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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, ERIE, IVV, RDDT, and represent 37.33% of Cresset Asset Management's stock portfolio.
Added to shares of these 10 stocks: RDDT (+$1.0B), PLTR (+$102M), IVV (+$93M), GLD (+$34M), IBIT (+$33M), SPY (+$30M), VOO (+$23M), OWL (+$22M), ADBE (+$20M), IDU (+$19M).
Started 217 new stock positions in OMF, ELTX, FBP, NJUL, CURV, MSGS, OBIO, TPG, AN, Profusa.
Reduced shares in these 10 stocks: ANET (-$666M), SGOV (-$89M), SCHD (-$62M), AMED (-$45M), NOBL (-$19M), OBDC (-$12M), Wk Kellogg (-$8.3M), IEF (-$8.0M), CORZ (-$6.7M), BWXT (-$6.4M).
Sold out of its positions in ATS, ADGM, AKAM, ARE, AMED, AMH, AMT, ETHO, ANSS, ARGX.
Cresset Asset Management was a net buyer of stock by $932M.
Cresset Asset Management has $27B in assets under management (AUM), dropping by 14.69%.
Central Index Key (CIK): 0001761013

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1745 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cresset Asset Management has 1745 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cresset Asset Management Sept. 30, 2025 positions
Download the Cresset Asset Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arista Networks Com Shs (ANET)	12.0	$3.2B	-17%	22M	145.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.7	$2.3B		3.4M	668.01	View chart
Erie Indty Cl A (ERIE)	5.9	$1.6B		4.9M	318.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$1.5B	+6%	2.3M	669.30	View chart
Reddit Cl A Put Option (RDDT)	5.0	$1.3B	+356%	5.7M	229.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.9	$771M	+2%	4.1M	189.70	View chart
Apple (AAPL)	2.5	$656M		2.6M	254.63	View chart
Meta Platforms Cl A Call Option (META)	1.8	$487M		663k	734.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$458M	+3%	5.2M	87.31	View chart
Palantir Technologies Cl A Put Option (PLTR)	1.4	$377M	+37%	2.1M	182.42	View chart
Ishares Tr Core S&p Scp Etf Put Option (IJR)	1.4	$374M		3.1M	118.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$321M	+7%	522k	614.12	View chart
Microsoft Corporation Put Option (MSFT)	1.2	$317M		613k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$310M		1.3M	243.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$295M	+2%	4.1M	71.37	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$286M		858k	332.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$271M		823k	329.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$230M		490k	468.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$210M	+8%	862k	243.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$168M	-2%	544k	308.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$166M	-10%	1.6M	103.07	View chart
Amazon (AMZN)	0.6	$160M		728k	219.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$160M	+4%	736k	216.65	View chart
Oracle Corporation (ORCL)	0.6	$159M		566k	281.24	View chart
C H Robinson Worldwide Com New (CHRW)	0.5	$144M	-2%	1.1M	133.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$143M	+3%	6.1M	23.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$138M		2.1M	65.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$133M	-31%	4.9M	27.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$127M	+14%	1.7M	72.77	View chart
Spdr Gold Tr Gold Shs Call Option (GLD)	0.5	$125M	+37%	351k	355.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$123M	-42%	1.2M	100.70	View chart
NVIDIA Corporation Put Option (NVDA)	0.5	$122M	+10%	1.3M	92.68	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.4	$119M		3.8M	31.26	View chart
JPMorgan Chase & Co. (JPM)	0.4	$118M	-3%	375k	315.43	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.4	$108M	+3%	215k	502.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$107M		775k	137.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$107M	+6%	1.8M	59.92	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.4	$105M		435k	241.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$104M	-3%	353k	294.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$104M		172k	601.06	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$94M	+5%	2.5M	38.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$93M		194k	480.12	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$92M		3.3M	27.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$91M		367k	247.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$88M	-3%	455k	194.50	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$87M	-12%	6.6M	13.14	View chart
