Institutional Fund
Crestmont Private Wealth LLC
Houston, TXCIK 18733725 filings on record
Portfolio Value
$317.31M
Q1 2026
Holdings
105
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+3.1%
from $307.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds20.1%
- Ishares Tr19.0%
- Pimco ETF Tr9.8%
- Pimco ETF Tr5.6%
- Vanguard Tax-Managed Fds5.3%
- Vanguard Intl Equity Index F5.0%
- Other35.1%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 107.0K | $63.93M | 20.1% | +8.4K | Added |
| 2 | Ishares Tr | 92.4K | $60.39M | 19.0% | −1.7K | Reduced |
| 3 | Pimco ETF Tr | 1.19M | $31.22M | 9.8% | +51.8K | Added |
| 4 | Pimco ETF Tr | 192.3K | $17.75M | 5.6% | +8.8K | Added |
| 5 | Vanguard Tax-Managed Fds | 261.3K | $16.74M | 5.3% | +9.6K | Added |
| 6 | Vanguard Intl Equity Index F | 295.4K | $15.97M | 5.0% | +6.6K | Added |
| 7 | J P Morgan Exchange Traded F | 253.6K | $12.84M | 4.0% | +12.9K | Added |
| 8 | Dimensional ETF Trust | 194.8K | $12.16M | 3.8% | +5.3K | Added |
| 9 | Pimco ETF Tr | 200.4K | $10.46M | 3.3% | +7.5K | Added |
| 10 | Dimensional ETF Trust | 339.1K | $8.02M | 2.5% | +8.9K | Added |
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