Cresset Asset Management, LLC - Portfolio overview

Cresset Asset Management, LLC has 1949 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. ANET - ARISTA NETWORKS INC, 10.86%
  2. SPY - STATE STR SPDR S&P 500 ETF T, 9.93%
  3. IVV - ISHARES TR, 6.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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