Crestwood Advisors Group, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
694
Total value ($000)
$6,003,696
Net value change ($000)
+119,078 (2.0%)
New positions
142
Sold out positions
18
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 85,238 54.9%
AVGO 36,828 59.2%
GOOGL 34,646 18.0%
VSLU 27,147 44.2%
GOOGL 23,478 27.2%
USB 22,683 6114.0%
AAPL 17,102 4.8%
BAC 16,626 66.1%
NVDA 15,258 10.7%
EOG 12,418 304.4%
Top Reduces (Value $000, Stocks/ETFs)
FISV -79,594 -95.8%
META -43,407 -31.0%
ROP -41,956 -65.2%
MSFT -25,825 -9.0%
DEO -23,836 -96.1%
ORCL -14,501 -28.3%
KVUE -14,240 -94.5%
ZTS -14,185 -49.5%
HD -12,797 -17.4%
AMZN -12,606 -6.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type