What does Crewe Advisors LLC hold?

Crewe Advisors LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include PACS. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1730033.

What is Crewe Advisors LLC's AUM?

Crewe Advisors LLC reported approximately $1.4B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $3.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Crewe Advisors LLC's holdings?

All Crewe Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1730033. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Crewe Advisors LLC's 13F data updated on 13F Pro?

Crewe Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Crewe Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1730033

Institutional-grade research for retail investors

Sector Allocation

Other64.9%$896.2M
Technology11.2%$154.5M
Healthcare10.9%$150.9M
Financials6.5%$89.1M
Consumer Discretionary2.1%$28.8M
Energy2.0%$27.5M
Industrials0.8%$11.7M
Consumer Staples0.6%$7.9M
Communication Services0.4%$5.5M
Utilities0.3%$4.1M

AUM History

13fpro.ai/research/fund/crewe-advisors-llc-1730033

Conviction and streaks

Concentrating · top 10 = 54.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.7% weight · held 4 quarters

$PACSConviction hold10.2% weight · held 8 quarters

$Conviction hold5.8% weight · held 10 quarters

$SPYConviction hold5.7% weight · held 10 quarters

$Conviction hold4.6% weight · held 10 quarters

$Accumulating+56% shares · 9 quarters running

$Accumulating+244% shares · 9 quarters running

$WECAccumulating+23% shares · 9 quarters running

$NWEAccumulating+41% shares · 9 quarters running

$BKHAccumulating+93% shares · 9 quarters running

$Trimming-15% shares · 7 quarters running

$MCOTrimming-42% shares · 7 quarters running

$Trimming-11% shares · 5 quarters running

$MCDTrimming-28% shares · 5 quarters running

$Trimming-27% shares · 4 quarters running

Largest positions — Q2 2026

ISHARES
$161.0M
PACS
$141.0M
ISHARES
$80.4M
SPY
$78.1M
ISHARES
$63.8M
VANGUARD
$50.8M
VANGUARD
$48.2M
DBX
$42.5M
PGIM
$42.0M
BRK.A
$41.2M
MDY
$35.3M
MSFT
$32.7M
AAPL
$29.6M
ISHARES
$27.6M
ISHARES
$26.8M
VANGUARD
$25.9M
AMD
$23.3M
ISHARES
$20.8M
VANGUARD
$19.7M
GOOG
$19.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/crewe-advisors-llc-1730033

Crewe Advisors LLC 13F holdings — Q2 2026

$1.4B portfolio (+17.8% QoQ) · 1,135 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$161.0M
11.7% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
2
PACS Group, Inc.
$PACS
$141.0M
10.2% of stocks
+20%This quarter+4.1%Since filed8 qtrsHeld
AIQuality70.0#228Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
3
ISHARES TR - CORE S&P MCP ETF
$80.4M
5.8% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR S&P 500 ETF TRUST
$SPY
$78.1M
5.7% of stocks
+4%This quarter+3.6%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
ISHARES TR - CORE MSCI EAFE
$63.8M
4.6% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$50.8M
3.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD WORLD FD - ESG US STK ETF
$48.2M
3.5% of stocks
+0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
8
DBX ETF TR - XTRACK MSCI EAFE
$42.5M
3.1% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
PGIM ETF TR - PGIM ULTRA SH BD
$42.0M
3.0% of stocks
+25%This quarter—Since filed—Held
AIQuality—Est. buy—
10
BERKSHIRE HATHAWAY INC
$BRK.A
$41.2M
3.0% of stocks
-2%This quarter—Since filed10+ qtrsHeld
AIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$161.0M	11.7%	-0.7%	—	—	—	—
2	PACS Group, Inc.$PACS	$141.0M	10.2%	+20%	+4.1%	8 qtrsAdded 3 qtrs in a row	70.0#228	Estimated buy price is Pro: unlock with a free trial
3	ISHARES TR - CORE S&P MCP ETF	$80.4M	5.8%	+3%	—	—	—	—
4	SPDR S&P 500 ETF TRUST$SPY	$78.1M	5.7%	+4%	+3.6%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	ISHARES TR - CORE MSCI EAFE	$63.8M	4.6%	+8%	—	—	—	—
6	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$50.8M	3.7%	+3%	—	—	—	—
7	VANGUARD WORLD FD - ESG US STK ETF	$48.2M	3.5%	+0.0%	—	—	—	—
8	DBX ETF TR - XTRACK MSCI EAFE	$42.5M	3.1%	+2%	—	—	—	—
9	PGIM ETF TR - PGIM ULTRA SH BD	$42.0M	3.0%	+25%	—	—	—	—
10	BERKSHIRE HATHAWAY INC$BRK.A	$41.2M	3.0%	-2%	—	10+ qtrs	73.5#124	Estimated buy price is Pro: unlock with a free trial

