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Cresset Asset Management, LLC

Cresset Asset Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 1761013, reporting 1,667 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

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: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Cresset Asset Management, LLC's most recent 13F filing, ranked by reported market value.

  1. ARISTA NETWORKS INC (ANET)
  2. STATE STR SPDR S&P 500 ETF T (SPY)
  3. ISHARES TR (IVV)
  4. INVESCO EXCHANGE TRADED FD T (RSP)
  5. VANGUARD INDEX FDS (VOO)
  6. ISHARES TR (IEFA)
  7. APPLE INC (AAPL)
  8. ISHARES TR (IJR)
  9. ALPHABET INC (GOOGL)
  10. VANGUARD INTL EQUITY INDEX F (VEU)
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