Crestmont Private Wealth LLC Top Holdings and 13F Report (2026)

About Crestmont Private Wealth LLC

Investment Activity

Crestmont Private Wealth LLC has $317.31 million in total holdings as of March 31, 2026.
Crestmont Private Wealth LLC owns shares of 105 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 6.90% of the portfolio was purchased this quarter.
About 2.72% of the portfolio was sold this quarter.
This quarter, Crestmont Private Wealth LLC has purchased 95 new stocks and bought additional shares in 60 stocks.
Crestmont Private Wealth LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $63,931,406
iShares Core S&P 500 ETF: $60,385,857
PIMCO Multi Sector Bond Active ETF: $31,216,593
PIMCO ETF TR: $17,748,858
Vanguard FTSE Developed Markets ETF: $16,744,040

Largest New Holdings this Quarter

46436E858 - iShares iBonds Dec 2026 Term Treasury ETF: $2,151,581 Holding
46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF: $2,150,258 Holding
N53745100 - LyondellBasell Industries: $503,339 Holding
911312106 - United Parcel Service: $329,354 Holding
88262P102 - Texas Pacific Land: $316,057 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 8,428 shares (about $5.04M)
iShares iBonds Dec 2026 Term Treasury ETF: 93,894 shares (about $2.15M)
iShares iBonds Dec 2026 Term Corporate ETF: 88,707 shares (about $2.15M)
PIMCO Multi Sector Bond Active ETF: 51,822 shares (about $1.36M)
Target Hospitality: 100,306 shares (about $930.84K)

