Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 28.45% of Crescent Grove Advisors's stock portfolio.
Added to shares of these 10 stocks: ZWS (+$51M), MAN (+$21M), IWF (+$15M), ASCE (+$6.6M), VOO, B, SHY, SIL, WPM, FISV.
Started 24 new stock positions in CRWD, VLO, NCLO, AEE, SNDK, MRVL, NOW, MO, GLW, SNAP. EMR, B, MPC, IGIB, SST, ALL, VMC, EW, URI, ARTY, RY, CMI, TLT, IYG.
Reduced shares in these 10 stocks: SPY (-$15M), IEF (-$6.1M), SGOV, JEPI, BIL, NATL, GLD, , OUNZ, ET.
Sold out of its positions in AA, ADSK, BMY, COF, CASY, CDE, CEG, DG, DFIN, GFI.
Crescent Grove Advisors was a net buyer of stock by $78M.
Crescent Grove Advisors has $1.2B in assets under management (AUM), dropping by 15.58%.
Central Index Key (CIK): 0001713520

Tip: Access up to 7 years of quarterly data

Positions held by Crescent Grove Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 297 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Zurn Elkay Water Solutions Comm (ZWS)	9.9	$119M	+76%	2.3M	50.53	View chart
iShares S&P 500 ETF Etf (IVV)	6.2	$74M		99k	748.89	View chart
Vanguard 500 Index Fund ETF Etf (VOO)	5.0	$60M	+5%	88k	686.81	View chart
Spdr S&p 500 Etf Etf (SPY)	4.7	$56M	-21%	75k	748.67	View chart
Vanguard Total Stock Market ETF Etf (VTI)	2.7	$33M		88k	370.04	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	2.6	$32M	+4%	382k	82.84	View chart
Invesco Powershares QQQ ETF Etf (QQQ)	2.2	$27M	-2%	36k	737.23	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.1	$25M		168k	148.31	View chart
2024 Psu Comm (CDW)	2.1	$25M	+2%	176k	140.64	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	2.0	$24M		310k	77.11	View chart
Manpowergroup Comm (MAN)	1.9	$23M	+942%	685k	33.77	View chart
Apple Comm (AAPL)	1.8	$21M		74k	289.36	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.7	$21M	+2%	215k	96.58	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.7	$20M	+296%	162k	124.17	View chart
iShares Core S&P US Value ETF Etf (IUSV)	1.5	$18M		165k	110.15	View chart
iShares 7-10 Year Treasury ETF Etf (IEF)	1.5	$18M	-25%	191k	94.57	View chart
Fidelity National Financial Comm (FNF)	1.5	$17M		370k	47.16	View chart
Intercontinental Exchange Comm (ICE)	1.3	$16M		127k	123.11	View chart
NCR Atleos Comm (NATL)	1.2	$15M	-15%	339k	43.41	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	1.2	$14M	-22%	140k	100.67	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	1.1	$13M		80k	164.27	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.1	$13M		82k	158.03	View chart
Angel Oak Ultrashort Income ETF Etf (UYLD)	1.0	$12M	-4%	233k	51.20	View chart
Allspring Smid Core ETF Etf (ASCE)	1.0	$12M	+126%	336k	35.09	View chart
Angel Oak Income ETF Etf (CARY)	1.0	$12M	+3%	562k	20.88	View chart
Energy Sector SPDR ETF Etf (XLE)	0.9	$11M		202k	53.11	View chart
Financial Sector SPDR ETF Etf (XLF)	0.9	$10M		191k	53.61	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.8	$10M		63k	158.25	View chart
Fidelity National Info Srvcs Comm (FIS)	0.8	$9.6M	-2%	248k	38.88	View chart
iShares Currency Hedged EAFE ETF Etf (HEFA)	0.8	$9.3M	-8%	199k	46.93	View chart
iShares Short Treasury ETF Etf (SHV)	0.8	$9.1M		82k	110.35	View chart
iShares Russell Mid Cap Growth ETF Etf (IWP)	0.7	$8.9M		61k	146.41	View chart
iShares MSCI EM ex China ETF Etf (EMXC)	0.7	$8.1M	+10%	79k	102.30	View chart
Carrier Global Comm (CARR)	0.6	$7.7M		105k	73.35	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.6	$7.6M		106k	71.25	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	0.6	$7.5M	-29%	82k	91.64	View chart
SPDR Portfolio S&P Etf (SPYD)	0.6	$7.3M	+6%	154k	47.71	View chart
iShares Gold TR Etf (IAU)	0.6	$7.3M	-2%	97k	75.51	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.6	$7.2M	+7%	30k	242.43	View chart
iShares S&P Core Small Cap Value ETF Etf (IJS)	0.6	$7.2M		53k	136.68	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.6	$7.2M		118k	61.23	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.6	$6.9M	+16%	72k	95.44	View chart
Nvidia Corp Comm (NVDA)	0.6	$6.8M	+2%	34k	200.09	View chart
iShares Russell 2000 ETF Etf (IWM)	0.6	$6.7M		22k	300.45	View chart
Industrial Sector SPDR ETF Etf (XLI)	0.5	$6.4M		35k	185.23	View chart
iShares 1-3 Year Treasury ETF Etf (SHY)	0.5	$6.0M	+50%	73k	82.11	View chart
Fiserv Comm (FISV)	0.5	$5.7M	+40%	116k	49.05	View chart
NCR Voyix Comm (VYX)	0.5	$5.6M	-5%	686k	8.17	View chart
iShares MSCI EAFE Etf (EFA)	0.5	$5.5M		53k	103.88	View chart
iShares Biotechnology ETF Etf (IBB)	0.5	$5.4M		29k	190.19	View chart
Vanguard Total International Stock Index ETF Etf (VXUS)	0.4	$5.4M	+6%	63k	85.49	View chart
AGF Anti-Beta ETF Etf (BTAL)	0.4	$5.3M		474k	11.15	View chart
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB)	0.4	$5.2M		99k	52.41	View chart
Microsoft Comm (MSFT)	0.4	$5.1M	+9%	14k	373.03	View chart
iShares EM Dividend ETF Etf (DVYE)	0.4	$5.1M	+4%	158k	32.23	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.4	$5.0M	+2%	35k	144.86	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.4	$5.0M	-2%	13k	393.96	View chart
Amazon.Com Comm (AMZN)	0.4	$4.9M	+2%	21k	238.34	View chart
Advanced Micro Comm (AMD)	0.4	$4.6M		8.0k	580.91	View chart
SPDR S&P Global Etf (GNR)	0.4	$4.5M	+6%	67k	67.31	View chart
Berkshire Hathaway Comm (BRK.B)	0.4	$4.4M	+2%	8.8k	500.37	View chart
Micron Technology Comm (MU)	0.4	$4.3M	-6%	3.8k	1154.31	View chart
iShares Intl Select Div ETF Etf (IDV)	0.3	$4.2M	+2%	101k	41.43	View chart
Global X FDS Global Etf (SIL)	0.3	$4.1M	+81%	54k	77.49	View chart
Associated Banc Corp Comm (ASB)	0.3	$4.1M	-18%	132k	30.77	View chart
Agnico Eagle Mines Comm (AEM)	0.3	$4.0M	+40%	26k	155.13	View chart
Wheaton Precious Comm (WPM)	0.3	$4.0M	+75%	36k	112.32	View chart
Tesla Motors Comm (TSLA)	0.3	$3.7M		8.8k	420.61	View chart
Pan American Silver Comm (PAAS)	0.3	$3.7M	+11%	83k	44.79	View chart
iShares MSCI USA Quality ETF Etf (QUAL)	0.3	$3.6M	+2%	16k	219.43	View chart
Newmont MNG Corp Comm (NEM)	0.3	$3.6M	+10%	38k	93.40	View chart
SPDR Gold Trust Etf (GLD)	0.3	$3.5M	-39%	9.4k	368.37	View chart
Cullen Frost Bankers Comm (CFR)	0.3	$3.5M	-9%	23k	154.52	View chart
Franco Nevada Corp Comm (FNV)	0.3	$3.4M	+45%	16k	208.44	View chart
iShares Select Dividend ETF Etf (DVY)	0.3	$3.1M		20k	156.30	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.2	$3.0M	+6%	14k	212.77	View chart
Sunoco LP Com Unit LP (SUN)	0.2	$2.8M	+55%	42k	67.50	View chart
Cannae HLDGS Comm (CNNE)	0.2	$2.8M		196k	14.40	View chart
Global Ship Lease Comm Cl A (GSL)	0.2	$2.8M	+92%	74k	37.60	View chart
iShares Russell Mid Cap ETF Etf (IWR)	0.2	$2.8M	+3%	25k	110.32	View chart
Barrick Mining Corp Comm (B)	0.2	$2.7M	NEW	74k	36.73	View chart
Alliance Resource LP (ARLP)	0.2	$2.7M	+55%	111k	23.98	View chart
Energy Transfer Equity Comm (ET)	0.2	$2.6M	-36%	137k	19.12	View chart
MPLX Comm (MPLX)	0.2	$2.6M	+22%	45k	56.33	View chart
iShares Silver TR Etf (SLV)	0.2	$2.5M	+116%	47k	53.47	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$2.5M		28k	89.85	View chart
Sherwin Williams Comm (SHW)	0.2	$2.5M		7.2k	344.32	View chart
Alphabet Inc Cap STK Comm Cl C (GOOG)	0.2	$2.5M	+24%	7.0k	353.32	View chart
SPDR Portfolio S&P Etf (SPMD)	0.2	$2.4M	+2%	36k	67.56	View chart
ARK Innovation ETF Etf (ARKK)	0.2	$2.4M	-6%	30k	80.82	View chart
JPMorgan Nasdaq Equity Prem Income ETF Etf (JEPQ)	0.2	$2.4M	-13%	39k	61.46	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$2.4M		7.8k	302.97	View chart
Rio Tinto ADR Each Adr (RIO)	0.2	$2.3M	+2%	24k	94.93	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.2	$2.3M		38k	59.69	View chart
Vanguard Dividend Appreciation Index ETF Etf (VIG)	0.2	$2.2M	+8%	9.5k	236.61	View chart
Global X Copper Miners ETF Etf (COPX)	0.2	$2.2M	+121%	29k	77.02	View chart
Alphabet Inc Cap STK Comm Cl C (GOOGL)	0.2	$2.1M		5.9k	357.39	View chart
Banc Calif Comm (BANC)	0.2	$2.1M		102k	20.55	View chart
SPDR Portfolio S&P Etf (SPSM)	0.2	$2.1M		36k	57.67	View chart
Iron MTN Comm (IRM)	0.2	$2.1M	+2%	16k	127.17	View chart
Wisdomtree TR Etf (DTH)	0.2	$2.0M		38k	54.11	View chart
Enterprise Products Comm (EPD)	0.2	$2.0M	-11%	55k	36.76	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	0.2	$2.0M		12k	163.58	View chart
Vanguard Mega Cap Etf (MGK)	0.2	$1.9M	+398%	22k	87.91	View chart
Vaneck Vectors Gold Miners ETF Etf (GDX)	0.2	$1.9M		25k	75.45	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.2	$1.8M		7.9k	230.76	View chart
Procter & Gamble Comm (PG)	0.2	$1.8M	-2%	12k	146.64	View chart
Northern TR Corp Comm (NTRS)	0.1	$1.8M	+6%	10k	174.59	View chart
F&G Annuities & Life Comm (FG)	0.1	$1.8M		66k	26.59	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.1	$1.7M		12k	147.72	View chart
iShares Inc MSCI Etf (EUSA)	0.1	$1.7M	+23%	15k	114.19	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.1	$1.7M		28k	60.71	View chart
Lantheus Comm (LNTH)	0.1	$1.7M	-11%	15k	110.94	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$1.6M		12k	132.22	View chart
iShares Aerospace/Defense ETF Etf (ITA)	0.1	$1.6M	+7%	6.6k	242.42	View chart
Consumer Staples SPDR ETF Etf (XLP)	0.1	$1.5M		19k	83.07	View chart
Invesco Exch Traded Etf (SPHD)	0.1	$1.5M		29k	50.84	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$1.5M	-2%	6.7k	217.91	View chart
