Investor
Crestmont Private Wealth LLC
CIK 0001873372 · filed 2026-05-08 · SEC filing
13F book
$317.3M
Positions
105
13 new · 3 sold
Largest name
20.1%
Vanguard Index Fds
Est. mark
−$4.05M
Price effect on 92 names still held. Flow $13.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 107K | $63.9M | 20.1% | −$2.92M | Added$2.12M |
| Ishares Tr | — | 92.4K | $60.4M | 19.0% | −$2.93M | Cut−$4.08M |
| Pimco Etf Tr | — | 1.19M | $31.2M | 9.8% | −$547K | Added$810.7K |
| Pimco Etf Tr | — | 192.3K | $17.7M | 5.6% | −$146.8K | Added$665.7K |
| Vanguard Tax-Managed Fds | — | 261.3K | $16.7M | 5.3% | $405.2K | Added$1.02M |
| Vanguard Intl Equity Index F | — | 295.4K | $16M | 5.0% | $83.7K | Added$441.4K |
| J P Morgan Exchange Traded F | — | 253.6K | $12.8M | 4.0% | $4.81K | Added$660K |
| Dimensional Etf Trust | — | 194.8K | $12.2M | 3.8% | $551.5K | Added$879.4K |
| Pimco Etf Tr | — | 200.4K | $10.5M | 3.3% | −$42.4K | Added$346.7K |
| Dimensional Etf Trust | — | 339.1K | $8.02M | 2.5% | $247.3K | Added$456.9K |
| Ishares Tr | — | 115.6K | $7.81M | 2.5% | $173.6K | Added$318.3K |
| Ishares Tr | — | 44.2K | $5.5M | 1.7% | $175.5K | Added$389.3K |
| Ishares Tr | — | 93.9K | $2.15M | 0.7% | — | New |
| Ishares Tr | — | 88.7K | $2.15M | 0.7% | — | New |
| Ishares Tr | — | 4.74K | $1.69M | 0.5% | −$80K | Cut−$3.19M |
| Alphabet Inc | — | 5.33K | $1.53M | 0.5% | −$133.4K | Added−$107.8K |
| Target Hospitality Corp. | TH | 146.6K | $1.36M | 0.4% | $58.7K | Added$989.6K |
| Lam Research Corp | LRCX | 5.32K | $1.14M | 0.4% | $224K | Added$234.9K |
| Mueller Inds Inc | — | 9.7K | $1.07M | 0.3% | −$37.9K | Added−$14.1K |
| Illinois Tool Wks Inc | — | 4.13K | $1.07M | 0.3% | $53.2K | Added$136.3K |
| Chevron Corp New | CVX | 5.16K | $1.07M | 0.3% | $281.2K | Held |
| Apple Inc. | AAPL | 4.06K | $1.03M | 0.3% | −$69.9K | Added−$20.7K |
| Valero Energy Corp | — | 3.94K | $972.5K | 0.3% | $331.8K | Cut−$264.7K |
| Visa Inc. | V | 3.19K | $963.3K | 0.3% | −$147K | Added−$100.5K |
| Nasdaq, Inc. | NDAQ | 11.1K | $941.3K | 0.3% | −$127K | Added−$66.2K |
| Quest Diagnostics Inc | DGX | 4.72K | $924.8K | 0.3% | $103.4K | Added$125.4K |
| S&P Global Inc. | SPGI | 2.14K | $909K | 0.3% | −$178.7K | Added−$51.6K |
| Berkshire Hathaway Inc Del | — | 1.87K | $897.5K | 0.3% | −$40.5K | Added$30.5K |
| Vaneck Etf Trust | — | 7.38K | $885.3K | 0.3% | $46.2K | Cut−$553.8K |
| Netflix Inc | NFLX | 9.18K | $882.3K | 0.3% | $16K | Added$254.5K |
| Verisign Inc | — | 3.55K | $881.4K | 0.3% | $17.2K | Added$107.6K |
| Markel Group Inc. | MKL | 445 | $851.8K | 0.3% | −$98.2K | Added−$44.6K |
| Intercontinental Exchange In | — | 5.4K | $849.6K | 0.3% | −$22.9K | Added$57K |
| Conocophillips | COP | 5.76K | $760K | 0.2% | $213.6K | Added$239.2K |
| Home Depot, Inc. | HD | 2.29K | $752.2K | 0.2% | −$29.9K | Added$75.7K |
| Vaneck Etf Trust | — | 8.19K | $751.8K | 0.2% | $49.2K | Held |
| Caterpillar Inc | CAT | 1.06K | $751K | 0.2% | $135.2K | Added$179.8K |
| Nvidia Corp | NVDA | 4.28K | $746K | 0.2% | −$51.7K | Added−$50.3K |
| Mastercard Inc | MA | 1.48K | $737.5K | 0.2% | −$99.1K | Added−$56.6K |
| Moodys Corp | — | 1.68K | $733.8K | 0.2% | −$118K | Added−$74.4K |
| Autozone Inc | AZO | 211 | $712.7K | 0.2% | −$2.51K | Added$92.1K |
| Broadcom Inc. | AVGO | 2.28K | $704.8K | 0.2% | −$74.2K | Added$3.21K |
| Qualcomm Inc | — | 5.03K | $647.2K | 0.2% | −$186.5K | Added−$107.4K |
| Idexx Labs Inc | — | 1.11K | $626.5K | 0.2% | −$119.8K | Added−$80.5K |
| Spdr Gold Tr | — | 1.44K | $618.8K | 0.2% | $48.9K | Held |
| MSCI Inc. | MSCI | 1.13K | $610.7K | 0.2% | −$36.1K | Added$14K |
| Parker-Hannifin Corp | PH | 675 | $604.3K | 0.2% | $10.2K | Added$54.1K |
| Nvr Inc | NVR | 91 | $599.7K | 0.2% | −$52.7K | Added$52.7K |
| Autodesk, Inc. | ADSK | 2.45K | $587.2K | 0.2% | −$123.6K | Added−$58.9K |
| Ishares Inc | — | 7.25K | $572.3K | 0.2% | $38.7K | Held |
| Eog Res Inc | — | 3.87K | $559.3K | 0.2% | $92.4K | Added$314K |
| Verisk Analytics, Inc. | VRSK | 2.89K | $549.1K | 0.2% | −$77.2K | Added$40.2K |
| Roper Technologies Inc | ROP | 1.52K | $538.9K | 0.2% | −$103K | Added$36.4K |
| Seagate Technology Hldngs Pl | — | 1.36K | $532.4K | 0.2% | $158.1K | Held |
| Schwab Strategic Tr | — | 20.6K | $529.4K | 0.2% | −$26.2K | Added−$24.9K |
| Corning Inc | — | 3.77K | $512.3K | 0.2% | $182.4K | Held |
| Gilead Sciences, Inc. | GILD | 3.64K | $506.7K | 0.2% | $55.4K | Added$97.5K |
| Lyondellbasell Industries N | — | 6.25K | $503.3K | 0.2% | — | New |
| Hasbro, Inc. | HAS | 5.36K | $502K | 0.2% | $55.5K | Added$109.9K |
| Newmont Corp | — | 4.51K | $488.1K | 0.2% | $37.9K | Cut−$160.8K |
| Lockheed Martin Corp | LMT | 805 | $486.8K | 0.2% | $84.9K | Added$146.6K |
| Snap-on Inc | SNA | 1.3K | $470.7K | 0.1% | $20.4K | Added$92.4K |
| Stellar Bancorp Inc | — | 12.7K | $466K | 0.1% | $72.2K | Held |
| Amgen Inc | AMGN | 1.23K | $433.1K | 0.1% | $26.5K | Added$79.3K |
| Ralph Lauren Corp | RL | 1.22K | $420.4K | 0.1% | −$10.3K | Added$42.7K |
| Public Storage Oper Co | — | 1.5K | $406K | 0.1% | $9.79K | Added$182.9K |
| Exxon Mobil Corp | — | 2.34K | $396.5K | 0.1% | $115.3K | Held |
| Packaging Corp Amer | — | 1.85K | $393K | 0.1% | $9.73K | Added$57.9K |
| Procter And Gamble Co | PG | 2.71K | $391.6K | 0.1% | $2.12K | Added$122.2K |
| Motorola Solutions, Inc. | MSI | 901 | $391K | 0.1% | $45.6K | Cut−$1.52M |
| Garmin Ltd | GRMN | 1.57K | $363.3K | 0.1% | $35.4K | Added$116.9K |
| Cummins Inc | CMI | 671 | $361K | 0.1% | $15.3K | Added$78.2K |
| Teradyne, Inc | TER | 1.18K | $349.8K | 0.1% | $121.4K | Held |
| Emerson Elec Co | — | 2.64K | $346K | 0.1% | −$4.49K | Cut−$18K |
| Cardinal Health Inc | CAH | 1.61K | $339.8K | 0.1% | $7.48K | Added$75.3K |
| Spdr Series Trust | — | 1.86K | $337.5K | 0.1% | $103.2K | Held |
| L3harris Technologies Inc | — | 966 | $333.4K | 0.1% | $38.8K | Added$112.4K |
| United Parcel Service Inc | UPS | 3.35K | $329.4K | 0.1% | — | New |
| Texas Pacific Land Corporati | — | 666 | $316.1K | 0.1% | — | New |
| General Dynamics Corp | GD | 913 | $313.4K | 0.1% | $4.4K | Added$87.5K |
| Phillips 66 | PSX | 1.7K | $309.1K | 0.1% | $90.2K | Cut$90K |
| Novartis Ag | — | 1.96K | $298.9K | 0.1% | $24.6K | Added$71.2K |
| Assurant Inc | — | 1.36K | $296.9K | 0.1% | −$20.6K | Added$81.1K |
| Tesla, Inc. | TSLA | 768 | $285.5K | 0.1% | −$59.9K | Held |
| Aflac Inc | AFL | 2.56K | $281.3K | 0.1% | — | New |
| Quanta Svcs Inc | — | 509 | $279.5K | 0.1% | $64.6K | Held |
| Prudential Finl Inc | — | 2.83K | $276.6K | 0.1% | −$43K | Cut−$43.1K |
| Kla Corp | KLAC | 186 | $273.9K | 0.1% | $47.9K | Held |
| Texas Instrs Inc | — | 1.33K | $257.8K | 0.1% | — | New |
| Coterra Energy Inc | — | 7.33K | $257.4K | 0.1% | — | New |
| Honeywell Intl Inc | — | 1.1K | $249.8K | 0.1% | — | New |
| United Airls Hldgs Inc | — | 2.65K | $243.5K | 0.1% | −$52.2K | Held |
| Ge Aerospace | — | 839 | $238.1K | 0.1% | −$20.4K | Held |
| Ebay Inc | EBAY | 2.58K | $234.5K | 0.1% | $10.1K | Held |
| Cf Inds Hldgs Inc | — | 1.78K | $231.1K | 0.1% | — | New |
| Mckesson Corp | MCK | 256 | $221.5K | 0.1% | $11.5K | Held |
| Murphy Oil Corp | MUR | 5.35K | $220.8K | 0.1% | — | New |
| Live Nation Entertainment In | — | 1.44K | $219.2K | 0.1% | $14.4K | Held |
| Ross Stores, Inc. | ROST | 992 | $214.9K | 0.1% | — | New |
| Jpmorgan Chase & Co. | — | 724 | $213K | 0.1% | −$20.3K | Held |
| Cboe Global Mkts Inc | — | 743 | $208.8K | 0.1% | — | New |
| Cbre Group, Inc. | CBRE | 1.54K | $208.1K | 0.1% | −$38.9K | Held |
| HCA Healthcare, Inc. | HCA | 430 | $203.5K | 0.1% | $2.74K | Held |
| Ford Mtr Co | — | 11.3K | $130.2K | 0.0% | −$17.8K | Cut−$18K |
| Vaalco Energy Inc | — | 11K | $69.5K | 0.0% | $29.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.