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Crescent Grove Advisors

Latest statistics and disclosures from Crescent Grove Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ZWS, IVV, VOO, SPY, VTI, and represent 28.66% of Crescent Grove Advisors's stock portfolio.
Added to shares of these 10 stocks: Spdr S&p 500 Etf Tr option (+$9.5M), HEFA (+$6.3M), BIL (+$5.9M), SLV, GLD, NEM, PAAS, GDX, ET, SIL.
Started 24 new stock positions in WU, SLV, EOG, ISVL, GDXJ, CTRA, BP, Spdr S&p Oil & Gas Exp & Pr call, HON, SIL. INTC, Spdr S&p 500 Etf Tr option, PFE, AA, BMNR, IDXX, VRT, HEFA, SILJ, REMX, VMC, TRGP, OBIL, BE.
Reduced shares in these 10 stocks: Dun & Bradstreet Hldgs (-$60M), NATL, SHY, JEPI, JEPQ, UYLD, VYX, CNNE, SUN, PAA.
Sold out of its positions in BMY, DXCM, DKS, Dun & Bradstreet Hldgs, EMR, FIDELITY NATIONAL INFORMATION CMN Stk cmn, MUB, JEPQ, LLY, OCSL. OKE, PLTR, SBAC, FNDX, VALE, VEU, VERU, Fusion Fuel Green.
Crescent Grove Advisors was a net seller of stock by $-52M.
Crescent Grove Advisors has $1.1B in assets under management (AUM), dropping by 2.11%.
Central Index Key (CIK): 0001713520

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Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 293 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Zurn Water Solutions Comm (ZWS)	10.9	$115M		2.4M	47.03	View chart
iShares S&P 500 ETF Etf (IVV)	6.5	$68M		102k	669.30	View chart
Vanguard 500 Index Fund ETF Etf (VOO)	4.9	$51M		83k	614.12	View chart
Spdr S&p 500 Etf Etf (SPY)	3.7	$39M		59k	668.01	View chart
Vanguard Total Stock Market ETF Etf (VTI)	2.7	$29M		87k	329.08	View chart
Intercontinental Comm (ICE)	2.4	$26M		153k	168.48	View chart
CDW Corporation Comm (CDW)	2.4	$26M		161k	159.28	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	2.2	$23M		352k	65.92	View chart
Invesco Powershares QQQ ETF Etf (QQQ)	2.1	$22M		37k	601.07	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.0	$21M	-3%	175k	118.83	View chart
Apple Comm (AAPL)	1.9	$20M		79k	254.63	View chart
iShares Short Treasury ETF Etf (SHV)	1.9	$20M	-2%	178k	110.49	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.9	$20M		42k	468.40	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	1.9	$20M		299k	65.26	View chart
Fidelity National Financial Comm (FNF)	1.8	$19M		305k	60.49	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.7	$18M		204k	87.31	View chart
NCR Atleos Comm (NATL)	1.7	$18M	-17%	451k	39.31	View chart
iShares Core S&P US Value ETF Etf (IUSV)	1.6	$16M	+2%	164k	99.95	View chart
Angel Oak Ultrashort Income ETF Etf (UYLD)	1.5	$16M	-15%	311k	51.37	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	1.3	$14M	-7%	137k	100.70	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	1.3	$13M		91k	145.65	View chart
Angel Oak Income ETF Etf (CARY)	1.1	$11M	+3%	540k	21.04	View chart
Fidelity National Info Srvcs Comm (FIS)	1.1	$11M	-3%	170k	65.94	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.1	$11M		79k	140.95	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	1.0	$10M	+134%	112k	91.75	View chart
Energy Sector SPDR ETF Etf (XLE)	0.9	$10M		112k	89.34	View chart
Financial Sector SPDR ETF Etf (XLF)	0.9	$10M		185k	53.87	View chart
Spdr S&p 500 Etf Etf Put Option	0.9	$9.5M	NEW	17k	560.00	View chart
iShares Russell Mid Cap Growth ETF Etf (IWP)	0.8	$8.7M		61k	142.41	View chart
NCR Voyix Comm (VYX)	0.7	$7.8M	-25%	621k	12.55	View chart
Alliance Resource LP (ARLP)	0.7	$7.3M	+11%	289k	25.29	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.7	$7.0M	-12%	70k	100.20	View chart
iShares Gold TR Etf (IAU)	0.7	$6.9M		94k	72.77	View chart
Microsoft Comm (MSFT)	0.6	$6.8M	-3%	13k	517.95	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.6	$6.8M		118k	57.52	View chart
Nvidia Corp Comm (NVDA)	0.6	$6.6M		36k	186.59	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.6	$6.4M		37k	174.61	View chart
Energy Transfer Comm (ET)	0.6	$6.4M	+18%	376k	17.16	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.6	$6.4M		106k	59.92	View chart
iShares Trust Etf (HEFA)	0.6	$6.3M	NEW	158k	39.61	View chart
Carrier Global Comm (CARR)	0.6	$6.2M		105k	59.70	View chart
SPDR Portfolio S&P Etf (SPYD)	0.6	$6.2M		140k	44.00	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.6	$6.1M	-4%	30k	203.59	View chart
iShares S&P Core Small Cap Value ETF Etf (IJS)	0.6	$5.8M	+12%	53k	110.59	View chart
iShares Russell 2000 ETF Etf (IWM)	0.5	$5.7M	+6%	23k	241.96	View chart
Enterprise Products Comm (EPD)	0.5	$5.4M	+6%	172k	31.27	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.5	$5.2M	+8%	63k	82.58	View chart
MPLX Comm (MPLX)	0.5	$5.2M	+18%	104k	49.95	View chart
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB)	0.5	$5.1M	+3%	96k	53.03	View chart
iShares MSCI EAFE Etf (EFA)	0.5	$5.0M		53k	93.37	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.4	$4.6M		14k	320.04	View chart
Industrial Sector SPDR ETF Etf (XLI)	0.4	$4.6M	+2%	30k	154.23	View chart
SPDR Gold Trust Etf (GLD)	0.4	$4.5M	+39%	13k	355.47	View chart
Berkshire Hathaway Comm (BRK.B)	0.4	$4.4M	+11%	8.9k	502.74	View chart
iShares Biotechnology ETF Etf (IBB)	0.4	$4.4M	-3%	31k	144.37	View chart
Amazon.Com Comm (AMZN)	0.4	$4.4M	+5%	20k	219.57	View chart
iShares 1-3 Year Treasury ETF Etf (SHY)	0.4	$4.4M	-42%	53k	82.96	View chart
Vanguard Total International Stock Index Fund ETF Etf (VXUS)	0.4	$4.3M	+20%	59k	73.46	View chart
iShares EM Dividend ETF Etf (DVYE)	0.4	$4.1M	+5%	138k	29.69	View chart
Global Ship Lease Comm Cl A (GSL)	0.4	$4.1M	+7%	133k	30.70	View chart
Tesla Motors Comm (TSLA)	0.4	$3.9M		8.8k	444.71	View chart
iShares MSCI USA Quality ETF Etf (QUAL)	0.4	$3.8M	-8%	20k	194.50	View chart
iShares MSCI EM ex China ETF Etf (EMXC)	0.3	$3.6M	+13%	54k	67.51	View chart
Cannae HLDGS Comm (CNNE)	0.3	$3.5M	-40%	192k	18.31	View chart
iShares Intl Select Div ETF Etf (IDV)	0.3	$3.3M	+11%	89k	36.55	View chart
Associated Banc Corp Comm (ASB)	0.3	$3.0M		115k	25.71	View chart
ARK Innovation ETF Etf (ARKK)	0.3	$2.9M		34k	86.30	View chart
JP Morgan Chase & Co. Comm (JPM)	0.3	$2.9M	-2%	9.3k	315.43	View chart
SPDR S&P Global Etf (GNR)	0.3	$2.9M	+4%	49k	59.21	View chart
iShares Select Dividend ETF Etf (DVY)	0.3	$2.8M		20k	142.10	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$2.6M	-2%	34k	76.01	View chart
Sherwin Williams Comm (SHW)	0.2	$2.5M		7.2k	346.26	View chart
