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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 IVV, SPY, ZWS, VOO, VTI, and represent 25.36% of Crescent Grove Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$27M), IEF (+$23M), BTAL (+$6.6M), FIS, ASCE, BIL, CFR, JEPI, JEPQ, FNV.
Started 36 new stock positions in PLTR, AUGO, RSI, GENI, MDY, DFAE, BTAL, IBIT, AA, GFI.
Reduced shares in these 10 stocks: ZWS (-$44M), , SHV (-$13M), UYLD (-$5.4M), GSL, ICE, SLV, SGOV, GDX, IVV.
Sold out of its positions in ARKF, ALIT, ALL, MYI, BXSL, CTRA, CRWD, CMI, EQT, EW.
Crescent Grove Advisors was a net seller of stock by $-16M.
Crescent Grove Advisors has $1.0B in assets under management (AUM), dropping by -3.55%.
Central Index Key (CIK): 0001713520

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Portfolio Holdings for Crescent Grove Advisors

Crescent Grove Advisors holds 300 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares S&P 500 ETF Etf (IVV)	6.1	$64M	-2%	98k	653.21	View chart
Spdr S&p 500 Etf Etf (SPY)	5.9	$62M	+77%	95k	652.14	View chart
Zurn Elkay Water Solutions Comm (ZWS)	5.8	$60M	-42%	1.3M	44.84	View chart
Vanguard 500 Index Fund ETF Etf (VOO)	4.8	$50M		84k	597.55	View chart
Vanguard Total Stock Market ETF Etf (VTI)	2.7	$28M		88k	320.81	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	2.5	$26M	+3%	367k	69.75	View chart
iShares 7-10 Year Treasury ETF Etf (IEF)	2.3	$24M	+1469%	256k	95.44	View chart
Invesco Powershares QQQ ETF Etf (QQQ)	2.1	$21M		37k	577.19	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.0	$21M		170k	124.31	View chart
CDW Corporation Comm (CDW)	2.0	$21M	+7%	172k	121.02	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	2.0	$21M		306k	67.53	View chart
Intercontinental Comm (ICE)	1.9	$20M	-16%	127k	157.28	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.8	$19M		209k	90.53	View chart
Apple Comm (AAPL)	1.8	$19M		74k	253.79	View chart
iShares 0-3 Month Treasury ETF Etf (SGOV)	1.7	$18M	-12%	180k	100.66	View chart
NCR Atleos Comm (NATL)	1.7	$18M	+3%	402k	43.58	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.7	$18M		41k	426.40	View chart
Fidelity National Financial Comm (FNF)	1.6	$17M		370k	46.38	View chart
iShares Core S&P US Value ETF Etf (IUSV)	1.6	$17M		162k	102.25	View chart
Angel Oak Ultrashort Income ETF Etf (UYLD)	1.2	$13M	-30%	244k	51.26	View chart
Energy Sector SPDR ETF Etf (XLE)	1.2	$12M		202k	61.26	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.1	$12M		81k	148.10	View chart
Fidelity National Info Srvcs Comm (FIS)	1.1	$12M	+68%	254k	46.91	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	1.1	$12M	-3%	81k	142.43	View chart
Angel Oak Income ETF Etf (CARY)	1.1	$11M	+3%	543k	20.88	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	1.0	$11M	+56%	116k	91.64	View chart
Financial Sector SPDR ETF Etf (XLF)	0.9	$9.5M	+3%	192k	49.37	View chart
iShares Currency Hedged EAFE ETF Etf (HEFA)	0.9	$9.3M	+7%	218k	42.50	View chart
iShares Short Treasury ETF Etf (SHV)	0.9	$9.2M	-57%	83k	110.39	View chart