All holdings — Crewe Advisors LLC (Q2 2026)

Sort

1,135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$35.3M	2.5%	50K	-0.0%	10+ qtrs	—	13F
12	$MSFT	MICROSOFT CORP	Technology	$32.7M	2.4%	88K	+5%	4 qtrsAdded 2 qtrs in a row	79.8	13F
13	$AAPL	Apple Inc.	Technology	$29.6M	2.1%	102K	-3%	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
14	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$27.6M	2.0%	256K	+9%	—	—	13F
15	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$26.8M	1.9%	180K	+4%	—	—	13F
16	—	VANGUARD INDEX FDS - SMALL CP ETFetf/fund	—	$25.9M	1.9%	86K	—	—	—	13F
17	$AMD	ADVANCED MICRO DEVICES INC	Technology	$23.3M	1.7%	40K	+2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES TR - RUSSELL 2000 ETFetf/fund	—	$20.8M	1.5%	69K	-3%	—	—	13F
19	—	VANGUARD WORLD FD - INF TECH ETFetf/fund	—	$19.7M	1.4%	164K	+700%	—	—	13F
20	$GOOG	Alphabet Inc.	Technology	$19.1M	1.4%	54K	+2%	4 qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$CVX	CHEVRON CORP	Energy	$17.5M	1.3%	106K	+1%	4 qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$14.3M	1.0%	19K	+2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$13.4M	1.0%	27K	+5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund	—	$12.4M	0.9%	184K	+2%	—	—	13F
25	—	VANGUARD WORLD FD - ESG INTL STK ETFetf/fund	—	$10.9M	0.8%	133K	-0.0%	—	—	13F
26	—	ISHARES TR - MSCI EAFE ETF	—	$8.7M	0.6%	84K	-1%
27	—	ISHARES INC - CORE MSCI EMKT	—	$8.7M	0.6%	105K	+2%
28	$HTZ	HERTZ GLOBAL HOLDINGS, INC	Consumer Discretionary	$8.6M	0.6%	3.79M	New
29	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$8.2M	0.6%	12K	+1%
30	$NVDA	NVIDIA CORP	Technology	$8.0M	0.6%	40K	+13%
31	$GOOGL	Alphabet Inc.	Technology	$7.8M	0.6%	22K	+5%
32	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$7.7M	0.6%	94K	+0.6%
33	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$7.2M	0.5%	121K	+2%
34	$AMZN	AMAZON COM INC	Consumer Discretionary	$7.0M	0.5%	30K	+5%
35	$V	VISA INC.	Financials	$6.1M	0.4%	18K	+4%
36	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.9M	0.4%	14K	+3%
37	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$5.7M	0.4%	59K	+0.1%
38	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$5.3M	0.4%	105K	+51%
39	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$4.8M	0.3%	13K	-15%
40	$JPM	JPMORGAN CHASE & CO	Financials	$4.3M	0.3%	13K	+2%
41	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$4.1M	0.3%	80K	+29%
42	$EQT	EQT Corp	Energy	$4.0M	0.3%	75K	+0.1%
43	$META	Meta Platforms, Inc.	Technology	$3.8M	0.3%	6,659	+9%
44	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$3.4M	0.3%	108K	+4%
45	—	ISHARES TR - EAFE SML CP ETF	—	$3.3M	0.2%	40K	+4%
46	$ANET	Arista Networks, Inc.	Technology	$3.2M	0.2%	19K	+3%
47	$NFLX	NETFLIX INC	Communication Services	$3.2M	0.2%	44K	+2%
48	—	ISHARES TR - RUS 1000 GRW ETF	—	$3.1M	0.2%	25K	+271%
49	$EXE	EXPAND ENERGY Corp	Energy	$3.0M	0.2%	33K	—
50	$AVGO	Broadcom Inc.	Technology	$2.9M	0.2%	7,723	+16%
51	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$2.8M	0.2%	12K	+13%
52	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.7M	0.2%	14K	+5%
