Crestmont Private Wealth LLC
Crestmont Private Wealth LLC is an independent, fee-based investment adviser headquartered in Boerne, Texas. Incorporated in Texas, the firm provides financial planning and portfolio management services, primarily for high net worth individuals and families. With 4-5 employees, Crestmont Private Wealth manages portfolios with a focus on discretionary asset management and objective fiduciary guidance. The firm was established in 2021 and serves clients primarily in the United States.
Investment Strategy
Crestmont Private Wealth LLC provides financial planning and portfolio management with an emphasis on discretionary portfolio management for high net worth individuals. The firm constructs diversified portfolios, including significant positions in ETF and mutual funds, customized to client goals and risk tolerance. Their investment approach involves regular rebalancing and actively monitoring positions for risk and opportunity, with an emphasis on long-term capital appreciation and preservation.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 22.28% | $61.6M | 99,253 | $469.70 | $620.90 | +$4.8M |
V VOO | VANGUARD INDEX FDS | 19.42% | $53.7M | 94,561 | $430.31 | $568.03 | +$6.2M |
P PYLD | PIMCO ETF TR | 10.45% | $28.9M | 1,089,199 | $26.04 | $26.54 | +$457.0K |
B BOND | PIMCO ETF TR | 6.00% | $16.6M | 180,153 | $92.18 | $92.18 | +$16.6M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.16% | $14.3M | 288,458 | $37.43 | $49.46 | +$1.2M |