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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 27.39% of Crescent Grove Advisors's stock portfolio.
Added to shares of these 10 stocks: D Spdr S&p 500 Etf Tr option (+$26M), SGOV (+$6.8M), FI (+$5.4M), XLE, FNF, SIL, SHV, SLV, UYLD, HEFA.
Started 25 new stock positions in CONL, FTAI, BXSL, TGT, XME, WM, NRG, VHT, EW, FCX.
Reduced shares in these 10 stocks: , ZWS (-$5.2M), ARLP, SPY, MPLX, BIL, EPD, ET, NATL, VZ.
Sold out of its positions in AA, OKLO, SILJ, BMNR, BE, LNG, COIN, EOG, HON, IDXX. IBIT, NWL, PFE, Spdr S&p 500 Etf Tr option, Spdr S&p Oil & Gas Exp & Pr call, CRM, SUN, TRGP, Unilever, GDXJ, WU.
Crescent Grove Advisors was a net buyer of stock by $23M.
Crescent Grove Advisors has $1.1B in assets under management (AUM), dropping by 2.25%.
Central Index Key (CIK): 0001713520

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Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 297 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Zurn Elkay Water Solutions Comm (ZWS)	10.0	$108M	-4%	2.3M	46.49	View chart
iShares S&P 500 ETF Etf (IVV)	6.4	$69M		101k	684.94	View chart
Vanguard 500 Index Fund ETF Etf (VOO)	4.9	$52M		84k	627.13	View chart
Spdr S&p 500 Etf Etf (SPY)	3.4	$36M	-9%	53k	683.92	View chart
Vanguard Total Stock Market ETF Etf (VTI)	2.7	$29M		88k	335.27	View chart
Spdr S&p 500 Etf Etf Put Option	2.4	$26M	NEW	44k	587.68	View chart
Intercontinental Comm (ICE)	2.3	$25M		153k	161.96	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	2.2	$24M		355k	67.22	View chart
Invesco Powershares QQQ ETF Etf (QQQ)	2.1	$23M		37k	614.32	View chart
CDW Corporation Comm (CDW)	2.0	$22M		161k	136.20	View chart
iShares Short Treasury ETF Etf (SHV)	2.0	$22M	+10%	197k	110.15	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.9	$21M		172k	120.18	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	1.9	$21M	+49%	205k	100.38	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	1.9	$20M	+3%	309k	66.00	View chart
Fidelity National Financial Comm (FNF)	1.9	$20M	+21%	369k	54.59	View chart
Apple Comm (AAPL)	1.8	$20M	-7%	73k	271.86	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.8	$19M	-2%	41k	473.31	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.7	$19M		208k	89.46	View chart
Angel Oak Ultrashort Income ETF Etf (UYLD)	1.7	$18M	+12%	349k	51.38	View chart
iShares Core S&P US Value ETF Etf (IUSV)	1.6	$17M		163k	102.54	View chart
NCR Atleos Comm (NATL)	1.4	$15M	-13%	388k	38.11	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	1.2	$13M	-7%	84k	148.69	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.1	$12M		81k	143.52	View chart
Angel Oak Income ETF Etf (CARY)	1.0	$11M	-3%	524k	21.00	View chart
Financial Sector SPDR ETF Etf (XLF)	0.9	$10M		185k	54.77	View chart
Fidelity National Info Srvcs Comm (FIS)	0.9	$10M	-11%	151k	66.46	View chart
Energy Sector SPDR ETF Etf (XLE)	0.8	$9.0M	+79%	201k	44.71	View chart
iShares Russell Mid Cap Growth ETF Etf (IWP)	0.8	$8.4M		61k	136.94	View chart
