Skip to content
RockGroup
SEC Form 13F · Institutional holdings

Cresset Asset Management — 13F portfolio holdings

Cresset Asset Management reported 1,747 equity positions with a combined reported value of $27.64B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 43.8%of the filing’s reported value.

Most recent period on file: 30 Jun 2026 (Q2 2026) · 8 quarters on file · 13F is due 45 days after quarter end

Reported value
$27.64B
13F positions, Q2 2026
Positions
1,747
Distinct holdings in the filing
Top 10 share
43.8%
Moderately concentrated
Quarters on file
8
Through Q2 2026

Ten largest reported positions

Top 10 of 1,747 positions by reported value · Q2 2026
Ten largest reported positions held by Cresset Asset Management as of 30 Jun 2026
#SecurityCUSIPClassReported valueSharesWeight
1ARISTA NETWORKS INC040413205COM SHS$3.29B19.37M11.90%
2STATE STR SPDR S&P 500 ETF T78462F103TR UNIT$2.79B3.73M10.10%
3ISHARES TR464287200CORE S&P500 ETF$1.77B2.37M6.41%
4INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT$934.7M4.39M3.38%
5VANGUARD INDEX FDS922908363S&P 500 ETF SHS$887.8M1.29M3.21%
6ISHARES TR46432F842CORE MSCI EAFE$558.8M5.79M2.02%
7APPLE INC037833100COM$550.7M1.90M1.99%
8ISHARES TR464287804CORE S&P SCP ETF$497.4M3.35M1.80%
9ALPHABET INC02079K305CAP STK CL A$428.2M1.20M1.55%
10VANGUARD INTL EQUITY INDEX F922042775ALLWRLD EX US$399.9M4.77M1.45%

The full 1,747-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.

Open Fund Tracker

Filing periods on file

8 quarters

Rock Group holds Cresset Asset Management’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.

Other institutions

Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.

Source. Derived from SEC Form 13F-HR filings retrieved from EDGAR. Rock Group is not affiliated with, endorsed by, or acting on behalf of any institution or fund named on this page.

Timing. A 13F reports holdings as of the quarter end and is due 45 days later, so a position shown here can be several months old. It is a point-in-time snapshot and does not show trades made after the quarter closed. Filers may also amend earlier filings, which restates history — a figure that changes between visits is an amendment, not an error.

Not advice. This page is published for research and informational purposes only. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation of any institution, fund or strategy. Figures are provided without warranty of accuracy or completeness — verify against the original filing before relying on any of them.