account_balance

Investment manager · 13F filer · SEC CIK 1761013

Cresset Asset Management, LLC

Reported value$27.5Bas of Jun 30, 2026
Positions1,667 190 new, 105 sold out
Top 10 weight44.1%ANET alone is 12%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ANET Arista Networks Inc 12.0% Trimmed −6%SPY State STR SPDR S&P 500 ETF T 10.2% Added +5%
IVV iShares Tr 6.5% Held
RSP Invesco Exchange Traded Fd T 3.4% Held
VOO Vanguard Index FDS 3.2% Added +8%
IEFA iShares Tr 2.0% Added +4%
AAPL Apple Inc 2.0% Added +4%
IJR iShares Tr 1.8% Added +2%
GOOGL Alphabet Inc 1.6% Trimmed −3%
VEU Vanguard Intl Equity Index F 1.5% Added +4%
VTI Vanguard Index FDS 1.2% Added +5%
META Meta Platforms Inc 1.1% Trimmed −5%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • HON $18.1M
  • GEQ $15M
  • ALAB $5.76M
  • IDEF $5.36M
arrow_upwardAdded
  • VUG +508%
  • IWF +295%
  • VO +294%
  • NOBL +109%
arrow_downwardTrimmed
remove_circleSold out
  • HONZZZZ $31.6M
  • LWAY $9.83M
  • WDGF $4.32M
  • GVA $2.47M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast