Long-term investor
Crestmont Private Wealth LLC @crestmontprivatewealthll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001873372).
Record
- Tracked since 2025-12-31 (257 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.2% · long · since 2025-12-31
- VOO · 17.7% · long · since 2025-12-31
- PYLD · 9.9% · long · since 2025-12-31
- VEA · 6.9% · long · since 2025-12-31
- DFAT · 6.0% · long · since 2025-12-31
- BOND · 5.8% · long · since 2025-12-31
- VWO · 5.1% · long · since 2025-12-31
- JPST · 4.0% · long · since 2025-12-31
- MUNI · 3.1% · long · since 2025-12-31
- DFAR · 2.9% · long · since 2025-12-31
- IJH · 2.6% · long · since 2025-12-31
- TH · 0.8% · long · since 2025-12-31