First seen by DFX
Sep 13, 2026
date not stated
Crestwood Advisors: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Crestwood Advisors is an $8B SEC-registered wealth management firm serving individuals, families, executives and institutions; its site does not present it as a family office.)
First seen by DFX
Sep 12, 2026
date not stated
Crestwood Advisors found on the SEC adviser roster (services_description)
Crestwood Advisors Group, LLC reported $5,944,240,413 across 869 13(f) positions for the quarter ended 2026-03-31
Crestwood Advisors Group, LLC reduced Mccormick & Co Inc Com Non Vtg 315,543 -> 146,927 shares ($21,491,908 -> $7,413,554)
Crestwood Advisors Group, LLC opened a $3,588,132 position in Comfort Sys USA Inc Com (2,602 shares)
Crestwood Advisors Group, LLC opened a $45,925,211 position in Astrazeneca Plc Ord (232,867 shares)
Crestwood Advisors Group, LLC reduced Roper Technologies Inc Com 50,241 -> 17,309 shares ($22,364,404 -> $6,124,868)
Crestwood Advisors Group, LLC opened a $7,984,899 position in Vanguard Long-Term Bond Etf (116,093 shares)
Crestwood Advisors Group, LLC increased At&t Inc Com 41,006 -> 137,685 shares ($1,018,586 -> $3,991,483)
Crestwood Advisors Group, LLC reduced Crowdstrike Hldgs Inc Cl a 6,100 -> 4,507 shares ($2,859,328 -> $1,759,476)
Crestwood Advisors Group, LLC increased Ishares S&p 500 Value Etf 10,910 -> 13,665 shares ($2,313,738 -> $2,885,419)
Crestwood Advisors Group, LLC reduced Iqvia Hldgs Inc Com 117,465 -> 80,051 shares ($26,478,068 -> $13,651,421)
Crestwood Advisors Group, LLC reduced Adobe Inc Com 86,465 -> 19,627 shares ($30,262,294 -> $4,770,667)
Crestwood Advisors Group, LLC increased Servicenow Inc Com 55,037 -> 127,373 shares ($8,431,126 -> $13,316,795)
Crestwood Advisors Group, LLC increased Intuit Com 3,640 -> 39,548 shares ($2,411,264 -> $17,099,846)
Crestwood Advisors Group, LLC increased Vanguard Small-Cap Etf 32,958 -> 48,428 shares ($8,501,549 -> $12,684,308)
Crestwood Advisors Group, LLC increased GMO US Quality Etf 1,381,300 -> 1,769,720 shares ($53,124,805 -> $64,028,460)
Crestwood Advisors Group, LLC increased Advanced Micro Devices Inc Com 12,312 -> 15,727 shares ($2,636,661 -> $3,199,271)
Crestwood Advisors Group, LLC increased Deere & Co Com 3,145 -> 4,048 shares ($1,464,268 -> $2,280,064)
Crestwood Advisors Group, LLC increased GE Vernova Inc Com 4,353 -> 9,029 shares ($2,845,237 -> $7,881,520)
Crestwood Advisors Group, LLC increased State Street Industrial Select Sector Spdr Etf 9,732 -> 19,658 shares ($1,509,692 -> $3,179,236)
Crestwood Advisors Group, LLC increased Robo Global Robotics & Automation Index Etf 58,674 -> 79,881 shares ($4,066,661 -> $5,466,233)
Crestwood Advisors Group, LLC increased Ishares Core S&p US Value Etf 24,681 -> 104,819 shares ($2,530,759 -> $10,717,712)
Crestwood Advisors Group, LLC increased Union Pac Corp Com 10,414 -> 24,312 shares ($2,409,044 -> $5,898,492)
Crestwood Advisors Group, LLC increased Comcast Corp New Cl a 167,370 -> 215,528 shares ($5,002,687 -> $6,187,814)
Crestwood Advisors Group, LLC increased Valero Energy Corp Com 3,778 -> 35,697 shares ($615,091 -> $8,820,055)
Crestwood Advisors Group, LLC increased Nextera Energy Inc Com 107,996 -> 139,488 shares ($8,669,947 -> $12,955,642)
Crestwood Advisors Group, LLC increased RTX Corporation Com 31,725 -> 47,729 shares ($5,818,287 -> $9,206,923)
Crestwood Advisors Group, LLC increased Stifel Finl Corp Com 127,579 -> 193,596 shares ($15,975,442 -> $14,310,593)
Crestwood Advisors Group, LLC increased Transdigm Group Inc Com 199 -> 1,803 shares ($264,676 -> $2,089,636)
Crestwood Advisors Group, LLC reduced Accenture Plc Ireland Shs Class a 141,481 -> 101,189 shares ($37,959,827 -> $20,064,675)
Crestwood Advisors Group, LLC reduced State Street Spdr Portfolio S&p 500 Etf 178,461 -> 128,528 shares ($14,316,112 -> $9,837,551)
Crestwood Advisors Group, LLC increased Vanguard Mid-Cap Etf 31,329 -> 64,185 shares ($9,092,277 -> $18,432,756)
Crestwood Advisors Group, LLC increased Linde Plc Shs 3,038 -> 4,426 shares ($1,295,574 -> $2,194,467)
Crestwood Advisors Group, LLC increased Vanguard Health Care Etf 1,222 -> 14,400 shares ($351,753 -> $3,921,552)
Crestwood Advisors Group, LLC increased Parker-Hannifin Corp Com 2,742 -> 5,039 shares ($2,410,150 -> $4,510,668)
Crestwood Advisors Group, LLC increased Citigroup Inc Com New 13,286 -> 18,258 shares ($1,550,348 -> $2,070,634)
Crestwood Advisors Group, LLC increased ELI Lilly & Co Com 20,435 -> 35,348 shares ($21,960,941 -> $32,511,873)
Crestwood Advisors Group, LLC reduced Salesforce Inc Com 260,133 -> 130,681 shares ($68,912,073 -> $24,393,680)
Crestwood Advisors Group, LLC reduced Ishares Expanded Tech-Software Sector Etf 168,034 -> 58,474 shares ($17,759,481 -> $4,680,838)