iShares Gold TR Etf (IAU)	0.8	$8.8M	+4%	99k	88.16	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.8	$8.2M	-4%	64k	127.73	View chart
iShares Russell Mid Cap Growth ETF Etf (IWP)	0.8	$7.9M		61k	128.12	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.7	$6.8M		106k	64.08	View chart
SPDR Gold Trust Etf (GLD)	0.6	$6.7M		16k	430.29	View chart
AGF Anti-Beta ETF Etf (BTAL)	0.6	$6.6M	NEW	474k	13.96	View chart
SPDR Portfolio S&P Etf (SPYD)	0.6	$6.6M	+4%	145k	45.52	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.6	$6.4M		118k	54.55	View chart
iShares S&P Core Small Cap Value ETF Etf (IJS)	0.6	$6.3M		54k	118.45	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.6	$6.0M	-5%	28k	213.67	View chart
Carrier Global Comm (CARR)	0.6	$5.9M		105k	56.31	View chart
Nvidia Corp Comm (NVDA)	0.6	$5.8M	-6%	33k	174.41	View chart
iShares MSCI EM ex China ETF Etf (EMXC)	0.5	$5.7M	+19%	72k	78.66	View chart
Industrial Sector SPDR ETF Etf (XLI)	0.5	$5.6M	+5%	35k	161.73	View chart
iShares Russell 2000 ETF Etf (IWM)	0.5	$5.5M	-5%	22k	248.00	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.5	$5.4M		62k	86.64	View chart
iShares 1-5yr Investment Grade Bond ETF Etf (IGSB)	0.5	$5.2M	+5%	99k	52.56	View chart
iShares EM Dividend ETF Etf (DVYE)	0.5	$5.2M	+8%	151k	34.38	View chart
iShares MSCI EAFE Etf (EFA)	0.5	$5.2M		53k	97.13	View chart
iShares Biotechnology ETF Etf (IBB)	0.5	$4.8M		28k	168.85	View chart
SPDR S&P Global Etf (GNR)	0.4	$4.7M	+12%	63k	74.67	View chart
Microsoft Comm (MSFT)	0.4	$4.7M	-2%	13k	370.16	View chart
NCR Voyix Comm (VYX)	0.4	$4.6M	+17%	727k	6.33	View chart
Vanguard Total International Stock Index Fund ETF Etf (VXUS)	0.4	$4.6M		60k	77.11	View chart
Fiserv Comm (FISV)	0.4	$4.6M	+3%	82k	55.80	View chart
iShares Intl Select Div ETF Etf (IDV)	0.4	$4.2M	+6%	99k	42.56	View chart
Associated Banc Corp Comm (ASB)	0.4	$4.2M	+14%	162k	25.86	View chart
Amazon.Com Comm (AMZN)	0.4	$4.2M		20k	208.27	View chart
Energy Transfer Equity Comm (ET)	0.4	$4.2M	+8%	216k	19.30	View chart
Allspring Smid Core ETF Etf (ASCE)	0.4	$4.1M	NEW	148k	27.91	View chart
Berkshire Hathaway Comm (BRK.B)	0.4	$4.1M		8.6k	479.18	View chart
ARK Next Generation Internet ETF Etf (ARKW)	0.4	$4.1M	+2%	34k	120.61	View chart
Pan American Silver Comm (PAAS)	0.4	$4.1M	+17%	75k	54.63	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.4	$4.1M	-3%	13k	313.81	View chart
iShares 1-3 Year Treasury ETF Etf (SHY)	0.4	$4.0M	-6%	49k	82.57	View chart
Agnico Eagle Mines Comm (AEM)	0.4	$3.8M	+37%	19k	202.98	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.4	$3.7M	+346%	66k	56.68	View chart
Newmont MNG Corp Comm (NEM)	0.4	$3.7M	+39%	35k	108.25	View chart
Cullen Frost Bankers Comm (CFR)	0.3	$3.4M	NEW	25k	137.08	View chart
Tesla Motors Comm (TSLA)	0.3	$3.3M		8.9k	371.76	View chart
iShares MSCI USA Quality ETF Etf (QUAL)	0.3	$3.1M	-13%	16k	191.82	View chart
iShares Select Dividend ETF Etf (DVY)	0.3	$3.0M		20k	151.41	View chart
Franco Nevada Corp Comm (FNV)	0.3	$2.8M	+376%	11k	247.05	View chart
Wheaton Precious Comm (WPM)	0.3	$2.7M	+356%	20k	131.21	View chart
