Crewe Advisors LLC
13F Reported Value
ⓘ$1.4B
Holdings
1,135
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$PACS
$SPY
$WEC
$NWE
$BKHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$161.0M214,948 sh- 71.2#197
Quality
$141.0M3,307,188 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$80.4M1,043,164 sh- —
Quality
$78.1M104,579 sh ISHARES TR - CORE MSCI EAFE
—Quality
$63.8M660,188 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$50.8M691,686 shVANGUARD WORLD FD - ESG US STK ETF
—Quality
$48.2M364,656 shDBX ETF TR - XTRACK MSCI EAFE
—Quality
$42.5M778,666 shPGIM ETF TR - PGIM ULTRA SH BD
—Quality
$42.0M847,303 sh- 73.8
Quality
$41.2M55 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $161.0M | 214,948 |
| PACS Group, Inc.$PACS | 71.2#197 | $141.0M | 3,307,188 |
| ISHARES TR - CORE S&P MCP ETF | — | $80.4M | 1,043,164 |
| SPDR S&P 500 ETF TRUST$SPY | — | $78.1M | 104,579 |
| ISHARES TR - CORE MSCI EAFE | — | $63.8M | 660,188 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $50.8M | 691,686 |
| VANGUARD WORLD FD - ESG US STK ETF | — | $48.2M | 364,656 |
| DBX ETF TR - XTRACK MSCI EAFE | — | $42.5M | 778,666 |
| PGIM ETF TR - PGIM ULTRA SH BD | — | $42.0M | 847,303 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $41.2M | 55 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Crewe Advisors LLC's 1,135 positions.
Showing top 10 of 1,135 holdings.
Sector Allocation
Other
$896.2M
Technology
$155.7M
Healthcare
$150.1M
Financials
$89.1M
Energy
$27.5M
Consumer Discretionary
$26.3M
Industrials
$17.3M
Communication Services
$5.5M
Top Holdings — Crewe Advisors LLC (Q2 2026)
Top 150 of 1,135 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $161.0M | 11.7% | -1% | — |
| 2 | $PACS | PACS Group, Inc. | $141.0M | 10.2% | +20% | 71.2 |
| 3 | — | ISHARES TR - CORE S&P MCP ETF | $80.4M | 5.8% | +3% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $78.1M | 5.7% | +4% | — |
| 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% | — |
| 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 | $BRK.A | BERKSHIRE HATHAWAY INC | $41.2M | 3.0% | -2% | 73.8 |
| 11 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $35.3M | 2.5% | -0% | — |
| 12 |  $MSFT | MICROSOFT CORP | $32.7M | 2.4% | +5% | 79.8 |
| 13 |  $AAPL | Apple Inc. | $29.6M | 2.1% | -3% | 76.4 |
| 14 | — | ISHARES TR - NATIONAL MUN ETF | $27.6M | 2.0% | +9% | — |
| 15 | — | ISHARES TR - CORE S&P SCP ETF | $26.8M | 1.9% | +4% | — |
| 16 | — | VANGUARD INDEX FDS - SMALL CP ETF | $25.9M | 1.9% | +0% | — |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $23.3M | 1.7% | +2% | 79.8 |
| 18 | — | ISHARES TR - RUSSELL 2000 ETF | $20.8M | 1.5% | -3% | — |
| 19 | — | VANGUARD WORLD FD - INF TECH ETF | $19.7M | 1.4% | +700% | — |
| 20 |  $GOOGL | Alphabet Inc. | $19.1M | 1.4% | +2% | 78.2 |
| 21 |  $CVX | CHEVRON CORP | $17.5M | 1.3% | +1% | 62.8 |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14.3M | 1.0% | +2% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $13.4M | 1.0% | +5% | 73.8 |
| 24 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $12.4M | 0.9% | +2% | — |
| 25 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $10.9M | 0.8% | -0% | — |
| 26 | — | ISHARES TR - MSCI EAFE ETF | $8.7M | 0.6% | -1% | — |
| 27 | — | ISHARES INC - CORE MSCI EMKT | $8.7M | 0.6% | +2% | — |
| 28 |  $HTZ | HERTZ GLOBAL HOLDINGS, INC | $8.6M | 0.6% | NEW | 48.6 |
| 29 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.2M | 0.6% | +1% | — |
| 30 |  $NVDA | NVIDIA CORP | $8.0M | 0.6% | +13% | 85.9 |
| 31 |  $GOOG | Alphabet Inc. | $7.8M | 0.6% | +5% | 78.2 |
| 32 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $7.7M | 0.6% | +1% | — |
| 33 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $7.2M | 0.5% | +2% | — |
| 34 |  $AMZN | AMAZON COM INC | $7.0M | 0.5% | +5% | 68.7 |
| 35 |  $V | VISA INC. | $6.1M | 0.4% | +4% | 82.9 |
| 36 |  $TSLA | Tesla, Inc. | $5.9M | 0.4% | +3% | 53.9 |
| 37 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $5.7M | 0.4% | +0% | — |
| 38 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $5.3M | 0.4% | +51% | — |
| 39 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.8M | 0.3% | -15% | — |
| 40 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 0.3% | +2% | 70.7 |
| 41 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $4.1M | 0.3% | +29% | — |
| 42 |  $EQT | EQT Corp | $4.0M | 0.3% | +0% | 83.7 |
| 43 |  $META | Meta Platforms, Inc. | $3.8M | 0.3% | +9% | 79.6 |
| 44 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.4M | 0.3% | +4% | — |
| 45 | — | ISHARES TR - EAFE SML CP ETF | $3.3M | 0.2% | +4% | — |
| 46 |  $ANET | Arista Networks, Inc. | $3.2M | 0.2% | +3% | 81.9 |
| 47 |  $NFLX | NETFLIX INC | $3.2M | 0.2% | +2% | 78.8 |
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | $3.1M | 0.2% | +271% | — |
| 49 |  $EXE | EXPAND ENERGY Corp | $3.0M | 0.2% | +0% | 80.8 |
| 50 |  $AVGO | Broadcom Inc. | $2.9M | 0.2% | +16% | 84.5 |
| 51 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.8M | 0.2% | +13% | — |
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.7M | 0.2% | +5% | — |
| 53 | — | ISHARES TR - MSCI EMG MKT ETF | $2.6M | 0.2% | +6% | — |
| 54 | — | ISHARES TR - CORE DIV GRWTH | $2.5M | 0.2% | +7% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $2.5M | 0.2% | +4% | — |
| 56 |  $RGLD | ROYAL GOLD INC | $2.5M | 0.2% | +0% | 79.7 |
| 57 | — | ISHARES TR - SHRT NAT MUN ETF | $2.5M | 0.2% | +0% | — |
| 58 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.3M | 0.2% | +1% | — |
| 59 |  $INTC | INTEL CORP | $2.2M | 0.2% | -2% | 45.6 |
| 60 |  $AMAT | APPLIED MATERIALS INC /DE | $2.1M | 0.1% | +4% | 72.3 |
| 61 | — | ISHARES TR - PFD AND INCM SEC | $2.1M | 0.1% | +5% | — |
| 62 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.1% | +0% | — |
| 63 |  $AXP | AMERICAN EXPRESS CO | $1.9M | 0.1% | +1% | 69.4 |
| 64 |  $MA | Mastercard Inc | $1.9M | 0.1% | +9% | 85.1 |
| 65 |  $APH | AMPHENOL CORP /DE/ | $1.8M | 0.1% | +21% | 79.3 |
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | $1.8M | 0.1% | +2% | — |
| 67 |  $CAT | CATERPILLAR INC | $1.8M | 0.1% | +5% | 66.5 |
| 68 |  $MCO | MOODYS CORP /DE/ | $1.8M | 0.1% | -15% | 79.1 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.1% | +2% | 66.2 |
