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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Crestmont Private Wealth LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001986152-26-000019

Total Value
$307.7M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720094,121$64.5M20.95%
2VANGUARD INDEX FDS92290836398,561$61.8M20.09%
3PIMCO ETF TR72201R5851,139,651$30.4M9.88%
4PIMCO ETF TR72201R775183,532$17.1M5.55%
5VANGUARD TAX-MANAGED FDS921943858251,706$15.7M5.11%
6VANGUARD INTL EQUITY INDEX F922042858288,777$15.5M5.05%
7J P MORGAN EXCHANGE TRADED F46641Q837240,670$12.2M3.96%
8DIMENSIONAL ETF TRUST25434V609189,502$11.3M3.67%
9PIMCO ETF TR72201R866192,937$10.1M3.29%
10DIMENSIONAL ETF TRUST25434V823330,287$7.6M2.46%
11ISHARES TR464287507113,471$7.5M2.43%
12ISHARES TR46428780442,499$5.1M1.66%
13ISHARES TR46428762213,070$4.9M1.59%
14MOTOROLA SOLUTIONS INCMSI4,976$1.9M0.62%
15ALPHABET INCGOOG5,244$1.6M0.53%
16VANECK ETF TRUST92189F79112,648$1.4M0.47%
17VALERO ENERGY CORPVLO7,600$1.2M0.40%
18MUELLER INDS INC6247561029,481$1.1M0.35%
19VISA INCV3,033$1.1M0.35%
20APPLE INCAAPL3,869$1.1M0.34%
21NASDAQ INCNDAQ10,373$1.0M0.33%
22S&P GLOBAL INCSPGI1,838$960,5200.31%
23ILLINOIS TOOL WKS INC4523081093,806$937,4180.30%
24LAM RESEARCH CORPLRCX5,273$902,6320.29%
25MARKEL GROUP INCMKL417$896,4040.29%
26BERKSHIRE HATHAWAY INC DELBRK-A1,725$867,0710.28%
27MOODYS CORPMCO1,582$808,1650.26%
28QUEST DIAGNOSTICS INCDGX4,607$799,4530.26%
29NVIDIA CORPORATIONNVDA4,269$796,2320.26%
30MASTERCARD INCORPORATEDMA1,391$794,0940.26%
31INTERCONTINENTAL EXCHANGE IN45866F1044,894$792,6320.26%
32CHEVRON CORP NEWCVX5,160$786,4380.26%
33VERISIGN INCVRSN3,185$773,7960.25%
34QUALCOMM INCQCOM4,412$754,6730.25%
35IDEXX LABS INC45168D1041,045$706,9740.23%
36VANECK ETF TRUST92189F1068,192$702,6280.23%
37BROADCOM INCAVGO2,027$701,5450.23%
38HOME DEPOT INCHD1,966$676,5010.22%
39NEWMONT CORPNEMCL6,499$648,9150.21%
40AUTODESK INCADSK2,183$646,1900.21%
41NETFLIX INCNFLX6,696$627,8170.20%
42AUTOZONE INCAZO183$620,6450.20%
43MSCI INCMSCI1,040$596,6790.19%
44ISHARES TR4642872265,739$573,1970.19%
45CATERPILLAR INCCAT997$571,1510.19%
46SPDR GOLD TRGLD1,438$569,8940.19%
47SCHWAB STRATEGIC TR80852420120,598$554,2920.18%
48PARKER-HANNIFIN CORPPH626$550,2290.18%
49NVR INCNVR75$546,9580.18%
50ISHARES INC46434G8557,246$533,6250.17%
51CONOCOPHILLIPSCOP5,563$520,7720.17%
52VERISK ANALYTICS INCVRSK2,275$508,8950.17%
53ROPER TECHNOLOGIES INCROP1,129$502,5520.16%
54GILEAD SCIENCES INCGILD3,334$409,2150.13%
55STELLAR BANCORP INCSTEL12,729$393,8440.13%
56HASBRO INCHAS4,782$392,1240.13%
57SNAP ON INCSNA1,098$378,3710.12%
58RALPH LAUREN CORPRL1,068$377,6550.12%
59SEAGATE TECHNOLOGY HLDNGS PLSE1,359$374,2550.12%
60TARGET HOSPITALITY CORPTH46,260$370,5430.12%
61EMERSON ELEC COEMR2,743$364,0510.12%
62AMGEN INCAMGN1,081$353,8220.11%
63TESLA INCTSLA768$345,3850.11%
64LOCKHEED MARTIN CORPLMT703$340,2310.11%
65PACKAGING CORP AMER6951561091,625$335,1240.11%
66CORNING INCGLW3,768$329,9260.11%
67PRUDENTIAL FINL INCPUKPF2,832$319,6760.10%
68UNITED AIRLS HLDGS INCUNTCW2,645$295,7640.10%
69CUMMINS INCCMI554$282,7890.09%
70EXXON MOBIL CORPXOM2,337$281,1950.09%
71PROCTER AND GAMBLE CO7427181091,880$269,4230.09%
72CARDINAL HEALTH INCCAH1,287$264,4790.09%
73GE AEROSPACE369604301839$258,4370.08%
74CBRE GROUP INCCBRE1,536$246,9730.08%
75GARMIN LTDGRMN1,215$246,4630.08%
76EOG RES INCEOG2,336$245,2580.08%
77SPDR SERIES TRUST78468R5561,856$234,3670.08%
78JPMORGAN CHASE & CO.VYLD724$233,2870.08%
79INTERNATIONAL BUSINESS MACHSINTR782$231,6360.08%
80TERADYNE INCTER1,180$228,4010.07%
81NOVARTIS AGNVSEF1,652$227,7610.07%
82KLA CORPKLAC186$226,0050.07%
83GENERAL DYNAMICS CORPGD671$225,8990.07%
84EBAY INC.EBAY2,576$224,3700.07%
85PUBLIC STORAGE OPER COPSA-PS860$223,1700.07%
86L3HARRIS TECHNOLOGIES INCLHX753$221,0580.07%
87PHILLIPS 66PSX1,698$219,0940.07%
88ASSURANT INCAIZN896$215,8020.07%
89AMERICAN EXPRESS COAXP582$215,3110.07%
90QUANTA SVCS INC74762E102509$214,8290.07%
91MCKESSON CORPMCK256$209,9940.07%
92LIVE NATION ENTERTAINMENT INLYV1,437$204,7730.07%
93HCA HEALTHCARE INCHCA430$200,7500.07%
94FORD MTR CO34537086011,298$148,2230.05%
95VAALCO ENERGY INCEGY10,965$39,9130.01%