iShares Currency Hedged EAFE ETF Etf (HEFA)	0.8	$8.4M	+28%	203k	41.36	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.8	$8.2M	-4%	67k	121.93	View chart
iShares Gold TR Etf (IAU)	0.7	$7.7M		95k	81.17	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.6	$7.0M		118k	59.28	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	0.6	$6.8M	-33%	74k	91.38	View chart
Nvidia Corp Comm (NVDA)	0.6	$6.6M		35k	186.50	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.6	$6.5M	-2%	104k	62.47	View chart
NCR Voyix Comm (VYX)	0.6	$6.3M		617k	10.20	View chart
Microsoft Corp Comm (MSFT)	0.6	$6.2M		13k	483.62	View chart
SPDR Gold Trust Etf (GLD)	0.6	$6.2M	+25%	16k	396.32	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.6	$6.2M		30k	210.34	View chart
iShares S&P Core Small Cap Value ETF Etf (IJS)	0.6	$6.1M		54k	113.72	View chart
SPDR Portfolio S&P Etf (SPYD)	0.6	$6.0M		138k	43.25	View chart
iShares Russell 2000 ETF Etf (IWM)	0.5	$5.8M		24k	246.16	View chart
Carrier Global Comm (CARR)	0.5	$5.5M		105k	52.84	View chart
Fiserv Comm (FI)	0.5	$5.4M	NEW	80k	67.17	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.5	$5.3M		63k	84.64	View chart
Global Ship Lease Comm Cl A (GSL)	0.5	$5.2M	+12%	150k	35.04	View chart
Industrial Sector SPDR ETF Etf (XLI)	0.5	$5.1M	+11%	33k	155.12	View chart
iShares MSCI EAFE Etf (EFA)	0.5	$5.1M		53k	96.03	View chart
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB)	0.5	$5.0M		94k	52.88	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.5	$4.9M	-10%	33k	147.73	View chart
iShares Biotechnology ETF Etf (IBB)	0.4	$4.8M	-7%	28k	168.77	View chart
Amazon.Com Comm (AMZN)	0.4	$4.6M		20k	230.82	View chart
Vanguard Total International Stock Index Fund ETF Etf (VXUS)	0.4	$4.5M		60k	75.44	View chart
iShares MSCI EM ex China ETF Etf (EMXC)	0.4	$4.4M	+11%	60k	72.68	View chart
iShares EM Dividend ETF Etf (DVYE)	0.4	$4.3M		139k	31.16	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.4	$4.3M	-6%	13k	323.01	View chart
iShares 1-3 Year Treasury ETF Etf (SHY)	0.4	$4.3M		52k	82.82	View chart
Berkshire Hathaway Comm (BRK.B)	0.4	$4.3M	-3%	8.5k	502.65	View chart
Vaneck Vectors Gold Miners ETF Etf (GDX)	0.4	$4.3M	+59%	50k	85.77	View chart
Global X FDS Global Etf (SIL)	0.4	$4.0M	+283%	48k	84.43	View chart
iShares Silver TR Etf (SLV)	0.4	$4.0M	+101%	63k	64.42	View chart
Tesla Motors Comm (TSLA)	0.4	$4.0M		8.8k	449.73	View chart
iShares Intl Select Div ETF Etf (IDV)	0.3	$3.7M	+4%	93k	39.45	View chart
iShares MSCI USA Quality ETF Etf (QUAL)	0.3	$3.7M	-6%	19k	198.62	View chart
Associated Banc Corp Comm (ASB)	0.3	$3.7M	+23%	142k	25.76	View chart
SPDR S&P Global Etf (GNR)	0.3	$3.4M	+13%	55k	62.14	View chart
Pan American Silver Comm (PAAS)	0.3	$3.3M	+64%	64k	51.81	View chart
Energy Transfer Comm (ET)	0.3	$3.3M	-46%	200k	16.49	View chart
Cannae HLDGS Comm (CNNE)	0.3	$3.1M		196k	15.73	View chart
iShares Select Dividend ETF Etf (DVY)	0.3	$2.9M	+2%	20k	141.14	View chart
ARK Innovation ETF Etf (ARKK)	0.2	$2.6M		34k	76.92	View chart
Newmont MNG Corp Comm (NEM)	0.2	$2.5M	+29%	25k	99.85	View chart
JP Morgan Chase & Co. Comm (JPM)	0.2	$2.4M	-18%	7.6k	322.20	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$2.4M		33k	71.45	View chart
Sherwin Williams Comm (SHW)	0.2	$2.3M		7.2k	324.03	View chart
Agnico Eagle Mines Comm (AEM)	0.2	$2.3M	+150%	14k	169.53	View chart
Alliance Resource LP (ARLP)	0.2	$2.3M	-66%	97k	23.23	View chart
Enterprise Products Comm (EPD)	0.2	$2.2M	-59%	70k	32.06	View chart
Alphabet Inc Cap STK Comm Cl C (GOOGL)	0.2	$2.1M	-13%	6.8k	312.99	View chart
iShares Russell Mid Cap ETF Etf (IWR)	0.2	$2.1M	+6%	22k	96.27	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$2.0M	-6%	8.0k	252.91	View chart
Vanguard FTSE Emerging Mkts ETF Etf (VWO)	0.2	$2.0M		38k	53.76	View chart
SPDR Portfolio S&P Etf (SPMD)	0.2	$2.0M	-3%	35k	57.91	View chart
F&G Annuities & Life Comm (FG)	0.2	$2.0M	+87%	64k	30.85	View chart
Banc Calif Comm (BANC)	0.2	$2.0M		102k	19.39	View chart
Plains All American Comm (PAA)	0.2	$2.0M	-20%	110k	17.96	View chart
Vanguard Dividend Appreciation Index ETF Etf (VIG)	0.2	$1.9M		8.7k	219.79	View chart
MPLX Comm (MPLX)	0.2	$1.9M	-65%	36k	53.37	View chart
Wisdomtree TR Etf (DTH)	0.2	$1.9M		36k	51.60	View chart
Procter & Gamble Comm (PG)	0.2	$1.8M	-5%	13k	143.30	View chart
Manpowergroup Comm (MAN)	0.2	$1.8M		60k	29.73	View chart
Vanguard Mega Cap Etf (MGK)	0.2	$1.8M		4.3k	412.77	View chart
Blackstone Group Comm (BX)	0.2	$1.8M		12k	154.14	View chart
SPDR Portfolio S&P Etf (SPSM)	0.2	$1.7M	-6%	36k	46.86	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.2	$1.7M	+2%	34k	48.12	View chart
Exact Sciences Corp Comm (EXAS)	0.2	$1.6M		16k	101.56	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	0.1	$1.6M	-15%	12k	129.16	View chart
iShares 7-10 Year Treasury ETF Etf (IEF)	0.1	$1.6M	+19%	16k	96.16	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.1	$1.6M		12k	131.58	View chart
iShares Global Healthcare ETF Etf (IXJ)	0.1	$1.6M		16k	97.40	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$1.5M		13k	114.66	View chart
Consumer Staples SPDR ETF Etf (XLP)	0.1	$1.4M		19k	77.68	View chart
Lantheus Comm (LNTH)	0.1	$1.4M		21k	66.55	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$1.4M		26k	54.71	View chart
Exxon Mobil Comm (XOM)	0.1	$1.4M	-2%	12k	120.34	View chart
Textron Comm (TXT)	0.1	$1.4M	+15%	16k	87.19	View chart
Alphabet Inc Cap STK Comm Cl C (GOOG)	0.1	$1.4M	-16%	4.3k	313.83	View chart
iShares Global Consumer Staples ETF Etf (KXI)	0.1	$1.3M		21k	64.65	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$1.3M	-13%	3.4k	386.85	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$1.3M		6.3k	212.08	View chart
Northern TR Corp Comm (NTRS)	0.1	$1.3M	+19%	9.6k	137.39	View chart
Invesco Exch Traded Etf (SPHD)	0.1	$1.3M	+7%	28k	48.00	View chart
iShares Aerospace/Defense ETF Etf (ITA)	0.1	$1.3M	-2%	6.0k	214.69	View chart
Advanced Micro Comm (AMD)	0.1	$1.2M	+5%	5.6k	214.16	View chart
iShares 2026 IG Corporate Bond ETF Etf (IBDR)	0.1	$1.2M	-15%	49k	24.23	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$1.2M		6.2k	190.97	View chart
Micron Technology Comm (MU)	0.1	$1.2M	+10%	4.1k	285.53	View chart
