Crestwood Advisors Group, LLC ETF holdings
Boston, MA
Reported $2.0B in 170 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.0B
ETFs held
170
Change from prior quarter
+17.1%
With price moves
ETFs as a share of its 13F
29.1%
of $6.7B
Top 10 of 170 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $355.9M | 475,264 | +39,931 shares |
| VSLU | Applied Finance Valuation Large Cap US ETF | $138.1M | 2,986,485 | +162,155 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $119.5M | 1,207,232 | +67,990 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $100.5M | 1,742,537 | +15,890 shares |
| QLTY | GMO U.S. Quality ETF | $82.1M | 1,971,647 | +201,927 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $80.3M | 3,526,231 | +70,263 shares |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $79.9M | 1,023,610 | +20,260 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $67.4M | 658,794 | +193,638 shares |
| MUB | iShares National Muni Bond ETF | $66.4M | 616,861 | +50,487 shares |
| IEFA | iShares Core MSCI EAFE ETF | $58.3M | 603,713 | +6,175 shares |
160 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) 0001426853. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Crestwood Advisors Group, LLC own?
Crestwood Advisors Group, LLC reported 170 ETF positions worth $2.0B in its Form 13F for June 30, 2026. The largest was IVV, at $355.9M.
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.