ARK Genomic Revolution ETF Etf (ARKG)	0.1	$1.5M		35k	42.06	View chart
iShares 5-10yr Investment Grade Bond ETF Etf (IGIB)	0.1	$1.4M	NEW	27k	53.17	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$1.4M		6.1k	227.07	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$1.4M	+9%	10k	137.53	View chart
Exxon Mobil Comm (XOM)	0.1	$1.4M	-6%	10k	136.72	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	0.1	$1.4M	+402%	16k	86.14	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$1.4M	-6%	3.2k	426.40	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$1.3M		19k	68.41	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$1.3M		5.8k	221.20	View chart
Blackstone Group Comm (BX)	0.1	$1.2M	-6%	11k	117.67	View chart
Abbvie Comm (ABBV)	0.1	$1.2M		4.9k	251.64	View chart
JP Morgan Chase & Co. Comm (JPM)	0.1	$1.2M	-45%	3.8k	327.34	View chart
DFA International Core ETF Etf (DFAI)	0.1	$1.2M		30k	41.25	View chart
Vanguard Mega Cap Etf (MGV)	0.1	$1.2M		7.1k	163.45	View chart
Amplify ETF TR Etf (HACK)	0.1	$1.1M		11k	104.93	View chart
iShares Exponential Technologies ETF Etf (XT)	0.1	$1.1M		13k	82.63	View chart
Invesco Exchange Etf (SPHQ)	0.1	$1.1M		12k	90.10	View chart
Kohls Corp Comm (KSS)	0.1	$1.0M	+5%	58k	17.72	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	0.1	$999k	NEW	12k	86.42	View chart
Costco Wholesale Comm (COST)	0.1	$986k	-4%	1.1k	935.49	View chart
First Busey Corp Comm (BUSE)	0.1	$981k		33k	29.50	View chart
Intel Corp Comm (INTC)	0.1	$973k	+6%	7.0k	139.63	View chart
iShares Russell Mid Cap Value ETF Etf (IWS)	0.1	$957k		5.8k	164.60	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.1	$940k		14k	65.54	View chart
Philip Morris Intl Comm (PM)	0.1	$937k	-2%	5.1k	182.36	View chart
Alkami Technology Comm (ALKT)	0.1	$906k		50k	18.12	View chart
Siriusxm Holdings Comm (SIRI)	0.1	$904k		31k	29.54	View chart
Goldman Sachs ETF TR Etf (GSLC)	0.1	$877k		6.2k	141.89	View chart
Ingersoll Rand Comm (IR)	0.1	$876k	-11%	11k	81.99	View chart
iShares S&P Mid Cap 400 Growth ETF Etf (IJK)	0.1	$853k	-7%	7.3k	117.50	View chart
Intl Business Mach Comm (IBM)	0.1	$796k		2.8k	281.16	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$775k	-9%	23k	33.84	View chart
Berkshire Hathaway Class A Comm Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Johnson & Johnson Comm (JNJ)	0.1	$738k	-14%	2.9k	253.93	View chart
RiverNorth Enhanced Pre-Merger SPAC ETF Etf (SPCZ)	0.1	$726k	-4%	28k	26.07	View chart
Weave Communications Comm (WEAV)	0.1	$726k	+17%	121k	5.99	View chart
Eaton Corp Comm (ETN)	0.1	$716k		1.7k	426.19	View chart
Vanguard Small Cap ETF Etf (VB)	0.1	$713k		2.4k	303.12	View chart
RBB FD Inc US Etf (OBIL)	0.1	$702k		14k	49.98	View chart
Quad / Graphics Comm (QUAD)	0.1	$700k	+3%	83k	8.43	View chart
Chevron Comm (CVX)	0.1	$696k	+17%	4.2k	165.76	View chart
iShares MSCI ACWI ex USA ETF Etf (ACWX)	0.1	$687k	+27%	9.0k	76.11	View chart
Bank Of Montreal Comm (BMO)	0.1	$678k		3.8k	176.70	View chart
GE Vernova Comm (GEV)	0.1	$673k	-16%	572.00	1176.25	View chart
United Parcel SVC Comm Cl B (UPS)	0.1	$671k		6.2k	107.50	View chart