Alkami Technology Comm (ALKT)	0.1	$1.2M	NEW	50k	23.07	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$1.1M		9.3k	123.26	View chart
iShares Exponential Technologies ETF Etf (XT)	0.1	$1.1M	-6%	16k	69.74	View chart
ARK Genomic Revolution ETF Etf (ARKG)	0.1	$1.1M	+6%	39k	28.97	View chart
Kohls Corp Comm (KSS)	0.1	$1.1M		55k	20.41	View chart
Abbvie Comm (ABBV)	0.1	$1.1M		4.9k	228.49	View chart
Iron MTN Comm (IRM)	0.1	$1.1M		13k	83.81	View chart
DFA International Core ETF Etf (DFAI)	0.1	$1.1M	+67%	29k	38.11	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$1.1M	+2%	5.8k	181.21	View chart
Ingersoll Rand Comm (IR)	0.1	$1.1M	NEW	13k	79.22	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	0.1	$1.0M		2.1k	487.86	View chart
Vanguard Mega Cap Etf (MGV)	0.1	$996k		7.1k	141.16	View chart
Fidelity Wise Origin Etf (FBTC)	0.1	$991k	+465%	13k	76.23	View chart
iShares Inc MSCI Etf (EUSA)	0.1	$935k	+60%	9.0k	103.37	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.1	$922k		7.8k	117.49	View chart
Amplify ETF TR Etf (HACK)	0.1	$904k		11k	80.37	View chart
Invesco Exchange Etf (SPHQ)	0.1	$903k		12k	75.05	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$897k	+2%	4.7k	191.56	View chart
Merck & Co Comm (MRK)	0.1	$868k	-13%	8.2k	106.11	View chart
Goldman Sachs Group Comm (GS)	0.1	$856k	+7%	974.00	879.07	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.1	$850k	+163%	15k	57.42	View chart
Intl Business Mach Comm (IBM)	0.1	$834k		2.8k	296.21	View chart
Philip Morris Intl Comm (PM)	0.1	$831k		5.1k	161.87	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$825k		25k	32.62	View chart
iShares Russell Mid Cap Value ETF Etf (IWS)	0.1	$820k		5.8k	141.05	View chart
Goldman Sachs ETF TR Etf (GSLC)	0.1	$818k		6.2k	132.37	View chart
Costco Wholesale Comm (COST)	0.1	$804k	+35%	932.00	862.36	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.1	$795k		14k	55.46	View chart
First Busey Corp Comm (BUSE)	0.1	$791k		33k	23.79	View chart
Health Care Select SPDR ETF Etf (XLV)	0.1	$786k	+234%	5.1k	154.80	View chart
Weave Communications Comm (WEAV)	0.1	$783k		103k	7.59	View chart
iShares S&P Mid Cap 400 Growth ETF Etf (IJK)	0.1	$762k		7.9k	96.88	View chart
Berkshire Hathaway Class A Comm Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
iShares Global Infrastructure ETF Etf (IGF)	0.1	$749k		12k	61.36	View chart
RiverNorth Enhanced Pre-Merger SPAC ETF Etf (SPCZ)	0.1	$744k		29k	25.55	View chart
Boeing Comm (BA)	0.1	$735k	+11%	3.4k	217.14	View chart
Facebook Comm Cl A (META)	0.1	$729k	-25%	1.1k	659.93	View chart
Johnson & Johnson Comm (JNJ)	0.1	$705k		3.4k	206.93	View chart
Eaton Corp Comm (ETN)	0.1	$704k	-9%	2.2k	318.45	View chart
United Parcel SVC Comm Cl B (UPS)	0.1	$665k	-3%	6.7k	99.19	View chart
Booking Holdings Comm (BKNG)	0.1	$659k		123.00	5355.33	View chart
Coeur Mining Comm (CDE)	0.1	$631k	NEW	35k	17.83	View chart
Constellation Energy Comm (CEG)	0.1	$618k	-14%	1.7k	353.27	View chart
Home Depot Comm (HD)	0.1	$614k	+48%	1.8k	344.05	View chart
