Crestwood Advisors Group, LLC
•CIK: 1426853•Filing: Q4 2025
Crestwood Advisors Group, LLC, managed by the seasoned team of John Crestwood and Emily Hart, is known for its concentrated tech-heavy portfolio and opportunistic trading strategies. Recently, the fund has made notable moves by adding high-growth names like NVDA and SPYM, while exiting positions in FNF and FIS, reflecting a focus on capitalizing on tech innovation and market volatility.
Total AUM
$6.0B
+ $1.1K in options
QoQ Performance
+4.8%
Positions
692
+ 1 option
Top 10 Concentration
33.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.3%
MSFT4.3%
IVV4.0%
GOOGL3.8%
AMZN3.3%
NVDA2.6%
V1.9%
GOOGL1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.0%
Technology29.3%
Consumer9.1%
ETF5.7%
Financial5.5%
Healthcare4.4%
Industrial1.2%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+365 more exited positions
Changes from Q3 2025
NEW1 new position
↑99 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022