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Portfolio (Quarterly) Guide ↗

Crestwood Advisors Group, LLC

· CIK 0001426853
13F Portfolio $6.7B AUM 985 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 157 New 416 Added 240 Reduced 43 Exited
Page 8 of 44  ·  880 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 64,378.0 $5.8M 0.09% +6K +10.1% $90.60 +13.5%
142 GE GE AEROSPACE COM NEW Industrials 15,578.0 $5.8M 0.09% -214.0 -1.4% $373.72 -4.7%
143 CBRE CBRE GROUP INC CL A Real Estate 42,726.0 $5.8M 0.09% +17K +63.4% $134.69 +15.1%
144 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 59,970.0 $5.5M 0.08% +978.0 +1.7% $91.64 -0.1%
145 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 28,790.0 $5.5M 0.08% -3K -8.8% $190.52 -3.6%
146 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 11,343.0 $5.4M 0.08% +2K +23.8% $477.56 -13.7%
147 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 14,761.0 $5.4M 0.08% +646.0 +4.6% $365.70 -1.5%
148 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 141,940.0 $5.4M 0.08% -2K -1.3% $37.94 -4.1%
149 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 46,910.0 $5.4M 0.08% -2K -3.4% $114.18 +28.4%
150 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 7,419.0 $5.2M 0.08% -302.0 -3.9% $703.35 -0.1%
151 IWB ISHARES RUSSELL 1000 ETF 12,668.0 $5.2M 0.08% +1K +10.9% $409.51 +2.9%
152 SCHB SCHWAB U.S. BROAD MARKET ETF 179,026.0 $5.2M 0.08% -14K -7.1% $28.96 +2.7%
153 AMGN AMGEN INC COM Healthcare 14,249.0 $5.2M 0.08% -353.0 -2.4% $362.12 +22.2%
154 IWM ISHARES RUSSELL 2000 ETF 16,864.0 $5.1M 0.07% -202.0 -1.2% $300.45 +0.4%
155 CMCSA COMCAST CORP NEW CL A Communication Services 205,887.0 $5.1M 0.07% -10K -4.5% $24.55 +8.3%
156 PM PHILIP MORRIS INTL INC COM Consumer Defensive 25,730.0 $4.7M 0.07% +534.0 +2.1% $180.91 +5.0%
157 WFC WELLS FARGO & CO COM Financial Services 55,249.0 $4.6M 0.07% $82.64 +4.0%
158 DIS DISNEY WALT CO COM Communication Services 47,229.0 $4.5M 0.07% +5K +10.9% $96.25 +11.1%
159 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 25,392.0 $4.5M 0.07% +566.0 +2.3% $178.60 -1.9%
160 AXP AMERICAN EXPRESS CO COM Financial Services 13,333.0 $4.5M 0.07% $338.25 +0.5%
Page 8 of 44  ·  880 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Financial Services 15.4%
Consumer Cyclical 10.5%
Communication Services 10.1%
Healthcare 8.9%
Industrials 7.4%
Consumer Defensive 3.9%
Energy 2.5%
Utilities 1.0%
Real Estate 0.8%