Lindsay Marie Rider

Crestmont Private Wealth Llc

Assets Managed

$317.31M

Holdings

105

Last Quarter

2026 - Q1

Filed Date

1mo 12d ago

Growth Rate

3.12%(2Q avg: 2.4%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Crestmont Private Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Crestmont Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 317.31M in assets, with a quarterly growth rate of 3.12% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 8.56%	20.15%	$63.931M 106,989 shares@ $597.56 avg price	Increased 8.56%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.78%	19.04%	$60.386M 92,445 shares@ $653.21 avg price	Decreased -1.78%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 4.55%	9.84%	$31.217M 1.191M shares@ $26.21 avg price	Increased 4.55%
BOND Pimco Active Bond Exchange-t Recent Activity Increased 4.8%	5.6%	$17.749M 192,337 shares@ $92.28 avg price	Increased 4.8%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 3.82%	5.28%	$16.744M 261,299 shares@ $64.09 avg price	Increased 3.82%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 2.3%	5.04%	$15.966M 295,395 shares@ $54.06 avg price	Increased 2.3%
JPST Jpmorgan Ultra-short Income Recent Activity Increased 5.38%	4.05%	$12.835M 253,615 shares@ $50.61 avg price	Increased 5.38%
DFAT Dimensional Us Target Value Recent Activity Increased 2.78%	3.84%	$12.162M 194,754 shares@ $62.45 avg price	Increased 2.78%
MUNI Pimco Intermediate Municipal Recent Activity Increased 3.87%	3.3%	$10.459M 200,394 shares@ $52.2 avg price	Increased 3.87%
DFAR Dimensional Us Real Est Etf Recent Activity Increased 2.69%	2.53%	$8.021M 339,149 shares@ $23.66 avg price	Increased 2.69%

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