Crestwood Advisors Group, LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$5.9B
Holdings
788
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Held since at least Q1 2024
5.9%
02
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
4.8%
03
$GOOGL
ALPHABET INC CAP STK CL A
Held since at least Q1 2024
3.5%
04
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
3.3%
05
$NVDA
NVIDIA CORPORATION COM
Held since at least Q1 2024
3.0%
06
$AMZN
AMAZON COM INC COM
Held since at least Q1 2024
2.9%
07
$VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
Held since at least Q1 2024
2.0%
08
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Held since at least Q1 2024
1.9%
09
$GOOG
ALPHABET INC CAP STK CL C
Held since at least Q1 2024
1.7%
10
$V
VISA INC COM CL A
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.