Global X FDS Global Etf (SIL)	0.3	$2.7M	-38%	30k	90.08	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.2	$2.5M	+183%	13k	191.92	View chart
JPMorgan Nasdaq Equity Prem Income ETF Etf (JEPQ)	0.2	$2.5M	NEW	44k	55.52	View chart
Vaneck Vectors Gold Miners ETF Etf (GDX)	0.2	$2.4M	-48%	26k	91.77	View chart
iShares Russell Mid Cap ETF Etf (IWR)	0.2	$2.4M	+11%	24k	97.23	View chart
Enterprise Products Comm (EPD)	0.2	$2.3M	-11%	62k	37.84	View chart
Sherwin Williams Comm (SHW)	0.2	$2.3M		7.2k	320.55	View chart
Rio Tinto ADR Each Adr (RIO)	0.2	$2.3M	+316%	24k	94.83	View chart
Cannae HLDGS Comm (CNNE)	0.2	$2.2M		196k	11.37	View chart
ARK Innovation ETF Etf (ARKK)	0.2	$2.1M	-5%	32k	67.59	View chart
MPLX Comm (MPLX)	0.2	$2.1M	+4%	37k	57.07	View chart
SPDR Portfolio S&P Etf (SPMD)	0.2	$2.1M		35k	59.22	View chart
Wisdomtree TR Etf (DTH)	0.2	$2.0M	+3%	38k	54.09	View chart
JP Morgan Chase & Co. Comm (JPM)	0.2	$2.0M	-8%	6.9k	294.16	View chart
Vanguard FTSE Emerging Mkts ETF Etf (VWO)	0.2	$2.0M		38k	54.05	View chart
Alliance Resource LP (ARLP)	0.2	$2.0M	-26%	72k	27.65	View chart
Manpowergroup Comm (MAN)	0.2	$1.9M	+9%	66k	29.46	View chart
Vanguard Dividend Appreciation Index ETF Etf (VIG)	0.2	$1.9M		8.7k	215.06	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$1.9M	-2%	7.8k	237.61	View chart
Exxon Mobil Comm (XOM)	0.2	$1.8M	-5%	11k	169.67	View chart
Procter & Gamble Comm (PG)	0.2	$1.8M		13k	144.44	View chart
Banc Calif Comm (BANC)	0.2	$1.8M		102k	17.70	View chart
Gold Fields Adr (GFI)	0.2	$1.8M	NEW	40k	45.40	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$1.8M	-14%	28k	62.68	View chart
Sunoco LP Com Unit LP (SUN)	0.2	$1.7M	NEW	27k	64.97	View chart
SPDR Portfolio S&P Etf (SPSM)	0.2	$1.7M		36k	48.32	View chart
Iron MTN Comm (IRM)	0.2	$1.7M	+21%	16k	106.22	View chart
Alphabet Inc Cap STK Comm Cl C (GOOGL)	0.2	$1.7M	-14%	5.8k	287.54	View chart
F&G Annuities & Life Comm (FG)	0.2	$1.7M		65k	25.32	View chart
Advanced Micro Comm (AMD)	0.2	$1.6M	+44%	8.1k	203.43	View chart
Vanguard Mega Cap Etf (MGK)	0.2	$1.6M		4.4k	367.47	View chart
Vaneck Merk Gold ETF Etf (OUNZ)	0.2	$1.6M	NEW	36k	45.05	View chart
Alphabet Inc Cap STK Comm Cl C (GOOG)	0.2	$1.6M	+28%	5.6k	286.84	View chart
iShares S&P Mid Cap 400 Value ETF Etf (IJJ)	0.2	$1.6M		12k	132.49	View chart
Consumer Staples SPDR ETF Etf (XLP)	0.1	$1.5M		19k	81.98	View chart
iShares Silver TR Etf (SLV)	0.1	$1.5M	-65%	22k	68.14	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	0.1	$1.4M		12k	118.51	View chart
Global Ship Lease Comm Cl A (GSL)	0.1	$1.4M	-74%	39k	37.23	View chart
Invesco Exch Traded Etf (SPHD)	0.1	$1.4M	+3%	28k	49.61	View chart
Vanguard Growth Index Fund ETF Etf (VUG)	0.1	$1.4M	+50%	3.2k	436.79	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$1.4M	-7%	12k	112.45	View chart
Micron Technology Comm (MU)	0.1	$1.4M	-2%	4.0k	337.99	View chart
Northern TR Corp Comm (NTRS)	0.1	$1.4M		9.6k	140.37	View chart
iShares Aerospace/Defense ETF Etf (ITA)	0.1	$1.3M	+2%	6.2k	218.75	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$1.3M	+11%	6.9k	196.19	View chart
