Institutional Fund
Crestwood Advisors Group, LLC
Boston, MACIK 14268535 filings on record
Portfolio Value
$5.94B
Q1 2026
Holdings
765
Reported positions
New Buys
107
Opened this quarter
QoQ Change
-1.0%
from $6.00B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.9%
- Ishares Tr4.8%
- Alphabet Inc3.5%
- Microsoft Corp3.3%
- Nvidia Corporation3.0%
- Amazon Com Inc2.9%
- Other76.5%
Portfolio Holdings
765 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.39M | $353.45M | 5.9% | +11.6K | Added |
| 2 | Ishares Tr | 435.3K | $284.36M | 4.8% | +84.4K | Added |
| 3 | Alphabet Inc | 728.0K | $209.33M | 3.5% | +3.4K | Added |
| 4 | Microsoft Corp | 535.9K | $198.38M | 3.3% | −3.4K | Reduced |
| 5 | Nvidia Corporation | 1.02M | $178.39M | 3.0% | +177.7K | Added |
| 6 | Amazon Com Inc | 828.4K | $172.53M | 2.9% | −26.0K | Reduced |
| 7 | ETF Opportunities Trust | 2.82M | $118.09M | 2.0% | +824.5K | Added |
| 8 | Ishares Tr | 1.14M | $113.09M | 1.9% | +81.6K | Added |
| 9 | Alphabet Inc | 345.4K | $99.09M | 1.7% | −4.4K | Reduced |
| 10 | Visa Inc | 324.3K | $98.03M | 1.6% | +5.5K | Added |
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