Goldman Sachs Group Comm (GS)	0.1	$667k	-2%	660.00	1010.84	View chart
Facebook Comm Cl A (META)	0.1	$637k	-13%	1.1k	563.25	View chart
iShares Russell 1000 Etf (IWB)	0.1	$619k		1.5k	409.50	View chart
Genius Sports Comm Cl A (GENI)	0.0	$592k	+34%	98k	6.06	View chart
Robert Half Intl Comm (RHI)	0.0	$585k	-2%	19k	30.70	View chart
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF)	0.0	$582k	-4%	18k	32.14	View chart
iShares Etf (IYW)	0.0	$573k		2.3k	252.23	View chart
Vanguard Extended Markets Index ETF Etf (VXF)	0.0	$568k		2.3k	246.21	View chart
Vanguard European Stock ETF Etf (VGK)	0.0	$568k		6.4k	88.54	View chart
Abrdn Etfs BBRG All Etf (BCD)	0.0	$559k		16k	34.15	View chart
Commercial Metals Comm (CMC)	0.0	$558k		8.9k	62.75	View chart
Fidelity High Etf (FDVV)	0.0	$553k		9.2k	60.29	View chart
United Rentals Comm (URI)	0.0	$551k	NEW	486.00	1132.89	View chart
Booking Holdings Comm (BKNG)	0.0	$548k	+2400%	3.1k	178.24	View chart
SPDR Ser TR S&P 400 Etf (MDYV)	0.0	$535k		5.6k	94.85	View chart
ProShares S&P 500 Etf (NOBL)	0.0	$514k	+100%	9.1k	56.16	View chart
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK)	0.0	$512k		5.3k	96.37	View chart
Manulife Financial Comm (MFC)	0.0	$509k		13k	40.51	View chart
Schwab Charles Corp Comm (SCHW)	0.0	$508k		5.5k	92.26	View chart
Coca Cola Comm (KO)	0.0	$505k		6.2k	81.80	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$498k		6.7k	74.85	View chart
Unitedhealth Group Comm (UNH)	0.0	$495k	-11%	1.2k	415.67	View chart
Vaneck ETF Trust Etf (REMX)	0.0	$494k	+14%	5.6k	88.50	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$492k	+25%	16k	31.71	View chart
Freeport-Mcmor.CPR.& GD. Comm Cl B (FCX)	0.0	$483k	-51%	7.7k	62.89	View chart
iShares S&P Small Cap 600 Growth ETF Etf (IJT)	0.0	$477k		2.7k	178.60	View chart
NXP Semiconductors N Comm (NXPI)	0.0	$467k		1.7k	282.04	View chart
Masco Corporation Comm (MAS)	0.0	$464k		5.7k	81.37	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$457k	-8%	1.6k	283.78	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$454k	-87%	8.0k	56.48	View chart
Rush Street Comm (RSI)	0.0	$446k	+20%	15k	29.74	View chart
Technology Sector SPDR ETF Etf (XLK)	0.0	$445k	-30%	2.3k	190.50	View chart
Boeing Comm (BA)	0.0	$441k		2.0k	216.51	View chart
Visa Inc Com CL A Comm Cl A (V)	0.0	$435k		1.3k	342.96	View chart
Paysafe Comm (PSFE)	0.0	$435k	+28%	58k	7.47	View chart
Home Depot Comm (HD)	0.0	$431k	+2%	1.2k	352.61	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$430k	-23%	5.6k	76.55	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$429k		1.2k	343.95	View chart
Valero Energy Corp Comm (VLO)	0.0	$420k	NEW	1.6k	260.44	View chart
Transdigm Group Comm (TDG)	0.0	$414k		311.00	1329.90	View chart
Cisco SYS Comm (CSCO)	0.0	$413k	-10%	3.5k	117.45	View chart
Vanguard Small Cap Growth Index Fund ETF Etf (VBK)	0.0	$408k		1.1k	365.82	View chart
Plains All American Comm (PAA)	0.0	$402k	-56%	18k	22.26	View chart
Nuveen AA-BBB Clo ETF Etf (NCLO)	0.0	$401k	NEW	16k	25.08	View chart
iShares Core Etf (IUSG)	0.0	$397k		2.1k	188.13	View chart