Blackstone Group Comm (BX)	0.1	$1.3M		11k	114.99	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$1.3M		6.1k	211.16	View chart
Lantheus Comm (LNTH)	0.1	$1.3M	-19%	17k	75.85	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$1.3M		3.4k	370.68	View chart
iShares Inc MSCI Etf (EUSA)	0.1	$1.2M	+34%	12k	101.77	View chart
iShares Cybersecurity and Tech ETF Etf (IHAK)	0.1	$1.2M	-17%	28k	43.65	View chart
DFA International Core ETF Etf (DFAI)	0.1	$1.1M		29k	38.96	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$1.1M		5.8k	189.59	View chart
Costco Wholesale Comm (COST)	0.1	$1.1M	+18%	1.1k	996.45	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$1.1M	-24%	19k	56.79	View chart
Abbvie Comm (ABBV)	0.1	$1.1M		4.9k	217.49	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$1.0M		9.3k	113.11	View chart
Vanguard Mega Cap Etf (MGV)	0.1	$1.0M		7.1k	144.95	View chart
Global X Copper Miners ETF Etf (COPX)	0.1	$1.0M	NEW	13k	76.35	View chart
IAMGOLD Corp Comm (IAG)	0.1	$996k	NEW	53k	18.82	View chart
Merck & Co Comm (MRK)	0.1	$991k		8.2k	121.13	View chart
Ingersoll Rand Comm (IR)	0.1	$962k	-9%	12k	80.12	View chart
Freeport-Mcmor.CPR.& GD. Comm Cl B (FCX)	0.1	$932k	+160%	16k	58.78	View chart
Plains All American Comm (PAA)	0.1	$926k	-62%	42k	22.33	View chart
ARK Genomic Revolution ETF Etf (ARKG)	0.1	$912k	-11%	35k	26.42	View chart
iShares Exponential Technologies ETF Etf (XT)	0.1	$905k	-18%	13k	68.15	View chart
Invesco Exchange Etf (SPHQ)	0.1	$905k		12k	75.19	View chart
Philip Morris Intl Comm (PM)	0.1	$880k	+2%	5.3k	166.82	View chart
Kinross Gold Corp Comm (KGC)	0.1	$866k	NEW	28k	30.52	View chart
iShares Russell Mid Cap Value ETF Etf (IWS)	0.1	$847k		5.8k	145.74	View chart
First Busey Corp Comm (BUSE)	0.1	$841k		33k	25.27	View chart
Johnson & Johnson Comm (JNJ)	0.1	$835k		3.4k	244.45	View chart
Amplify ETF TR Etf (HACK)	0.1	$810k	-4%	11k	75.09	View chart
iShares S&P Mid Cap 400 Growth ETF Etf (IJK)	0.1	$792k		7.9k	100.62	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.1	$786k		14k	54.80	View chart
Alkami Technology Comm (ALKT)	0.1	$784k		50k	15.67	View chart
Goldman Sachs ETF TR Etf (GSLC)	0.1	$773k		6.2k	125.13	View chart
Facebook Comm Cl A (META)	0.1	$745k	+18%	1.3k	572.03	View chart
RiverNorth Enhanced Pre-Merger SPAC ETF Etf (SPCZ)	0.1	$743k		29k	25.51	View chart
Chevron Comm (CVX)	0.1	$742k	-6%	3.6k	206.90	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$737k		25k	29.13	View chart
Berkshire Hathaway Class A Comm Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Kohls Corp Comm (KSS)	0.1	$716k		55k	13.03	View chart
Siriusxm Holdings Comm (SIRI)	0.1	$706k	NEW	31k	23.08	View chart
RBB FD Inc US Etf (OBIL)	0.1	$704k	+40%	14k	50.08	View chart
Intl Business Mach Comm (IBM)	0.1	$682k		2.8k	242.39	View chart
Direxion Daily Technology Bull 3x Shares Etf (TECL)	0.1	$680k		7.9k	86.55	View chart
Vanguard Small Cap ETF Etf (VB)	0.1	$616k	+53%	2.4k	261.92	View chart
Xtrackers MSCI EAFE Hi Div Yield Etf (HDEF)	0.1	$615k		19k	32.41	View chart
United Parcel SVC Comm Cl B (UPS)	0.1	$611k	-7%	6.2k	98.38	View chart
