Crestmont Private Wealth LLC

CIK 0001873372 • 6 13F filings • Apr 10, 2025 – Aug 7, 2026

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Filer information

Filed by: Crestmont Private Wealth LLC, Compliance Consultant
Address: ONE RIVERWAY, SUITE 470, HOUSTON, TX, 77056
Phone: 7209844071
AUM: $307.7M

AUM over time

$352.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $307.7M95 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.6M	0.5%Prev: 0.4%	5,244 SH	Increased-340 SH
AMERICAN EXPRESS CO	COM	$215K	0.1%	582 SH	New
AMGEN INC	COM	$354K	0.1%Prev: 0.1%	1,081 SH	Increased+57 SH
APPLE INC	COM	$1.1M	0.3%Prev: 0.3%	3,869 SH	Increased+18 SH
ASSURANT INC	COM	$216K	0.1%	896 SH	New
AUTODESK INC	COM	$646K	0.2%Prev: 0.2%	2,183 SH	Decreased+13 SH
AUTOZONE INC	COM	$621K	0.2%Prev: 0.3%	183 SH	Decreased-5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$867K	0.3%Prev: 0.3%	1,725 SH	Decreased-18 SH
BROADCOM INC	COM	$702K	0.2%Prev: 0.2%	2,027 SH	Decreased-144 SH
CARDINAL HEALTH INC	COM	$264K	0.1%	1,287 SH	New
CATERPILLAR INC	COM	$571K	0.2%Prev: 0.2%	997 SH	Increased+18 SH
CBRE GROUP INC	CL A	$247K	0.1%Prev: 0.1%	1,536 SH	Increased
CHEVRON CORP NEW	COM	$786K	0.3%Prev: 0.3%	5,160 SH	Decreased
CONOCOPHILLIPS	COM	$521K	0.2%Prev: 0.2%	5,563 SH	Decreased-1 SH
CORNING INC	COM	$330K	0.1%Prev: 0.1%	3,768 SH	Increased-44 SH
CUMMINS INC	COM	$283K	0.1%Prev: 0.1%	554 SH	Increased+28 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$7.6M	2.5%Prev: 2.6%	330,287 SH	Decreased-2,343 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$11.3M	3.7%Prev: 3.6%	189,502 SH	Increased-57 SH
EBAY INC.	COM	$224K	0.1%Prev: 0.1%	2,576 SH	Decreased
EMERSON ELEC CO	COM	$364K	0.1%Prev: 0.1%	2,743 SH	Increased+160 SH
EOG RES INC	COM	$245K	0.1%Prev: 0.1%	2,336 SH	Decreased-382 SH
EXXON MOBIL CORP	COM	$281K	0.1%Prev: 0.1%	2,337 SH	Increased+1 SH
FORD MTR CO	COM	$148K	0.0%Prev: 0.0%	11,298 SH	Increased
GARMIN LTD	SHS	$246K	0.1%Prev: 0.1%	1,215 SH	Decreased+126 SH
GE AEROSPACE	COM NEW	$258K	0.1%Prev: 0.1%	839 SH	Increased
GENERAL DYNAMICS CORP	COM	$226K	0.1%Prev: 0.1%	671 SH	Increased+62 SH
GILEAD SCIENCES INC	COM	$409K	0.1%Prev: 0.1%	3,334 SH	Increased+162 SH
HASBRO INC	COM	$392K	0.1%Prev: 0.1%	4,782 SH	Increased+262 SH
HCA HEALTHCARE INC	COM	$201K	0.1%	430 SH	New
HOME DEPOT INC	COM	$677K	0.2%Prev: 0.3%	1,966 SH	Decreased-53 SH
IDEXX LABS INC	COM	$707K	0.2%Prev: 0.2%	1,045 SH	Increased+15 SH
ILLINOIS TOOL WKS INC	COM	$937K	0.3%Prev: 0.3%	3,806 SH	Increased+266 SH