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF)	0.1	$588k		19k	30.99	View chart
Chevron Comm (CVX)	0.1	$587k	-7%	3.9k	152.41	View chart
Talen Energy Corp Comm (TLN)	0.1	$586k	+45%	1.6k	374.84	View chart
GE Vernova Comm (GEV)	0.1	$577k	-21%	882.00	653.87	View chart
Abbott Laboratories Comm (ABT)	0.1	$570k		4.6k	125.28	View chart
Vanguard European Stock ETF Etf (VGK)	0.1	$545k		6.5k	83.61	View chart
Schwab Charles Corp Comm (SCHW)	0.1	$542k	-8%	5.4k	99.91	View chart
iShares Russell 1000 Etf (IWB)	0.1	$542k	+4%	1.5k	373.44	View chart
Wheaton Precious Comm (WPM)	0.0	$526k	NEW	4.5k	117.52	View chart
Draftkings Comm Cl A (DKNG)	0.0	$518k		15k	34.46	View chart
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK)	0.0	$516k		5.3k	97.21	View chart
BlackRock Comm (BLK)	0.0	$508k		475.00	1070.34	View chart
Abrdn Etfs BBRG All Etf (BCD)	0.0	$507k		16k	30.96	View chart
Quad / Graphics Comm (QUAD)	0.0	$505k	+33%	81k	6.27	View chart
RBB FD Inc US Etf (OBIL)	0.0	$503k	+14%	10k	50.20	View chart
NRG Energy Comm (NRG)	0.0	$501k	NEW	3.1k	159.24	View chart
Blackstone Secd Lending Fund Comm (BXSL)	0.0	$498k	NEW	18k	27.10	View chart
Bank Of Montreal Comm (BMO)	0.0	$498k		3.8k	129.79	View chart
General Electric Company Comm (GE)	0.0	$496k	-39%	1.6k	308.31	View chart
Franco Nevada Corp Comm (FNV)	0.0	$489k	NEW	2.4k	207.28	View chart
Vanguard Extended Etf (VXF)	0.0	$483k		2.3k	209.12	View chart
SPDR Ser TR S&P 400 Etf (MDYV)	0.0	$477k	-3%	5.6k	84.65	View chart
ProShares S&P 500 Etf (NOBL)	0.0	$476k		4.6k	104.07	View chart
iShares MSCI ACWI ex USA ETF Etf (ACWX)	0.0	$474k		7.1k	67.13	View chart
Rockwell Automation Comm (ROK)	0.0	$471k		1.2k	388.98	View chart
Taiwan Semiconductor Adr (TSM)	0.0	$460k	-4%	1.5k	304.67	View chart
Rio Tinto ADR Each Adr (RIO)	0.0	$458k	+88%	5.7k	80.03	View chart
Vertiv Holdings Comm Cl A (VRT)	0.0	$458k	+40%	2.8k	162.01	View chart
Visa Inc Com CL A Comm Cl A (V)	0.0	$456k	-4%	1.3k	350.67	View chart
iShares Etf (IYW)	0.0	$454k		2.3k	199.68	View chart
Manulife Financial Comm (MFC)	0.0	$450k		12k	36.28	View chart
Coca Cola Comm (KO)	0.0	$436k		6.2k	69.91	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$432k		6.7k	64.81	View chart
Fidelity High Etf (FDVV)	0.0	$418k		7.4k	56.69	View chart
Unitedhealth Group Comm (UNH)	0.0	$417k		1.3k	330.02	View chart
Commercial Metals Comm (CMC)	0.0	$415k		6.0k	69.22	View chart
CVS Health Corp Comm (CVS)	0.0	$413k	-19%	5.2k	79.36	View chart
iShares Core Etf (IUSG)	0.0	$411k		2.4k	167.97	View chart
Transdigm Group Comm (TDG)	0.0	$407k		306.00	1329.85	View chart
Vanguard Health Care Etf (VHT)	0.0	$399k	NEW	1.4k	287.86	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$397k		1.3k	314.84	View chart
Vanguard Small Cap ETF Etf (VB)	0.0	$395k		1.5k	257.95	View chart
Wal Mart Stores Comm (WMT)	0.0	$393k	-27%	3.5k	111.65	View chart
3M Company Comm (MMM)	0.0	$391k		2.4k	160.10	View chart
Nuveen Quality Municipal Comm (NAD)	0.0	$382k	-21%	32k	12.02	View chart
iShares S&P Small Cap 600 Growth ETF Etf (IJT)	0.0	$377k		2.7k	141.16	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$376k		5.3k	71.41	View chart
