Crestwood Advisors Group, LLC

Registered adviser

CIK

1426853

Location

BOSTON, MA

Portfolio Value

Mid $6,481,540,957

Diversification

Diversified

Filing Date

Global Rank

#723 / 8,818 ▼ 3 · as of Jun 2026

Top Industry

Semiconductors 10.8%

Period ended 28 days ago

Filed Oct 27, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 286243

Roster of Oct 1, 2026

Regulatory AUM

$8,021,455,218

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$8,021,455,218	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$7,015,988,190	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$5,692,226,263	Individuals and high net worth (97%)
May 2023 to Mar 2024	$4,057,189,857	Individuals and high net worth (99%)
Apr 2023	$4,057,189,857	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$4,963,454,547	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.6%, 25.0 effective positions, active share 47.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 64.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 47.6%; sector active share 14.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

903 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.8%

+0.1 pts

Top 5

36.3%

+2.7 pts

Top 10

46.8%

+2.3 pts

HHI

418

Diversified+19

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$1,840,833,926	140
Unclassified	26.3%	$1,702,376,323	170
Financial Services	11.8%	$762,621,431	132
Communication Services	7.3%	$471,342,006	27
Healthcare	7.1%	$459,974,371	82
Consumer Cyclical	7.0%	$455,731,280	64
Industrials	5.6%	$361,257,726	111
Consumer Defensive	2.6%	$171,278,616	43
Energy	2.4%	$154,908,240	27
Real Estate	0.7%	$42,807,293	41
Utilities	0.5%	$31,804,754	36
Basic Materials	0.4%	$26,604,991	30

