13F Filings History of Crestmont Private Wealth LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$307,712,540
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Crestmont Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crestmont Private Wealth LLC reported 95 stock holdings with total value $307,712,540 as of Q4 2025. Top holdings included IVV, VOO, PYLD, BOND, and VEA.

Notify me when Crestmont Private Wealth LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 95 $307,712,540 +$9,837,574 -$9,114,075 +$723,499 IVV, VOO, PYLD, BOND, VEA 13F-HR 10 Feb 2026, 14:33
Q3 2025 95 $302,651,087 +$11,427,315 -$1,886,444 +$9,540,871 IVV, VOO, PYLD, BOND, VWO 13F-HR 12 Nov 2025, 18:38
Q2 2025 83 $276,610,660 +$32,273,647 -$3,353,706 +$28,919,941 IVV, VOO, PYLD, BOND, VWO 13F-HR 13 Aug 2025, 18:32
Q1 2025 77 $230,997,750 +$39,153,958 -$25,728,826 +$13,425,132 IVV, VOO, PYLD, VWO, VEA 13F-HR 10 Apr 2025, 09:45
Q4 2024 76 $222,296,720 +$8,222,589 -$13,447,683 -$5,225,094 IVV, VOO, VWO, VEA, PYLD 13F-HR 14 Jan 2025, 07:52
Q3 2024 118 $228,827,757 +$15,333,388 -$6,326,008 +$9,007,380 IVV, VOO, VWO, VEA, PYLD 13F-HR 10 Oct 2024, 17:02
Q2 2024 84 $207,533,427 +$27,877,962 -$24,693,366 +$3,184,596 IVV, VOO, VWO, VEA, PYLD 13F-HR 15 Jul 2024, 10:18
Q1 2024 59 $201,530,676 +$13,247,803 -$11,617,828 +$1,629,975 IVV, VOO, AGG, VWO, VEA 13F-HR 11 Apr 2024, 14:35
Q4 2023 50 $196,522,999 +$22,551,511 -$4,835,768 +$17,715,743 IVV, VOO, AGG, VWO, VEA 13F-HR 11 Jan 2024, 11:09
Q3 2023 47 $163,478,182 +$3,820,469 -$4,985,381 -$1,164,912 IVV, VOO, AGG, VWO, VEA 13F-HR 11 Oct 2023, 10:27
Q2 2023 48 $170,589,160 +$12,213,161 -$1,354,287 +$10,858,874 IVV, VOO, AGG, VWO, VEA 13F-HR 07 Jul 2023, 15:14
Q1 2023 49 $152,987,923 +$2,030,533 -$1,138,687 +$891,846 IVV, VOO, AGG, VWO, VEA 13F-HR 06 Apr 2023, 09:53
Q4 2022 46 $146,188,959 +$13,460,023 -$7,668,451 +$5,791,572 IVV, VOO, AGG, VWO, VEA Restatement 09 Jan 2023, 15:04
Q3 2022 23 $131,863,000 +$44,229,967 -$10,161,983 +$34,067,984 IVV, VOO, AGG, VWO, VEA 13F-HR 07 Oct 2022, 10:54
Q2 2022 24 $100,933,000 +$12,416,868 -$1,995,068 +$10,421,800 IVV, VOO, JPST, IJH, ABTX 13F-HR 13 Jul 2022, 14:01
Q1 2022 55 $105,450,000 +$3,784,948 -$212,739 +$3,572,209 IVV, VOO, JPST, IJH, IJR 13F-HR 26 Apr 2022, 10:09
Q4 2021 40 $105,599,000 $0 $0 $0 IVV, VOO, IJH, JPST, IJR 13F-HR 05 Jan 2022, 12:08