Crescent Grove Advisors, LLC

Crescent Grove Advisors, LLC is an Investment Adviser institutional filer with the SEC under CIK 1713520, reporting 322 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: DE
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-21

Top 10 portfolio positions

The largest reported holdings in Crescent Grove Advisors, LLC's most recent 13F filing, ranked by reported market value.

1. Zurn Elkay Water Solutions (ZWS)
2. iShares S&P 500 ETF (IVV)
3. Vanguard 500 Index Fund ETF (VOO)
4. SPDR S&P 500 ETF (SPY)
5. iShares Core MSCI Emerging Markets ETF (IEMG)
6. Vanguard Total Stock Market ETF (VTI)
7. Invesco Powershares QQQ ETF (QQQ)
8. Apple (AAPL)
9. iShares Core MSCI EAFE ETF (IEFA)
10. 2024 PSU (Target) (CDW)