Crescent Grove Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 21, 2026

Latest 13F moves (filed Oct 21, 2026): 8 new positions, 20 added, 18 reduced, 3 sold out. Largest change by value: reduced $IVV ($73.02M held).

New positions
8
Added / reduced
20 / 18
Sold out
3

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEMG Added +26.18K (+6.85%) 408.43K $33.15M —
$IEFA Added +18.61K (+8.67%) 233.27K $22.60M —
$ASCE Added +152.70K (+45.50%) 488.29K $16M —
$ITOT Added +5.64K (+7.04%) 85.72K $14.25M —
$CARY Added +42.41K (+7.55%) 604.21K $12.22M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IVV Reduced -3.72K (-3.75%) 95.34K $73.02M —
$IJR Reduced -4.83K (-2.87%) 163.28K $22.21M —
$ICE Reduced -25.14K (-19.74%) 102.23K $15.54M —
$NATL Reduced -22.27K (-6.57%) 316.65K $14.31M —
$FIS Reduced -27.69K (-11.16%) 220.43K $7.25M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AG New +119.85K 119.85K $2.12M —
$XOM New +12.29K 12.29K $2M —
$SPCX New +11.65K 11.65K $1.76M —
$EFAV New +10.27K 10.27K $935.99K —
$MUB New +7.49K 7.49K $757.08K —
$HL New +38.43K 38.43K $654.46K —
$SCCO New +2.67K 2.67K $541.05K Read
$CEG New +1.92K 1.92K $486.45K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEMG Added +26.18K (+6.85%) 408.43K $33.15M —
$IEFA Added +18.61K (+8.67%) 233.27K $22.60M —
$ASCE Added +152.70K (+45.50%) 488.29K $16M —
$ITOT Added +5.64K (+7.04%) 85.72K $14.25M —
$CARY Added +42.41K (+7.55%) 604.21K $12.22M —
$BIL Added +17.32K (+21.20%) 99K $9.07M —
$EMXC Added +4.91K (+6.18%) 84.33K $8.35M —
$IWM Added +2.32K (+10.43%) 24.55K $6.82M —
$GDX Added +28.62K (+112.60%) 54.04K $4.74M —
$EPD Added +69.82K (+127.41%) 124.62K $4.44M —
$ARLP Added +30.96K (+27.85%) 142.14K $3.45M —
$ET Added +21.49K (+15.70%) 158.37K $3.13M —
$EUSA Added +12.88K (+85.30%) 27.98K $3.12M —
$GOOGL Added +1.76K (+29.78%) 7.68K $2.64M Read
$VUG Added +11.11K (+69.15%) 27.18K $2.45M —
$ABBV Added +3.06K (+62.39%) 7.97K $2.08M —
$ABT Added +14.74K (+377.61%) 18.64K $1.84M —
$ROK Added +1.83K (+322.89%) 2.40K $1.05M —
$FCX Added +6.57K (+85.59%) 14.24K $997.08K —
$SST Added +301.19K (+398.69%) 376.74K $987.05K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IVV Reduced -3.72K (-3.75%) 95.34K $73.02M —
$IJR Reduced -4.83K (-2.87%) 163.28K $22.21M —
$ICE Reduced -25.14K (-19.74%) 102.23K $15.54M —
$NATL Reduced -22.27K (-6.57%) 316.65K $14.31M —
$FIS Reduced -27.69K (-11.16%) 220.43K $7.25M —
$MAN Reduced -596.99K (-87.16%) 87.97K $4.89M —
$AMZN Reduced -1.99K (-9.65%) 18.65K $4.65M —
$WPM Reduced -5.30K (-14.79%) 30.53K $4.08M —
$FISV Reduced -26.12K (-22.53%) 89.79K $4.06M —
$AEM Reduced -5.19K (-19.93%) 20.84K $3.82M —
$NEM Reduced -8.29K (-21.77%) 29.76K $3.43M —
$SIL Reduced -31.66K (-59.12%) 21.89K $1.88M —
$GOOG Reduced -1.91K (-27.35%) 5.07K $1.73M —
$ASB Reduced -83.02K (-62.88%) 49.01K $1.40M —
$RIO Reduced -13.39K (-54.87%) 11.01K $1.04M —
$JPM Reduced -1.29K (-34.25%) 2.47K $818.39K —
$LNTH Reduced -8K (-53.67%) 6.91K $687.49K —
$SLV Reduced -34.98K (-73.76%) 12.45K $678.49K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$URI Sold out -486 — — Read
$JEPQ Sold out -38.65K — — —
$B Sold out -74.19K — — —