INTERCONTINENTAL EXCHANGE IN	COM	$793K	0.3%Prev: 0.3%	4,894 SH	Decreased-55 SH
INTERNATIONAL BUSINESS MACHS	COM	$232K	0.1%Prev: 0.1%	782 SH	Increased
ISHARES INC	MSCI GBL GOLD MN	$534K	0.2%Prev: 0.2%	7,246 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$7.5M	2.4%Prev: 2.4%	113,471 SH	Increased+69 SH
ISHARES TR	CORE S&P SCP ETF	$5.1M	1.7%Prev: 1.7%	42,499 SH	Increased-274 SH
ISHARES TR	CORE S&P500 ETF	$64.5M	21.0%Prev: 21.6%	94,121 SH	Decreased-3,473 SH
ISHARES TR	CORE US AGGBD ET	$573K	0.2%	5,739 SH	New
ISHARES TR	RUS 1000 ETF	$4.9M	1.6%Prev: 0.5%	13,070 SH	Increased+8,548 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.2M	4.0%Prev: 3.9%	240,670 SH	Increased+5,705 SH
JPMORGAN CHASE & CO.	COM	$233K	0.1%Prev: 0.1%	724 SH	Increased
KLA CORP	COM NEW	$226K	0.1%Prev: 0.1%	186 SH	Increased
L3HARRIS TECHNOLOGIES INC	COM	$221K	0.1%Prev: 0.1%	753 SH	Increased+69 SH
LAM RESEARCH CORP	COM NEW	$903K	0.3%Prev: 0.3%	5,273 SH	Increased-396 SH
LIVE NATION ENTERTAINMENT IN	COM	$205K	0.1%Prev: 0.1%	1,437 SH	Decreased-18 SH
LOCKHEED MARTIN CORP	COM	$340K	0.1%Prev: 0.1%	703 SH	Increased+46 SH
MARKEL GROUP INC	COM	$896K	0.3%Prev: 0.3%	417 SH	Increased+8 SH
MASTERCARD INCORPORATED	CL A	$794K	0.3%Prev: 0.3%	1,391 SH	Increased+59 SH
MCKESSON CORP	COM	$210K	0.1%	256 SH	New
MOODYS CORP	COM	$808K	0.3%Prev: 0.2%	1,582 SH	Increased+37 SH
MOTOROLA SOLUTIONS INC	COM NEW	$1.9M	0.6%	4,976 SH	New
MSCI INC	COM	$597K	0.2%Prev: 0.2%	1,040 SH	Increased+40 SH
MUELLER INDS INC	COM	$1.1M	0.4%Prev: 0.3%	9,481 SH	Increased-981 SH
NASDAQ INC	COM	$1.0M	0.3%Prev: 0.3%	10,373 SH	Increased+203 SH
NETFLIX INC	COM	$628K	0.2%Prev: 0.1%	6,696 SH	Increased+6,483 SH
NEWMONT CORP	COM	$649K	0.2%Prev: 0.2%	6,499 SH	Increased
NOVARTIS AG	SPONSORED ADR	$228K	0.1%	1,652 SH	New
NVIDIA CORPORATION	COM	$796K	0.3%Prev: 0.3%	4,269 SH	Decreased-7 SH
NVR INC	COM	$547K	0.2%Prev: 0.2%	75 SH	Decreased-4 SH
PACKAGING CORP AMER	COM	$335K	0.1%Prev: 0.1%	1,625 SH	Decreased-11 SH
PARKER-HANNIFIN CORP	COM	$550K	0.2%Prev: 0.2%	626 SH	Increased+19 SH
PHILLIPS 66	COM	$219K	0.1%Prev: 0.1%	1,698 SH	Decreased
PIMCO ETF TR	ACTIVE BD ETF	$17.1M	5.6%Prev: 5.7%	183,532 SH	Decreased-1,793 SH
PIMCO ETF TR	INTER MUN BD ACT	$10.1M	3.3%Prev: 3.2%	192,937 SH	Increased+8,905 SH
PIMCO ETF TR	MULTISECTOR BD	$30.4M	9.9%Prev: 10.0%	1,139,651 SH	Increased+15,361 SH
PROCTER AND GAMBLE CO	COM	$269K	0.1%Prev: 0.1%	1,880 SH	Decreased+32 SH