Verizon Comm (VZ)	0.2	$2.5M	-14%	56k	43.95	View chart
Vaneck Vectors Gold Miners ETF Etf (GDX)	0.2	$2.4M	+76%	31k	76.40	View chart
Plains All American Comm (PAA)	0.2	$2.4M	-37%	139k	17.06	View chart
Manpowergroup Comm (MAN)	0.2	$2.2M	+10%	59k	37.90	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$2.1M	-2%	8.6k	247.12	View chart
SPDR Portfolio S&P Etf (SPMD)	0.2	$2.1M	-2%	36k	57.19	View chart
Procter & Gamble Comm (PG)	0.2	$2.0M		13k	153.65	View chart
Vanguard FTSE Emerging Mkts ETF Etf (VWO)	0.2	$2.0M		38k	54.18	View chart
Blackstone Group Comm (BX)	0.2	$2.0M		12k	170.85	View chart
iShares Russell Mid Cap ETF Etf (IWR)	0.2	$2.0M		20k	96.55	View chart
Alphabet Inc Cap STK Comm Cl C (GOOGL)	0.2	$1.9M	+35%	7.9k	243.11	View chart
Vanguard Dividend Appreciation Index ETF Etf (VIG)	0.2	$1.9M	-33%	8.7k	216.66	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	0.2	$1.8M		14k	125.95	View chart
Wisdomtree TR Etf (DTH)	0.2	$1.8M		36k	49.15	View chart
SPDR Portfolio S&P Etf (SPSM)	0.2	$1.8M		38k	46.32	View chart
Vanguard Mega Cap Etf (MGK)	0.2	$1.7M		4.3k	402.76	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.2	$1.7M	+3%	33k	52.33	View chart
Banc Calif Comm (BANC)	0.2	$1.7M		101k	16.65	View chart
Newmont MNG Corp Comm (NEM)	0.2	$1.6M	+286%	19k	84.31	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.1	$1.5M		12k	129.71	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$1.5M		4.0k	378.94	View chart
Pan American Silver Comm (PAAS)	0.1	$1.5M	+295%	39k	38.73	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$1.5M		13k	111.56	View chart
Consumer Staples SPDR ETF Etf (XLP)	0.1	$1.5M		19k	78.37	View chart
iShares 2026 IG Corporate Bond ETF Etf (IBDR)	0.1	$1.4M	-4%	58k	24.30	View chart
iShares Global Healthcare ETF Etf (IXJ)	0.1	$1.4M		16k	88.62	View chart
Iron MTN Comm (IRM)	0.1	$1.4M		13k	102.72	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$1.4M		26k	53.40	View chart
Exxon Mobil Comm (XOM)	0.1	$1.3M		12k	112.75	View chart
iShares Global Consumer Staples ETF Etf (KXI)	0.1	$1.3M		21k	64.37	View chart
iShares Silver TR Etf (SLV)	0.1	$1.3M	NEW	31k	42.37	View chart
iShares 7-10 Year Treasury ETF Etf (IEF)	0.1	$1.3M		14k	96.46	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$1.3M		6.3k	206.52	View chart
iShares Aerospace/Defense ETF Etf (ITA)	0.1	$1.3M	+5%	6.2k	209.26	View chart
Invesco Exch Traded Etf (SPHD)	0.1	$1.3M	+5%	26k	49.45	View chart
Alphabet Inc Cap STK Comm Cl C (GOOG)	0.1	$1.3M		5.2k	243.56	View chart
iShares Exponential Technologies ETF Etf (XT)	0.1	$1.3M		17k	71.94	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$1.2M		6.1k	187.43	View chart
Textron Comm (TXT)	0.1	$1.2M		14k	84.51	View chart
Abbvie Comm (ABBV)	0.1	$1.1M	-10%	4.9k	231.54	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$1.1M		9.3k	120.72	View chart
Northern TR Corp Comm (NTRS)	0.1	$1.1M		8.0k	135.40	View chart
Lantheus Comm (LNTH)	0.1	$1.1M		21k	51.29	View chart
Facebook Comm Cl A (META)	0.1	$1.1M		1.5k	734.23	View chart
F&G Annuities & Life Comm (FG)	0.1	$1.1M	+2%	34k	31.27	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	0.1	$1.0M		2.1k	480.12	View chart