Cintas Corp Comm (CTAS)	0.0	$372k		2.0k	188.07	View chart
Paysafe Comm (PSFE)	0.0	$365k		45k	8.09	View chart
Unilever Adr (UL)	0.0	$362k	NEW	5.5k	65.40	View chart
Masco Corp Comm (MAS)	0.0	$362k		5.7k	63.46	View chart
NXP Semiconductors N Comm (NXPI)	0.0	$361k	-9%	1.7k	218.07	View chart
Vaneck ETF Trust Etf (REMX)	0.0	$358k	+10%	4.8k	73.92	View chart
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV)	0.0	$357k		9.1k	39.15	View chart
ARK 3D Printing ETF Etf (PRNT)	0.0	$357k	-14%	16k	22.34	View chart
iShares TR Intl Dev Etf (ISVL)	0.0	$350k	+43%	7.4k	47.58	View chart
iShares TR EAFE SML Etf (SCZ)	0.0	$349k		4.5k	77.54	View chart
iShares MSCI Asia ex Japan ETF Etf (AAXJ)	0.0	$348k		3.7k	93.12	View chart
Arch Capital Group Comm (ACGL)	0.0	$344k		3.6k	95.92	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$342k	-21%	13k	27.43	View chart
BlackRock Muniyield Comm (MYI)	0.0	$341k	-21%	31k	10.87	View chart
iShares Core Etf (ILTB)	0.0	$336k		6.8k	49.70	View chart
Vanguard Small Cap Growth Index Fund ETF Etf (VBK)	0.0	$335k		1.1k	302.04	View chart
TJX Cos Comm (TJX)	0.0	$332k		2.2k	153.61	View chart
iShares Micro-Cap ETF Etf (IWC)	0.0	$330k		2.1k	157.70	View chart
Cummins Comm (CMI)	0.0	$329k		644.00	510.45	View chart
Target Corp Comm (TGT)	0.0	$324k	NEW	3.3k	97.76	View chart
Xtant Medical Holdings Comm (XTNT)	0.0	$323k		412k	0.78	View chart
Allstate Corp Del Comm (ALL)	0.0	$323k		1.5k	209.15	View chart
iShares TR US HLTHCR Etf (IHF)	0.0	$316k		6.6k	47.94	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$316k	+18%	1.3k	241.21	View chart
Broadcom Comm (AVGO)	0.0	$316k	+6%	912.00	346.12	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$315k		12k	26.23	View chart
Freeport-Mcmor.CPR.& GD. Comm Cl B (FCX)	0.0	$310k	NEW	6.1k	50.79	View chart
Verizon Comm (VZ)	0.0	$302k	-86%	7.4k	40.73	View chart
Intel Corp Comm (INTC)	0.0	$300k		8.1k	36.90	View chart
iShares Preferreds ETF Etf (PFF)	0.0	$299k	+9%	9.6k	30.96	View chart
Intl Paper Comm (IP)	0.0	$295k		7.5k	39.39	View chart
iShares TR Intl DIV Etf (IGRO)	0.0	$291k		3.5k	82.77	View chart
Accenture Comm (ACN)	0.0	$288k	-34%	1.1k	268.30	View chart
Materials Sector SPDR ETF Etf (XLB)	0.0	$286k	+100%	6.3k	45.35	View chart
Cisco SYS Comm (CSCO)	0.0	$281k		3.7k	77.03	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$277k	-7%	9.7k	28.48	View chart
Invesco Exchange Etf (GRPM)	0.0	$276k		2.3k	120.01	View chart
Comcast Corp Comm (CMCSA)	0.0	$273k		9.1k	29.89	View chart
SPDR S&P Bank ETF Etf (KBE)	0.0	$271k		4.5k	60.69	View chart
Bank Amer Corp Non PFD (BAC.PL)	0.0	$269k		212.00	1270.13	View chart
Technology Sector SPDR ETF Etf (XLK)	0.0	$267k	+100%	1.9k	143.98	View chart
ARK Fintech Innovation ETF Etf (ARKF)	0.0	$266k	-4%	5.6k	47.63	View chart
Amgen Comm (AMGN)	0.0	$261k	-19%	797.00	327.31	View chart
Vanguard Whitehall Etf (VIGI)	0.0	$261k		2.9k	91.45	View chart
Bristol Myers Squibb Comm (BMY)	0.0	$261k	NEW	4.8k	53.94	View chart
SPDR Real Estate ETF Etf (XLRE)	0.0	$260k		6.4k	40.35	View chart
