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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, ERIE, and represent 36.11% of Cresset Asset Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$134M), RDDT (+$104M), SPY (+$44M), ONDS (+$36M), IEFA (+$36M), GLD (+$30M), RSP (+$26M), NVDA (+$26M), VOO (+$26M), IBIT (+$23M).
Started 148 new stock positions in SBET, JULM, BMNR, WBD, HUYA, SKYY, IJUL, VITL, CCC, IREN.
Reduced shares in these 10 stocks: ANET (-$648M), SGOV (-$51M), OBDC (-$19M), PLTR (-$12M), APH (-$6.6M), CORZ (-$6.4M), OTF (-$6.4M), BWXT (-$6.4M), STZ (-$6.1M), IEF (-$5.3M).
Sold out of its positions in ATS, CHTR, EXE, CTSH, CPAY, FMC, FSK, AIRR, HPS, JOYY. KD, LKQ, LI, LII, MTCH, MORN, PAYC, PRMB, STRS, TRI, VEEV, WEST, ZYME.
Cresset Asset Management was a net buyer of stock by $308M.
Cresset Asset Management has $23B in assets under management (AUM), dropping by 14.04%.
Central Index Key (CIK): 0001761013

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1500 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cresset Asset Management has 1500 total positions. Only the first 250 positions are shown.

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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 Put Option (ANET)	13.8	$3.2B	-16%	22M	145.71	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	10.0	$2.3B		3.4M	666.18	View chart
Ishares Tr Core S&p500 Etf Put Option (IVV)	6.5	$1.5B	+9%	2.2M	669.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$764M	+3%	4.0M	189.70	View chart
Erie Indty Cl A (ERIE)	2.4	$557M		1.7M	318.16	View chart
Apple Put Option (AAPL)	2.1	$478M	+2%	1.9M	254.63	View chart
Meta Platforms Cl A Call Option (META)	2.0	$452M	+3%	616k	734.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$448M	+8%	5.1M	87.31	View chart
Reddit Cl A (RDDT)	1.7	$390M	+36%	1.7M	229.99	View chart
Ishares Tr Core S&p Scp Etf Put Option (IJR)	1.6	$369M	+3%	3.1M	118.83	View chart
Palantir Technologies Cl A (PLTR)	1.6	$364M	-3%	2.0M	182.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$298M		1.2M	243.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$293M	+3%	4.1M	71.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$290M	+9%	473k	614.12	View chart
Microsoft Corporation Put Option (MSFT)	1.2	$283M	+4%	546k	517.95	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$277M		833k	332.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$266M	+2%	807k	329.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$225M	+3%	479k	468.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$198M	+5%	815k	243.55	View chart
NVIDIA Corporation Put Option (NVDA)	0.9	$198M	+15%	1.1M	186.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$168M	+4%	543k	308.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$163M	+4%	1.6M	103.07	View chart
Oracle Corporation Put Option (ORCL)	0.7	$157M		559k	281.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$150M	+8%	693k	216.65	View chart
C H Robinson Worldwide Com New (CHRW)	0.6	$143M	-2%	1.1M	133.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$142M	+10%	6.1M	23.28	View chart
Amazon (AMZN)	0.6	$136M	+8%	620k	219.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$136M		2.1M	65.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$123M	+16%	1.7M	72.77	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.5	$118M		3.8M	31.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$116M	+34%	326k	355.47	View chart
JPMorgan Chase & Co. Put Option (JPM)	0.5	$111M		353k	315.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$109M	-32%	1.1M	100.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$106M		768k	137.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$105M	+7%	1.7M	59.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$101M		417k	241.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$99M		335k	294.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$97M	+8%	162k	601.06	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.4	$96M	+3%	190k	502.74	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$93M	+7%	2.4M	38.29	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$91M	+3%	3.3M	27.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$90M	+3%	187k	480.12	View chart
Owl Rock Capital Corporation (OBDC)	0.4	$86M	-18%	6.6M	13.14	View chart
Tesla Motors (TSLA)	0.3	$80M	-5%	181k	444.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$75M	+3%	1.4M	54.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$75M		2.8M	26.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$73M		377k	194.50	View chart
Uber Technologies (UBER)	0.3	$71M	-5%	719k	97.97	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.3	$69M		1.2M	59.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$68M	+2%	2.5M	27.30	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$67M	+10%	1.5M	44.19	View chart
Wal-Mart Stores (WMT)	0.3	$67M		651k	103.06	View chart
Bank of America Corporation (BAC)	0.3	$67M	+8%	1.3M	51.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$67M	+4%	615k	108.70	View chart
Johnson & Johnson (JNJ)	0.3	$67M		358k	185.42	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$66M	+21%	995k	65.92	View chart
Visa Com Cl A (V)	0.3	$64M	+3%	187k	341.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$64M	+6%	848k	75.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$62M	+6%	297k	209.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$62M	+5%	621k	99.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$61M	+4%	416k	145.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$60M	+4%	641k	93.37	View chart
UnitedHealth Call Option (UNH)	0.3	$60M		173k	345.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$59M	+4%	290k	203.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$56M		226k	247.12	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$56M	+7%	558k	99.81	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$53M	+76%	812k	65.00	View chart
Mastercard Incorporated Cl A (MA)	0.2	$50M	+2%	88k	568.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$48M	+8%	613k	78.90	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$47M	+3%	527k	89.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$47M	+4%	252k	187.43	View chart
Ondas Hldgs Com New Put Option (ONDS)	0.2	$46M	+367%	6.0M	7.72	View chart
Equinix (EQIX)	0.2	$46M		59k	783.25	View chart
Broadcom (AVGO)	0.2	$46M		140k	329.91	View chart
Eli Lilly & Co. (LLY)	0.2	$46M	-2%	60k	763.00	View chart
Caterpillar (CAT)	0.2	$46M	-7%	96k	477.15	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$45M		118k	378.94	View chart
Pepsi (PEP)	0.2	$45M	+3%	318k	140.44	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$45M	+2%	139k	320.04	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$45M	+10%	604k	73.73	View chart
Exxon Mobil Corporation Call Option (XOM)	0.2	$43M	+8%	381k	112.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$43M	+21%	557k	76.45	View chart
Cisco Systems (CSCO)	0.2	$40M		584k	68.42	View chart
Abbvie (ABBV)	0.2	$40M	-5%	172k	231.54	View chart
Zscaler Incorporated (ZS)	0.2	$38M		126k	299.66	View chart
Analog Devices (ADI)	0.2	$38M	+9%	153k	245.70	View chart
Texas Instruments Incorporated (TXN)	0.2	$37M		202k	183.73	View chart
Charles Schwab Corporation (SCHW)	0.2	$37M	+2%	383k	95.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$36M	+26%	1.6M	23.12	View chart
Bio-techne Corporation (TECH)	0.2	$36M	+2%	641k	55.63	View chart
International Business Machines (IBM)	0.2	$35M	+2%	124k	282.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$34M		386k	89.03	View chart
Amphenol Corp Cl A (APH)	0.1	$33M	-16%	265k	123.92	View chart
McDonald's Corporation (MCD)	0.1	$33M	+2%	107k	303.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$32M		370k	86.30	View chart
Qualcomm (QCOM)	0.1	$31M	+2%	187k	166.36	View chart
Costco Wholesale Corporation (COST)	0.1	$30M	+3%	33k	925.63	View chart
Raytheon Technologies Corp Put Option (RTX)	0.1	$30M		179k	167.33	View chart
Brown & Brown (BRO)	0.1	$29M		309k	93.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$29M	+2%	387k	73.46	View chart
Centene Corporation (CNC)	0.1	$28M		774k	35.68	View chart
Goldman Sachs (GS)	0.1	$27M	+3%	34k	796.35	View chart
Chevron Corporation Put Option (CVX)	0.1	$27M	+4%	175k	155.29	View chart
Procter & Gamble Company (PG)	0.1	$27M	+3%	174k	153.65	View chart
Nextera Energy Put Option (NEE)	0.1	$27M	+21%	353k	75.49	View chart
Abbott Laboratories (ABT)	0.1	$26M	+2%	196k	133.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$25M		237k	106.49	View chart
Five Below (FIVE)	0.1	$25M	+2%	160k	154.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$25M	+4%	83k	298.05	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$24M	+2%	291k	83.82	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$24M	+19%	266k	91.75	View chart
Netflix (NFLX)	0.1	$24M	+10%	20k	1198.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$24M		236k	100.25	View chart
Ss&c Technologies Holding (SSNC)	0.1	$24M	+2%	265k	88.76	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$23M		260k	89.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$23M	+12%	241k	96.55	View chart
Deere & Company (DE)	0.1	$23M		51k	458.88	View chart
Corning Incorporated (GLW)	0.1	$23M		283k	82.03	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$23M	+7%	1.4M	16.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$23M	-2%	31k	746.63	View chart
Bwx Technologies (BWXT)	0.1	$23M	-21%	123k	184.37	View chart
Applied Materials (AMAT)	0.1	$23M		111k	204.74	View chart
Philip Morris International (PM)	0.1	$22M	+2%	135k	162.20	View chart
Intercontinental Exchange (ICE)	0.1	$22M	+2%	129k	168.48	View chart
Emerson Electric (EMR)	0.1	$22M	+2%	166k	131.18	View chart
TJX Companies (TJX)	0.1	$22M	+3%	149k	144.54	View chart
Clean Harbors (CLH)	0.1	$21M		90k	232.22	View chart
Draftkings Com Cl A (DKNG)	0.1	$21M		555k	37.40	View chart
Merck & Co (MRK)	0.1	$21M	+2%	244k	84.74	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$21M	+3%	149k	138.24	View chart
Walt Disney Company (DIS)	0.1	$21M	+3%	179k	114.50	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$20M	+15%	1.4M	14.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$20M		168k	120.72	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$20M	+11%	465k	42.47	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.1	$20M	+109%	172k	114.01	View chart
Ametek (AME)	0.1	$20M	+3%	104k	188.00	View chart
Altria (MO)	0.1	$19M	+5%	288k	67.12	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$19M	+2%	129k	148.61	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$19M	+5%	258k	73.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$19M		25.00	754200.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$19M	+17%	39k	485.45	View chart
Dell Technologies CL C (DELL)	0.1	$19M	+2%	131k	141.77	View chart
Coca-Cola Company (KO)	0.1	$19M		278k	66.83	View chart
Barings Bdc (BBDC)	0.1	$19M	+5%	2.1M	8.76	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$18M	+22%	853k	21.54	View chart
UGI Corporation (UGI)	0.1	$18M		544k	33.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$18M	+142%	37k	490.38	View chart
Cae (CAE)	0.1	$18M		609k	29.64	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$18M	+39%	858k	20.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$18M		158k	113.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$18M		49k	365.48	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$18M	NEW	159k	110.90	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$17M		125k	138.44	View chart
Pfizer Call Option (PFE)	0.1	$17M	+2%	672k	25.48	View chart
Chubb Put Option (CB)	0.1	$17M	+5%	60k	282.25	View chart
Home Depot Put Option (HD)	0.1	$17M	+5%	41k	405.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$17M		59k	281.86	View chart
Halozyme Therapeutics (HALO)	0.1	$16M	-22%	224k	73.34	View chart
Applovin Corp Com Cl A (APP)	0.1	$16M		23k	718.54	View chart
American Express Company (AXP)	0.1	$16M		49k	332.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$16M	+5%	66k	246.60	View chart
Kinder Morgan (KMI)	0.1	$16M		568k	28.31	View chart
Medtronic SHS (MDT)	0.1	$16M	+9%	167k	95.95	View chart
Ea Series Trust Cambria Global (GEW)	0.1	$16M	NEW	318k	50.36	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$16M	+6%	111k	143.18	View chart
Honeywell International Put Option (HON)	0.1	$16M		79k	198.40	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$16M	+58%	526k	29.69	View chart
Waste Connections (WCN)	0.1	$16M		89k	175.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M	+2%	61k	255.08	View chart
Coinbase Global Com Cl A (COIN)	0.1	$15M	-13%	45k	337.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$15M	+6%	357k	42.95	View chart
Nucor Corporation (NUE)	0.1	$15M	+2%	112k	135.98	View chart
Pure Storage Cl A Put Option (PSTG)	0.1	$15M	+5%	182k	83.81	View chart
RBC Bearings Incorporated (RBC)	0.1	$15M	+2%	39k	390.29	View chart
A. O. Smith Corporation (AOS)	0.1	$15M	+2%	205k	73.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$15M	+4%	106k	140.95	View chart
Bristol Myers Squibb (BMY)	0.1	$15M		332k	45.10	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$15M	+22%	378k	38.22	View chart
Northrop Grumman Corporation (NOC)	0.1	$14M	+6%	24k	609.33	View chart
General Motors Company (GM)	0.1	$14M		236k	60.97	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$14M	+11%	24k	597.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$14M	+7%	281k	50.73	View chart
Target Corporation (TGT)	0.1	$14M	+64%	158k	89.70	View chart
salesforce (CRM)	0.1	$14M	+3%	60k	237.42	View chart
Lockheed Martin Corporation (LMT)	0.1	$14M		28k	499.21	View chart
Novartis Sponsored Adr (NVS)	0.1	$14M	+3%	108k	128.24	View chart
Evercore Class A (EVR)	0.1	$14M		41k	337.32	View chart
Fastenal Company (FAST)	0.1	$14M		279k	49.04	View chart
Lowe's Companies Put Option (LOW)	0.1	$14M		54k	251.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$13M	-28%	139k	96.46	View chart
Fabrinet SHS (FN)	0.1	$13M		37k	364.62	View chart
EOG Resources (EOG)	0.1	$13M		119k	112.12	View chart
Henry Schein (HSIC)	0.1	$13M		198k	66.37	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$13M	+17%	134k	97.82	View chart
Amgen (AMGN)	0.1	$13M		46k	282.20	View chart
Ingredion Incorporated (INGR)	0.1	$13M		106k	122.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	+2%	89k	142.10	View chart
Biogen Idec (BIIB)	0.1	$13M	+3%	89k	140.08	View chart
Block Cl A (XYZ)	0.1	$12M	+43%	171k	72.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$12M	-24%	216k	57.10	View chart
Exelon Corporation (EXC)	0.1	$12M		272k	45.01	View chart
Paypal Holdings (PYPL)	0.1	$12M		182k	67.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM)	0.1	$12M	+2%	43k	279.29	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$12M	+18%	96k	125.05	View chart
Waste Management (WM)	0.1	$12M	+3%	54k	220.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$12M	+6%	70k	170.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$12M		235k	50.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$12M	+14%	281k	42.17	View chart
Vanguard World Financials Etf (VFH)	0.1	$12M	+5%	90k	131.24	View chart
Enterprise Products Partners (EPD)	0.1	$12M		377k	31.27	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$12M	-3%	685k	17.16	View chart
Ecolab (ECL)	0.1	$12M	+3%	43k	274.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$12M	+22%	217k	53.40	View chart
Select Sector Spdr Tr Energy Put Option (XLE)	0.1	$12M	+3%	259k	44.67	View chart
Freeport-mcmoran CL B Put Option (FCX)	0.1	$12M		293k	39.22	View chart
General Dynamics Corporation (GD)	0.0	$11M	+3%	34k	340.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$11M	+264%	296k	38.57	View chart
Linde SHS (LIN)	0.0	$11M	+3%	24k	474.90	View chart
Sofi Technologies (SOFI)	0.0	$11M		430k	26.42	View chart
Automatic Data Processing (ADP)	0.0	$11M		39k	295.03	View chart
Norfolk Southern (NSC)	0.0	$11M	+5%	38k	300.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$11M		334k	33.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$11M	+34%	348k	31.53	View chart
Sempra Energy (SRE)	0.0	$11M	+2%	121k	89.98	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$11M	-2%	76k	141.50	View chart
Illinois Tool Works (ITW)	0.0	$11M		41k	262.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$11M	+2%	91k	118.44	View chart
Stepan Company (SCL)	0.0	$11M	+11%	223k	47.70	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$11M	-15%	250k	42.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$11M		111k	95.14	View chart
Duolingo Cl A Com (DUOL)	0.0	$11M		33k	321.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$11M		328k	31.91	View chart
Atmos Energy Corporation (ATO)	0.0	$11M		61k	170.75	View chart
Intuit (INTU)	0.0	$10M		15k	682.93	View chart
Metropcs Communications (TMUS)	0.0	$10M		43k	239.38	View chart
Humana (HUM)	0.0	$10M	NEW	40k	261.06	View chart
Pentair SHS (PNR)	0.0	$10M	+2%	92k	110.76	View chart
Xcel Energy (XEL)	0.0	$10M	+2%	123k	81.22	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$10M	+736%	181k	55.33	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$10M		185k	53.87	View chart
Pet Acquisition LLC -Class A (WOOF)	0.0	$9.7M		2.5M	3.87	View chart
Strategy Cl A New (MSTR)	0.0	$9.7M	+4%	30k	322.21	View chart
Constellation Energy (CEG)	0.0	$9.7M	+9%	30k	329.07	View chart
Advanced Micro Devices (AMD)	0.0	$9.7M	+5%	60k	161.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$9.6M	-3%	58k	164.54	View chart
PPL Corporation (PPL)	0.0	$9.6M	+2%	257k	37.43	View chart
Cincinnati Financial Corporation (CINF)	0.0	$9.6M	+3%	60k	158.96	View chart
Truist Financial Corp equities Put Option (TFC)	0.0	$9.4M	+8%	207k	45.72	View chart
Ge Aerospace Com New (GE)	0.0	$9.3M	+2%	31k	301.18	View chart
Nutrien (NTR)	0.0	$9.3M		157k	59.29	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 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
Cresset Asset Management 2022 Q2 filed Aug. 15, 2022

View all past filings

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