ARK Genomic Revolution ETF Etf (ARKG)	0.1	$1.0M		37k	27.77	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$1.0M		5.7k	176.81	View chart
Vanguard Mega Cap Etf (MGV)	0.1	$977k		7.1k	138.44	View chart
Amplify ETF TR Etf (HACK)	0.1	$977k		11k	86.80	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.1	$975k		7.8k	124.37	View chart
Eaton Corp Comm (ETN)	0.1	$911k	+4%	2.4k	374.20	View chart
Agnico Eagle Mines Comm (AEM)	0.1	$909k	+126%	5.4k	168.56	View chart
Global X FDS Global Etf (SIL)	0.1	$896k	NEW	13k	71.63	View chart
Invesco Exchange Etf (SPHQ)	0.1	$882k		12k	73.29	View chart
Exact Sciences Corp Comm (EXAS)	0.1	$876k	+18%	16k	54.71	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$865k		4.6k	189.70	View chart
Advanced Micro Comm (AMD)	0.1	$862k	-5%	5.3k	161.79	View chart
Kohls Corp Comm (KSS)	0.1	$848k		55k	15.37	View chart
Philip Morris Intl Comm (PM)	0.1	$832k		5.1k	162.20	View chart
Elevation Series Etf (SPCZ)	0.1	$830k		29k	28.47	View chart
iShares Russell Mid Cap Value ETF Etf (IWS)	0.1	$812k		5.8k	139.67	View chart
Goldman Sachs ETF TR Etf (GSLC)	0.1	$805k		6.2k	130.28	View chart
General Electric Company Comm (GE)	0.1	$800k		2.7k	301.23	View chart
Merck & Co Comm (MRK)	0.1	$800k	+13%	9.5k	84.63	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$798k		25k	31.91	View chart
Intl Business Mach Comm (IBM)	0.1	$794k		2.8k	282.16	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.1	$779k		14k	54.31	View chart
First Busey Corp Comm (BUSE)	0.1	$770k		33k	23.15	View chart
iShares S&P Mid Cap 400 Growth ETF Etf (IJK)	0.1	$759k		7.9k	95.89	View chart
Berkshire Hathaway Class A Comm Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
iShares Global Infrastructure ETF Etf (IGF)	0.1	$746k		12k	61.12	View chart
Goldman Sachs Group Comm (GS)	0.1	$723k		908.00	796.00	View chart
GE Vernova Comm (GEV)	0.1	$694k	+15%	1.1k	614.92	View chart
Weave Communications Comm (WEAV)	0.1	$689k		103k	6.68	View chart
Constellation Energy Comm (CEG)	0.1	$676k	+177%	2.1k	329.07	View chart
Booking Holdings Comm (BKNG)	0.1	$664k		123.00	5399.27	View chart
Boeing Comm (BA)	0.1	$658k	+55%	3.0k	215.85	View chart
Chevron Comm (CVX)	0.1	$646k	+38%	4.2k	155.29	View chart
Costco Wholesale Comm (COST)	0.1	$635k	-17%	686.00	925.65	View chart
Johnson & Johnson Comm (JNJ)	0.1	$635k		3.4k	185.44	View chart
DFA International Core ETF Etf (DFAI)	0.1	$631k		17k	36.35	View chart
Micron Technology Comm (MU)	0.1	$621k		3.7k	167.32	View chart
Abbott Laboratories Comm (ABT)	0.1	$610k		4.6k	133.94	View chart
Paysafe Comm (PSFE)	0.1	$583k		45k	12.92	View chart
iShares Inc MSCI Etf (EUSA)	0.1	$580k	+39%	5.6k	102.97	View chart
United Parcel SVC Comm Cl B (UPS)	0.1	$578k		6.9k	83.53	View chart
Schwab Charles Corp Comm (SCHW)	0.1	$565k	-4%	5.9k	95.47	View chart
Abrdn Etfs BBRG All Etf (BCD)	0.1	$563k		16k	34.36	View chart
Draftkings Comm Cl A (DKNG)	0.1	$562k		15k	37.40	View chart
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF)	0.1	$558k		19k	29.42	View chart
BlackRock Comm (BLK)	0.1	$554k		475.00	1165.87	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.1	$544k	+75%	5.4k	100.24	View chart
