Crestwood Advisors Group, LLC — 13F holdings

Crestwood Advisors Group, LLC reported 985 holdings worth $6.74B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. AAPL APPLE INC — $396M (5.9%)
  2. IVV ISHARES TR — $356M (5.3%)
  3. GOOGL ALPHABET INC — $251M (3.7%)
  4. NVDA NVIDIA CORPORATION — $204M (3.0%)
  5. MSFT MICROSOFT CORP — $204M (3.0%)
  6. AMZN AMAZON COM INC — $187M (2.8%)
  7. AMAT APPLIED MATLS INC — $174M (2.6%)
  8. VSLU ETF OPPORTUNITIES TRUST — $138M (2.0%)
  9. GOOG ALPHABET INC — $124M (1.8%)
  10. AGG ISHARES TR — $119M (1.8%)