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Cresset Asset Management

Latest statistics and disclosures from Cresset Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ANET, SPY, IVV, RSP, AAPL, and represent 34.12% of Cresset Asset Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$135M), OTF (+$62M), VO (+$56M), VONG (+$52M), RSP (+$49M), IVV (+$49M), VEU (+$32M), USEW (+$27M), IEFA (+$26M), VOO (+$26M).
Started 122 new stock positions in BUFC, CHYM, CNX, CRCL, TSLS, SOLS, NOCT, BY, MGK, OSPN.
Reduced shares in these 10 stocks: ANET (-$145M), ONDS (-$58M), PLTR (-$58M), GOOGL (-$15M), SGOV (-$14M), FIVE (-$12M), DFAC (-$8.6M), BTC (-$8.4M), AAPL (-$7.6M), VV (-$7.2M).
Sold out of its positions in AARD, ARE, OSG, AAL, ACLS, BYD, KMX, CHGG, CLF, CXT.
Cresset Asset Management was a net buyer of stock by $824M.
Cresset Asset Management has $24B in assets under management (AUM), dropping by 3.43%.
Central Index Key (CIK): 0001761013

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1577 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cresset Asset Management has 1577 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cresset Asset Management Dec. 31, 2025 positions
Download the Cresset Asset Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arista Networks Com Shs (ANET)	11.4	$2.7B	-5%	21M	131.03	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	10.5	$2.5B	+5%	3.6M	681.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.6	$1.6B	+3%	2.3M	684.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.5	$821M	+6%	4.3M	191.56	View chart
Apple (AAPL)	2.1	$503M		1.9M	271.86	View chart
Erie Indty Cl A (ERIE)	2.1	$501M		1.7M	286.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$485M	+5%	5.4M	89.46	View chart
Meta Platforms Cl A Call Option (META)	1.7	$405M		614k	660.09	View chart
Reddit Cl A (RDDT)	1.6	$390M		1.7M	229.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$387M	+3%	3.2M	120.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$368M	-3%	1.2M	313.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$334M	+10%	4.5M	73.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$323M	+8%	515k	627.13	View chart
Palantir Technologies Cl A (PLTR)	1.3	$297M	-16%	1.7M	177.75	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$282M		823k	342.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$275M		820k	335.27	View chart
Microsoft Corporation Put Option (MSFT)	1.1	$265M		549k	483.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$264M	+3%	842k	313.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$228M		482k	473.30	View chart
NVIDIA Corporation (NVDA)	0.9	$213M	+7%	1.1M	186.50	View chart
C H Robinson Worldwide Com New (CHRW)	0.7	$173M		1.1M	161.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$171M	+12%	779k	219.78	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$169M	+3%	1.6M	104.07	View chart
Vanguard Index Fds Large Cap Etf Put Option (VV)	0.7	$164M	-4%	520k	314.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$154M	+58%	529k	290.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$149M		6.2M	24.04	View chart
Amazon (AMZN)	0.6	$144M		624k	230.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$140M		1.7M	81.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$139M		2.1M	66.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$125M	-3%	315k	396.31	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.5	$123M		3.8M	32.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$116M	+7%	823k	141.06	View chart
JPMorgan Chase & Co. (JPM)	0.5	$114M		355k	322.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$112M	+2%	1.8M	62.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$108M	+4%	437k	246.16	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$106M	+9%	3.6M	29.82	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.4	$105M	+5%	171k	614.31	View chart
Oracle Corporation (ORCL)	0.4	$104M	-4%	535k	194.91	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$103M	+11%	2.7M	37.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$94M	-13%	939k	100.38	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.4	$94M		187k	502.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$92M		189k	487.86	View chart
Tesla Motors Put Option (TSLA)	0.4	$88M	+8%	196k	449.72	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$84M		6.6M	12.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$78M	+5%	1.5M	53.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$78M	+12%	1.7M	45.45	View chart
Wal-Mart Stores (WMT)	0.3	$77M	+5%	690k	111.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$76M		2.8M	26.91	View chart
Johnson & Johnson (JNJ)	0.3	$75M		362k	206.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$75M		376k	198.62	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$73M	+8%	1.1M	67.22	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$72M	+5%	647k	111.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$72M	+6%	2.6M	27.43	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.3	$70M		1.2M	60.17	View chart
Bank of America Corporation (BAC)	0.3	$70M	-2%	1.3M	55.00	View chart
Visa Com Cl A (V)	0.3	$68M	+4%	195k	350.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$68M	+3%	876k	77.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$67M	+8%	451k	148.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$66M	+7%	688k	96.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$65M	+3%	640k	101.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$65M	+3%	308k	211.79	View chart
Eli Lilly & Co. (LLY)	0.3	$65M		61k	1074.67	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.3	$65M	+2791%	4.3M	14.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$63M	+2%	298k	210.34	View chart
Caterpillar (CAT)	0.2	$58M	+5%	101k	572.87	View chart
UnitedHealth Put Option (UNH)	0.2	$58M		174k	330.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$57M		226k	252.92	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$56M	+16%	613k	91.45	View chart