Largest Sales this Quarter

iShares Russell 1000 ETF: 8,328 shares (about $2.97M)
Motorola Solutions: 4,075 shares (about $1.77M)
iShares Core S&P 500 ETF: 1,676 shares (about $1.09M)
Valero Energy: 3,664 shares (about $905.30K)
VanEck Junior Gold Miners ETF: 5,273 shares (about $632.97K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$63,931,406	$5,036,162 â–²	8.6%	106,989	20.1%	ETF
IVV iShares Core S&P 500 ETF	$60,385,857	$1,094,777 â–¼	-1.8%	92,445	19.0%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$31,216,593	$1,357,736 â–²	4.5%	1,191,473	9.8%	ETF
PIMCO ETF TR	$17,748,858	$812,525 â–²	4.8%	192,337	5.6%	ACTIVE BD ETF
VEA Vanguard FTSE Developed Markets ETF	$16,744,040	$614,719 â–²	3.8%	261,299	5.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$15,966,113	$357,703 â–²	2.3%	295,395	5.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$12,835,439	$655,146 â–²	5.4%	253,615	4.0%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$12,162,387	$327,987 â–²	2.8%	194,754	3.8%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$10,458,563	$389,181 â–²	3.9%	200,394	3.3%	ETF
DFAR Dimensional US Real Estate ETF	$8,020,877	$209,586 â–²	2.7%	339,149	2.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,807,340	$144,649 â–²	1.9%	115,613	2.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,496,884	$213,814 â–²	4.0%	44,219	1.7%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$2,151,581	$2,151,581 â–²	New Holding	93,894	0.7%	Manufacturing
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,150,258	$2,150,258 â–²	New Holding	88,707	0.7%	ETF
IWB iShares Russell 1000 ETF	$1,690,808	$2,969,433 â–¼	-63.7%	4,742	0.5%	ETF
GOOGL Alphabet	$1,533,557	$25,593 â–²	1.7%	5,333	0.5%	Computer and Technology
TH Target Hospitality	$1,360,132	$930,839 â–²	216.8%	146,566	0.4%	Consumer Discretionary
LAM RESEARCH CORP	$1,137,526	$10,897 â–²	1.0%	5,324	0.4%	COM NEW
MLI Mueller Industries	$1,074,317	$23,822 â–²	2.3%	9,696	0.3%	Industrials
ITW Illinois Tool Works	$1,073,696	$83,032 â–²	8.4%	4,125	0.3%	Industrials
CVX Chevron	$1,067,608		0.0%	5,160	0.3%	Energy
AAPL Apple	$1,031,149	$49,235 â–²	5.0%	4,063	0.3%	Computer and Technology
VLO Valero Energy	$972,507	$905,301 â–¼	-48.2%	3,936	0.3%	Energy
V Visa	$963,285	$46,547 â–²	5.1%	3,187	0.3%	Business Services
NDAQ Nasdaq	$941,345	$60,781 â–²	6.9%	11,089	0.3%	Finance
DGX Quest Diagnostics	$924,830	$21,950 â–²	2.4%	4,719	0.3%	Medical
SPGI S&P Global	$908,952	$127,177 â–²	16.3%	2,137	0.3%	Finance
BRK.B Berkshire Hathaway	$897,542	$70,922 â–²	8.6%	1,873	0.3%	Finance
GDXJ VanEck Junior Gold Miners ETF	$885,295	$632,971 â–¼	-41.7%	7,375	0.3%	ETF
NFLX Netflix	$882,272	$238,452 â–²	37.0%	9,176	0.3%	Consumer Discretionary
VRSN VeriSign	$881,430	$90,403 â–²	11.4%	3,549	0.3%	Computer and Technology
MKL Markel Group	$851,761	$53,594 â–²	6.7%	445	0.3%	Multi-Sector Conglomerates
ICE Intercontinental Exchange	$849,627	$79,898 â–²	10.4%	5,402	0.3%	Finance
COP ConocoPhillips	$759,951	$25,609 â–²	3.5%	5,757	0.2%	Energy
HD Home Depot	$752,171	$105,574 â–²	16.3%	2,287	0.2%	Retail/Wholesale
GDX VanEck Gold Miners ETF	$751,780		0.0%	8,192	0.2%	ETF
CAT Caterpillar	$750,968	$44,633 â–²	6.3%	1,060	0.2%	Industrials
NVDA NVIDIA	$745,968	$1,395 â–²	0.2%	4,277	0.2%	Computer and Technology
MA Mastercard	$737,498	$42,471 â–²	6.1%	1,476	0.2%	Business Services
MCO Moody's	$733,773	$43,625 â–²	6.3%	1,682	0.2%	Finance
AZO AutoZone	$712,712	$94,578 â–²	15.3%	211	0.2%	Retail/Wholesale
AVGO Broadcom	$704,754	$77,377 â–²	12.3%	2,277	0.2%	Computer and Technology
QCOM Qualcomm	$647,248	$79,071 â–²	13.9%	5,026	0.2%	Computer and Technology
IDXX IDEXX Laboratories	$626,507	$39,332 â–²	6.7%	1,115	0.2%	Medical
GLD SPDR Gold Shares	$618,757		0.0%	1,438	0.2%	Finance
MSCI MSCI	$610,698	$50,128 â–²	8.9%	1,133	0.2%	Finance
PH Parker-Hannifin	$604,287	$43,867 â–²	7.8%	675	0.2%	Industrials
NVR NVR	$599,675	$105,437 â–²	21.3%	91	0.2%	Construction