Vanguard European Stock ETF Etf (VGK)	0.0	$520k		6.5k	79.80	View chart
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK)	0.0	$520k		5.3k	97.99	View chart
iShares Russell 1000 Etf (IWB)	0.0	$507k	+39%	1.4k	365.48	View chart
Wal Mart Stores Comm (WMT)	0.0	$503k	+38%	4.9k	103.06	View chart
Bank Of Montreal Comm (BMO)	0.0	$500k		3.8k	130.25	View chart
Pfizer Comm (PFE)	0.0	$493k	NEW	19k	25.48	View chart
SPDR Ser TR S&P 400 Etf (MDYV)	0.0	$489k		5.9k	83.41	View chart
CVS Health Corp Comm (CVS)	0.0	$488k	+2%	6.5k	75.39	View chart
Home Depot Comm (HD)	0.0	$486k		1.2k	405.26	View chart
Vanguard Extended Etf (VXF)	0.0	$483k		2.3k	209.34	View chart
Nuveen Quality Municipal Comm (NAD)	0.0	$474k	-36%	40k	11.76	View chart
ProShares S&P 500 Etf (NOBL)	0.0	$471k		4.6k	103.07	View chart
Visa Inc Com CL A Comm Cl A (V)	0.0	$464k		1.4k	341.39	View chart
Talen Energy Corp Comm (TLN)	0.0	$456k	+38%	1.1k	425.38	View chart
iShares MSCI ACWI ex USA ETF Etf (ACWX)	0.0	$452k	+4%	7.0k	65.01	View chart
iShares Etf (IYW)	0.0	$445k	-19%	2.3k	195.86	View chart
BlackRock Muniyield Comm (MYI)	0.0	$444k	-36%	40k	11.14	View chart
Taiwan Semiconductor Adr (TSM)	0.0	$442k	+19%	1.6k	280.13	View chart
RBB FD Inc US Etf (OBIL)	0.0	$440k	NEW	8.7k	50.30	View chart
Unitedhealth Group Comm (UNH)	0.0	$436k		1.3k	345.30	View chart
ARK 3D Printing ETF Etf (PRNT)	0.0	$432k		19k	23.25	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$432k	+43%	16k	27.30	View chart
Rockwell Automation Comm (ROK)	0.0	$423k	+47%	1.2k	349.66	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$422k		6.7k	63.30	View chart
NXP Semiconductors N Comm (NXPI)	0.0	$420k		1.8k	228.74	View chart
Vistra Energy Corp. Comm (VST)	0.0	$418k	+36%	2.1k	195.92	View chart
Coca Cola Comm (KO)	0.0	$415k	-11%	6.2k	66.83	View chart
Fidelity High Etf (FDVV)	0.0	$410k		7.4k	55.71	View chart
Accenture Comm (ACN)	0.0	$407k	+42%	1.6k	246.60	View chart
Cintas Corp Comm (CTAS)	0.0	$406k		2.0k	205.26	View chart
Utilities Sector SPDR ETF Etf (XLU)	0.0	$405k		4.6k	87.20	View chart
Transdigm Group Comm (TDG)	0.0	$403k		306.00	1318.02	View chart
iShares Core Etf (IUSG)	0.0	$402k	-7%	2.4k	164.57	View chart
Masco Corp Comm (MAS)	0.0	$401k	-7%	5.7k	70.39	View chart
Vanguard Small Cap ETF Etf (VB)	0.0	$391k	-22%	1.5k	255.09	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$389k		1.3k	308.72	View chart
Manulife Financial Comm (MFC)	0.0	$383k		12k	31.15	View chart
3M Company Comm (MMM)	0.0	$380k		2.5k	155.18	View chart
Quad / Graphics Comm (QUAD)	0.0	$379k		61k	6.26	View chart
iShares S&P Small Cap 600 Growth ETF Etf (IJT)	0.0	$378k		2.7k	141.50	View chart
Unilever Adr (UL)	0.0	$370k		6.2k	59.28	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$357k		5.3k	67.83	View chart
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV)	0.0	$355k		9.1k	38.85	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.0	$353k	-39%	5.4k	65.00	View chart
iShares TR EAFE SML Etf (SCZ)	0.0	$351k	+3%	4.6k	76.72	View chart
Intl Paper Comm (IP)	0.0	$348k	-3%	7.5k	46.40	View chart
Commercial Metals Comm (CMC)	0.0	$343k		6.0k	57.28	View chart
iShares Core Etf (ILTB)	0.0	$342k	-8%	6.8k	50.49	View chart