Wal Mart Stores Comm (WMT)	0.0	$396k		3.5k	113.27	View chart
3M Company Comm (MMM)	0.0	$396k		2.4k	161.91	View chart
Marvell Technology Comm (MRVL)	0.0	$395k	NEW	1.3k	297.79	View chart
Vertiv Holdings Comm Cl A (VRT)	0.0	$380k	-20%	1.1k	334.82	View chart
CVS Health Corp Comm (CVS)	0.0	$380k	-29%	3.7k	103.45	View chart
Draftkings Comm Cl A (DKNG)	0.0	$380k		15k	25.26	View chart
iShares TR EAFE SML Etf (SCZ)	0.0	$376k		4.6k	82.26	View chart
iShares TR Intl Dev Etf (ISVL)	0.0	$370k		7.4k	50.35	View chart
iShares TR US HLTHCR Etf (IHF)	0.0	$365k		6.6k	55.33	View chart
Servicenow Comm (NOW)	0.0	$364k	NEW	3.7k	99.28	View chart
Sandisk Corp Comm (SNDK)	0.0	$364k	NEW	160.00	2273.73	View chart
Royal Dutch Shell Adr (SHEL)	0.0	$363k	+84%	4.7k	77.54	View chart
Marathon Petroleum Comm (MPC)	0.0	$362k	NEW	1.4k	255.67	View chart
iShares MSCI Asia ex Japan ETF Etf (AAXJ)	0.0	$361k	-19%	3.0k	119.35	View chart
Allspring Core Plus Bond ETF Etf (APLU)	0.0	$356k		15k	24.60	View chart
Abbott Laboratories Comm (ABT)	0.0	$354k		3.9k	90.75	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$351k		9.7k	36.13	View chart
Arch Capital Group Comm (ACGL)	0.0	$348k		3.6k	97.06	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$348k		12k	28.96	View chart
Materials Sector SPDR ETF Etf (XLB)	0.0	$346k		6.8k	50.83	View chart
Taiwan Semiconductor Adr (TSM)	0.0	$346k	-37%	721.00	479.25	View chart
iShares Micro-Cap ETF Etf (IWC)	0.0	$343k		1.7k	200.04	View chart
ARK 3D Printing ETF Etf (PRNT)	0.0	$342k	-4%	14k	24.57	View chart
Unilever Adr (UL)	0.0	$337k		5.6k	60.12	View chart
Cintas Corp Comm (CTAS)	0.0	$336k		2.0k	170.08	View chart
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV)	0.0	$334k	-10%	8.2k	40.96	View chart
TJX Cos Comm (TJX)	0.0	$332k		2.2k	151.50	View chart
iShares TR Intl DIV Etf (IGRO)	0.0	$309k		3.5k	87.93	View chart
SPDR S&P Bank ETF Etf (KBE)	0.0	$305k		4.5k	68.22	View chart
Uber Technologies Comm (UBER)	0.0	$302k	+11%	4.2k	72.16	View chart
Invesco Exchange Etf (GRPM)	0.0	$299k		2.3k	130.17	View chart
iShares Preferreds ETF Etf (PFF)	0.0	$294k		9.6k	30.49	View chart
Netflix Comm (NFLX)	0.0	$291k	+75%	4.1k	71.40	View chart
Dimensional ETF Etf (DFAT)	0.0	$290k		4.1k	69.90	View chart
BlackRock Comm (BLK)	0.0	$289k	-18%	300.00	961.56	View chart
SPDR Real Estate ETF Etf (XLRE)	0.0	$284k		6.4k	44.03	View chart
Rockwell Automation Comm (ROK)	0.0	$281k		568.00	495.28	View chart
Materials Sector SPDR ETF Etf (XME)	0.0	$281k	+27%	2.6k	106.93	View chart
Verizon Comm (VZ)	0.0	$281k	-10%	6.6k	42.34	View chart
Carecloud Comm (CCLD)	0.0	$277k	+117%	131k	2.12	View chart
At&t Comm (T)	0.0	$275k	+35%	13k	20.70	View chart
Caterpillar Comm (CAT)	0.0	$273k	-32%	256.00	1066.87	View chart
iShares Trust S&P 100 Etf (OEF)	0.0	$269k		734.00	365.76	View chart
Talen Energy Corp Comm (TLN)	0.0	$268k	-6%	697.00	384.26	View chart
Vanguard Whitehall Etf (VIGI)	0.0	$266k		2.9k	93.38	View chart
Bank Amer Corp Non PFD (BAC.PL)	0.0	$266k		212.00	1254.50	View chart
Vanguard Sector Etf (VIS)	0.0	$258k		717.00	360.38	View chart