Eaton Corp Comm (ETN)	0.1	$608k	-23%	1.7k	357.77	View chart
GE Vernova Comm (GEV)	0.1	$598k	-22%	684.00	873.93	View chart
Abrdn Etfs BBRG All Etf (BCD)	0.1	$586k		16k	35.78	View chart
Goldman Sachs Group Comm (GS)	0.1	$575k	-30%	680.00	845.59	View chart
Anglogold Ashanti Comm (AU)	0.1	$573k	NEW	5.9k	97.36	View chart
Alcoa Corp Comm (AA)	0.1	$556k	NEW	8.4k	66.33	View chart
Commercial Metals Comm (CMC)	0.1	$547k	+48%	8.9k	61.43	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.1	$544k	+38%	7.3k	74.35	View chart
iShares Russell 1000 Etf (IWB)	0.1	$543k	+4%	1.5k	356.56	View chart
Coeur Mining Comm (CDE)	0.1	$532k	-19%	28k	18.77	View chart
Quad / Graphics Comm (QUAD)	0.1	$532k		81k	6.61	View chart
Vanguard European Stock ETF Etf (VGK)	0.1	$529k		6.4k	82.43	View chart
Bank Of Montreal Comm (BMO)	0.0	$520k		3.8k	135.34	View chart
Booking Holdings Comm (BKNG)	0.0	$518k		123.00	4210.32	View chart
Schwab Charles Corp Comm (SCHW)	0.0	$512k		5.5k	93.98	View chart
SPDR Blmbg Brclys High Yield Bond ETF Etf (JNK)	0.0	$508k		5.3k	95.72	View chart
Fidelity High Etf (FDVV)	0.0	$507k	+24%	9.2k	55.24	View chart
Robert Half Intl Comm (RHI)	0.0	$497k	NEW	20k	25.40	View chart
ProShares S&P 500 Etf (NOBL)	0.0	$485k		4.6k	106.01	View chart
iShares MSCI ACWI ex USA ETF Etf (ACWX)	0.0	$483k		7.1k	68.47	View chart
SPDR Ser TR S&P 400 Etf (MDYV)	0.0	$480k		5.6k	85.15	View chart
Weave Communications Comm (WEAV)	0.0	$476k		103k	4.62	View chart
Vanguard Extended Etf (VXF)	0.0	$475k		2.3k	205.80	View chart
Coca Cola Comm (KO)	0.0	$472k		6.2k	76.58	View chart
Technology Sector SPDR ETF Etf (XLK)	0.0	$448k	+81%	3.4k	132.92	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$447k	+34%	1.8k	253.92	View chart
Wal Mart Stores Comm (WMT)	0.0	$438k		3.5k	124.52	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$434k		6.7k	65.15	View chart
Manulife Financial Comm (MFC)	0.0	$430k		13k	34.44	View chart
Vaneck ETF Trust Etf (REMX)	0.0	$429k		4.9k	88.00	View chart
iShares Etf (IYW)	0.0	$412k		2.3k	181.42	View chart
Boeing Comm (BA)	0.0	$406k	-39%	2.0k	199.06	View chart
Abbott Laboratories Comm (ABT)	0.0	$396k	-15%	3.9k	102.68	View chart
Home Depot Comm (HD)	0.0	$393k	-33%	1.2k	328.83	View chart
Taiwan Semiconductor Adr (TSM)	0.0	$388k	-24%	1.1k	338.58	View chart
iShares S&P Small Cap 600 Growth ETF Etf (IJT)	0.0	$386k		2.7k	144.71	View chart
Visa Inc Com CL A Comm Cl A (V)	0.0	$383k	-2%	1.3k	302.17	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$380k		12k	30.68	View chart
Target Corp Comm (TGT)	0.0	$377k	-6%	3.1k	121.20	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$377k		1.3k	298.89	View chart
CVS Health Corp Comm (CVS)	0.0	$374k		5.2k	71.82	View chart
Verizon Comm (VZ)	0.0	$373k		7.4k	50.20	View chart
Unitedhealth Group Comm (UNH)	0.0	$366k	+6%	1.4k	270.52	View chart
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV)	0.0	$360k		9.1k	39.48	View chart
Vertiv Holdings Comm Cl A (VRT)	0.0	$360k	-49%	1.4k	250.58	View chart
iShares MSCI Asia ex Japan ETF Etf (AAXJ)	0.0	$360k		3.7k	96.29	View chart