iShares MSCI Asia ex Japan ETF Etf (AAXJ)	0.0	$337k		3.7k	91.23	View chart
ARK Fintech Innovation ETF Etf (ARKF)	0.0	$333k		5.9k	56.80	View chart
Allstate Corp Del Comm (ALL)	0.0	$333k		1.5k	215.65	View chart
Vanguard Small Cap Growth Index Fund ETF Etf (VBK)	0.0	$333k		1.1k	298.04	View chart
Arch Capital Group Comm (ACGL)	0.0	$326k	-3%	3.6k	90.73	View chart
iShares TR US HLTHCR Etf (IHF)	0.0	$326k	+19%	6.6k	49.39	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$321k	-90%	5.6k	57.10	View chart
Bitmine Immersion Tecnologies Comm (BMNR)	0.0	$319k	NEW	6.1k	51.93	View chart
Mercadolibre Comm (MELI)	0.0	$313k		134.00	2336.94	View chart
TJX Cos Comm (TJX)	0.0	$313k		2.2k	144.54	View chart
iShares Micro-Cap ETF Etf (IWC)	0.0	$312k		2.1k	149.09	View chart
Netflix Comm (NFLX)	0.0	$309k	-4%	258.00	1198.92	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$309k		12k	25.71	View chart
Cheniere Energy Comm (LNG)	0.0	$306k	+21%	1.3k	234.98	View chart
Salesforce Comm (CRM)	0.0	$305k	+61%	1.3k	237.44	View chart
EQT Corp Comm (EQT)	0.0	$303k	+18%	5.6k	54.43	View chart
Vertiv Holdings Comm Cl A (VRT)	0.0	$303k	NEW	2.0k	150.86	View chart
Royal Dutch Shell Adr (SHEL)	0.0	$298k	-27%	4.2k	71.52	View chart
McDonalds Corp Comm (MCD)	0.0	$294k		968.00	303.93	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$294k		11k	27.90	View chart
Roper Technologies Comm (ROP)	0.0	$289k		579.00	498.58	View chart
Vaneck ETF Trust Etf (REMX)	0.0	$288k	NEW	4.4k	65.82	View chart
Comcast Corp Comm (CMCSA)	0.0	$287k		9.1k	31.42	View chart
Targa Res Corp Comm (TRGP)	0.0	$283k	NEW	1.7k	167.54	View chart
Broadcom Comm (AVGO)	0.0	$283k	-31%	857.00	329.93	View chart
Materials Sector SPDR ETF Etf (XLB)	0.0	$283k		3.2k	89.62	View chart
Oklo Inc CL A Comm Cl A (OKLO)	0.0	$281k	-58%	2.5k	111.63	View chart
iShares TR Intl DIV Etf (IGRO)	0.0	$280k		3.5k	79.67	View chart
Amgen Comm (AMGN)	0.0	$279k	+23%	988.00	282.20	View chart
iShares Preferreds ETF Etf (PFF)	0.0	$278k	+16%	8.8k	31.62	View chart
At&t Comm (T)	0.0	$278k	-3%	9.8k	28.24	View chart
Invesco Exchange Etf (GRPM)	0.0	$277k		2.3k	120.62	View chart
Autodesk Comm (ADSK)	0.0	$276k		870.00	317.67	View chart
Intel Corp Comm (INTC)	0.0	$272k	NEW	8.1k	33.55	View chart
Cummins Comm (CMI)	0.0	$272k		644.00	422.37	View chart
SPDR Real Estate ETF Etf (XLRE)	0.0	$271k		6.4k	42.13	View chart
Bank Amer Corp Non PFD (BAC.PL)	0.0	$271k		212.00	1280.00	View chart
Uber Technologies Comm (UBER)	0.0	$268k	-9%	2.7k	97.98	View chart
Xtant Medical Holdings Comm (XTNT)	0.0	$267k		412k	0.65	View chart
SPDR S&P Bank ETF Etf (KBE)	0.0	$265k		4.5k	59.42	View chart
Brookfield Asset Comm (BAM)	0.0	$262k	+16%	4.6k	56.94	View chart
Technology Sector SPDR ETF Etf (XLK)	0.0	$262k		928.00	281.98	View chart
Coinbase Global Comm Cl A (COIN)	0.0	$261k		774.00	337.49	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$261k		1.1k	235.00	View chart
Artisan Partners Asset Mgmt Comm Cl A (APAM)	0.0	$260k		6.0k	43.40	View chart
Crowdstrike HLDGS Comm Cl A (CRWD)	0.0	$258k	-9%	527.00	490.38	View chart
Bloom Energy Corp Comm Cl A (BE)	0.0	$258k	NEW	3.1k	84.57	View chart
Vanguard Whitehall Etf (VIGI)	0.0	$255k		2.9k	89.57	View chart