| 70 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.7M | 0.1% | +329% | — |
| 71 | — | ISHARES TR - LARG CAP DEC ETF | $1.6M | 0.1% | -24% | — |
| 72 |  $MU | MICRON TECHNOLOGY INC | $1.5M | 0.1% | +15% | 86.2 |
| 73 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.1% | +3% | 70 |
| 74 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.4M | 0.1% | +0% | — |
| 75 |  $MRK | Merck & Co., Inc. | $1.3M | 0.1% | +7% | 59.9 |
| 76 | — | ISHARES TR - FLTG RATE NT ETF | $1.3M | 0.1% | NEW | — |
| 77 |  $GSAT | Globalstar, Inc. | $1.3M | 0.1% | +0% | 52.5 |
| 78 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.1% | +5% | 68.7 |
| 79 | — | ISHARES TR - LARG CAP MAR ETF | $1.3M | 0.1% | -23% | — |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.1% | -0% | — |
| 81 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.1% | +3% | 64.6 |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.1% | +5% | 67.6 |
| 83 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | -57% | 66.2 |
| 84 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | +9% | 87.5 |
| 85 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | +6% | 73.8 |
| 86 |  $WMT | Walmart Inc. | $1.1M | 0.1% | +10% | 60.2 |
| 87 |  $RTX | RTX Corp | $1.1M | 0.1% | +6% | 73.2 |
| 88 |  $IVZ | Invesco Ltd. | $1.1M | 0.1% | +1% | — |
| 89 | — | ISHARES TR - LARG CAP SEP ETF | $1.1M | 0.1% | +0% | — |
| 90 | — | ISHARES TR - LARG CAP JUN ETF | $1.1M | 0.1% | +0% | — |
| 91 |  $SHEL | Shell plc | $1.1M | 0.1% | -4% | — |
| 92 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.0M | 0.1% | -2% | — |
| 93 |  $SHOP | SHOPIFY INC. | $978,637 | 0.1% | -0% | 64.9 |
| 94 |  $RWAY | Runway Growth Finance Corp. | $964,932 | 0.1% | +0% | — |
| 95 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $962,587 | 0.1% | +30% | — |
| 96 | — | ISHARES TR - JPMORGAN USD EMG | $901,519 | 0.1% | +11% | — |
| 97 |  $IBKR | Interactive Brokers Group, Inc. | $890,594 | 0.1% | +0% | 77 |
| 98 |  $AN | AUTONATION, INC. | $884,547 | 0.1% | +0% | 47.8 |
| 99 | — | ISHARES TR - S&P 500 VAL ETF | $880,085 | 0.1% | +43% | — |
| 100 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $842,041 | 0.1% | +0% | — |
| 101 |  $PANW | Palo Alto Networks Inc | $834,066 | 0.1% | +3% | 65.5 |
| 102 |  $JNJ | JOHNSON & JOHNSON | $828,705 | 0.1% | +14% | 69 |
| 103 |  $PM | Philip Morris International Inc. | $808,130 | 0.1% | +4% | 75.9 |
| 104 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $775,916 | 0.1% | NEW | — |
| 105 |  $HD | HOME DEPOT, INC. | $771,148 | 0.1% | +9% | 60.3 |
| 106 | — | ISHARES TR - RUS 1000 ETF | $750,614 | 0.1% | +0% | — |
| 107 |  $ABBV | AbbVie Inc. | $750,139 | 0.1% | +11% | 72.6 |
| 108 | — | VANGUARD INDEX FDS - GROWTH ETF | $730,472 | 0.1% | +582% | — |
| 109 |  $BKNG | Booking Holdings Inc. | $714,479 | 0.1% | +2538% | 58.5 |
| 110 |  $MLM | MARTIN MARIETTA MATERIALS INC | $712,802 | 0.1% | +1% | 62.9 |
| 111 |  $BX | Blackstone Inc. | $709,884 | 0.1% | -13% | 74.4 |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $705,830 | 0.1% | +5% | 73.4 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $689,726 | 0.1% | +57% | 70.3 |
