Crestwood Advisors Group, LLC has submitted its latest 13F-HR filing to the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and asset allocation.

Crestwood Advisors Group, LLC is a Boston-based investment advisory firm that focuses on managing assets for a diverse client base. The firm operates in the financial services sector, specifically within asset management. Recent filings include a 13F-HR on October 27, 2026, and several other filings throughout 2026, indicating ongoing activity in managing client investments.

The latest filing reveals that Crestwood Advisors holds a total of 1,028 positions, with a total value of approximately $6.76 billion. This diverse portfolio includes significant investments in various sectors, showcasing the firm’s strategy to balance risk and opportunity across different asset classes.

Among the notable holdings, Crestwood Advisors has invested heavily in prominent companies such as Amazon, with shares valued at over $192 million, and other major firms like Starbucks and Johnson & Johnson. The filing indicates that the firm exercises sole investment discretion over most of its holdings, reflecting a strategic approach to asset management.

This filing may impact various stakeholders, including clients, competitors, and market analysts who monitor investment trends. Clients may gain confidence in Crestwood’s investment strategies, while competitors will likely analyze these holdings to gauge market positioning.

Looking ahead, it remains to be seen how Crestwood Advisors will adapt its investment strategy in response to market conditions. The filing does not specify any upcoming actions or changes, leaving stakeholders to anticipate future developments.