Crescent Grove Advisors, LLC
All 13F Filings
- Location
- Lake Forest, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,197,630
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 300 | 1,197,630 | 13F-HR | Crescent Grove Advisors, LLC |
| Q1 2026 | 5/6/2026 | 303 | 1,039,454 | 13F-HR | Crescent Grove Advisors, LLC |
| Q4 2025 | 2/11/2026 | 297 | 1,077,482 | 13F-HR | Crescent Grove Advisors, LLC |
| Q3 2025 | 11/13/2025 | 293 | 1,053,802 | 13F-HR | Crescent Grove Advisors, LLC |
| Q2 2025 | 8/13/2025 | 287 | 1,031,981 | 13F-HR | Crescent Grove Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
16.52 K
(1.4% of total reported value)
· QoQ Δ:
-13.7 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411.5 K | 34.8% | 96.32 K | 0 | 96.32 K |
| ETFs | 769.6 K | 65.2% | 75.55 K | 0 | 75.55 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,197,630
Holdings
300
QoQ value change ($000)
158,176
(15.2%)
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.