Crestwood Advisors Group, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
766
Total value ($000)
$5,944,240
Net value change ($000)
-59,456 (-1.0%)
New positions
107
Sold out positions
35
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 45,925 NEW
IVV 43,999 18.3%
VSLU 29,574 33.4%
NVDA 20,772 13.2%
AMAT 18,196 23.0%
IEFA 15,380 39.7%
INTU 14,689 609.2%
JNJ 13,437 27.4%
PWR 12,370 29.0%
EOG 12,274 74.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -62,435 -23.9%
AZN -45,256 -100.0%
CRM -44,518 -64.6%
ADBE -25,491 -84.2%
BKNG -24,840 -25.5%
AMZN -24,689 -12.5%
AAPL -22,015 -5.9%
BX -19,747 -25.6%
META -18,940 -19.6%
ACN -17,895 -47.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type