Crestmont Private Wealth LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 356,493
- Description
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- Website
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- 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 | 8/7/2026 | 105 | 356,493 | 13F-HR | Crestmont Private Wealth LLC |
| Q1 2026 | 5/8/2026 | 105 | 317,310 | 13F-HR | Crestmont Private Wealth LLC |
| Q4 2025 | 2/10/2026 | 95 | 307,713 | 13F-HR | Crestmont Private Wealth LLC |
| Q3 2025 | 11/13/2025 | 95 | 302,651 | 13F-HR | Crestmont Private Wealth LLC |
| Q2 2025 | 8/14/2025 | 83 | 276,611 | 13F-HR | Crestmont Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.99 K | 13.7% | 4.144 K | 0 | 4.144 K |
| ETFs | 302.6 K | 84.9% | 34.48 K | 0 | 34.48 K |
| Debt | 4.863 K | 1.4% | 561 | 0 | 561 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
356,493
Holdings
105
QoQ value change ($000)
39,183
(12.3%)
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.