Crestmont Private Wealth LLC ETF holdings
Houston, TX
Reported $307.5M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$307.5M
ETFs held
21
Change from prior quarter
+12.9%
With price moves
ETFs as a share of its 13F
86.3%
of $356.5M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $68.3M | 91,163 | −1,282 shares |
| VOO | Vanguard S&P 500 ETF | $63.2M | 92,063 | −14,926 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $35.4M | 1,336,497 | +145,024 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $24.6M | 345,012 | +83,713 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $21.5M | 306,999 | +112,245 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $20.5M | 222,787 | +30,450 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $18.0M | 302,361 | +6,966 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $14.1M | 278,757 | +25,142 shares |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $11.2M | 212,399 | +12,005 shares |
| DFAR | Dimensional US Real Estate ETF | $10.2M | 390,810 | +51,661 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001873372. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Crestmont Private Wealth LLC own?
Crestmont Private Wealth LLC reported 21 ETF positions worth $307.5M in its Form 13F for June 30, 2026. The largest was IVV, at $68.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.