Cresset Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-06-30

Reported value
$27.64B
Q ending 2026-06-30
Prior quarter
$23.11B
Q ending 2026-03-31
Change
+19.6% QoQ · +37.4% YoY
Positions
1,747
reported holdings

Largest positions

Top 100 of 1,747 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Arista Networks IncANETShares$3.29B19.4M
State Str Spdr S&P 500 Etf TSPYShares$2.79B3.7M
Ishares TrIVVShares$1.77B2.4M
Invesco Exchange Traded Fd TRSPShares$934.7M4.4M
Vanguard Index FdsVOOShares$887.8M1.3M
Ishares TrIEFAShares$558.8M5.8M
Apple IncAAPLShares$550.7M1.9M
Ishares TrIJRShares$497.4M3.4M
Alphabet IncGOOGLShares$428.2M1.2M
Vanguard Intl Equity Index FVEUShares$399.9M4.8M
Vanguard Index FdsVTIShares$335.7M907K
Meta Platforms IncMETAShares$293.4M521K
Ishares TrOEFShares$291.3M796K
Reddit IncRDDTShares$264.7M1.5M
Alphabet IncGOOGShares$264.0M747K
Microsoft CorpMSFTShares$239.0M641K
Ishares TrIWFShares$224.7M1.8M
Nvidia CorporationNVDAShares$217.1M1.1M
C H Robinson Worldwide InCHRWShares$202.4M1.1M
Schwab Strategic TrSCHFShares$199.9M7.2M
Proshares TrNOBLShares$194.7M3.5M
Vanguard Specialized FundsVIGShares$184.6M780K
Ishares IncIEMGShares$183.7M2.2M
Vanguard Index FdsVVShares$181.0M526K
Amazon Com IncAMZNShares$174.7M733K
Ishares TrIJHShares$169.0M2.2M
Vanguard Tax-Managed FdsVEAShares$160.8M2.3M
Vanguard Scottsdale FdsVONGShares$160.5M1.3M
Palantir Technologies IncPLTRShares$143.3M1.2M
Invesco Qqq TrQQQShares$143.2M194K
Spdr Gold TrGLDShares$137.3M373K
Ishares Gold TrIAUShares$133.7M1.8M
First Tr Exchange-Traded FdEMLPShares$130.9M3.0M
Ishares TrIWMShares$129.8M432K
Blue Owl Technology Fin CorpOTFShares$128.6M12.0M
Vanguard Intl Equity Index FVTShares$128.0M816K
2023 Etf Series TrustEAGLShares$121.9M3.8M
Jpmorgan Chase & CoJPMShares$118.6M362K
Schwab Strategic TrSCHYShares$117.6M3.7M
Vanguard Index FdsVOShares$104.6M1.3M
Vanguard Index FdsVUGShares$103.6M1.2M
Vanguard Intl Equity Index FVWOShares$103.3M1.7M
Berkshire Hathaway Inc DelBRK/BShares$101.8M204K
Caterpillar IncCATShares$97.4M91K
Schwab Strategic TrSCHDShares$94.8M3.0M
Ishares TrIQLTShares$94.3M1.9M
Ishares TrITOTShares$93.8M571K
Broadcom IncAVGOShares$89.1M236K
American Centy Etf TrAVEMShares$86.2M893K
Blue Owl Capital CorporationOBDCShares$86.1M7.7M
Johnson & JohnsonJNJShares$85.5M337K
American Centy Etf TrAVUSShares$85.4M666K
Ishares TrSGOVShares$85.2M846K
American Centy Etf TrAVUVShares$85.2M683K
American Centy Etf TrAVTMShares$85.1M1.6M
Tesla IncTSLAShares$84.5M201K
Schwab Strategic TrSCHXShares$82.7M2.8M
Ishares TrIWDShares$79.5M328K
Vanguard Index FdsVBRShares$78.8M324K
Oracle CorpORCLShares$77.8M531K
Invesco Exch Traded Fd Tr IiQQQMShares$76.4M252K
Ishares TrEFAShares$75.7M729K
Vanguard Index FdsVTVShares$74.8M343K
Ishares TrQUALShares$74.8M341K
Eli Lilly & CoLLYShares$70.8M59K
Visa IncVShares$70.7M206K
Applied Matls IncAMATShares$70.0M97K
Texas Instrs IncTXNShares$70.0M235K
Walmart IncWMTShares$67.5M596K
Bank Of Amer CorpBACShares$67.0M1.2M
American Centy Etf TrAVDEShares$64.6M724K
Ishares TrACWIShares$64.3M410K
American Centy Etf TrAVUQShares$62.4M946K
Equinix IncEQIXShares$61.6M59K
Micron Technology IncMUShares$61.2M53K
Ishares TrAGGShares$60.3M609K
Ishares TrSMMDShares$59.6M651K
Ishares TrGOVTShares$57.7M2.5M
Franklin Templeton Etf TrFLJPShares$57.2M1.4M
Analog Devices IncADIShares$57.1M144K
Blue Owl Capital IncOWLShares$56.1M6.4M
Cisco Sys IncCSCOShares$56.0M476K
Mastercard IncorporatedMAShares$55.6M108K
Chevron CorporationCVXShares$54.0M326K
Ishares TrIWVShares$52.9M124K
Bio-Techne CorpTECHShares$52.0M737K
World Gold TrGLDMShares$51.9M653K
Ishares TrIWOShares$51.8M131K
Amphenol CorpAPHShares$51.5M292K
Corning IncGLWShares$49.6M194K
Unitedhealth Group IncUNHShares$49.5M119K
Abbvie IncABBVShares$48.0M191K
International Business MachsIBMShares$47.8M170K
Ishares Bitcoin Trust EtfIBITShares$47.7M1.4M
Centene Corp DelCNCShares$46.1M718K
Exxon Mobil CorpXOMShares$45.6M334K
Dell Technologies IncDELLShares$44.2M102K
Alphabet IncGOOGPut$43.4M123K
Advanced Micro Devices IncAMDShares$41.7M72K
Schwab Charles CorpSCHWShares$41.1M446K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.