Cisco SYS Comm (CSCO)	0.0	$252k	+11%	3.7k	68.42	View chart
iShares Trust S&P 100 Etf (OEF)	0.0	$244k		734.00	332.74	View chart
iShares TR Intl Dev Etf (ISVL)	0.0	$232k	NEW	5.1k	45.25	View chart
Donnelley Finl Solutions Comm (DFIN)	0.0	$232k		4.5k	51.43	View chart
Fidelity Wise Origin Etf (FBTC)	0.0	$230k		2.3k	99.81	View chart
SPDR Portfolio S&P Etf (SPLG)	0.0	$230k		2.9k	78.34	View chart
Schwab Fundamental Emerging Markets Etf (FNDE)	0.0	$226k		6.2k	36.16	View chart
Cabot Oil & Gas CP Comm (CTRA)	0.0	$224k	NEW	9.5k	23.65	View chart
Vanguard Mid-Cap Value Idx Etf (VOE)	0.0	$222k		1.3k	175.50	View chart
Eog Res. Comm (EOG)	0.0	$220k	NEW	2.0k	112.12	View chart
Vulcan Materials Comm (VMC)	0.0	$219k	NEW	713.00	307.57	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$215k	-22%	1.5k	140.05	View chart
Amplify ETF TR Etf (SILJ)	0.0	$215k	NEW	9.3k	23.09	View chart
iShares Dowjones US Finl Etf (IYG)	0.0	$213k		2.4k	89.64	View chart
Vanguard Sector Etf (VIS)	0.0	$212k		717.00	296.29	View chart
Vaneck Junior Gold Miners ETF Etf (GDXJ)	0.0	$212k	NEW	2.1k	99.03	View chart
BP PLC Spons Adr (BP)	0.0	$212k	NEW	6.1k	34.46	View chart
Health Care Select SPDR ETF Etf (XLV)	0.0	$211k	-4%	1.5k	139.17	View chart
Alcoa Corp Comm (AA)	0.0	$207k	NEW	6.3k	32.89	View chart
Idexx Labs Corp Comm (IDXX)	0.0	$205k	NEW	321.00	638.89	View chart
Sunoco LP Com Unit LP (SUN)	0.0	$202k	-90%	4.0k	50.01	View chart
Honeywell Intl. Comm (HON)	0.0	$202k	NEW	958.00	210.50	View chart
Rio Tinto ADR Each Adr (RIO)	0.0	$200k	-47%	3.0k	66.01	View chart
SPDR S&P Biotech ETF Etf Call Option	0.0	$200k	NEW	2.0k	100.00	View chart
Carecloud Comm (CCLD)	0.0	$193k		60k	3.21	View chart
Newell Rubbermaid Comm (NWL)	0.0	$159k	-20%	30k	5.24	View chart
BlackRock Credit Allocation Comm (BTZ)	0.0	$149k		14k	11.05	View chart
Western Union Comm (WU)	0.0	$86k	NEW	11k	7.99	View chart
Alight Inc Com CL A Comm Cl A (ALIT)	0.0	$65k		20k	3.26	View chart
Noodles & Co Comm (NDLS)	0.0	$22k		35k	0.64	View chart
Immunic Comm (IMUX)	0.0	$8.8k		10k	0.88	View chart
Paysafe Warrant (PSFE.WS)	0.0	$616.660500		33k	0.02	View chart

Past Filings by Crescent Grove Advisors

SEC 13F filings are viewable for Crescent Grove Advisors going back to 2017

Crescent Grove Advisors 2025 Q3 filed Nov. 13, 2025
Crescent Grove Advisors 2025 Q2 filed Aug. 13, 2025
Crescent Grove Advisors 2025 Q1 filed April 24, 2025
Crescent Grove Advisors 2024 Q4 filed Jan. 21, 2025
Crescent Grove Advisors 2024 Q3 filed Oct. 30, 2024
Crescent Grove Advisors 2024 Q2 filed July 22, 2024
Crescent Grove Advisors 2024 Q1 filed April 29, 2024
Crescent Grove Advisors 2023 Q4 filed Jan. 30, 2024
Crescent Grove Advisors 2023 Q3 filed Oct. 25, 2023
Crescent Grove Advisors 2023 Q2 filed July 13, 2023
Crescent Grove Advisors 2023 Q1 filed May 3, 2023
Crescent Grove Advisors 2022 Q4 filed Jan. 12, 2023
Crescent Grove Advisors 2022 Q3 filed Nov. 8, 2022
Crescent Grove Advisors 2022 Q2 filed July 20, 2022
Crescent Grove Advisors 2022 Q1 filed May 4, 2022
Crescent Grove Advisors 2021 Q4 filed Jan. 24, 2022

View all past filings

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