Uber Technologies Put Option (UBER)	0.2	$55M	-5%	678k	81.71	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$54M	+6%	656k	82.32	View chart
Mastercard Incorporated Cl A (MA)	0.2	$54M	+7%	94k	570.88	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$53M	+5970%	434k	121.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$53M	+10%	618k	85.37	View chart
Broadcom (AVGO)	0.2	$52M	+7%	150k	346.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$49M	+21%	987k	49.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$49M		256k	190.99	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$48M	+6%	645k	74.94	View chart
Analog Devices (ADI)	0.2	$47M	+11%	172k	271.20	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$46M		118k	386.85	View chart
Equinix (EQIX)	0.2	$45M		59k	766.17	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$45M		139k	323.01	View chart
Exxon Mobil Corporation Call Option (XOM)	0.2	$45M	-2%	373k	120.34	View chart
Cisco Systems (CSCO)	0.2	$45M		580k	77.03	View chart
Charles Schwab Corporation (SCHW)	0.2	$44M	+13%	435k	99.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$44M	+19%	1.9M	23.02	View chart
Pepsi (PEP)	0.2	$43M	-6%	297k	144.75	View chart
Abbvie (ABBV)	0.2	$42M	+6%	183k	228.49	View chart
Bio-techne Corporation (TECH)	0.2	$41M	+8%	694k	58.81	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$37M	-12%	489k	76.23	View chart
International Business Machines (IBM)	0.2	$37M		125k	296.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$37M		389k	93.97	View chart
Texas Instruments Incorporated (TXN)	0.2	$36M		205k	173.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$34M	+42%	336k	99.88	View chart
McDonald's Corporation (MCD)	0.1	$33M		109k	305.63	View chart
Qualcomm (QCOM)	0.1	$33M	+2%	192k	171.05	View chart
Raytheon Technologies Corp Put Option (RTX)	0.1	$33M		179k	183.40	View chart
Centene Corporation (CNC)	0.1	$32M		776k	41.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$31M	+4%	405k	75.44	View chart
Goldman Sachs (GS)	0.1	$30M		34k	879.00	View chart
Amphenol Corp Cl A (APH)	0.1	$30M	-17%	218k	135.36	View chart
Costco Wholesale Corporation (COST)	0.1	$29M	+2%	34k	862.34	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$29M		374k	76.92	View chart
Zscaler Incorporated (ZS)	0.1	$29M		127k	224.92	View chart
Nextera Energy (NEE)	0.1	$28M		351k	80.28	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$28M		297k	93.20	View chart
Ss&c Technologies Holding (SSNC)	0.1	$28M	+19%	316k	87.42	View chart
Chevron Corporation (CVX)	0.1	$27M	+2%	180k	152.41	View chart
Biogen Idec (BIIB)	0.1	$27M	+71%	153k	175.99	View chart
Ametek (AME)	0.1	$27M	+24%	130k	205.31	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.1	$27M	NEW	523k	50.76	View chart
Pfizer Call Option (PFE)	0.1	$27M	+58%	1.1M	24.90	View chart
Merck & Co (MRK)	0.1	$26M		246k	106.10	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$26M	+7%	286k	91.38	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$26M	+121%	572k	44.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$26M	+42%	224k	113.92	View chart
Procter & Gamble Company (PG)	0.1	$25M		177k	143.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$25M		83k	302.11	View chart
Bwx Technologies (BWXT)	0.1	$25M	+17%	145k	172.84	View chart
Abbott Laboratories (ABT)	0.1	$25M	+2%	200k	125.29	View chart
Intercontinental Exchange (ICE)	0.1	$25M	+18%	153k	161.96	View chart
Corning Incorporated (GLW)	0.1	$25M		283k	87.56	View chart
Brown & Brown (BRO)	0.1	$25M		309k	79.70	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$25M	+22%	1.7M	14.06	View chart
Clean Harbors (CLH)	0.1	$25M	+16%	105k	234.48	View chart
Thermo Fisher Scientific (TMO)	0.1	$25M	+9%	42k	579.83	View chart
Applied Materials (AMAT)	0.1	$24M	-14%	95k	256.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$24M	-5%	224k	107.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$24M	+2%	248k	96.27	View chart
UGI Corporation (UGI)	0.1	$24M	+16%	631k	37.76	View chart
Emerson Electric (EMR)	0.1	$23M	+4%	173k	132.72	View chart
Deere & Company (DE)	0.1	$23M	-4%	48k	467.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$23M	-2%	30k	753.78	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$22M	+4%	157k	141.49	View chart
Philip Morris International (PM)	0.1	$22M		135k	161.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$22M	+16%	29.00	754800.00	View chart
Priority Technology Hldgs In (PRTH)	0.1	$22M	NEW	4.0M	5.45	View chart
Cae (CAE)	0.1	$22M	+17%	718k	30.42	View chart
TJX Companies (TJX)	0.1	$22M	-5%	141k	153.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$21M		130k	160.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$21M		170k	123.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$21M	+2534%	224k	92.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$21M	+27%	318k	64.42	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$20M		1.4M	14.94	View chart
RBC Bearings Incorporated (RBC)	0.1	$20M	+16%	45k	448.43	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$20M	NEW	310k	65.51	View chart
Walt Disney Company (DIS)	0.1	$20M		178k	114.33	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$20M		460k	43.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$20M	+84%	129k	154.14	View chart
Coca-Cola Company (KO)	0.1	$20M		282k	69.91	View chart
Chubb Put Option (CB)	0.1	$19M	+2%	62k	312.12	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$19M	+11%	177k	108.36	View chart
Nucor Corporation (NUE)	0.1	$19M	+4%	117k	163.67	View chart
Draftkings Com Cl A (DKNG)	0.1	$19M		555k	34.46	View chart
Bristol Myers Squibb (BMY)	0.1	$19M	+6%	354k	53.94	View chart
Netflix (NFLX)	0.1	$19M	+920%	203k	93.76	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$19M		254k	75.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$19M	+124%	132k	143.97	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$19M	+13%	971k	19.53	View chart
