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Brigette Houghton

Crestwood Advisors Group, Llc

Assets Managed
$5.944B
Holdings
765
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-0.99%(2Q avg: 0.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crestwood Advisors Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 765 positions.

Assets under management

The assets under management (AUM) of Crestwood Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.944B in assets, with a quarterly growth rate of -0.99% and a 2-quarter average growth rate of 0.52%. The portfolio is managed by Brigette Houghton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.85%
5.95%
$353.455M
1.393M shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 24.06%
4.79%
$284.364M
435,333 shares@ $653.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.47%
3.53%
$209.332M
728,002 shares@ $287.55 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.62%
3.34%
$198.375M
535,920 shares@ $370.16 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 21.04%
3.01%
$178.391M
1.023M shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.04%
2.91%
$172.526M
828,403 shares@ $208.27 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 41.24%
1.99%
$118.085M
2.824M shares@ $41.82 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 7.72%
1.91%
$113.092M
1.139M shares@ $99.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.24%
1.67%
$99.085M
345,436 shares@ $286.85 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 1.73%
1.65%
$98.029M
324,344 shares@ $302.24 avg price

1-10 of 765