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+398,936	814,927	$68,698,346
AB	Alliancebernstein Holding L.P.	+304,370	519,003	$18,102,824
GOVT	iShares U.S. Treasury Bond ETF	+117,929	3,644,160	$79,697,779
GILD	Gilead Sciences, Inc.	+68,175	88,972	$13,261,276
FLOT	iShares Floating Rate Bond ETF	+54,558	271,249	$13,847,261
AGG	iShares Core U.S. Aggregate Bond ETF	+43,870	1,251,102	$118,279,183
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	+33,268	754,769	$36,764,797
EMXC	iShares MSCI Emerging Markets ex China ETF	+31,638	690,432	$68,408,002
CBRE	Cbre Group, Inc.	+31,187	73,913	$9,495,603
—		+30,095	2,001,742	$0
ADT	ADT Inc.	+29,613	44,715	$271,867
IVV	iShares Core S&P 500 ETF	+29,510	504,774	$386,581,167
UBER	Uber Technologies, Inc	+29,373	43,309	$2,967,099
AMGN	Amgen Inc	+28,528	42,777	$18,030,933
ISTB	iShares Core 1-5 Year USD Bond ETF	+27,216	244,405	$11,548,136
BMY	Bristol Myers Squibb Co	+26,998	47,373	$2,956,075
ACGL	Arch Capital Group Ltd.	+24,394	29,167	$2,693,864
IEMG	iShares Trust	+24,050	300,333	$0
GECC	Great Elm Capital Corp.	+22,277	48,902	$258,202
TFC	Truist Financial Corp	+21,490	29,624	$1,371,591
EBAY	Ebay Inc	+20,227	28,406	$3,012,456
GE	General Electric Co	+19,545	35,123	$10,968,561
CRWD	CrowdStrike Holdings, Inc.	+17,465	22,799	$6,036,035
NVDA	Nvidia Corp	+16,877	1,038,799	$237,240,915
IJH	iShares Core S&P Mid-Cap ETF	+16,636	543,566	$39,109,573
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−126,780	567,432	$26,873,579
MUB	iShares National Muni Bond ETF	−95,995	520,866	$52,659,552
VSLU	Applied Finance Valuation Large Cap ETF	−95,232	2,891,253	$140,312,507
T	At&T Inc.	−60,147	81,474	$1,987,965
PEP	Pepsico Inc	−52,649	141,277	$17,902,621
CMCSA	Comcast Corp	−50,637	155,250	$3,378,240
SUB	iShares Short-Term National Muni Bond ETF	−47,828	348,767	$36,460,102
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−38,530	255,895	$6,233,602
WIT	Wipro Ltd	−33,992	64,028	$105,646
DHR	Danaher Corp	−32,177	203,099	$44,996,582
BKNG	Booking Holdings Inc.	−27,424	258,982	$42,190,757
AVGO	Broadcom Inc.	−25,739	288,674	$101,379,421
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−23,369	134,778	$6,904,676
CME	Cme Group Inc.	−22,761	44,878	$11,757,138
BLV	VANGUARD LONG-TERM BOND INDEX FUND	−21,737	131,847	$8,270,762
LPL	LG Display Co., Ltd.	−19,846	32,060	$94,577
AAPL	Apple Inc.	−19,809	1,349,871	$449,534,040
GOOGL	Alphabet Inc.	−19,742	682,275	$234,757,181
—		−17,282	137,364	$0
AMAT	Applied Materials Inc	−15,185	225,079	$115,100,898
PFE	Pfizer Inc	−14,449	123,362	$3,518,284
TJX	Tjx Companies Inc	−14,353	422,399	$55,887,611
XYL	Xylem Inc.	−14,031	350,581	$35,503,337
LRCX	Lam Research Corp	−13,889	253,780	$83,369,267
KLAC	Kla Corp	−13,065	351,003	$68,421,014
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SCMB	Schwab Municipal Bond ETF	982,371	$23,734,083
ARX	Accelerant Holdings	190,408	$3,756,749
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	59,024	$2,959,463
SGOV	iShares 0-3 Month Treasury Bond ETF	9,714	$978,005
NYF	iShares New York Muni Bond ETF	14,843	$749,868
LYB	LyondellBasell Industries N.V.	7,702	$442,633
GTES	Gates Industrial Corp Ltd.	16,707	$437,723
FIVE	Five Below, Inc	1,961	$430,576
DAR	Darling Ingredients Inc.	6,643	$403,296
EPAM	EPAM Systems, Inc.	3,252	$352,386
IUSB	iShares Core Universal USD Bond ETF	7,952	$350,603
AES	Aes Corp	23,204	$345,739
PVH	Pvh Corp.	4,627	$342,629
TRMB	Trimble Inc.	5,895	$336,663
VNT	Vontier Corp	10,605	$332,997
DCI	DONALDSON Co INC	3,748	$326,225
RGA	Reinsurance Group Of America Inc	1,309	$322,328
WSC	WillScot Holdings Corp	18,418	$316,421
ARE	Alexandria Real Estate Equities, Inc.	6,579	$312,239
CTSH	Cognizant Technology Solutions Corp	5,396	$309,946
COLB	Columbia Banking System, Inc.	10,092	$288,631
GLOB	Globant S.A.	8,303	$288,114
DOC	Healthpeak Properties, Inc.	14,333	$286,230
EG	Everest Group, Ltd.	773	$282,276
SMCI	Super Micro Computer, Inc.	6,863	$281,863
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
STZ	Constellation Brands, Inc.	5,324	$740,515
—		3,494	$716,409
—		10,673	$554,462
ATI	Ati Inc	2,721	$536,309
AGCO	Agco Corp	3,415	$408,775
FICO	Fair Isaac Corp	334	$399,056
EVR	Evercore Inc.	1,156	$394,704
GLPI	Gaming & Leisure Properties, Inc.	8,529	$379,796
SMG	Scotts Miracle-Gro Co	4,947	$336,940
—		27,948	$327,271
PLMR	Palomar Holdings, Inc.	2,483	$313,826
QNT	Quantinuum Inc.	3,720	$304,072
BYD	Boyd Gaming Corp	3,429	$302,883
—		1,414	$295,441
TNL	Travel & Leisure Co.	3,660	$279,733
FDXF	FedEx Freight Holding Company, Inc.	1,815	$274,065
—		1,432	$270,204
—		5,900	$262,373
NI	Nisource Inc.	5,517	$262,333
BJ	BJ's Wholesale Club Holdings, Inc.	2,976	$259,566
HASI	HA Sustainable Infrastructure Capital, Inc.	6,396	$249,763
PATK	Patrick Industries Inc	2,740	$245,997
CNP	Centerpoint Energy Inc	5,449	$239,973
IEF	iShares 7-10 Year Treasury Bond ETF	2,506	$236,992
AMJB		6,818	$235,152
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

