Institutions / Crestmont Private Wealth LLC
Crestmont Private Wealth LLC
CIK 1873372 · Institution · as of Jun 30, 2026
Portfolio value
$356.49M
Positions
105
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$356.49M+15.9%Positions
105+10.5%Top holdings
Jun 30, 2026View all 105 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $68.27M | 19.2% |
| Vanguard Index Fds | $63.23M | 17.7% |
| PIMCO ETF Tr | $35.44M | 9.9% |
| Vanguard Tax-Managed Fds | $24.58M | 6.9% |
| Dimensional ETF Trust | $21.46M | 6.0% |
| PIMCO ETF Tr | $20.54M | 5.8% |
| Vanguard Intl Equity Index F | $18.05M | 5.1% |
| J P Morgan Exchange Traded F | $14.10M | 4.0% |
| PIMCO ETF Tr | $11.17M | 3.1% |
| Dimensional ETF Trust | $10.22M | 2.9% |
| iShares Tr | $9.31M | 2.6% |
| Target Hospitality Corp.TH | $2.98M | 0.8% |
| iShares Tr | $2.43M | 0.7% |
| iShares Tr | $2.43M | 0.7% |
| Lam Research Corp | $2.11M | 0.6% |
| iShares Tr | $2.08M | 0.6% |
| Alphabet Inc. | $1.79M | 0.5% |
| Qualcomm INC/DE | $1.28M | 0.4% |
| Mueller Industries Inc | $1.17M | 0.3% |
| Apple Inc. | $1.16M | 0.3% |
| Illinois Tool Works Inc | $1.14M | 0.3% |
| FedEx Corp | $1.05M | 0.3% |
| Quest Diagnostics Inc | $978.8K | 0.3% |
| Caterpillar Inc | $963.7K | 0.3% |
| EMCOR Group Inc | $962.7K | 0.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V609 Common stock | $8.21M | +117K +62.00% | 306,999 6.02% of portfolio | medium |
| Q2 2026 as of | Add | 921943858 Common stock | $6.65M | +93K +37.07% | 345,012 6.90% of portfolio | medium |
| Q2 2026 as of | Trim | 464287804 Common stock | $-5.37M | -36K -85.15% | 6,310 0.26% of portfolio | medium |
| Q2 2026 as of | Add | 72201R585 Common stock | $5.22M | +197K +17.27% | 1,336,497 9.94% of portfolio | medium |
| Q2 2026 as of | Trim | 922908363 Common stock | $-4.46M | -6K -6.59% | 92,063 17.74% of portfolio | low |
| Q2 2026 as of | Add | 72201R775 Common stock | $3.62M | +39K +21.39% | 222,787 5.76% of portfolio | low |
| Q2 2026 as of | Trim | 464287622 Common stock | $-3.27M | -8K -61.15% | 5,078 0.58% of portfolio | low |
| Q2 2026 as of | New | 46435Gaa0 Common stock | $2.43M | +100K | 100,355 0.68% of portfolio | low |
| Q2 2026 as of | New | 46436E858 Common stock | $2.43M | +106K | 106,221 0.68% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-2.22M | -3K -3.14% | 91,163 19.15% of portfolio | low |