Waste Connections (WCN)	0.1	$19M	+19%	106k	175.63	View chart
American Express Company (AXP)	0.1	$18M		49k	369.95	View chart
Henry Schein (HSIC)	0.1	$18M	+20%	238k	75.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$18M	+273%	102k	177.37	View chart
Five Below (FIVE)	0.1	$18M	-40%	96k	188.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$18M		48k	373.44	View chart
Barings Bdc (BBDC)	0.1	$18M	-7%	2.0M	9.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$18M		125k	141.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$18M		65k	268.30	View chart
Verizon Communications (VZ)	0.1	$17M	+108%	420k	40.73	View chart
Fabrinet SHS (FN)	0.1	$17M	+2%	38k	455.28	View chart
Medtronic SHS (MDT)	0.1	$17M	+4%	175k	96.68	View chart
Dell Technologies CL C (DELL)	0.1	$17M		134k	125.88	View chart
Altria (MO)	0.1	$17M		286k	58.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$17M	-6%	244k	68.36	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$17M	-8%	786k	21.00	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$16M		528k	31.16	View chart
Honeywell International (HON)	0.1	$16M	+6%	84k	195.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M	+7%	114k	143.52	View chart
salesforce (CRM)	0.1	$16M	+3%	62k	265.31	View chart
Ea Series Trust Cambria Global (GEW)	0.1	$16M		318k	51.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M	+3%	63k	257.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$16M	+30%	282k	57.67	View chart
Ingredion Incorporated (INGR)	0.1	$16M	+39%	147k	110.26	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$16M	+9%	26k	605.46	View chart
Kinder Morgan (KMI)	0.1	$16M		579k	27.49	View chart
Applovin Corp Com Cl A Put Option (APP)	0.1	$16M	+3%	24k	673.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$16M		362k	43.72	View chart
Amgen (AMGN)	0.1	$15M		46k	327.31	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.1	$15M		172k	87.17	View chart
Halozyme Therapeutics (HALO)	0.1	$15M		223k	67.30	View chart
Freeport-mcmoran CL B (FCX)	0.1	$15M		293k	50.79	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$15M	+173%	547k	27.06	View chart
Novartis Sponsored Adr (NVS)	0.1	$15M		107k	137.87	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$15M		379k	38.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$14M	+5%	30k	483.67	View chart
Home Depot Put Option (HD)	0.1	$14M		41k	344.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$14M	+5%	147k	96.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$14M	+11%	99k	141.14	View chart
Evercore Class A (EVR)	0.1	$14M		41k	340.25	View chart
A. O. Smith Corporation (AOS)	0.1	$14M		206k	66.88	View chart
Enterprise Products Partners (EPD)	0.1	$14M	+12%	425k	32.06	View chart
Northrop Grumman Corporation (NOC)	0.1	$14M		24k	570.22	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$13M		135k	99.52	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$13M	-22%	29k	468.75	View chart
Lowe's Companies (LOW)	0.1	$13M	+2%	55k	241.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM)	0.1	$13M		44k	303.89	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$13M		97k	136.73	View chart
Target Corporation Call Option (TGT)	0.1	$13M	-14%	135k	97.75	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$13M	NEW	170k	75.43	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$13M		113k	113.10	View chart
Vanguard World Financials Etf (VFH)	0.1	$13M	+6%	96k	133.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M	+7%	233k	54.71	View chart
General Motors Company (GM)	0.1	$13M	-34%	155k	81.32	View chart
Pure Storage Cl A (PSTG)	0.1	$13M	+3%	188k	67.01	View chart
EOG Resources (EOG)	0.1	$12M		118k	105.01	View chart
Lifeway Foods (LWAY)	0.1	$12M	NEW	508k	24.23	View chart
Waste Management (WM)	0.1	$12M	+2%	55k	219.71	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$12M		277k	43.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$12M		239k	49.46	View chart
Exelon Corporation (EXC)	0.0	$12M		271k	43.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$12M	-18%	230k	50.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$12M		696k	16.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$11M		352k	32.57	View chart
General Dynamics Corporation (GD)	0.0	$11M		34k	336.65	View chart
Block Cl A (XYZ)	0.0	$11M		173k	65.09	View chart
Norfolk Southern (NSC)	0.0	$11M	+3%	39k	288.72	View chart
Ecolab (ECL)	0.0	$11M		43k	263.25	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$11M	+3%	79k	141.16	View chart
Humana (HUM)	0.0	$11M	+10%	44k	257.02	View chart
Fastenal Company (FAST)	0.0	$11M		279k	40.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$11M		92k	120.96	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$11M	NEW	230k	48.58	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$11M	+8%	200k	54.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$11M		334k	32.75	View chart
Sempra Energy (SRE)	0.0	$11M		122k	88.93	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$11M	+3%	188k	56.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$11M	+8%	64k	167.94	View chart
Sofi Technologies (SOFI)	0.0	$11M	-5%	406k	26.18	View chart
Stepan Company (SCL)	0.0	$11M		223k	47.36	View chart
American Intl Group Com New (AIG)	0.0	$11M	+5%	123k	85.55	View chart
Advanced Micro Devices (AMD)	0.0	$11M	-17%	49k	214.16	View chart
Constellation Energy (CEG)	0.0	$10M		30k	353.26	View chart
Linde SHS (LIN)	0.0	$10M		24k	426.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$10M		110k	94.16	View chart
Atmos Energy Corporation (ATO)	0.0	$10M		62k	167.63	View chart
Illinois Tool Works (ITW)	0.0	$10M		42k	247.91	View chart
Intuit (INTU)	0.0	$10M		16k	662.44	View chart
Parker-Hannifin Corporation (PH)	0.0	$10M		12k	878.97	View chart
Automatic Data Processing (ADP)	0.0	$10M		39k	258.90	View chart
Cincinnati Financial Corporation (CINF)	0.0	$9.9M		60k	164.19	View chart
Ge Aerospace Com New (GE)	0.0	$9.8M	+2%	32k	308.40	View chart