Dimensional ETF Etf (DFUV)	0.0	$258k		4.7k	55.01	View chart
SPDR Portfolio S&P Etf (SPYM)	0.0	$257k		2.9k	87.88	View chart
DFA Emerging Markets Core ETF Etf (DFAE)	0.0	$253k		6.3k	40.21	View chart
Bank Of Nova Scotia Comm (BNS)	0.0	$252k		2.9k	86.84	View chart
Schwab Fundamental Emerging Markets Etf (FNDE)	0.0	$248k		6.2k	39.68	View chart
Generac Holdings Comm (GNRC)	0.0	$247k	-25%	842.00	292.73	View chart
Cummins Comm (CMI)	0.0	$245k	NEW	344.00	713.21	View chart
Schwab Fundamental Intnl Large Etf (FNDF)	0.0	$237k		4.5k	52.76	View chart
Amgen Comm (AMGN)	0.0	$234k		647.00	362.12	View chart
Broadcom Comm (AVGO)	0.0	$234k	-4%	619.00	377.49	View chart
Brookfield Asset Comm (BAM)	0.0	$233k		5.2k	44.85	View chart
BP PLC Spons Adr (BP)	0.0	$231k	-5%	6.3k	36.95	View chart
SPDR S&P Mid Cap 400 ETF Etf (MDY)	0.0	$229k		325.00	705.04	View chart
Invesco Exchange Etf (RSPG)	0.0	$229k		2.3k	97.96	View chart
Health Care Select SPDR ETF Etf (XLV)	0.0	$229k	-2%	1.4k	158.66	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$228k		1.5k	152.18	View chart
Vanguard FTSE All-World Ex-US ETF Etf (VEU)	0.0	$227k		2.7k	83.75	View chart
Allstate Corp Del Comm (ALL)	0.0	$226k	NEW	946.00	239.02	View chart
Crowdstrike HLDGS Comm Cl A (CRWD)	0.0	$225k	NEW	295.00	763.14	View chart
Vanguard Small Cap Value ETF Etf (VBR)	0.0	$225k		926.00	242.99	View chart
Comcast Corp Comm (CMCSA)	0.0	$224k		9.1k	24.55	View chart
Mercadolibre Comm (MELI)	0.0	$219k	-16%	129.00	1697.39	View chart
Ameren Corp Comm (AEE)	0.0	$218k	NEW	1.9k	113.04	View chart
Emerson Electric Comm (EMR)	0.0	$218k	NEW	1.5k	143.18	View chart
Vulcan Materials Comm (VMC)	0.0	$216k	NEW	731.00	294.97	View chart
iShares Dowjones US Finl Etf (IYG)	0.0	$215k	NEW	2.4k	90.47	View chart
McDonalds Corp Comm (MCD)	0.0	$213k		788.00	270.31	View chart
Edwards Lifesciences Corp Comm (EW)	0.0	$212k	NEW	2.3k	90.46	View chart
iShares Trust Etf (ARTY)	0.0	$211k	NEW	2.8k	76.16	View chart
Palantir Comm Cl A (PLTR)	0.0	$208k		1.8k	116.70	View chart
Artisan Partners Asset Mgmt Comm Cl A (APAM)	0.0	$207k		6.0k	34.53	View chart
Royal Bank Of Canada Comm (RY)	0.0	$207k	NEW	1.0k	206.97	View chart
Corning Comm (GLW)	0.0	$207k	NEW	810.00	255.43	View chart
Altria Group Comm (MO)	0.0	$206k	NEW	2.8k	73.01	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.0	$203k		2.0k	98.99	View chart
iShares Bitcoin Etf (IBIT)	0.0	$202k	-9%	6.1k	33.29	View chart
System1 Inc CL A Comm (SST)	0.0	$175k	NEW	76k	2.31	View chart
Xtant Medical Holdings Comm (XTNT)	0.0	$174k		412k	0.42	View chart
BlackRock Credit Allocation Comm (BTZ)	0.0	$138k		14k	10.22	View chart
Daxor Corp Comm (DXR)	0.0	$128k	+15%	12k	10.29	View chart
Kelly Services Comm Cl A (KELYA)	0.0	$123k		10k	12.28	View chart
Snap Inc CL A Comm Cl A (SNAP)	0.0	$50k	NEW	11k	4.44	View chart

Past Filings by Crescent Grove Advisors

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

Crescent Grove Advisors 2026 Q2 filed Aug. 10, 2026
Crescent Grove Advisors 2026 Q1 filed May 6, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z