53	—	ISHARES TR - MSCI EMG MKT ETF	—	$2.6M	0.2%	38K	+6%
54	—	ISHARES TR - CORE DIV GRWTH	—	$2.5M	0.2%	33K	+7%
55	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$2.5M	0.2%	44K	+4%
56	$RGLD	ROYAL GOLD INC	Financials	$2.5M	0.2%	12K	—
57	—	ISHARES TR - SHRT NAT MUN ETF	—	$2.5M	0.2%	23K	—
58	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.3M	0.2%	32K	+0.7%
59	$INTC	INTEL CORP	Technology	$2.2M	0.2%	16K	-2%
60	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.1M	0.1%	2,889	+4%
61	—	ISHARES TR - PFD AND INCM SEC	—	$2.1M	0.1%	68K	+5%
62	$GLD	SPDR GOLD TRUST	Financials	$1.9M	0.1%	5,248	+0.1%
63	$AXP	AMERICAN EXPRESS CO	Financials	$1.9M	0.1%	5,708	+0.8%
64	$MA	Mastercard Inc	Financials	$1.9M	0.1%	3,755	+9%
65	$APH	AMPHENOL CORP /DE/	Technology	$1.8M	0.1%	10K	+21%
66	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.8M	0.1%	13K	+2%
67	$CAT	CATERPILLAR INC	Industrials	$1.8M	0.1%	1,707	+5%
68	$MCO	MOODYS CORP /DE/	Financials	$1.8M	0.1%	3,957	-15%
69	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.8M	0.1%	1,888	+2%
70	—	VANGUARD INDEX FDS - MID CAP ETF	—	$1.7M	0.1%	21K	+329%
71	—	ISHARES TR - LARG CAP DEC ETF	—	$1.6M	0.1%	57K	-24%
72	$MU	MICRON TECHNOLOGY INC	Technology	$1.5M	0.1%	1,306	+15%
73	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.4M	0.1%	4,811	+3%
74	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.4M	0.1%	46K	+0.0%
75	$MRK	Merck & Co., Inc.	Healthcare	$1.3M	0.1%	10K	+7%
76	—	ISHARES TR - FLTG RATE NT ETF	—	$1.3M	0.1%	26K	New
77	$GSAT	Globalstar, Inc.	Communication Services	$1.3M	0.1%	16K	—
78	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$1.3M	0.1%	8,505	+5%
79	—	ISHARES TR - LARG CAP MAR ETF	—	$1.3M	0.1%	48K	-23%
80	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.2M	0.1%	2,616	-0.2%
81	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.2M	0.1%	8,333	+3%
82	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.2M	0.1%	21K	+5%
83	$ORCL	ORACLE CORP	Technology	$1.2M	0.1%	7,936	-57%
84	$LLY	ELI LILLY & Co	Healthcare	$1.2M	0.1%	962	+9%
85	$GE	GENERAL ELECTRIC CO	Industrials	$1.1M	0.1%	3,040	+6%
86	$WMT	Walmart Inc.	Consumer Staples	$1.1M	0.1%	9,724	+10%
87	$RTX	RTX Corp	Industrials	$1.1M	0.1%	5,759	+6%
88	$IVZ	Invesco Ltd.	Financials	$1.1M	0.1%	5,086	+1%
89	—	ISHARES TR - LARG CAP SEP ETF	—	$1.1M	0.1%	38K	—
90	—	ISHARES TR - LARG CAP JUN ETF	—	$1.1M	0.1%	36K	—
91	$SHEL	Shell plc	Energy	$1.1M	0.1%	14K	-4%
92	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$1.0M	0.1%	4,117	-2%
93	$SHOP	SHOPIFY INC.	Technology	$979K	0.1%	8,571	-0.4%
94	$RWAY	Runway Growth Finance Corp.	Other	$965K	0.1%	172K	—
95	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$963K	0.1%	16K	+30%
96	—	ISHARES TR - JPMORGAN USD EMG	—	$902K	0.1%	9,348	+11%
97	$IBKR	Interactive Brokers Group, Inc.	Financials	$891K	0.1%	10K	—
98	$AN	AUTONATION, INC.	Consumer Discretionary	$885K	0.1%	4,761	—
99	—	ISHARES TR - S&P 500 VAL ETF	—	$880K	0.1%	3,876	+43%
100	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$842K	0.1%	29K	+0.1%
101	$PANW	Palo Alto Networks Inc	Technology	$834K	0.1%	2,446	+3%
102	$JNJ	JOHNSON & JOHNSON	Healthcare	$829K	0.1%	3,263	+14%
103	$PM	Philip Morris International Inc.	Consumer Staples	$808K	0.1%	4,466	+4%
104	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$776K	0.1%	8,467	New
105	$HD	HOME DEPOT, INC.	Consumer Discretionary	$771K	0.1%	2,187	+9%
106	—	ISHARES TR - RUS 1000 ETF	—	$751K	0.1%	1,833	—
107	$ABBV	AbbVie Inc.	Healthcare	$750K	0.1%	2,981	+11%
108	—	VANGUARD INDEX FDS - GROWTH ETF	—	$730K	0.1%	8,480	+582%
109	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$714K	0.1%	4,009	+2538%
110	$MLM	MARTIN MARIETTA MATERIALS INC	Materials	$713K	0.1%	1,236	+0.8%
111	$BX	Blackstone Inc.	Financials	$710K	0.1%	6,033	-13%
112	$TXN	TEXAS INSTRUMENTS INC	Technology	$706K	0.1%	2,368	+5%
113	$CSCO	CISCO SYSTEMS, INC.	Technology	$690K	0.1%	5,872	+57%
114	$BA	BOEING CO	Industrials	$687K	0.1%	3,175	-1%
115	$HG	Hamilton Insurance Group, Ltd.	Financials	$687K	0.1%	20K	—
116	$DUK	Duke Energy CORP	Utilities	$682K	0.1%	5,391	+0.6%
117	—	ISHARES INC - MSCI JAPAN ETF	—	$677K	0.1%	7,263	—
118	—	SPDR SERIES TRUST - ST STR P500ETF	—	$667K	0.1%	7,589	+90%
119	—	SCHWAB STRATEGIC TR - 1000 INDEX ETF	—	$664K	0.1%	18K	+3%
120	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$656K	0.1%	24K	+4%
121	$GEV	GE Vernova Inc.	Industrials	$656K	0.1%	558	+10%
122	$AMP	AMERIPRISE FINANCIAL INC	Financials	$649K	0.1%	1,415	+0.4%
123	—	ISHARES INC - MSCI EMRG CHN	—	$647K	0.1%	6,328	+7%
124	$SU	SUNCOR ENERGY INC	Energy	$639K	0.1%	12K	—
125	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$617K	0.0%	3,889	+3%
126	$GLW	CORNING INC /NY	Materials	$610K	0.0%	2,387	+98%
127	—	ISHARES TR - CORE US AGGBD ET	—	$591K	0.0%	5,973	—
128	—	ISHARES TR - MSCI USA QLT FCT	—	$585K	0.0%	2,664	+1%
129	—	ISHARES TR - CORE S&P TTL STK	—	$573K	0.0%	3,488	+0.2%
130	—	J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE	—	$564K	0.0%	7,249	—
131	$ALL	ALLSTATE CORP	Financials	$552K	0.0%	2,318	+14%
132	$MMM	3M CO	Healthcare	$540K	0.0%	3,336	+2%
133	$MS	MORGAN STANLEY	Financials	$536K	0.0%	2,565	+14%
134	—	CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT	—	$532K	0.0%	12K	+0.6%
135	$WEC	WEC ENERGY GROUP, INC.	Utilities	$525K	0.0%	4,494	+3%
136	—	ISHARES TR - S&P MC 400GR ETF	—	$524K	0.0%	4,458	—
137	—	ISHARES TR - RUSSELL 3000 ETF	—	$517K	0.0%	1,213	—
138	—	ISHARES TR - 0-3 MTH TREASURY	—	$511K	0.0%	5,072	-8%
139	—	SPDR SERIES TRUST - ST STR SP DIV	—	$509K	0.0%	3,347	—
140	$APP	AppLovin Corp	Technology	$509K	0.0%	988	+9%
141	$CRWD	CrowdStrike Holdings, Inc.	Technology	$507K	0.0%	665	-6%
142	—	ISHARES TR - 3 7 YR TREAS BD	—	$507K	0.0%	4,319	+0.9%
143	$MCD	MCDONALDS CORP	Consumer Discretionary	$505K	0.0%	1,867	-2%
144	$AMGN	AMGEN INC	Healthcare	$498K	0.0%	1,376	+3%
145	$SHW	SHERWIN WILLIAMS CO	Materials	$495K	0.0%	1,437	+17%
146	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$491K	0.0%	941	—
147	$C	CITIGROUP INC	Financials	$491K	0.0%	3,510	+17%
148	$CMI	CUMMINS INC	Industrials	$482K	0.0%	676	+0.1%
149	$GS	GOLDMAN SACHS GROUP INC	Financials	$470K	0.0%	464	+1%
150	—	DIREXION SHARES ETF TRUST - DAI SEM BUL ETF	—	$467K	0.0%	1,750	-26%

