Crestwood Advisors Group, Llc Portfolio Stock Holdings

Crestwood Advisors Group, Llc disclosed 877 stock positions valued at approximately $6.7 billion in its latest SEC 13F filing. The largest holdings include APPLE INC COM, ISHARES CORE S&P 500 ETF, and ALPHABET INC CAP STK CL A. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
877
Portfolio Value
$6.7B
Holdings by Sector
Crestwood Advisors Group, Llc Portfolio Holdings in Q2 2026

840 holdings in the latest reporting period.

Page 1 of 9
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
HOME DEPOT INC COMHDConsumer Cyclical0.86%165,107-5,681-3.33%$58,229,788
BLACKSTONE INC COMBXFinancial Services0.86%492,942-7,246-1.45%$58,004,441
ELI LILLY & CO COMLLYHealthcare0.79%44,320+8,972+25.38%$53,159,411
BOOKING HOLDINGS INC COMBKNGConsumer Cyclical0.76%286,406+269,162+1560.90%$51,050,824
STATE STREET SPDR S&P 500 ETFSPYOther0.75%67,367+5,868+9.54%$50,307,566
VANGUARD S&P 500 ETFVOOOther0.72%70,923+1,026+1.47%$48,704,375
QUALCOMM INC COMQCOMTechnology0.69%252,660-1,722-0.68%$46,689,009
BANK OF AMER CORP COMBACFinancial Services0.69%817,324-10,866-1.31%$46,571,820
DANAHER CORP DEL COMDHRHealthcare0.66%235,276-51,260-17.89%$44,815,717
XYLEM INC COMXYLIndustrials0.64%364,612-40,389-9.97%$43,100,265
MASTERCARD INCORPORATED CL AMAFinancial Services0.63%82,614+11,226+15.73%$42,430,374
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUBOther0.63%396,595-37,513-8.64%$42,225,498
KINDER MORGAN INC DEL COMKMIEnergy0.61%1,290,498+2,363+0.18%$41,257,213
ISHARES CORE S&P MID-CAP ETFIJHOther0.60%526,930+18,538+3.65%$40,631,588
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services0.59%53-2-3.64%$39,689,050
UNITED RENTALS INC COMURIIndustrials0.59%34,889-409-1.16%$39,525,076
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFUSIGOther0.55%721,501+73,522+11.35%$37,005,780
TEXAS INSTRS INC COMTXNTechnology0.55%123,511-15,030-10.85%$36,815,040
INVESCO QQQ TRUST SERIES IQQQOther0.54%49,701+5,755+13.10%$36,600,088
THERMO FISHER SCIENTIFIC INC COMTMOHealthcare0.53%71,767-21,536-23.08%$35,981,349
VANGUARD TAX-EXEMPT BOND ETFVTEBOther0.52%694,212-20,902-2.92%$35,113,459
INVESCO S&P MIDCAP QUALITY ETFXMHQOther0.51%302,466+6,453+2.18%$34,142,355
ABBVIE INC COMABBVHealthcare0.46%122,966+2,869+2.39%$30,943,182
METTLER TOLEDO INTERNATIONAL COMMTDHealthcare0.45%23,777-156-0.65%$30,374,859
US BANCORP COM NEWUSBFinancial Services0.43%475,933-7,924-1.64%$28,746,890
NXP SEMICONDUCTORS N V COMN6596X109Other0.40%96,887+374+0.39%$27,228,062
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFIDEVOther0.40%302,361+22,442+8.02%$26,913,063
ORACLE CORP COMORCLTechnology0.40%182,471-5,841-3.10%$26,741,193
PEPSICO INC COMPEPConsumer Defensive0.39%193,926-7,513-3.73%$26,258,323
EOG RES INC COMEOGEnergy0.39%201,880+2,871+1.44%$26,190,407
CATERPILLAR INC COMCATIndustrials0.37%23,348-782-3.24%$24,862,865
MANULIFE FINL CORP COMMFCFinancial Services0.35%579,513-759-0.13%$23,476,071
PALO ALTO NETWORKS INC COMPANWTechnology0.34%68,072-3,413-4.77%$23,213,888
