Question 1

What is Crescent Grove Advisors, LLC's portfolio value?

Accepted Answer

As of Q4 2025, Crescent Grove Advisors, LLC manages $947K across 297 reported positions in their SEC 13F filing.

Question 2

What are Crescent Grove Advisors, LLC's top holdings?

Accepted Answer

Crescent Grove Advisors, LLC's largest 13F positions include ZWS, IVV, VOO, representing approximately 24.1% of the reported portfolio.

Question 3

How many stocks does Crescent Grove Advisors, LLC hold?

Accepted Answer

Crescent Grove Advisors, LLC holds 297 reported positions as of their Q4 2025 13F filing.

Question 4

When did Crescent Grove Advisors, LLC last file a 13F?

Accepted Answer

The most recent 13F filing from Crescent Grove Advisors, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	ZWS Zurn Elkay Water Solutions	2,324,647	$108K	11.40%
2	IVV iShares S&P 500 ETF	100,513	$68K	7.18%
3	VOO Vanguard 500 Index Fund ETF	83,555	$52K	5.49%
4	SPY SPDR S&P 500 ETF	53,212	$36K	3.80%
5	VTI Vanguard Total Stock Market ETF	87,617	$29K	3.06%
6	SPYPut SPDR S&P 500 ETF	43,900	$25K	2.64%
7	ICE Intercontinental	152,500	$24K	2.53%
8	IEMG iShares Core MSCI Emerging Markets ETF	354,728	$23K	2.43%
9	NDQ Invesco Powershares QQQ ETF	36,814	$22K	2.32%
10	CDW CDW Corporation	160,710	$21K	2.22%

Sector	# Holdings	Value	%
Financial Services	165	$626K	66.1%
Industrials	20	$121K	12.8%
Technology	28	$94K	9.9%
Unknown	22	$68K	7.2%
Consumer Cyclical	10	$11K	1.2%
Energy	11	$10K	1.1%
Basic Materials	11	$9K	1.0%
Communication Services	6	$3K	0.3%
Healthcare	14	$3K	0.3%
Real Estate	1	$1K	0.1%
Consumer Defensive	5	$1K	0.1%
Utilities	4	$0	0.0%

Crescent Grove Advisors, LLC

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (25)

Closed Positions (21)

Sector Breakdown