What changed in Q2 2026

Against the previous quarter's 13F: 166 new, 498 added to, 129 trimmed, 69 sold out. Share-count changes; largest moves by dollar size first.

New positions (166)

$HTZHERTZ GLOBAL HOLDINGS, INC$8.6M
first bought this quarter
ISHARES TR - FLTG RATE NT ETF$1.3M
first bought this quarter
SPDR SERIES TRUST - ST STR BLO 1 ETF$776K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$335K
first bought this quarter
FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF$241K
first bought this quarter
HARBOR ETF TRUST - COMM ALL WEA ETF$231K
first bought this quarter

+160 more in the Excel export

Added to (498)

$PACSPACS Group, Inc.+20%
now $141.0M · held 8 qtrs, 3 adds in a row
VANGUARD WORLD FD - INF TECH ETF+700%
now $19.7M
PGIM ETF TR - PGIM ULTRA SH BD+25%
now $42.0M
ISHARES TR - CORE MSCI EAFE+8%
now $63.8M
$SPYSPDR S&P 500 ETF TRUST+4%
now $78.1M · held 10+ qtrs
ISHARES TR - CORE S&P MCP ETF+3%
now $80.4M

+492 more in the Excel export

Trimmed (129)

$ORCLORACLE CORP-57%
now $1.2M · held 4 qtrs
ISHARES TR - CORE S&P500 ETF-0.7%
now $161.0M
VANGUARD INDEX FDS - TOTAL STK MKT-15%
now $4.8M
$AAPLApple Inc.-3%
now $29.6M · held 5 qtrs
$BRK.ABERKSHIRE HATHAWAY INC-2%
now $41.2M · held 10+ qtrs
ISHARES TR - RUSSELL 2000 ETF-3%
now $20.8M

+123 more in the Excel export

Sold out (69)

ISHARES U S ETF TRwas $15.5M
$XOM.R34088EXXON MOBIL CORPwas $4.2M
held 9+ qtrs
$IDAIDACORP INCwas $1.5M
held 5 qtrs
FLEXSHARES TRwas $276K
$WATTEnergous Corpwas $141K
$MPLXMPLX LPwas $126K

+63 more in the Excel export

Firm AUM (Form ADV): $3.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Crewe Advisors LLC has filed, 34 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Crewe Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+6.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 8% over the last 4

Top 10 weight

54%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Crewe Advisors LLC disclosed 1,135 positions worth $1.4B in its Form 13F-HR for Q2 2026, followed by $PACS. During the quarter the fund opened 166 new positions and exited 69 — including a new stake in $HTZ. The portfolio is most concentrated in Other (64.9% of disclosed assets). All figures are sourced directly from Crewe Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1730033.

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AI-Powered Hedge Fund Analysis: Crewe Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Crewe Advisors LLC (SEC CIK: 1730033), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Crewe Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.