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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, VOO, and represent 35.06% of Cresset Asset Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$168M), SPY (+$140M), NOBL (+$102M), IEMG (+$87M), VUG (+$87M), VO (+$78M), VONG (+$68M), VOO (+$68M), OTF (+$41M), AVGO (+$29M).
Started 190 new stock positions in IAPR, RBRK, WLTH, GFS, BARK, CLF, FROG, Aevex Corp, SEIX, CNI.
Reduced shares in these 10 stocks: ANET (-$225M), Honeywell International (-$32M), HUM (-$30M), UNH (-$24M), VIGI (-$21M), RSP (-$17M), PANW (-$15M), TGT (-$15M), AVUQ (-$15M), DELL (-$13M).
Sold out of its positions in EFOR, Above Food Ingredients, ACM, Air Lease Corp, ALG, APA, ATKR, BKMI, BAH, BWB.
Cresset Asset Management was a net buyer of stock by $1.5B.
Cresset Asset Management has $28B in assets under management (AUM), dropping by 32.48%.
Central Index Key (CIK): 0001761013

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1667 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cresset Asset Management has 1667 total positions. Only the first 250 positions are shown.

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Download the Cresset Asset Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arista Networks Com Shs (ANET)	11.9	$3.3B	-6%	19M	169.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	10.1	$2.8B	+5%	3.8M	746.77	View chart
Ishares Tr Core S&p500 Etf Put Option (IVV)	6.4	$1.8B		2.4M	748.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.4	$935M		4.4M	212.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$888M	+8%	1.3M	686.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$559M	+3%	5.8M	96.58	View chart
Apple Put Option (AAPL)	2.0	$557M	+3%	1.9M	289.36	View chart
Ishares Tr Core S&p Scp Etf Put Option (IJR)	1.8	$497M	+2%	3.4M	148.31	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.5	$428M	-2%	1.2M	357.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$400M	+4%	4.8M	83.75	View chart
Vanguard Index Fds Total Stk Mkt Put Option (VTI)	1.2	$338M	+5%	913k	370.04	View chart
Alphabet Cap Stk Cl C Call Option (GOOG)	1.1	$308M	+9%	870k	353.33	View chart
Meta Platforms Cl A (META)	1.1	$305M	-3%	541k	563.29	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$291M		796k	365.87	View chart
Reddit Cl A (RDDT)	1.0	$265M		1.5M	173.58	View chart
Microsoft Corporation (MSFT)	0.9	$239M	+6%	641k	373.02	View chart
NVIDIA Corporation Call Option (NVDA)	0.8	$226M	+4%	1.1M	200.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$225M	+295%	1.8M	124.17	View chart
C H Robinson Worldwide In Com New (CHRW)	0.7	$202M		1.1M	188.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$200M	+2%	7.2M	27.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$195M	+109%	3.5M	56.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$185M		780k	236.62	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$184M	+90%	2.2M	82.84	View chart
Amazon Call Option (AMZN)	0.7	$183M	+14%	769k	238.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$181M		526k	343.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$169M		2.2M	77.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$161M	+9%	2.3M	71.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$161M	+74%	1.3M	127.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$147M	+12%	199k	736.92	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.5	$143M	-4%	1.2M	116.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$138M	+19%	373k	368.38	View chart
Ishares Gold Tr Ishares New Put Option (IAU)	0.5	$134M		1.8M	75.51	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.5	$131M	+7%	3.0M	43.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$131M		434k	300.45	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.5	$129M	+46%	12M	10.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$128M	+3%	816k	156.95	View chart
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)	0.4	$122M		3.8M	32.17	View chart
JPMorgan Chase & Co. (JPM)	0.4	$119M	+3%	363k	327.33	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$118M	+4%	3.7M	31.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$105M	+293%	1.3M	80.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$105M	+8%	209k	500.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$104M	+508%	1.2M	86.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)	0.4	$103M	+8%	1.7M	59.69	View chart
Caterpillar (CAT)	0.4	$97M	-9%	91k	1064.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$95M	+6%	3.0M	31.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$94M		1.9M	49.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$94M	+24%	571k	164.27	View chart
Broadcom (AVGO)	0.3	$89M	+49%	236k	377.75	View chart
Oracle Corporation Put Option (ORCL)	0.3	$87M	+11%	594k	146.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$86M	+3%	893k	96.49	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$86M	+5%	7.7M	11.18	View chart
Johnson & Johnson (JNJ)	0.3	$86M		337k	253.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$85M	+2%	667k	128.08	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$85M	+7%	846k	100.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$85M	+9%	683k	124.76	View chart
American Centy Etf Tr Avan Tota Eq Etf (AVTM)	0.3	$85M		1.6M	54.44	View chart
Tesla Motors (TSLA)	0.3	$85M	+5%	201k	420.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$83M		2.8M	29.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$80M		328k	242.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$79M	+2%	324k	242.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$76M	+10%	252k	302.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$76M		729k	103.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$75M	+4%	343k	217.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$75M		341k	219.43	View chart
Applied Materials Put Option (AMAT)	0.3	$71M	+6%	98k	723.00	View chart
Eli Lilly & Co. (LLY)	0.3	$71M	+13%	59k	1199.43	View chart
Visa Com Cl A (V)	0.3	$71M	+4%	206k	343.09	View chart
Texas Instruments Incorporated (TXN)	0.3	$70M		235k	298.07	View chart
Wal-Mart Stores (WMT)	0.2	$68M	-3%	596k	113.26	View chart
Bank of America Corporation Put Option (BAC)	0.2	$67M	-2%	1.2M	56.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$65M	+6%	724k	89.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$64M	+27%	410k	156.97	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	0.2	$62M	-18%	946k	66.00	View chart
Equinix (EQIX)	0.2	$62M	+2%	59k	1042.38	View chart
Micron Technology Put Option (MU)	0.2	$62M	+11%	53k	1154.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$60M	+55%	609k	98.98	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$60M		651k	91.63	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$58M	+19%	2.5M	22.78	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.2	$57M	+91%	1.4M	39.92	View chart
Analog Devices (ADI)	0.2	$57M		144k	397.17	View chart
Blue Owl Capital Com Cl A (OWL)	0.2	$56M		6.4M	8.75	View chart
Cisco Systems (CSCO)	0.2	$56M	-17%	476k	117.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$56M	+15%	108k	513.60	View chart
Chevron Corporation (CVX)	0.2	$54M	+16%	326k	165.76	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$53M	-2%	124k	426.40	View chart
Bio-techne Corporation (TECH)	0.2	$52M		737k	70.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$52M		653k	79.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$52M		131k	393.96	View chart
Amphenol Corp Cl A (APH)	0.2	$52M	+46%	292k	176.57	View chart
Corning Incorporated (GLW)	0.2	$50M	-16%	194k	255.43	View chart
UnitedHealth (UNH)	0.2	$50M	-32%	119k	415.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$49M		357k	136.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$48M	+8%	1.5M	33.29	View chart
Abbvie (ABBV)	0.2	$48M	+5%	191k	251.64	View chart
International Business Machines (IBM)	0.2	$48M	+23%	170k	281.21	View chart
Centene Corporation (CNC)	0.2	$46M	-4%	718k	64.19	View chart
Dell Technologies CL C (DELL)	0.2	$44M	-22%	103k	431.46	View chart
Advanced Micro Devices (AMD)	0.2	$42M	+46%	72k	580.91	View chart
Charles Schwab Corporation (SCHW)	0.1	$41M		446k	92.27	View chart
Coca-Cola Company (KO)	0.1	$40M	+45%	494k	81.80	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$40M		441k	91.64	View chart
Pepsi (PEP)	0.1	$40M		293k	135.40	View chart
Entegris (ENTG)	0.1	$38M	-6%	211k	179.86	View chart
Goldman Sachs (GS)	0.1	$38M		37k	1011.35	View chart
Taiwan Semiconductor Manufac Sponsored Ads Put Option (TSM)	0.1	$38M	+71%	79k	477.57	View chart
Qualcomm Call Option (QCOM)	0.1	$37M		201k	184.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$37M	+33%	434k	85.49	View chart
Costco Wholesale Corporation (COST)	0.1	$37M	+15%	39k	935.47	View chart
Uber Technologies Call Option (UBER)	0.1	$36M		493k	72.16	View chart
Merck & Co (MRK)	0.1	$35M	+3%	272k	129.35	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$35M		341k	103.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$35M	+7%	183k	189.73	View chart
Ametek (AME)	0.1	$34M	+7%	141k	241.94	View chart
Intel Corporation (INTC)	0.1	$34M	+3%	240k	139.63	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$33M	+2%	624k	53.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$33M	+3%	89k	365.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$32M	-13%	642k	50.35	View chart
Nucor Corporation (NUE)	0.1	$32M	+4%	143k	223.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$32M	+31%	42.00	748850.00	View chart
Bwx Technologies (BWXT)	0.1	$31M	+16%	161k	194.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$31M	+731%	261k	119.52	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$31M	+7%	1.4M	22.34	View chart
McDonald's Corporation (MCD)	0.1	$30M		112k	270.31	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$30M	+15%	2.4M	12.52	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$30M	-3%	367k	80.82	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.1	$29M		521k	55.83	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$29M	+23%	1.2M	24.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$29M	+2%	230k	124.42	View chart
RBC Bearings Incorporated (RBC)	0.1	$29M		44k	644.06	View chart
Deere & Company (DE)	0.1	$28M	-8%	45k	635.96	View chart
Wells Fargo & Company Put Option (WFC)	0.1	$28M	+18%	337k	82.64	View chart
Procter & Gamble Company (PG)	0.1	$27M		187k	146.64	View chart
Philip Morris International (PM)	0.1	$27M		149k	182.38	View chart
TJX Companies (TJX)	0.1	$27M	+27%	179k	151.50	View chart
Clean Harbors (CLH)	0.1	$27M	+2%	91k	298.75	View chart
Ss&c Technologies Holding (SSNC)	0.1	$27M	+12%	434k	62.05	View chart
Nextera Energy (NEE)	0.1	$26M	-2%	296k	87.77	View chart
Medtronic SHS Put Option (MDT)	0.1	$26M	+64%	328k	78.23	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$26M	+3%	238k	107.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$25M	-4%	230k	110.32	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$25M		131k	190.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$25M	+13%	158k	158.03	View chart
Intercontinental Exchange (ICE)	0.1	$25M	+19%	202k	123.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$25M	+20%	82k	303.12	View chart
Netflix (NFLX)	0.1	$25M	+41%	346k	71.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$25M	+4%	274k	90.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$24M	+10%	48k	501.83	View chart
Bristol Myers Squibb (BMY)	0.1	$24M		418k	57.62	View chart
Pfizer Put Option (PFE)	0.1	$24M	+58%	997k	24.08	View chart
UGI Corporation (UGI)	0.1	$24M	+7%	687k	34.92	View chart
EOG Resources (EOG)	0.1	$23M	+3%	180k	129.73	View chart
Waste Connections (WCN)	0.1	$23M	+14%	139k	166.64	View chart
Brown & Brown (BRO)	0.1	$22M	+2%	347k	64.15	View chart
Tempur-Pedic International (SGI)	0.1	$22M		277k	78.40	View chart
Barings Bdc (BBDC)	0.1	$22M	+9%	2.5M	8.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$22M		157k	137.53	View chart
Accelerant Holdings Cl A (ARX)	0.1	$22M		1.8M	11.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$21M	-16%	417k	51.05	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$21M		126k	163.45	View chart
Paypal Holdings (PYPL)	0.1	$21M	+49%	476k	43.18	View chart
Halozyme Therapeutics (HALO)	0.1	$20M		261k	78.27	View chart
Kinder Morgan (KMI)	0.1	$20M	+9%	635k	31.97	View chart
American Express Company (AXP)	0.1	$20M	+20%	60k	338.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$20M		49k	409.50	View chart
Henry Schein (HSIC)	0.1	$20M		241k	83.52	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$20M		440k	45.64	View chart
Chubb Put Option (CB)	0.1	$20M		58k	340.74	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$20M		224k	88.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$20M	-8%	26k	763.14	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$20M	+108%	267k	73.66	View chart
Emerson Electric Put Option (EMR)	0.1	$20M		137k	143.15	View chart
Fabrinet SHS (FN)	0.1	$19M	-5%	35k	562.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$19M	+17%	283k	68.41	View chart
Abbott Laboratories (ABT)	0.1	$19M		213k	90.74	View chart
Freeport Mcmoran CL B Put Option (FCX)	0.1	$19M		305k	62.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$19M	+398%	216k	87.91	View chart
Altria (MO)	0.1	$19M		259k	73.01	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$19M	+3%	93k	199.81	View chart
AeroVironment (AVAV)	0.1	$19M	+1796%	113k	165.07	View chart
Lam Research Corp Com New (LRCX)	0.1	$18M	+54%	43k	433.59	View chart
Cae (CAE)	0.1	$18M		732k	25.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$18M	+12%	116k	156.30	View chart
Honeywell International (HON)	0.1	$18M	NEW	81k	223.90	View chart
Zscaler Incorporated (ZS)	0.1	$18M		127k	141.15	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$18M	+3%	547k	32.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$18M	+5%	149k	117.67	View chart
Ea Series Trust Cambria Global (GEW)	0.1	$17M		318k	54.86	View chart
Lowe's Companies Put Option (LOW)	0.1	$17M		79k	220.49	View chart
Amgen (AMGN)	0.1	$17M	+4%	48k	362.12	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$17M		847k	20.37	View chart
Crown Castle Intl (CCI)	0.1	$17M	+14%	225k	75.73	View chart
Everpure Cl A (P)	0.1	$17M	+2%	212k	78.79	View chart
A. O. Smith Corporation (AOS)	0.1	$17M	+4%	266k	62.72	View chart
Walt Disney Company (DIS)	0.1	$17M	-36%	171k	97.00	View chart
Novartis Sponsored Adr (NVS)	0.1	$16M	-2%	105k	156.72	View chart
Home Depot Put Option (HD)	0.1	$16M	+12%	46k	352.68	View chart
Asml Hldg Nv N Y Registry Shs Put Option (ASML)	0.1	$16M	+15%	8.2k	1989.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$16M	+4%	320k	50.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$16M		32k	509.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$16M	+4%	820k	19.12	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$16M	+23%	174k	89.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$16M	-4%	277k	56.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$16M	-6%	338k	46.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$16M	+47%	535k	28.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$16M	+6%	87k	178.60	View chart
Marvell Technology (MRVL)	0.1	$15M	-2%	52k	297.89	View chart
Ge Aerospace Com New (GE)	0.1	$15M	+25%	41k	373.73	View chart
Bunge Global Sa Com Shs (BG)	0.1	$15M		142k	106.73	View chart
Vanguard World Financials Etf (VFH)	0.1	$15M	+11%	115k	131.60	View chart
Enterprise Products Partners (EPD)	0.1	$15M	+2%	412k	36.76	View chart
Ea Series Trust Cambria Global E	0.1	$15M	NEW	294k	51.15	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$15M	+2%	289k	51.80	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$15M	+2237%	146k	100.16	View chart
Target Corporation (TGT)	0.1	$15M	-50%	111k	130.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$15M	+7%	65k	221.20	View chart
Eaton Corp SHS (ETN)	0.1	$14M	+35%	34k	426.12	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$14M	+33%	347k	41.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$14M	+48%	181k	79.03	View chart
Ingredion Incorporated (INGR)	0.1	$14M	-8%	151k	94.71	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$14M	-17%	22k	655.92	View chart
Evercore Class A (EVR)	0.1	$14M		41k	341.44	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$14M	+2%	283k	49.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$14M		344k	40.21	View chart
Sandisk Corp (SNDK)	0.0	$14M	+19%	6.1k	2273.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$14M	+17%	73k	188.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$14M		120k	114.18	View chart
Intuit (INTU)	0.0	$14M	+2%	52k	261.00	View chart
Illinois Tool Works (ITW)	0.0	$13M	+2%	49k	272.08	View chart
Terawulf (WULF)	0.0	$13M		541k	24.70	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$13M		378k	35.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$13M	+15%	366k	36.26	View chart
Biogen Idec (BIIB)	0.0	$13M	-9%	61k	216.06	View chart
W.W. Grainger (GWW)	0.0	$13M		9.7k	1360.36	View chart
Kla Corp Com New (KLAC)	0.0	$13M	+839%	44k	301.70	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$13M	-9%	246k	53.19	View chart
Palo Alto Networks (PANW)	0.0	$13M	-54%	38k	341.02	View chart
Norfolk Southern (NSC)	0.0	$13M	+3%	40k	314.59	View chart
Block Cl A (XYZ)	0.0	$13M	-11%	167k	76.00	View chart
Stepan Company (SCL)	0.0	$12M		223k	55.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$12M	+100%	49k	252.23	View chart
Waste Management (WM)	0.0	$12M	+2%	56k	222.88	View chart
Applovin Corp Com Cl A (APP)	0.0	$12M		24k	515.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$12M		93k	132.24	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$12M	-24%	100k	121.42	View chart
Linde SHS (LIN)	0.0	$12M	-8%	23k	518.93	View chart
SYSCO Corporation (SYY)	0.0	$12M	+3%	145k	83.58	View chart
Draftkings Com Cl A (DKNG)	0.0	$12M		479k	25.26	View chart
KBR (KBR)	0.0	$12M		348k	34.70	View chart
Cintas Corporation (CTAS)	0.0	$12M	+25%	71k	170.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$12M	+29%	123k	97.96	View chart

Past Filings by Cresset Asset Management

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

Cresset Asset Management 2026 Q2 filed Aug. 14, 2026
Cresset Asset Management 2026 Q1 filed May 15, 2026
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

View all past filings

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