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Disclosed positions
Crestwood Advisors Group, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- APPLE INC COM
- Ticker
- AAPL
- Class
- Stock
- Reported value
- $396,320,267
- Reported amount
- 1,369,680
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001426853-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC COM | AAPL | Stock | $396,320,267 | 1,369,680 | SH | None |
| ISHARES CORE S&P 500 ETF | IVV | ETF | $355,920,537 | 475,264 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $250,876,605 | 702,017 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $204,474,588 | 1,021,922 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $204,212,280 | 547,463 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $186,844,365 | 783,936 | SH | None |
| APPLIED MATLS INC COM | AMAT | Stock | $173,702,323 | 240,264 | SH | None |
| APPLIED FINANCE VALUATION LARGE CAP ETF | VSLU | ETF | $138,113,646 | 2,986,485 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $124,345,226 | 351,926 | SH | None |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | ETF | $119,492,796 | 1,207,232 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $118,768,906 | 314,413 | SH | None |
| LAM RESEARCH CORP COM NEW | LRCX | Stock | $115,982,470 | 267,669 | SH | None |
| KLA CORP COM NEW | KLAC | Stock | $109,831,685 | 364,068 | SH | None |
| VISA INC COM CL A | V | Stock | $109,643,574 | 319,578 | SH | None |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | SPSM | ETF | $100,490,241 | 1,742,537 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $89,990,310 | 274,922 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $85,154,324 | 170,178 | SH | None |
| GMO US QUALITY ETF | QLTY | ETF | $82,059,833 | 1,971,647 | SH | None |
| ISHARES U.S. TREASURY BOND ETF | GOVT | ETF | $80,328,650 | 3,526,231 | SH | None |
| JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | JMEE | ETF | $79,872,196 | 1,023,610 | SH | None |
| AMPHENOL CORP CL A | APH | Stock | $73,347,521 | 415,991 | SH | None |
| QUANTA SVCS INC COM | PWR | Stock | $71,736,134 | 99,628 | SH | None |
| HILTON WORLDWIDE HLDGS INC COM | HLT | Stock | $70,305,169 | 212,748 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $69,830,717 | 123,970 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $68,248,956 | 268,723 | SH | None |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | ETF | $67,392,024 | 658,794 | SH | None |
| ISHARES NATIONAL MUNI BOND ETF | MUB | ETF | $66,386,785 | 616,861 | SH | None |
| COSTCO WHOLESALE CORPORATION COM | COST | Stock | $66,220,930 | 70,789 | SH | None |
| TJX COS INC NEW COM | TJX | Stock | $66,167,881 | 436,752 | SH | None |
| ISHARES CORE MSCI EAFE ETF | IEFA | ETF | $58,305,874 | 603,713 | SH | None |
| HOME DEPOT INC COM | HD | Stock | $58,229,788 | 165,107 | SH | None |
| BLACKSTONE INC COM | BX | Stock | $58,004,441 | 492,942 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $53,159,411 | 44,320 | SH | None |
| BOOKING HOLDINGS INC COM | BKNG | Stock | $51,050,824 | 286,406 | SH | None |
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $50,307,566 | 67,367 | SH | None |
| VANGUARD S&P 500 ETF | VOO | ETF | $48,704,375 | 70,923 | SH | None |
| QUALCOMM INC COM | QCOM | Stock | $46,689,009 | 252,660 | SH | None |
| BANK OF AMER CORP COM | BAC | Stock | $46,571,820 | 817,324 | SH | None |
| DANAHER CORP DEL COM | DHR | Stock | $44,815,717 | 235,276 | SH | None |
| XYLEM INC COM | XYL | Stock | $43,100,265 | 364,612 | SH | None |
| ASTRAZENECA PLC ORD | AZN | ADR | $42,534,070 | 224,312 | SH | None |
| MASTERCARD INCORPORATED CL A | MA | Stock | $42,430,374 | 82,614 | SH | None |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | ETF | $42,225,498 | 396,595 | SH | None |
| KINDER MORGAN INC DEL COM | KMI | Stock | $41,257,213 | 1,290,498 | SH | None |
| ISHARES CORE S&P MID-CAP ETF | IJH | ETF | $40,631,588 | 526,930 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK.A | Stock | $39,689,050 | 53 | SH | None |
| UNITED RENTALS INC COM | URI | Stock | $39,525,076 | 34,889 | SH | None |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | ETF | $37,005,780 | 721,501 | SH | None |
| TEXAS INSTRS INC COM | TXN | Stock | $36,815,040 | 123,511 | SH | None |
| INVESCO QQQ TRUST SERIES I | QQQ | ETF | $36,600,088 | 49,701 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 3 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.