Constellium Se Comm Cl A (CSTM)	0.0	$356k	NEW	15k	24.58	View chart
BlackRock Comm (BLK)	0.0	$356k	-22%	370.00	961.71	View chart
3M Company Comm (MMM)	0.0	$355k		2.4k	145.23	View chart
Allspring Core Plus Bond ETF Etf (APLU)	0.0	$355k	NEW	14k	24.68	View chart
Transdigm Group Comm (TDG)	0.0	$355k		306.00	1158.96	View chart
iShares TR Intl Dev Etf (ISVL)	0.0	$354k		7.4k	48.11	View chart
iShares TR EAFE SML Etf (SCZ)	0.0	$353k		4.5k	78.42	View chart
TJX Cos Comm (TJX)	0.0	$347k		2.2k	159.70	View chart
Arch Capital Group Comm (ACGL)	0.0	$345k		3.6k	95.99	View chart
Masco Corp Comm (MAS)	0.0	$344k		5.7k	60.37	View chart
Materials Sector SPDR ETF Etf (XLB)	0.0	$340k	+7%	6.8k	49.97	View chart
Vanguard Small Cap Growth Index Fund ETF Etf (VBK)	0.0	$335k		1.1k	302.18	View chart
Cintas Corp Comm (CTAS)	0.0	$334k		2.0k	169.14	View chart
iShares Core Etf (ILTB)	0.0	$331k		6.8k	48.98	View chart
iShares Core Etf (IUSG)	0.0	$328k	-13%	2.1k	155.14	View chart
NXP Semiconductors N Comm (NXPI)	0.0	$328k		1.7k	197.87	View chart
Draftkings Comm Cl A (DKNG)	0.0	$325k		15k	21.62	View chart
Bristol Myers Squibb Comm (BMY)	0.0	$323k	+10%	5.3k	60.65	View chart
Genius Sports Comm Cl A (GENI)	0.0	$322k	NEW	73k	4.43	View chart
Aura Minerals Inc Cad Comm (AUGO)	0.0	$320k	NEW	3.9k	81.60	View chart
Unilever Adr (UL)	0.0	$319k		5.5k	57.52	View chart
BP PLC Spons Adr (BP)	0.0	$312k		6.6k	47.00	View chart
Paysafe Comm (PSFE)	0.0	$307k		45k	6.81	View chart
Cisco SYS Comm (CSCO)	0.0	$304k	+7%	3.9k	77.59	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$301k		12k	25.10	View chart
ARK 3D Printing ETF Etf (PRNT)	0.0	$299k	-8%	15k	20.43	View chart
iShares TR Intl DIV Etf (IGRO)	0.0	$295k		3.5k	83.77	View chart
iShares Preferreds ETF Etf (PFF)	0.0	$293k		9.6k	30.32	View chart
Intel Corp Comm (INTC)	0.0	$290k	-19%	6.6k	44.13	View chart
At&t Comm (T)	0.0	$285k		9.8k	28.99	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$283k		9.7k	29.08	View chart
iShares TR US HLTHCR Etf (IHF)	0.0	$276k		6.6k	41.85	View chart
iShares Micro-Cap ETF Etf (IWC)	0.0	$274k	-17%	1.7k	159.61	View chart
Invesco Exchange Etf (GRPM)	0.0	$272k		2.3k	118.23	View chart
Rush Street Comm (RSI)	0.0	$272k	NEW	13k	21.75	View chart
Uber Technologies Comm (UBER)	0.0	$271k	+32%	3.8k	71.94	View chart
Caterpillar Comm (CAT)	0.0	$269k	NEW	379.00	708.92	View chart
Intl Paper Comm (IP)	0.0	$268k		7.5k	35.70	View chart
Mercadolibre Comm (MELI)	0.0	$266k	+21%	154.00	1729.02	View chart
SPDR S&P Bank ETF Etf (KBE)	0.0	$266k		4.5k	59.55	View chart
SPDR Real Estate ETF Etf (XLRE)	0.0	$263k		6.4k	40.83	View chart
Comcast Corp Comm (CMCSA)	0.0	$262k		9.1k	28.71	View chart
Dimensional ETF Etf (DFAT)	0.0	$259k	NEW	4.1k	62.45	View chart
iShares Bitcoin Etf (IBIT)	0.0	$259k	NEW	6.7k	38.42	View chart
Palantir Comm Cl A (PLTR)	0.0	$257k	NEW	1.8k	146.28	View chart
Invesco Exchange Etf (RSPG)	0.0	$256k	NEW	2.3k	109.47	View chart
United STS Oil LP (USO)	0.0	$255k	NEW	2.0k	127.25	View chart
Bank Amer Corp Non PFD (BAC.PL)	0.0	$253k		212.00	1191.56	View chart
Vanguard Whitehall Etf (VIGI)	0.0	$252k		2.9k	88.46	View chart
