Crestmont Private Wealth Llc Portfolio Shifts in Q2 2026

As reported for the period ending June 30th, 2026, Crestmont Private Wealth Llc has shown active management of its portfolio through observable changes in stock holdings. The firm's total assets under review stand at $356,242,328 as of that date.

Prominent Purchases This Quarter

Crestmont Private Wealth Llc demonstrated significant buying activity during Q2 2026. The most notable purchase was in the Dimensional ETF trust (DFAT), which saw a substantial increase of over 57% in its holdings, representing one of the largest share additions tracked for this period. This was followed by an impressive growth in PIMCO ETF TR (PYLD), where shares increased by 12.17%, and Vanguard INDEX FDS (VOO) experienced a considerable rise of 13.95%.

Furthermore, the investor initiated new positions or significantly boosted existing ones with several other stocks. These include KKR & Co Inc, a company in the Financial Services sector; Hormel Foods Corp (HRL), an entity within Consumer Defensive; and Devon Energy Corp NEW (DVN), belonging to the Energy sector. The Dimensional ETF trust holding (DFAR) also showed a healthy increase of 15.23%.

Notable Sales and Reductions

In contrast to the buying activity, Crestmont Private Wealth Llc also reduced its exposure in certain areas during Q2 2026. The Vanguard INDEX FDS (VOO) holding experienced a significant decline of 13.95% in shares, indicating a deliberate reduction or replacement strategy for this major component.

Perhaps the most striking sale was the complete exit from iShares ETF (IJR), which saw an 85.73% reduction in holdings, effectively removing it from the portfolio this quarter. Other sales included reductions in positions held by J P Morgan Exchange Traded Fund (JPST) and iShares ETF (IBTG), although these were less pronounced than some of the buys.

Overall Portfolio Activity

The changes observed reflect a dynamic approach to portfolio management. The investor maintained its core holdings like Dimensional ETF TRUST (DFAT) and PIMCO ETF TR (PYLD), while simultaneously adjusting positions in established index funds such as Vanguard INDEX FDS (VOO). This quarter also saw the introduction of new individual stock positions, including KKR & Co Inc, Hormel Foods Corp (HRL), and Devon Energy Corp NEW (DVN).

The data indicates that Crestmont Private Wealth Llc is actively rebalancing its portfolio, favoring specific ETFs while strategically exiting others. The firm's holdings span various sectors, with a significant portion allocated to fixed income or tax-managed funds.