CRESTWOOD ADVISORS GROUP LLC
Q3 2026 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001426853
· CRD 286243
· SEC-registered investment adviser
$6.8B Reported Value Total
CRESTWOOD ADVISORS reports 6,710 total accounts under management (AUM). There are 6,684 discretionary accounts valued at $8,000,013,936, and 26 non-discretionary accounts valued at $21,441,282.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-06-11
Reported value
$6.8B
Quarter over quarter
-0.3%
Holdings
919
Top-10 concentration
33.7%
Key People
Form ADV owners & control persons
Michael Arthur Eckton
CEO
Leah Rachel Sciabarrasi
PRESIDENT
Roy Donald Treible
CHIEF COMPLIANCE OFFICER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 27, 2026 |
| Form | 13F-HR |
| Reported value | $6.8B |
| Positions | 919 |
| Change in reported value | +0.3% |
| New positions | 85 |
| Exited positions | 43 |
| Position turnover | 13.3% |
| Top-10 concentration | 33.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 27, 2026
|
919 | $6.8B |
|
Q2 2026 13F
Filed Aug 3, 2026
|
877 | $6.7B |
|
Q1 2026 13F
Filed May 5, 2026
|
765 | $5.9B |
|
Q4 2025 13F
Filed Feb 3, 2026
|
693 | $6.0B |
|
Q3 2025 13F
Filed Nov 7, 2025
|
569 | $5.9B |
|
Q2 2025 13F
Filed Aug 5, 2025
|
530 | $5.6B |
|
Q1 2025 13F
Filed May 5, 2025
|
495 | $5.3B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
456 | $5.3B |
|
Q3 2024 13F
Filed Oct 30, 2024
|
442 | $5.2B |
|
Q2 2024 13F
Filed Aug 1, 2024
|
425 | $4.8B |
|
Q1 2024 13F
Filed May 8, 2024
|
418 | $4.6B |
|
Q4 2023 13F
Filed Jan 29, 2024
|
405 | $4.3B |
|
Q3 2023 13F
Filed Nov 15, 2023
|
365 | $3.8B |
|
Q2 2023 13F
Filed Aug 15, 2023
|
254 | $3.2B |
|
Q1 2023 13F
Filed May 12, 2023
|
258 | $3.0B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
265 | $2.9B |
|
Q3 2022 13F
Filed Oct 26, 2022
|
262 | $2.8B |
|
Q2 2022 13F
Filed Jul 7, 2022
|
262 | $3.0B |
|
Q1 2022 13F
Filed Apr 12, 2022
|
286 | $3.6B |
|
Q4 2021 13F
Filed Feb 15, 2022
|
297 | $3.9B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC COM | $449.5M | 6.65% |
| 2 | IVV ISHARES CORE S&P 500 ETF | $386.6M | 5.72% |
| 3 | MSFT MICROSOFT CORP COM | $279.3M | 4.13% |
| 4 | NVDA NVIDIA CORPORATION COM | $237.2M | 3.51% |
| 5 | GOOGL ALPHABET INC CAP STK CL A | $234.8M | 3.47% |
| 6 | AMZN AMAZON COM INC COM | $192.9M | 2.85% |
| 7 | VSLU APPLIED FINANCE VALUATION LARGE CAP ETF | $140.3M | 2.07% |
| 8 | GOOG ALPHABET INC CAP STK CL C | $124.8M | 1.85% |
| 9 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | $118.3M | 1.75% |
| 10 | AMAT APPLIED MATLS INC COM | $115.1M | 1.7% |
| 11 | V VISA INC COM CL A | $112.6M | 1.67% |
| 12 | AVGO BROADCOM INC COM | $101.4M | 1.5% |
| 13 | JPM JPMORGAN CHASE & CO COM | $91.8M | 1.36% |
| 14 | SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $91.7M | 1.36% |
| 15 | META META PLATFORMS INC CL A | $87.5M | 1.29% |
| 16 | QLTY GMO US QUALITY ETF | $85.7M | 1.27% |
| 17 | LRCX LAM RESEARCH CORP COM NEW | $83.4M | 1.23% |
| 18 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $82.3M | 1.22% |
| 19 | GOVT ISHARES U.S. TREASURY BOND ETF | $79.7M | 1.18% |
| 20 | JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $75.8M | 1.12% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.