Tesla Motors Call Option (TSLA)	0.3	$85M	-4%	192k	444.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$83M	+2%	765k	108.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$76M	-4%	2.9M	26.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	0.3	$76M	+75%	1.2M	65.00	View chart
Wal-Mart Stores (WMT)	0.3	$76M		739k	103.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$75M		1.4M	54.18	View chart
Uber Technologies (UBER)	0.3	$72M	+8%	734k	97.97	View chart
Johnson & Johnson (JNJ)	0.3	$72M		387k	185.42	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.3	$69M		1.2M	59.37	View chart
Visa Com Cl A (V)	0.3	$69M		203k	341.38	View chart
Bank of America Corporation (BAC)	0.3	$69M	+5%	1.3M	51.59	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$68M	+10%	1.5M	44.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$68M	+2%	324k	209.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$67M		718k	93.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$66M	+5%	885k	75.11	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$66M	+11%	1.0M	65.92	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$65M	+18%	572k	114.01	View chart
UnitedHealth Call Option (UNH)	0.2	$63M		183k	345.30	View chart
Broadcom (AVGO)	0.2	$63M		190k	329.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$63M	+3%	629k	99.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$61M		421k	145.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$61M	+2%	297k	203.59	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$59M	+4%	592k	99.81	View chart
Mastercard Incorporated Cl A (MA)	0.2	$59M		103k	568.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$54M	+7%	684k	78.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$53M		281k	187.43	View chart
Eli Lilly & Co. (LLY)	0.2	$50M	-3%	66k	763.00	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$47M	+2%	528k	89.57	View chart
Caterpillar (CAT)	0.2	$47M	-9%	98k	477.15	View chart
Pepsi Put Option (PEP)	0.2	$47M		334k	140.44	View chart
Exxon Mobil Corporation Put Option (XOM)	0.2	$46M	+6%	411k	112.75	View chart
Ondas Hldgs Com New (ONDS)	0.2	$46M	+28%	6.0M	7.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$46M		61.00	754200.00	View chart
Abbvie (ABBV)	0.2	$46M	-7%	198k	231.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$46M		143k	320.04	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$46M		120k	378.94	View chart
Equinix (EQIX)	0.2	$45M		58k	783.24	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$45M		609k	73.73	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$43M	+22%	559k	76.45	View chart
Cisco Systems Put Option (CSCO)	0.2	$42M		619k	68.42	View chart
Texas Instruments Incorporated (TXN)	0.2	$41M		221k	183.73	View chart
Costco Wholesale Corporation (COST)	0.2	$40M		43k	925.64	View chart
Analog Devices (ADI)	0.1	$39M	+8%	157k	245.70	View chart
Zscaler Incorporated (ZS)	0.1	$38M		127k	299.66	View chart
Charles Schwab Corporation (SCHW)	0.1	$37M	+2%	392k	95.47	View chart
Bio-techne Corporation (TECH)	0.1	$37M	+4%	668k	55.63	View chart
International Business Machines (IBM)	0.1	$37M	+3%	131k	282.16	View chart
Amphenol Corp Cl A (APH)	0.1	$37M	-14%	297k	123.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$37M	+27%	1.6M	23.12	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$35M	+2%	397k	89.03	View chart
McDonald's Corporation (MCD)	0.1	$34M		111k	303.89	View chart
Qualcomm (QCOM)	0.1	$33M		201k	166.36	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$33M	-2%	387k	86.30	View chart
Raytheon Technologies Corp Put Option (RTX)	0.1	$32M		192k	167.33	View chart
Brown & Brown (BRO)	0.1	$32M		341k	93.79	View chart
Chevron Corporation Put Option (CVX)	0.1	$30M		195k	155.29	View chart
Procter & Gamble Company (PG)	0.1	$30M	-2%	195k	153.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$29M	-9%	398k	73.46	View chart
Netflix (NFLX)	0.1	$29M	+11%	24k	1198.92	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$29M		270k	106.49	View chart
Goldman Sachs (GS)	0.1	$29M		36k	796.35	View chart
Abbott Laboratories (ABT)	0.1	$28M	-3%	211k	133.94	View chart
Adobe Systems Incorporated Put Option (ADBE)	0.1	$28M	+221%	80k	352.75	View chart
Nextera Energy (NEE)	0.1	$28M	+16%	373k	75.49	View chart
Centene Corporation (CNC)	0.1	$28M		779k	35.68	View chart
salesforce (CRM)	0.1	$27M	+66%	114k	237.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$27M	-5%	157k	170.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$26M		89k	298.05	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$26M		293k	89.77	View chart
