Crestmont Private Wealth LLC
•CIK: 1873372•Filing: Q4 2025
**Crestmont Private Wealth LLC** manages $308M across a diversified portfolio of 95 positions. The strategy exhibits a strong core allocation to U.S. equity indices, evidenced by significant holdings in IVV ($64.5M) and VOO ($61.8M). Further diversification is achieved through international exposure via VEA ($15.7M) and VWO ($15.5M), alongside fixed-income allocations totaling $28.2M (BOND + MUNI). The top ten holdings represent a concentrated, yet broadly diversified, approach to global market capitalization.
Total AUM
$307.7M
QoQ Performance
+1.7%
Positions
87
Top 10 Concentration
80.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VOO
PYLD
BOND
VEA
VWO
IVV21.0%
VOO20.1%
PYLD9.9%
BOND5.6%
VEA5.1%
VWO5.0%
JPST4.0%
DFAT3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.9%
ETF41.0%
Technology2.0%
Financial1.1%
Energy0.7%
Industrial0.4%
Consumer0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$1.8M
+4 more exited positions
Changes from Q3 2025
NEW9 new positions
↑36 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023