Crestwood Advisors Group, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 3, 2026, Crestwood Advisors Group, Llc disclosed 851 stock positions valued at approximately $6.74B as of quarter-end June 30, 2026. The largest holdings include APPLE INC COM, ISHARES CORE S&P 500 ETF, and ALPHABET INC CAP STK CL A.

Report Period
June 30, 2026
No. of Stocks
851
Portfolio Value
$6.74B
Holdings by Sector
Crestwood Advisors Group, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INC COMAAPLTechnology5.88%1,369,680-23,068-1.66%$396,320,267
ISHARES CORE S&P 500 ETFIVVOther5.28%475,264+39,931+9.17%$355,920,537
ALPHABET INC CAP STK CL AGOOGLCommunication Services3.72%702,017-25,985-3.57%$250,876,605
NVIDIA CORPORATION COMNVDATechnology3.03%1,021,922-964-0.09%$204,474,588
MICROSOFT CORP COMMSFTTechnology3.03%547,463+11,543+2.15%$204,212,280
AMAZON COM INC COMAMZNConsumer Cyclical2.77%783,936-44,467-5.37%$186,844,365
APPLIED MATLS INC COMAMATTechnology2.58%240,264-44,727-15.69%$173,702,323
APPLIED FINANCE VALUATION LARGE CAP ETFVSLUOther2.05%2,986,485+162,155+5.74%$138,113,646
ALPHABET INC CAP STK CL CGOOGCommunication Services1.84%351,926+6,490+1.88%$124,345,226
ISHARES CORE U.S. AGGREGATE BOND ETFAGGOther1.77%1,207,232+67,990+5.97%$119,492,796
BROADCOM INC COMAVGOTechnology1.76%314,413+3,127+1.00%$118,768,906
LAM RESEARCH CORP COM NEWLRCXOther1.72%267,669-10,096-3.63%$115,982,470
KLA CORP COM NEWKLACTechnology1.63%364,068+323,234+791.58%$109,831,685
VISA INC COM CL AVFinancial Services1.63%319,578-4,766-1.47%$109,643,574
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFSPSMOther1.49%1,742,537+15,890+0.92%$100,490,241
JPMORGAN CHASE & CO COMJPMFinancial Services1.33%274,922+7,997+3.00%$89,990,310
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.26%170,178-25,996-13.25%$85,154,324
GMO US QUALITY ETFQLTYOther1.22%1,971,647+201,927+11.41%$82,059,833
ISHARES U.S. TREASURY BOND ETFGOVTOther1.19%3,526,231+70,263+2.03%$80,328,650
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETFJMEEOther1.18%1,023,610+20,260+2.02%$79,872,196
AMPHENOL CORP CL AAPHTechnology1.09%415,991-8,064-1.90%$73,347,521
QUANTA SVCS INC COMPWRIndustrials1.06%99,628-564-0.56%$71,736,134
HILTON WORLDWIDE HLDGS INC COMHLTConsumer Cyclical1.04%212,748-14,459-6.36%$70,305,169
META PLATFORMS INC CL AMETACommunication Services1.04%123,970-11,705-8.63%$69,830,717
JOHNSON & JOHNSON COMJNJHealthcare1.01%268,723+13,227+5.18%$68,248,956
ISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXCOther1.00%658,794+193,638+41.63%$67,392,024
ISHARES NATIONAL MUNI BOND ETFMUBOther0.98%616,861+50,487+8.91%$66,386,785
COSTCO WHOLESALE CORPORATION COMCOSTConsumer Defensive0.98%70,789-3,284-4.43%$66,220,930
TJX COS INC NEW COMTJXConsumer Cyclical0.98%436,752-10,938-2.44%$66,167,881
ISHARES CORE MSCI EAFE ETFIEFAOther0.86%603,713+6,175+1.03%$58,305,874
Showing 30 of 851 holdings in the latest reporting period.
Crestwood Advisors Group, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026STXSeagate TechnologyPUT1,100$1,061,500
Q2 2026SOXXiShares Semiconductor ETFPUT200$128,152
Q2 2026NFENew Fortress Energy Inc.CALL1,000$363
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.