Five Below (FIVE)	0.1	$26M	-2%	167k	154.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$25M		34k	746.63	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$25M	+13%	274k	91.75	View chart
Home Depot Put Option (HD)	0.1	$25M	+3%	62k	405.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$25M	+31%	647k	38.57	View chart
Select Sector Spdr Tr Energy Put Option (XLE)	0.1	$25M	+6%	275k	89.34	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$24M		289k	83.82	View chart
Corning Incorporated (GLW)	0.1	$24M		295k	82.03	View chart
Deere & Company (DE)	0.1	$24M		53k	458.88	View chart
Applied Materials (AMAT)	0.1	$24M		118k	204.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$24M		238k	100.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$24M	+12%	245k	96.55	View chart
Ss&c Technologies Holding (SSNC)	0.1	$24M	+2%	265k	88.76	View chart
Merck & Co (MRK)	0.1	$23M		276k	84.74	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$23M	+1345%	1.4M	16.93	View chart
Philip Morris International (PM)	0.1	$23M		143k	162.20	View chart
Strategy Cl A New (MSTR)	0.1	$23M	+7%	72k	322.21	View chart
Bwx Technologies (BWXT)	0.1	$23M	-21%	124k	184.37	View chart
Intercontinental Exchange (ICE)	0.1	$23M	-2%	135k	168.48	View chart
Emerson Electric Put Option (EMR)	0.1	$23M		171k	131.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$22M	+2%	442k	50.73	View chart
TJX Companies (TJX)	0.1	$22M		154k	144.54	View chart
Walt Disney Company (DIS)	0.1	$22M		189k	114.50	View chart
Clean Harbors (CLH)	0.1	$22M	+3%	93k	232.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$21M	-8%	153k	138.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$21M	-2%	173k	120.72	View chart
Draftkings Com Cl A (DKNG)	0.1	$21M		559k	37.40	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$21M	+8%	492k	42.47	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$21M	+20%	1.5M	14.25	View chart
Coca-Cola Company (KO)	0.1	$21M	-3%	309k	66.83	View chart
Altria (MO)	0.1	$20M	+5%	302k	67.12	View chart
Entegris (ENTG)	0.1	$20M	+15%	219k	92.46	View chart
Thermo Fisher Scientific (TMO)	0.1	$20M	+13%	42k	485.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$20M	-3%	82k	246.60	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$20M	+2%	134k	148.61	View chart
Ametek (AME)	0.1	$20M		105k	188.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$20M	+101%	40k	490.38	View chart
Intuit (INTU)	0.1	$20M		29k	682.92	View chart
Dell Technologies CL C Put Option (DELL)	0.1	$19M	+2%	135k	141.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$19M	-14%	52k	365.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$19M		259k	73.29	View chart
Honeywell International Put Option (HON)	0.1	$19M		95k	198.32	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$19M	NEW	170k	110.90	View chart
Pfizer Call Option (PFE)	0.1	$19M	+3%	737k	25.48	View chart
Barings Bdc (BBDC)	0.1	$19M	+36%	2.1M	8.76	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$19M	+21%	860k	21.54	View chart
Chubb Put Option (CB)	0.1	$19M		65k	282.25	View chart
Medtronic SHS (MDT)	0.1	$18M	+7%	191k	95.94	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$18M	+26%	877k	20.93	View chart
UGI Corporation (UGI)	0.1	$18M		545k	33.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$18M		160k	113.88	View chart
Cae (CAE)	0.1	$18M	+2%	613k	29.64	View chart
Kinder Morgan (KMI)	0.1	$18M		639k	28.31	View chart
Bristol Myers Squibb (BMY)	0.1	$18M		400k	45.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$18M		64k	281.86	View chart
American Express Company (AXP)	0.1	$18M	-2%	54k	332.16	View chart
Applovin Corp Com Cl A (APP)	0.1	$18M	+9%	25k	718.54	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.1	$18M	+17%	416k	42.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$18M	+4%	63k	280.11	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$17M		125k	138.44	View chart
Lowe's Companies (LOW)	0.1	$17M		66k	251.31	View chart
Halozyme Therapeutics (HALO)	0.1	$17M	-22%	226k	73.34	View chart
General Motors Company (GM)	0.1	$16M		268k	60.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M	-7%	63k	255.09	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$16M	+8%	113k	143.18	View chart
Coinbase Global Com Cl A (COIN)	0.1	$16M	-15%	48k	337.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M	+3%	114k	140.95	View chart