All tracked 13F moves by Crescent Grove Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NATL Reduced -22.27K (-6.57%) 316.65K $14.31M —
$IJR Reduced -4.83K (-2.87%) 163.28K $22.21M —
$IVV Reduced -3.72K (-3.75%) 95.34K $73.02M —
$AMZN Reduced -1.99K (-9.65%) 18.65K $4.65M —
$SPCX New +11.65K 11.65K $1.76M —
$SCCO New +2.67K 2.67K $541.05K Read
$MUB New +7.49K 7.49K $757.08K —
$HL New +38.43K 38.43K $654.46K —
$AG New +119.85K 119.85K $2.12M —
$XOM New +12.29K 12.29K $2M —
$EFAV New +10.27K 10.27K $935.99K —
$CEG New +1.92K 1.92K $486.45K —
$WPM Reduced -5.30K (-14.79%) 30.53K $4.08M —
$URI Sold out -486 — — Read
$RIO Reduced -13.39K (-54.87%) 11.01K $1.04M —
$NEM Reduced -8.29K (-21.77%) 29.76K $3.43M —
$MAN Reduced -596.99K (-87.16%) 87.97K $4.89M —
$LNTH Reduced -8K (-53.67%) 6.91K $687.49K —
$JEPQ Sold out -38.65K — — —
$JPM Reduced -1.29K (-34.25%) 2.47K $818.39K —
$SLV Reduced -34.98K (-73.76%) 12.45K $678.49K —
$ICE Reduced -25.14K (-19.74%) 102.23K $15.54M —
$SIL Reduced -31.66K (-59.12%) 21.89K $1.88M —
$FISV Reduced -26.12K (-22.53%) 89.79K $4.06M —
$FIS Reduced -27.69K (-11.16%) 220.43K $7.25M —
$B Sold out -74.19K — — —
$ASB Reduced -83.02K (-62.88%) 49.01K $1.40M —
$GOOG Reduced -1.91K (-27.35%) 5.07K $1.73M —
$AEM Reduced -5.19K (-19.93%) 20.84K $3.82M —
$VUG Added +11.11K (+69.15%) 27.18K $2.45M —
$GDX Added +28.62K (+112.60%) 54.04K $4.74M —
$BIL Added +17.32K (+21.20%) 99K $9.07M —
$SST Added +301.19K (+398.69%) 376.74K $987.05K —
$ROK Added +1.83K (+322.89%) 2.40K $1.05M —
$IWM Added +2.32K (+10.43%) 24.55K $6.82M —
$EMXC Added +4.91K (+6.18%) 84.33K $8.35M —
$ITOT Added +5.64K (+7.04%) 85.72K $14.25M —
$IEMG Added +26.18K (+6.85%) 408.43K $33.15M —
$IEFA Added +18.61K (+8.67%) 233.27K $22.60M —
$FCX Added +6.57K (+85.59%) 14.24K $997.08K —
$EUSA Added +12.88K (+85.30%) 27.98K $3.12M —
$EPD Added +69.82K (+127.41%) 124.62K $4.44M —
$ET Added +21.49K (+15.70%) 158.37K $3.13M —
$CARY Added +42.41K (+7.55%) 604.21K $12.22M —
$ASCE Added +152.70K (+45.50%) 488.29K $16M —
$GOOGL Added +1.76K (+29.78%) 7.68K $2.64M Read
$ARLP Added +30.96K (+27.85%) 142.14K $3.45M —
$ABBV Added +3.06K (+62.39%) 7.97K $2.08M —
$ABT Added +14.74K (+377.61%) 18.64K $1.84M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Crescent Grove Advisors holds or traded

Frequently asked questions

What did Crescent Grove Advisors buy and sell in its latest 13F?

It opened or added to $IEMG, $IEFA, $ASCE, $ITOT and $CARY; it cut or exited $IVV, $IJR, $ICE, $NATL and $FIS.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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