McDonalds Corp Comm (MCD)	0.0	$245k		788.00	310.67	View chart
Utilities Sector SPDR ETF Etf (XLU)	0.0	$240k	-7%	5.2k	45.89	View chart
Schwab Fundamental Emerging Markets Etf (FNDE)	0.0	$239k		6.2k	38.26	View chart
Talen Energy Corp Comm (TLN)	0.0	$239k	-52%	747.00	319.23	View chart
Dollar Gen Corp Comm (DG)	0.0	$237k	NEW	2.0k	118.73	View chart
Royal Dutch Shell Adr (SHEL)	0.0	$236k	-27%	2.5k	93.00	View chart
Vanguard Mid-Cap Value Idx Etf (VOE)	0.0	$235k		1.3k	184.30	View chart
iShares Trust S&P 100 Etf (OEF)	0.0	$233k		734.00	317.97	View chart
Xtant Medical Holdings Comm (XTNT)	0.0	$230k		412k	0.56	View chart
Capital One Comm (COF)	0.0	$230k	+39%	1.3k	182.43	View chart
Amgen Comm (AMGN)	0.0	$228k	-18%	647.00	351.85	View chart
Dimensional ETF Etf (DFUV)	0.0	$227k	NEW	4.7k	48.46	View chart
Brookfield Asset Comm (BAM)	0.0	$227k	+6%	5.1k	44.45	View chart
SPDR Portfolio S&P Etf (SPYM)	0.0	$224k		2.9k	76.54	View chart
Vanguard Sector Etf (VIS)	0.0	$224k		717.00	312.22	View chart
Materials Sector SPDR ETF Etf (XME)	0.0	$224k		2.1k	108.01	View chart
Netflix Comm (NFLX)	0.0	$223k		2.3k	96.15	View chart
Generac Holdings Comm (GNRC)	0.0	$221k	NEW	1.1k	195.39	View chart
Schwab Fundamental Intnl Large Etf (FNDF)	0.0	$220k		4.5k	48.93	View chart
Carecloud Comm (CCLD)	0.0	$219k		60k	3.65	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$219k	-2%	1.5k	145.94	View chart
Caseys Gen Stores Comm (CASY)	0.0	$218k	NEW	300.00	727.86	View chart
Artisan Partners Asset Mgmt Comm Cl A (APAM)	0.0	$218k		6.0k	36.39	View chart
Health Care Select SPDR ETF Etf (XLV)	0.0	$217k	-70%	1.5k	146.61	View chart
Honeywell Intl. Comm (HON)	0.0	$217k	NEW	958.00	226.03	View chart
Constellation Energy Comm (CEG)	0.0	$214k	-56%	765.00	279.25	View chart
Accenture Comm (ACN)	0.0	$213k		1.1k	198.29	View chart
Donnelley Finl Solutions Comm (DFIN)	0.0	$212k		4.5k	47.14	View chart
DFA Emerging Markets Core ETF Etf (DFAE)	0.0	$210k	NEW	6.2k	33.86	View chart
Autodesk Comm (ADSK)	0.0	$208k		870.00	239.40	View chart
Roper Technologies Comm (ROP)	0.0	$205k		579.00	353.78	View chart
Rockwell Automation Comm (ROK)	0.0	$204k	-53%	568.00	358.88	View chart
Vanguard FTSE All-World Ex-US ETF Etf (VEU)	0.0	$203k	NEW	2.7k	75.10	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.0	$202k		2.0k	99.26	View chart
Vanguard Small Cap Value ETF Etf (VBR)	0.0	$201k	NEW	926.00	217.25	View chart
Bank Of Nova Scotia Comm (BNS)	0.0	$201k		2.9k	69.31	View chart
SPDR S&P Mid Cap 400 ETF Etf (MDY)	0.0	$201k	NEW	325.00	618.28	View chart
Broadcom Comm (AVGO)	0.0	$200k	-29%	647.00	309.54	View chart
BlackRock Credit Allocation Comm (BTZ)	0.0	$136k		14k	10.10	View chart
Daxor Corp Comm (DXR)	0.0	$104k	NEW	11k	9.67	View chart
Kelly Services Comm Cl A (KELYA)	0.0	$89k	NEW	10k	8.85	View chart
Immunic Comm (IMUX)	0.0	$11k		10k	1.11	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 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
Crescent Grove Advisors 2022 Q2 filed July 20, 2022

View all past filings

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