CISCO SYS INC COMCSCOTechnology0.34%196,222-1,095-0.55%$23,048,286
MICRON TECHNOLOGY INC COMMUTechnology0.34%19,949+12,709+175.54%$23,026,195
PROCTER & GAMBLE CO COMPGConsumer Defensive0.34%156,193-5,022-3.12%$22,904,068
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGOther0.34%276,283+87,285+46.18%$22,886,908
S&P GLOBAL INC COMSPGIFinancial Services0.34%56,119-9,886-14.98%$22,855,147
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFITOTOther0.34%138,849-2,884-2.03%$22,808,684
VANGUARD MORNINGSTAR MID-CAP ETFVOOther0.30%255,199+191,014+297.60%$20,561,346
TRANSDIGM GROUP INC COMTDGIndustrials0.29%14,451+12,648+701.50%$19,248,911
ISHARES RUSSELL 3000 ETFIWVOther0.26%41,335-1,208-2.84%$17,625,450
GOLDMAN SACHS GROUP INC COMGSFinancial Services0.26%17,297+940+5.75%$17,493,592
SEI INVTS CO COMSEICFinancial Services0.26%197,095+882+0.45%$17,287,228
NEXTERA ENERGY INC COMNEEUtilities0.24%183,905+44,417+31.84%$16,141,517
WILLIAMS COS INC COMWMBEnergy0.24%214,426+1,213+0.57%$15,940,409
MARSH & MCLENNAN COS INC COMMMCFinancial Services0.23%93,339-3,397-3.51%$15,556,841
EDWARDS LIFESCIENCES CORP COMEWHealthcare0.23%170,529+380+0.22%$15,426,092
ADVANCED MICRO DEVICES INC COMAMDTechnology0.22%26,040+10,313+65.58%$15,126,064
CME GROUP INC COMCMEFinancial Services0.22%67,639-85,820-55.92%$14,936,719
MERCK & CO INC COMMRKHealthcare0.22%114,219-993-0.86%$14,677,161
VANGUARD MORNINGSTAR SMALL-CAP ETFVBOther0.22%48,362-66-0.14%$14,659,555
ISHARES CORE S&P SMALL CAP ETFIJROther0.21%97,537-5,465-5.31%$14,465,284
ANALOG DEVICES INC COMADITechnology0.21%36,369-909-2.44%$14,444,593
TESLA INC COMTSLAConsumer Cyclical0.21%33,146+9,178+38.29%$13,941,391
SALESFORCE INC COMCRMTechnology0.20%86,290-44,391-33.97%$13,518,379
CHEVRON CORPORATION COMCVXEnergy0.20%81,532-958-1.16%$13,514,737
GE VERNOVA INC COMGEVUtilities0.20%11,468+2,439+27.01%$13,472,160
STIFEL FINL CORP COMSFFinancial Services0.20%192,044-1,552-0.80%$13,398,900
TRANE TECHNOLOGIES PLC SHSTTOther0.19%26,111-481-1.81%$12,824,712
ISHARES MSCI EAFE ETFEFAOther0.18%116,468-2,091-1.76%$12,098,672
STRYKER CORPORATION COMSYKHealthcare0.18%38,236-5,059-11.68%$12,039,835
UNIVERSAL DISPLAY CORP COMOLEDTechnology0.17%134,642-13,121-8.88%$11,658,611
VANGUARD DIVIDEND APPRECIATION ETFVIGOther0.17%49,220-113-0.23%$11,646,451
COCA COLA CO COMKOConsumer Defensive0.17%142,872-3,290-2.25%$11,611,247
ISHARES CORE S&P US VALUE ETFIUSVOther0.17%104,872+53+0.05%$11,551,651
ISHARES FLOATING RATE BOND ETFFLOTOther0.16%216,691+7,624+3.65%$11,062,076
SERVICENOW INC COMNOWTechnology0.16%109,409-17,964-14.10%$10,862,180
WALMART INC COMWMTConsumer Defensive0.16%95,014+22,624+31.25%$10,761,377
STAG INDUSTRIAL INC COMSTAGReal Estate0.16%280,862-11,671-3.99%$10,689,604
Crestwood Advisors Group, Llc Options Holdings in Q2 2026

3 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026STXSeagate TechnologyPUT1,100$1,061,500
Q2 2026SOXXiShares Semiconductor ETFPUT200$128,152
Q2 2026NFENew Fortress Energy Inc.CALL1,000$363

Notional value represents the total exposure of the options position.