| 114 |  $BA | BOEING CO | $687,293 | 0.1% | -1% | 61.6 |
| 115 |  $HG | Hamilton Insurance Group, Ltd. | $686,912 | 0.1% | +0% | — |
| 116 |  $DUK | Duke Energy CORP | $682,429 | 0.1% | +1% | 56.4 |
| 117 | — | ISHARES INC - MSCI JAPAN ETF | $677,421 | 0.1% | +0% | — |
| 118 | — | SPDR SERIES TRUST - ST STR P500ETF | $666,922 | 0.1% | +90% | — |
| 119 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $663,623 | 0.1% | +3% | — |
| 120 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $655,968 | 0.1% | +4% | — |
| 121 |  $GEV | GE Vernova Inc. | $655,587 | 0.1% | +10% | 81.1 |
| 122 |  $AMP | AMERIPRISE FINANCIAL INC | $649,146 | 0.1% | +0% | 68.7 |
| 123 | — | ISHARES INC - MSCI EMRG CHN | $647,355 | 0.1% | +7% | — |
| 124 |  $SU | SUNCOR ENERGY INC | $639,061 | 0.1% | +0% | — |
| 125 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $616,960 | 0.0% | +3% | — |
| 126 |  $GLW | CORNING INC /NY | $609,712 | 0.0% | +98% | 73.7 |
| 127 | — | ISHARES TR - CORE US AGGBD ET | $591,208 | 0.0% | +0% | — |
| 128 | — | ISHARES TR - MSCI USA QLT FCT | $584,562 | 0.0% | +1% | — |
| 129 | — | ISHARES TR - CORE S&P TTL STK | $573,017 | 0.0% | +0% | — |
| 130 | — | J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE | $563,755 | 0.0% | +0% | — |
| 131 |  $ALL | ALLSTATE CORP | $551,564 | 0.0% | +14% | 78.5 |
| 132 |  $MMM | 3M CO | $540,132 | 0.0% | +2% | 64.9 |
| 133 |  $MS | MORGAN STANLEY | $536,188 | 0.0% | +14% | 75.8 |
| 134 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $532,471 | 0.0% | +1% | — |
| 135 | $WEC | WEC ENERGY GROUP, INC. | $524,816 | 0.0% | +3% | 60.1 |
| 136 | — | ISHARES TR - S&P MC 400GR ETF | $523,815 | 0.0% | +0% | — |
| 137 | — | ISHARES TR - RUSSELL 3000 ETF | $517,224 | 0.0% | +0% | — |
| 138 | — | ISHARES TR - 0-3 MTH TREASURY | $510,599 | 0.0% | -8% | — |
| 139 | — | SPDR SERIES TRUST - ST STR SP DIV | $509,347 | 0.0% | +0% | — |
| 140 |  $APP | AppLovin Corp | $509,048 | 0.0% | +9% | 84.4 |
| 141 |  $CRWD | CrowdStrike Holdings, Inc. | $507,489 | 0.0% | -6% | 67.7 |
| 142 | — | ISHARES TR - 3 7 YR TREAS BD | $507,270 | 0.0% | +1% | — |
| 143 |  $MCD | MCDONALDS CORP | $504,669 | 0.0% | -2% | 69 |
| 144 |  $AMGN | AMGEN INC | $498,278 | 0.0% | +3% | 79.2 |
| 145 |  $SHW | SHERWIN WILLIAMS CO | $494,788 | 0.0% | +17% | 61.3 |
| 146 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $491,420 | 0.0% | +0% | — |
| 147 |  $C | CITIGROUP INC | $491,260 | 0.0% | +17% | 65 |
| 148 |  $CMI | CUMMINS INC | $482,130 | 0.0% | +0% | 58.1 |
| 149 |  $GS | GOLDMAN SACHS GROUP INC | $469,570 | 0.0% | +1% | 73.5 |
| 150 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $466,743 | 0.0% | -26% | — |
New Positions (166)
$HTZ HERTZ GLOBAL HOLDINGS, INC$8.6M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$335,057
$LWAY Lifeway Foods, Inc.$208,880
$HONA Honeywell Aerospace Inc.$171,559
$FLEX FLEX LTD.$137,760
$NXDR Nextdoor Holdings, Inc.$136,200
$AVEX AEVEX Corp.$135,785
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