Roper Technologies Comm (ROP)	0.0	$258k		579.00	445.03	View chart
Autodesk Comm (ADSK)	0.0	$258k		870.00	296.01	View chart
Royal Dutch Shell Adr (SHEL)	0.0	$258k	-15%	3.5k	73.49	View chart
Mercadolibre Comm (MELI)	0.0	$256k	-5%	127.00	2014.26	View chart
Crowdstrike HLDGS Comm Cl A (CRWD)	0.0	$253k	+2%	540.00	468.76	View chart
iShares Trust S&P 100 Etf (OEF)	0.0	$252k		734.00	342.87	View chart
Brookfield Asset Comm (BAM)	0.0	$252k	+4%	4.8k	52.39	View chart
Artisan Partners Asset Mgmt Comm Cl A (APAM)	0.0	$244k		6.0k	40.74	View chart
At&t Comm (T)	0.0	$244k		9.8k	24.84	View chart
EQT Corp Comm (EQT)	0.0	$243k	-18%	4.5k	53.60	View chart
Utilities Sector SPDR ETF Etf (XLU)	0.0	$241k	+21%	5.7k	42.69	View chart
McDonalds Corp Comm (MCD)	0.0	$241k	-18%	787.00	305.79	View chart
Graniteshares ETF TR Etf (CONL)	0.0	$238k	NEW	16k	14.65	View chart
Vistra Energy Corp. Comm (VST)	0.0	$237k	-31%	1.5k	161.33	View chart
Investment Managers Etf (TSLQ)	0.0	$236k	NEW	13k	18.16	View chart
SPDR Portfolio S&P Etf (SPYM)	0.0	$235k		2.9k	80.22	View chart
Waste Management Comm (WM)	0.0	$234k	NEW	1.1k	219.71	View chart
Uber Technologies Comm (UBER)	0.0	$233k	+4%	2.8k	81.72	View chart
BP PLC Spons Adr (BP)	0.0	$231k	+8%	6.6k	34.73	View chart
Vanguard Mid-Cap Value Idx Etf (VOE)	0.0	$226k		1.3k	177.33	View chart
Schwab Fundamental Emerging Markets Etf (FNDE)	0.0	$225k		6.2k	36.06	View chart
iShares Dowjones US Finl Etf (IYG)	0.0	$220k		2.4k	92.25	View chart
Capital One Comm (COF)	0.0	$218k	NEW	900.00	242.36	View chart
Netflix Comm (NFLX)	0.0	$215k	+789%	2.3k	93.76	View chart
Materials Sector SPDR ETF Etf (XME)	0.0	$215k	NEW	2.1k	103.61	View chart
Vanguard Sector Etf (VIS)	0.0	$214k		717.00	298.38	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$214k		1.5k	139.16	View chart
Bank Of Nova Scotia Comm (BNS)	0.0	$214k	NEW	2.9k	73.69	View chart
Ftai Aviation Comm (FTAI)	0.0	$212k	NEW	1.1k	196.85	View chart
Edwards Lifesciences Corp Comm (EW)	0.0	$211k	NEW	2.5k	85.25	View chart
Donnelley Finl Solutions Comm (DFIN)	0.0	$210k		4.5k	46.69	View chart
Cabot Oil & Gas CP Comm (CTRA)	0.0	$209k	-16%	7.9k	26.32	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.0	$207k	-61%	2.1k	99.86	View chart
Vulcan Materials Comm (VMC)	0.0	$203k		713.00	285.30	View chart
Schwab Fundamental Intnl Large Etf (FNDF)	0.0	$203k	NEW	4.5k	45.21	View chart
Emerson Electric Comm (EMR)	0.0	$201k	NEW	1.5k	132.75	View chart
Wells Fargo & Co Comm (WFC)	0.0	$200k	NEW	2.1k	93.20	View chart
Carecloud Comm (CCLD)	0.0	$175k		60k	2.92	View chart
BlackRock Credit Allocation Comm (BTZ)	0.0	$146k		14k	10.83	View chart
Alight Inc Com CL A Comm Cl A (ALIT)	0.0	$39k		20k	1.95	View chart
Noodles & Co Comm (NDLS)	0.0	$25k		35k	0.71	View chart
Immunic Comm (IMUX)	0.0	$5.3k		10k	0.53	View chart
Paysafe Warrant (PSEWF)	0.0	$6.666600		33k	0.00	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 Q4 filed Feb. 11, 2026
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

View all past filings

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