PRUDENTIAL FINL INC	COM	$320K	0.1%Prev: 0.1%	2,832 SH	Increased+186 SH
PUBLIC STORAGE OPER CO	COM	$223K	0.1%Prev: 0.1%	860 SH	Decreased-218 SH
QUALCOMM INC	COM	$755K	0.2%Prev: 0.2%	4,412 SH	Increased+337 SH
QUANTA SVCS INC	COM	$215K	0.1%Prev: 0.1%	509 SH	Increased
QUEST DIAGNOSTICS INC	COM	$799K	0.3%Prev: 0.3%	4,607 SH	Decreased+229 SH
RALPH LAUREN CORP	CL A	$378K	0.1%Prev: 0.1%	1,068 SH	Increased+49 SH
ROPER TECHNOLOGIES INC	COM	$503K	0.2%Prev: 0.2%	1,129 SH	Decreased-86 SH
S&P GLOBAL INC	COM	$961K	0.3%Prev: 0.3%	1,838 SH	Increased-59 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$554K	0.2%Prev: 0.2%	20,598 SH	Increased-131 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$374K	0.1%Prev: 0.1%	1,359 SH	Increased-20 SH
SNAP ON INC	COM	$378K	0.1%Prev: 0.1%	1,098 SH	Increased+58 SH
SPDR GOLD TR	GOLD SHS	$570K	0.2%Prev: 0.2%	1,438 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$234K	0.1%	1,856 SH	New
STELLAR BANCORP INC	COM	$394K	0.1%Prev: 0.1%	12,729 SH	Increased
TARGET HOSPITALITY CORP	COM	$371K	0.1%Prev: 0.2%	46,260 SH	Decreased-31,456 SH
TERADYNE INC	COM	$228K	0.1%	1,180 SH	New
TESLA INC	COM	$345K	0.1%Prev: 0.1%	768 SH	Increased-5 SH
UNITED AIRLS HLDGS INC	COM	$296K	0.1%Prev: 0.1%	2,645 SH	Increased
VAALCO ENERGY INC	COM NEW	$40K	0.0%Prev: 0.0%	10,965 SH	Decreased
VALERO ENERGY CORP	COM	$1.2M	0.4%Prev: 0.4%	7,600 SH	Decreased
VANECK ETF TRUST	GOLD MINERS ETF	$703K	0.2%Prev: 0.2%	8,192 SH	Increased
VANECK ETF TRUST	JUNIOR GOLD MINE	$1.4M	0.5%Prev: 0.4%	12,648 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$61.8M	20.1%Prev: 19.9%	98,561 SH	Increased+239 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.5M	5.0%Prev: 5.2%	288,777 SH	Decreased-1,413 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.7M	5.1%Prev: 5.0%	251,706 SH	Increased+1,182 SH
VERISIGN INC	COM	$774K	0.3%Prev: 0.3%	3,185 SH	Decreased-30 SH
VERISK ANALYTICS INC	COM	$509K	0.2%Prev: 0.2%	2,275 SH	Decreased-274 SH
VISA INC	COM CL A	$1.1M	0.3%Prev: 0.3%	3,033 SH	Increased+92 SH

Sold (vs prior filing)

ABBVIE INC — $200K
ADOBE INC — $527K
ISHARES TR — $1.8M
ISHARES TR — $1.8M
LYONDELLBASELL INDUSTRIES N — $225K
META PLATFORMS INC — $212K
OREILLY AUTOMOTIVE INC — $220K
SPDR SERIES TRUST — $245K
TEXAS PACIFIC LAND CORPORATI — $202K
UNITED PARCEL SERVICE INC — $210K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001986152-26-000019	$307.7M	View
Nov 13, 2025	Q3 2025	13F-HR	0001986152-25-000106	$302.7M	View
Aug 7, 2026	Q2 2026