Crestwood Advisors Group, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,003,696
- Description
- Boston Massachusetts based fiduciary portfolio advisory practice with a limited liability advisory organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through mandate specific risk calibration and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 694 | 6,003,696 | 13F-HR | Crestwood Advisors Group, LLC |
| Q3 2025 | 11/7/2025 | 572 | 5,884,618 | 13F-HR | Crestwood Advisors Group, LLC |
| Q2 2025 | 8/5/2025 | 532 | 5,582,063 | 13F-HR | Crestwood Advisors Group, LLC |
| Q1 2025 | 5/5/2025 | 498 | 5,263,012 | 13F-HR | Crestwood Advisors Group, LLC |
| Q4 2024 | 2/4/2025 | 459 | 5,335,957 | 13F-HR | Crestwood Advisors Group, LLC |
| Q3 2024 | 10/30/2024 | 443 | 5,235,428 | 13F-HR | Crestwood Advisors Group, LLC |
| Q2 2024 | 8/1/2024 | 425 | 4,834,592 | 13F-HR | Crestwood Advisors Group, LLC |
| Q1 2024 | 5/8/2024 | 418 | 4,580,383 | 13F-HR | Crestwood Advisors Group, LLC |
| Q4 2023 | 2/13/2024 | 405 | 4,291,893 | 13F-HR/A - RESTATEMENT | Crestwood Advisors Group, LLC |
| Q4 2023 | 1/29/2024 | 405 | 4,291,893 | 13F-HR | Crestwood Advisors Group LLC |
| Q3 2023 | 11/15/2023 | 365 | 3,812,882 | 13F-HR | Crestwood Advisors Group LLC |
| Q2 2023 | 8/15/2023 | 255 | 3,181,416 | 13F-HR | Crestwood Advisors Group LLC |
| Q1 2023 | 5/12/2023 | 258 | 3,001,680 | 13F-HR | Crestwood Advisors Group LLC |
| Q4 2022 | 2/14/2023 | 267 | 2,936,251 | 13F-HR | Crestwood Advisors Group LLC |
| Q3 2022 | 10/26/2022 | 269 | 2,818,842 | 13F-HR | Crestwood Advisors Group LLC |
| Q2 2022 | 7/7/2022 | 269 | 2,970,918 | 13F-HR | Crestwood Advisors Group LLC |
| Q1 2022 | 4/12/2022 | 288 | 3,564,976 | 13F-HR | Crestwood Advisors Group LLC |
| Q4 2021 | 2/15/2022 | 300 | 3,853,060 | 13F-HR | Crestwood Advisors Group LLC |
| Q3 2021 | 11/3/2021 | 268 | 3,529,939 | 13F-HR | Crestwood Advisors Group LLC |
| Q2 2021 | 8/13/2021 | 271 | 3,455,703 | 13F-HR | Crestwood Advisors Group LLC |
| Q1 2021 | 4/21/2021 | 262 | 3,181,107 | 13F-HR | Crestwood Advisors Group LLC |
| Q4 2020 | 2/9/2021 | 268 | 3,034,638 | 13F-HR | Crestwood Advisors Group LLC |
| Q3 2020 | 10/6/2020 | 239 | 2,662,957 | 13F-HR | Crestwood Advisors Group LLC |
| Q2 2020 | 8/14/2020 | 239 | 2,497,512 | 13F-HR | Crestwood Advisors Group LLC |
| Q1 2020 | 5/15/2020 | 224 | 2,015,770 | 13F-HR | Crestwood Advisors Group LLC |
| Q4 2019 | 2/12/2020 | 257 | 2,523,323 | 13F-HR | Crestwood Advisors Group LLC |
| Q2 2014 | 8/1/2014 | 122 | 626,555 | 13F-HR | Crestwood Advisors LLC |
| Q1 2014 | 4/14/2014 | 117 | 612,256 | 13F-HR | Crestwood Advisors LLC |
| Q4 2013 | 2/13/2014 | 123 | 626,459 | 13F-HR | Crestwood Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1
(0.0% of total reported value)
· QoQ Δ:
-10.5 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.473 M | 74.5% | 0 | 81.38 K | -81.38 K |
| ETFs | 1.531 M | 25.5% | 211 K | 0 | 211 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
6,003,696
Holdings
694
QoQ value change ($000)
119,078
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.