CIK 1426853
Crestwood Advisors Group, LLC
Institutional 13F holdings & portfolio
Holdings
693
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 693
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | 350K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 1.1M | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 18K | $1M+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 1.7M | $1M+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 3.4M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 243K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 501K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 243K | $1M+ | SH |
| APH | AMPHENOL CORP CL A | 429K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 535K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 508K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 70K | $1M+ | SH |
| CME | CME GROUP INC COM | 164K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 840K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 74K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 55 | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 75K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 433K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 141K | $1M+ | SH |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 650K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 459K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 185K | $1M+ | SH |
| ADBE | ADOBE INC COM | 86K | $1M+ | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 286K | $1M+ | SH |
| PEP | PEPSICO INC COM | 201K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 36K | $1M+ | SH |
| IQV | IQVIA HLDGS INC COM | 117K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 77K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 432K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 50K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 20K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 146K | $1M+ | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 316K | $1M+ | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 224K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 97K | $1M+ | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 168K | $1M+ | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 43K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 45K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 115K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 178K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 23K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 214K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 175K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 121K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 91K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 74K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 50K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 104K | $1M+ | SH |
| ADI | ANALOG DEVICES INC COM | 39K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 26K | $1M+ | SH |