903 tracked positions · $6,481,540,957 total · filing declares 1,028 positions · $6,762,272,339 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 903 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,349,871	-19,809	$449,534,040	+13.4%	6.94%
IVV	iShares Core S&P 500 ETF	Added	504,774	+29,510	$386,581,167	+8.6%	5.96%
MSFT	Microsoft Corp Technology	Reduced	544,524	-2,939	$279,286,358	+36.8%	4.31%
NVDA	Nvidia Corp Technology	Added	1,038,799	+16,877	$237,240,915	+16.0%	3.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	682,275	-19,742	$234,757,181	−6.4%	3.62%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	774,261	-9,675	$192,907,127	+3.2%	2.98%
VSLU	Applied Finance Valuation Large Cap ETF	Reduced	2,891,253	-95,232	$140,312,507	—	2.16%
GOOG	Alphabet Inc. Communication Services	Added	366,245	+14,319	$124,794,321	+0.4%	1.93%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	1,251,102	+43,870	$118,279,183	−1.0%	1.82%
AMAT	Applied Materials Inc Technology	Reduced	225,079	-15,185	$115,100,898	−33.7%	1.78%
V	Visa Inc. Financial Services	Reduced	313,388	-6,190	$112,609,710	+2.7%	1.74%
AVGO	Broadcom Inc. Technology	Reduced	288,674	-25,739	$101,379,421	−14.6%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	277,466	+2,544	$91,794,075	+2.0%	1.42%
META	Meta Platforms, Inc. Communication Services	Reduced	120,725	-3,245	$87,547,354	+25.4%	1.35%
LRCX	Lam Research Corp Technology	Reduced	253,780	-13,889	$83,369,267	−28.1%	1.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	165,192	-4,986	$82,257,355	−3.4%	1.27%
GOVT	iShares U.S. Treasury Bond ETF	Added	3,644,160	+117,929	$79,697,779	−0.8%	1.23%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Added	1,029,917	+6,307	$75,781,292	−5.1%	1.17%
JNJ	Johnson & Johnson Healthcare	Reduced	267,958	-765	$70,939,200	+3.9%	1.09%
APH	Amphenol Corp Technology	Added	814,927	+398,936	$68,698,346	−6.3%	1.06%
KLAC	Kla Corp Technology	Reduced	351,003	-13,065	$68,421,014	−37.7%	1.06%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	690,432	+31,638	$68,408,002	+1.5%	1.06%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	203,473	-9,275	$64,728,830	−7.9%	1.00%
PWR	Quanta Services, Inc. Industrials	Reduced	98,580	-1,048	$63,338,635	−11.7%	0.98%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	68,600	-2,189	$62,449,323	−5.7%	0.96%
IEFA	iShares Core MSCI EAFE ETF	Added	606,258	+2,545	$58,734,275	+0.7%	0.91%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	422,399	-14,353	$55,887,611	−15.5%	0.86%
BX	Blackstone Inc. Financial Services	Reduced	492,810	-132	$55,239,072	−4.8%	0.85%
LLY	ELI LILLY & Co Healthcare	Added	47,228	+2,908	$54,646,573	+2.8%	0.84%
MUB	iShares National Muni Bond ETF	Reduced	520,866	-95,995	$52,659,552	−20.7%	0.81%
SPY	Spdr S&P 500 ETF Trust	Reduced	65,696	-1,671	$50,101,740	−0.4%	0.77%
VOO	VANGUARD 500 INDEX FUND	Reduced	70,747	-176	$49,583,742	+1.8%	0.76%
MA	Mastercard Inc Financial Services	Added	84,334	+1,720	$46,507,670	+9.6%	0.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	67,296	-4,471	$45,428,164	+26.3%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	159,509	-5,598	$45,378,715	−22.1%	0.70%
QCOM	Qualcomm Inc Technology	Reduced	246,094	-6,566	$45,291,139	−3.0%	0.70%
DHR	Danaher Corp Healthcare	Reduced	203,099	-32,177	$44,996,582	+0.4%	0.69%
BAC	Bank Of America Corp Financial Services	Reduced	813,005	-4,319	$44,251,861	−5.0%	0.68%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	258,982	-27,424	$42,190,757	−17.4%	0.65%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	53	0	$39,591,265	−0.2%	0.61%
IJH	iShares Core S&P Mid-Cap ETF	Added	543,566	+16,636	$39,109,573	−3.7%	0.60%
KMI	Kinder Morgan, Inc. Energy	Reduced	1,288,544	-1,954	$38,849,601	−5.8%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Added	50,717	+1,016	$37,518,915	+2.5%	0.58%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Added	754,769	+33,268	$36,764,797	−0.7%	0.57%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	348,767	-47,828	$36,460,102	−13.7%	0.56%
XYL	Xylem Inc. Industrials	Reduced	350,581	-14,031	$35,503,337	−17.6%	0.55%
MTD	Mettler Toledo International Inc Healthcare	Reduced	23,223	-554	$35,088,791	+15.5%	0.54%
URI	United Rentals, Inc. Industrials	Reduced	34,622	-267	$34,649,005	−12.3%	0.53%
AZN	Astrazeneca PLC Healthcare	Reduced	212,785	-11,527	$34,358,393	−19.2%	0.53%
TXN	Texas Instruments Inc Technology	Reduced	117,501	-6,010	$32,910,855	−10.6%	0.51%

Showing the top 50 of 903 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.