M | 162,440 |
| 20 | Angel Oak Ultrashort Income ETF | $13M | 243,870 |
| 21 | Energy Sector SPDR ETF | $12M | 201,864 |
| 22 | Vanguard High Dividend Yield ETF | $12M | 80,547 |
| 23 | Fidelity National Info Srvcs, Inc. | $12M | 253,950 |
| 24 | iShares Core S&P Total US Stock Market ETF | $12M | 80,823 |
| 25 | Angel Oak Income ETF | $11M | 543,185 |
| 26 | SPDR Bloomberg 1-3 Month T-Bill ETF | $11M | 116,101 |
| 27 | Financial Sector SPDR ETF | $9M | 191,970 |
| 28 | iShares Currency Hedged EAFE ETF | $9M | 218,230 |
| 29 | iShares Short Treasury ETF | $9M | 83,399 |
| 30 | iShares Gold TR | $9M | 99,418 |
| 31 | SPDR S&P Biotech ETF | $8M | 64,244 |
| 32 | iShares Russell Mid Cap Growth ETF | $8M | 61,335 |
| 33 | Vanguard FTSE Developed Markets ETF | $7M | 105,685 |
| 34 | SPDR Gold Trust | $7M | 15,605 |
| 35 | AGF Anti-Beta ETF | $7M | 473,811 |
| 36 | SPDR Portfolio S&P (500 High Dividend Etf) | $7M | 144,929 |
| 37 | Invesco S&P 500 Top 50 ETF | $6M | 117,638 |
| 38 | iShares S&P Core Small Cap Value ETF | $6M | 53,549 |
| 39 | iShares Russell 1000 Value ETF | $6M | 27,883 |
| 40 | Carrier Global | $6M | 104,631 |
| 41 | Nvidia Corp | $6M | 33,084 |
| 42 | iShares MSCI EM ex China ETF | $6M | 72,069 |
| 43 | Industrial Sector SPDR ETF | $6M | 34,880 |
| 44 | iShares Russell 2000 ETF | $6M | 22,353 |
| 45 | iShares Core MSCI Total International Stock ETF | $5M | 62,210 |
| 46 | iShares 1-5yr Investment Grade Bond ETF | $5M | 99,420 |
| 47 | iShares EM Dividend ETF | $5M | 151,258 |
| 48 | iShares MSCI EAFE | $5M | 53,111 |
| 49 | iShares Biotechnology ETF | $5M | 28,392 |
| 50 | SPDR S&P Global (natural Resources Etf) | $5M | 62,504 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.