Crestmont Private Wealth LLC
CIK: 0001873372SEC EDGAR →
Portfolio Value
$307.7M
Holdings
95
As of
Q4 2025
New Positions
13
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 94,121 | $64.5M | 20.95% |
| 2 | VANGUARD INDEX FDS | 98,561 | $61.8M | 20.09% |
| 3 | PIMCO ETF TR | 1,139,651 | $30.4M | 9.88% |
| 4 | PIMCO ETF TR | 183,532 | $17.1M | 5.55% |
| 5 | VANGUARD TAX-MANAGED FDS | 251,706 | $15.7M | 5.11% |
| 6 | VANGUARD INTL EQUITY INDEX F | 288,777 | $15.5M | 5.04% |
| 7 | J P MORGAN EXCHANGE TRADED F | 240,670 | $12.2M | 3.96% |
| 8 | DIMENSIONAL ETF TRUST | 189,502 | $11.3M | 3.67% |
| 9 | PIMCO ETF TR | 192,937 | $10.1M | 3.29% |
| 10 | DIMENSIONAL ETF TRUST | 330,287 | $7.6M | 2.46% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $275.9M | 89.7% |
| Technology | 14 | $9.2M | 3.0% |
| Industrials | 16 | $7.1M | 2.3% |
| Consumer Cyclical | 8 | $3.4M | 1.1% |
| Energy | 7 | $3.3M | 1.1% |
| Healthcare | 7 | $2.9M | 1.0% |
| Communication Services | 3 | $2.5M | 0.8% |
| Unknown | 4 | $1.9M | 0.6% |
| Basic Materials | 1 | $648K | 0.2% |
| Real Estate | 2 | $469K | 0.2% |
| Consumer Defensive | 1 | $269K | 0.1% |