ADSK Autodesk	$587,248	$64,638 â–²	12.4%	2,453	0.2%	Computer and Technology
RING iShares MSCI Global Gold Miners ETF	$572,321		0.0%	7,246	0.2%	ETF
EOG EOG Resources	$559,278	$221,601 â–²	65.6%	3,869	0.2%	Energy
VRSK Verisk Analytics	$549,137	$117,455 â–²	27.2%	2,894	0.2%	Business Services
ROPER TECHNOLOGIES INC	$538,929	$139,421 â–²	34.9%	1,523	0.2%	COM
STX Seagate Technology	$532,402		0.0%	1,359	0.2%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$529,440	$1,308 â–²	0.2%	20,649	0.2%	ETF
GLW Corning	$512,335		0.0%	3,768	0.2%	Computer and Technology
GILD Gilead Sciences	$506,749	$42,090 â–²	9.1%	3,636	0.2%	Medical
LYB LyondellBasell Industries	$503,339	$503,339 â–²	New Holding	6,248	0.2%	Basic Materials
HAS Hasbro	$501,977	$54,382 â–²	12.1%	5,363	0.2%	Consumer Discretionary
NEM Newmont	$488,088	$215,413 â–¼	-30.6%	4,509	0.2%	Basic Materials
LMT Lockheed Martin	$486,809	$61,683 â–²	14.5%	805	0.2%	Aerospace
SNA Snap-On	$470,733	$71,918 â–²	18.0%	1,296	0.1%	Consumer Discretionary
STELLAR BANCORP INC	$466,020		0.0%	12,729	0.1%	COM
AMGN Amgen	$433,127	$52,777 â–²	13.9%	1,231	0.1%	Medical
RL Ralph Lauren	$420,356	$52,974 â–²	14.4%	1,222	0.1%	Consumer Discretionary
PSA Public Storage	$406,049	$173,092 â–²	74.3%	1,499	0.1%	Finance
XOM ExxonMobil	$396,476		0.0%	2,337	0.1%	Energy
PKG Packaging Corporation of America	$393,031	$48,174 â–²	14.0%	1,852	0.1%	Industrials
PG Procter & Gamble	$391,577	$120,030 â–²	44.2%	2,711	0.1%	Consumer Staples
MSI Motorola Solutions	$391,007	$1,768,428 â–¼	-81.9%	901	0.1%	Computer and Technology
GRMN Garmin	$363,328	$81,436 â–²	28.9%	1,566	0.1%	Computer and Technology
CMI Cummins	$361,011	$62,948 â–²	21.1%	671	0.1%	Auto/Tires/Trucks
TER Teradyne	$349,823		0.0%	1,180	0.1%	Computer and Technology
EMR Emerson Electric	$346,024	$13,364 â–¼	-3.7%	2,641	0.1%	Industrials
CAH Cardinal Health	$339,786	$67,830 â–²	24.9%	1,608	0.1%	Medical
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$337,518		0.0%	1,856	0.1%	ETF
LHX L3Harris Technologies	$333,415	$73,517 â–²	28.3%	966	0.1%	Aerospace
UPS United Parcel Service	$329,354	$329,354 â–²	New Holding	3,348	0.1%	Transportation
TPL Texas Pacific Land	$316,057	$316,057 â–²	New Holding	666	0.1%	Energy
GD General Dynamics	$313,360	$83,059 â–²	36.1%	913	0.1%	Aerospace
PSX Phillips 66	$309,137	$182 â–¼	-0.1%	1,697	0.1%	Energy
NVS Novartis	$298,932	$46,589 â–²	18.5%	1,957	0.1%	Medical
AIZ Assurant	$296,875	$101,717 â–²	52.1%	1,363	0.1%	Finance
TSLA Tesla	$285,504		0.0%	768	0.1%	Auto/Tires/Trucks
AFL Aflac	$281,296	$281,296 â–²	New Holding	2,564	0.1%	Finance
PWR Quanta Services	$279,451		0.0%	509	0.1%	Construction
PRU Prudential Financial	$276,560	$98 â–¼	0.0%	2,831	0.1%	Finance
KLAC KLA	$273,868		0.0%	186	0.1%	Computer and Technology
TXN Texas Instruments	$257,818	$257,818 â–²	New Holding	1,328	0.1%	Computer and Technology
CTRA Coterra Energy	$257,404	$257,404 â–²	New Holding	7,325	0.1%	Energy
HON Honeywell International	$249,763	$249,763 â–²	New Holding	1,105	0.1%	Multi-Sector Conglomerates
UAL United Airlines	$243,525		0.0%	2,645	0.1%	Transportation
GE GE Aerospace	$238,083		0.0%	839	0.1%	Aerospace
EBAY eBay	$234,468		0.0%	2,576	0.1%	Retail/Wholesale
CF CF Industries	$231,115	$231,115 â–²	New Holding	1,780	0.1%	Basic Materials
MCK McKesson	$221,532		0.0%	256	0.1%	Medical
MUR Murphy Oil	$220,762	$220,762 â–²	New Holding	5,352	0.1%	Energy
LYV Live Nation Entertainment	$219,157		0.0%	1,437	0.1%	Consumer Discretionary
ROST Ross Stores	$214,897	$214,897 â–²	New Holding	992	0.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$212,972		0.0%	724	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Crestmont Private Wealth LLC Top Holdings and 13F Report (2026)

About Crestmont Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Crestmont Private Wealth LLC Top Holdings and 13F Report (2026)

About Crestmont Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrestmont Private Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools