Crestmont Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Houston, TX
CIK
0001873372
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 84 207,533 IVV, VOO, VWO, VEA 13F-HR 7/15/2024 000187337224000004
Q1 2024 59 201,530 IVV, VOO, AGG, VWO 13F-HR 4/11/2024 000187337224000003
Q4 2023 50 196,522 IVV, VOO, AGG, VWO 13F-HR 1/11/2024 000187337224000001
Q3 2023 47 163,478 IVV, VOO, AGG, VWO 13F-HR 10/11/2023 000187337223000005
Q2 2023 48 170,589 IVV, VOO, AGG, VWO 13F-HR 7/7/2023 000187337223000004
Q1 2023 49 152,987 IVV, VOO, AGG, VWO 13F-HR 4/6/2023 000187337223000002
Q4 2022 46 146,188 IVV, VOO, AGG, VWO RESTATEMENT 1/9/2023 000165252923000002
Q3 2022 23 131,863 IVV, VOO, AGG, VWO 13F-HR 10/7/2022 000187337222000005
Q2 2022 24 100,933 IVV, VOO, JPST, IJH 13F-HR 7/13/2022 000187337222000004
Q1 2022 55 105,454 IVV, VOO, JPST, IJH 13F-HR 4/26/2022 000187337222000002
Q4 2021 41 105,600 IVV, VOO, IJH, JPST 13F-HR 1/5/2022 000187337222000001
Additional filings from Crestmont Private Wealth LLC that have since been restated