Cromwell Holdings LLC ETF holdings
Jackson, WY
Reported $9.7M in 8 ETFs in its Form 13F for June 30, 2026.
ETF value
$9.7M
ETFs held
8
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
4.4%
of $222.8M
Top 8 of 8 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $5.0M | 6,740 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $2.7M | 7,410 | New position |
| VEA | Vanguard FTSE Developed Markets ETF | $1.3M | 17,860 | New position |
| VWO | Vanguard FTSE Emerging Markets ETF | $377K | 6,310 | New position |
| GNR | State Street SPDR S&P Global Natural Resources ETF | $111K | 1,650 | New position |
| IGF | iShares Global Infrastructure ETF | $61K | 915 | New position |
| VTEB | Vanguard Tax-Exempt Bond ETF | $59K | 1,160 | New position |
| IAU | iShares Gold Trust | $48K | 630 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001894712. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cromwell Holdings LLC own?
Cromwell Holdings LLC reported 8 ETF positions worth $9.7M in its Form 13F for June 30, 2026. The largest was IVV, at $5.0M.
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.