Past Filings by Cresset Asset Management

SEC 13F filings are viewable for Cresset Asset Management going back to 2018

Cresset Asset Management 2025 Q4 filed Feb. 17, 2026
Cresset Asset Management 2025 Q2 restated filed Jan. 22, 2026
Cresset Asset Management 2025 Q3 restated filed Jan. 22, 2026
Cresset Asset Management 2025 Q3 filed Nov. 12, 2025
Cresset Asset Management 2025 Q2 filed Aug. 13, 2025
Cresset Asset Management 2025 Q1 filed May 13, 2025
Cresset Asset Management 2024 Q4 filed Feb. 14, 2025
Cresset Asset Management 2024 Q3 filed Nov. 14, 2024
Cresset Asset Management 2024 Q2 filed Aug. 14, 2024
Cresset Asset Management 2024 Q1 filed May 15, 2024
Cresset Asset Management 2023 Q4 filed Feb. 14, 2024
Cresset Asset Management 2023 Q3 filed Nov. 14, 2023
Cresset Asset Management 2023 Q2 filed Aug. 14, 2023
Cresset Asset Management 2023 Q1 filed May 12, 2023
Cresset Asset Management 2022 Q4 filed Feb. 14, 2023
Cresset Asset Management 2022 Q3 filed Nov. 14, 2022

View all past filings

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