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Holders — by stockHoldings — by fund

Cresset Asset Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1761013

$27.64B

disclosed book value

1,667

positions

11.9%

largest position share

Positions, as of 2026-06-30

top 100 of 1,667 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ANETARISTA NETWORKS INC19.4M$3.29B11.9%
2SPYSTATE STR SPDR S&P 500 ETF T3.7M$2.79B10.1%
3IVVISHARES TR2.4M$1.77B6.4%
4RSPINVESCO EXCHANGE TRADED FD T4.4M$934.7M3.4%
5VOOVANGUARD INDEX FDS1.3M$887.8M3.2%
6IEFAISHARES TR5.8M$558.8M2%
7AAPLAPPLE INC1.9M$550.7M2%
8IJRISHARES TR3.4M$497.4M1.8%
9GOOGLALPHABET INC1.2M$428.2M1.5%
10VEUVANGUARD INTL EQUITY INDEX F4.8M$399.9M1.4%
11VTIVANGUARD INDEX FDS907,143$335.7M1.2%
12METAMETA PLATFORMS INC520,879$293.4M1.1%
13OEFISHARES TR796,223$291.3M1.1%
14RDDTREDDIT INC1.5M$264.7M1%
15GOOGALPHABET INC747,279$264.0M1%
16MSFTMICROSOFT CORP640,808$239.0M0.9%
17IWFISHARES TR1.8M$224.7M0.8%
18NVDANVIDIA CORPORATION1.1M$217.1M0.8%
19CHRWC H ROBINSON WORLDWIDE IN1.1M$202.4M0.7%
20SCHFSCHWAB STRATEGIC TR7.2M$199.9M0.7%
21NOBLPROSHARES TR3.5M$194.7M0.7%
22VIGVANGUARD SPECIALIZED FUNDS780,274$184.6M0.7%
23IEMGISHARES INC2.2M$183.7M0.7%
24VVVANGUARD INDEX FDS526,292$181.0M0.7%
25AMZNAMAZON COM INC733,123$174.7M0.6%
26IJHISHARES TR2.2M$169.0M0.6%
27VEAVANGUARD TAX-MANAGED FDS2.3M$160.8M0.6%
28VONGVANGUARD SCOTTSDALE FDS1.3M$160.5M0.6%
29PLTRPALANTIR TECHNOLOGIES INC1.2M$143.3M0.5%
30QQQINVESCO QQQ TR194,368$143.2M0.5%
31GLDSPDR GOLD TR372,652$137.3M0.5%
32IAUISHARES GOLD TR1.8M$133.7M0.5%
33EMLPFIRST TR EXCHANGE-TRADED FD3.0M$130.9M0.5%
34IWMISHARES TR432,154$129.8M0.5%
35OTFBLUE OWL TECHNOLOGY FIN CORP12.0M$128.6M0.5%
36VTVANGUARD INTL EQUITY INDEX F815,552$128.0M0.5%
37EAGL2023 ETF SERIES TRUST3.8M$121.9M0.4%
38JPMJPMORGAN CHASE & CO362,177$118.6M0.4%
39SCHWAB STRATEGIC TR3.7M$117.6M0.4%
40VOVANGUARD INDEX FDS1.3M$104.6M0.4%
41VUGVANGUARD INDEX FDS1.2M$103.6M0.4%
42VWOVANGUARD INTL EQUITY INDEX F1.7M$103.3M0.4%
43BRK/BBERKSHIRE HATHAWAY INC DEL203,526$101.8M0.4%
44CATCATERPILLAR INC91,417$97.4M0.4%
45SCHDSCHWAB STRATEGIC TR3.0M$94.8M0.3%
46IQLTISHARES TR1.9M$94.3M0.3%
47ITOTISHARES TR570,739$93.8M0.3%
48AVGOBROADCOM INC235,869$89.1M0.3%
49AVEMAMERICAN CENTY ETF TR892,971$86.2M0.3%
50OBDCBLUE OWL CAPITAL CORPORATION7.7M$86.1M0.3%
51JNJJOHNSON & JOHNSON336,570$85.5M0.3%
52AVUSAMERICAN CENTY ETF TR666,468$85.4M0.3%
53SGOVISHARES TR846,216$85.2M0.3%
54AVUVAMERICAN CENTY ETF TR682,657$85.2M0.3%
55AMERICAN CENTY ETF TR1.6M$85.1M0.3%
56TSLATESLA INC200,981$84.5M0.3%
57SCHXSCHWAB STRATEGIC TR2.8M$82.7M0.3%
58IWDISHARES TR327,952$79.5M0.3%
59VBRVANGUARD INDEX FDS324,328$78.8M0.3%
60ORCLORACLE CORP531,068$77.8M0.3%
61QQQMINVESCO EXCH TRADED FD TR II252,056$76.4M0.3%
62EFAISHARES TR729,064$75.7M0.3%
63VTVVANGUARD INDEX FDS343,447$74.8M0.3%
64QUALISHARES TR340,792$74.8M0.3%
65LLYELI LILLY & CO59,006$70.8M0.3%
66VVISA INC206,145$70.7M0.3%
67AMATAPPLIED MATLS INC96,887$70.0M0.3%
68TXNTEXAS INSTRS INC234,836$70.0M0.3%
69WMTWALMART INC596,117$67.5M0.2%
70BACBANK OF AMER CORP1.2M$67.0M0.2%
71AVDEAMERICAN CENTY ETF TR723,784$64.6M0.2%
72ACWIISHARES TR409,574$64.3M0.2%
73AMERICAN CENTY ETF TR945,545$62.4M0.2%
74EQIXEQUINIX INC59,102$61.6M0.2%
75MUMICRON TECHNOLOGY INC53,048$61.2M0.2%
76AGGISHARES TR609,084$60.3M0.2%
77SMMDISHARES TR650,970$59.6M0.2%
78GOVTISHARES TR2.5M$57.7M0.2%
79FLJPFRANKLIN TEMPLETON ETF TR1.4M$57.2M0.2%
80ADIANALOG DEVICES INC143,889$57.1M0.2%
81OWLBLUE OWL CAPITAL INC6.4M$56.1M0.2%
82CSCOCISCO SYS INC476,436$56.0M0.2%
83MAMASTERCARD INCORPORATED108,224$55.6M0.2%
84CVXCHEVRON CORPORATION325,585$54.0M0.2%
85IWVISHARES TR124,004$52.9M0.2%
86TECHBIO-TECHNE CORP736,708$52.0M0.2%
87GLDMWORLD GOLD TR653,400$51.9M0.2%
88IWOISHARES TR131,388$51.8M0.2%
89APHAMPHENOL CORP291,938$51.5M0.2%
90GLWCORNING INC194,208$49.6M0.2%
91UNHUNITEDHEALTH GROUP INC119,002$49.5M0.2%
92ABBVABBVIE INC190,827$48.0M0.2%
93IBMINTERNATIONAL BUSINESS MACHS169,974$47.8M0.2%
94IBITISHARES BITCOIN TRUST ETF1.4M$47.7M0.2%
95CNCCENTENE CORP DEL717,709$46.1M0.2%
96EXMOCEXXON MOBIL CORP333,594$45.6M0.2%
97DELLDELL TECHNOLOGIES INC102,404$44.2M0.2%
98GOOGALPHABET INCPUT122,800$43.4M0.2%
99AMDADVANCED MICRO DEVICES INC71,709$41.7M0.2%
100SCHWSCHWAB CHARLES CORP445,551$41.1M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.