Ea Series Trust Cambria Global	0.1	$16M	NEW	318k	50.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$16M		32k	499.21	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$16M	+42%	531k	29.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$16M	+6%	366k	42.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$16M	+13%	334k	46.96	View chart
Waste Connections (WCN)	0.1	$16M		89k	175.86	View chart
Fastenal Company (FAST)	0.1	$16M		318k	49.04	View chart
Nucor Corporation (NUE)	0.1	$16M		114k	135.98	View chart
A. O. Smith Corporation (AOS)	0.1	$16M		212k	73.41	View chart
EOG Resources (EOG)	0.1	$15M		137k	112.12	View chart
Pure Storage Cl A Put Option (PSTG)	0.1	$15M		183k	83.81	View chart
Target Corporation (TGT)	0.1	$15M	+51%	170k	89.70	View chart
RBC Bearings Incorporated (RBC)	0.1	$15M	-2%	39k	390.29	View chart
Northrop Grumman Corporation (NOC)	0.1	$15M	+3%	25k	609.32	View chart
Copart (CPRT)	0.1	$15M	-2%	330k	44.97	View chart
Novartis Sponsored Adr (NVS)	0.1	$15M		116k	128.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$15M		24k	597.64	View chart
Amgen (AMGN)	0.1	$14M		51k	282.20	View chart
Ingredion Incorporated (INGR)	0.1	$14M		117k	122.11	View chart
Evercore Class A (EVR)	0.1	$14M	+2%	42k	337.32	View chart
Waste Management (WM)	0.1	$14M		63k	220.83	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$14M	-37%	141k	96.46	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$14M	+37%	254k	53.40	View chart
Fabrinet SHS (FN)	0.1	$14M		37k	364.62	View chart
General Dynamics Corporation (GD)	0.1	$13M	+10%	39k	341.00	View chart
Ecolab (ECL)	0.1	$13M	+7%	48k	274.50	View chart
Linde SHS (LIN)	0.0	$13M		28k	475.01	View chart
KBR (KBR)	0.0	$13M	+3%	278k	47.45	View chart
Henry Schein (HSIC)	0.0	$13M		198k	66.37	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$13M	+17%	134k	97.82	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$13M		259k	50.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$13M		91k	142.10	View chart
Paypal Holdings (PYPL)	0.0	$13M	+2%	193k	67.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$13M	-30%	225k	57.10	View chart
Biogen Idec (BIIB)	0.0	$13M	+4%	91k	140.08	View chart
Eaton Corp SHS (ETN)	0.0	$13M	+20%	34k	374.24	View chart
Block Cl A (XYZ)	0.0	$13M		175k	72.27	View chart
Automatic Data Processing (ADP)	0.0	$13M	-4%	43k	295.03	View chart
Exelon Corporation (EXC)	0.0	$13M	-8%	278k	45.01	View chart
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)	0.0	$13M	+119%	164k	76.40	View chart
Norfolk Southern (NSC)	0.0	$12M	+7%	41k	300.41	View chart
Freeport-mcmoran CL B Call Option (FCX)	0.0	$12M	+3%	309k	39.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$12M		96k	125.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$12M		285k	42.17	View chart
Sofi Technologies (SOFI)	0.0	$12M	+5%	454k	26.42	View chart
Illinois Tool Works (ITW)	0.0	$12M		45k	262.37	View chart
Vanguard World Financials Etf (VFH)	0.0	$12M	+5%	90k	131.24	View chart
Mondelez Intl Cl A Put Option (MDLZ)	0.0	$12M		188k	62.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$11M		212k	53.87	View chart
Pentair SHS (PNR)	0.0	$11M	+9%	103k	110.76	View chart
Humana (HUM)	0.0	$11M	+1736%	44k	261.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$11M	+32%	358k	31.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$11M		336k	33.37	View chart
Sempra Energy (SRE)	0.0	$11M		124k	89.98	View chart
Ge Aerospace Com New (GE)	0.0	$11M	+8%	36k	301.19	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$11M	-5%	77k	141.50	View chart
Atmos Energy Corporation (ATO)	0.0	$11M		64k	170.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$11M	-9%	114k	95.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$11M	+2%	91k	118.44	View chart
Verizon Communications (VZ)	0.0	$11M	+10%	244k	43.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$11M		336k	31.91	View chart
Metropcs Communications (TMUS)	0.0	$11M		45k	239.38	View chart
Stepan Company (SCL)	0.0	$11M	+11%	223k	47.70	View chart
Advanced Micro Devices (AMD)	0.0	$11M		65k	161.79	View chart
Duolingo Cl A Com (DUOL)	0.0	$11M		33k	321.84	View chart
Xcel Energy (XEL)	0.0	$11M		129k	81.22	View chart
Blackrock (BLK)	0.0	$10M	+3%	8.8k	1165.95	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$10M	NEW	261k	39.18	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 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
Cresset Asset Management 2022 Q2 filed Aug. 15, 2022
Cresset Asset Management 2022 Q1 filed May 16, 2022
Cresset Asset Management 2021 Q4 filed Feb. 10, 2022

View all past filings

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