Crewe Advisors LLC Top Holdings and 13F Report (2026)

About Crewe Advisors LLC

Investment Activity

Crewe Advisors LLC has $1.38 billion in total holdings as of June 30, 2026.
Crewe Advisors LLC owns shares of 1,135 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 7.81% of the portfolio was purchased this quarter.
About 2.28% of the portfolio was sold this quarter.
This quarter, Crewe Advisors LLC has purchased 1,038 new stocks and bought additional shares in 497 stocks.
Crewe Advisors LLC sold shares of 123 stocks and completely divested from 78 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $160,972,665
PACS GROUP INC: $141,018,497
iShares Core S&P Mid-Cap ETF: $80,438,378
SPDR S&P 500 ETF Trust: $78,096,719
iShares Core MSCI EAFE ETF: $63,760,976

Largest New Holdings this Quarter

42806J700 - Hertz Global: $8,593,651 Holding
46429B655 - iShares Floating Rate Bond ETF: $1,329,853 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $775,916 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $335,057 Holding
35473P744 - Franklin FTSE Japan ETF: $240,567 Holding

Largest Purchases this Quarter

PACS GROUP INC: 553,009 shares (about $23.58M)
Vanguard Information Technology ETF: 143,864 shares (about $17.19M)
Hertz Global: 3,794,106 shares (about $8.59M)
PGIM Ultra Short Bond ETF: 171,969 shares (about $8.52M)
iShares Core MSCI EAFE ETF: 46,356 shares (about $4.48M)

Largest Sales this Quarter

Oracle: 10,308 shares (about $1.51M)
iShares Core S&P 500 ETF: 1,474 shares (about $1.10M)
Vanguard Total Stock Market ETF: 2,235 shares (about $827.02K)
Apple: 2,666 shares (about $771.43K)
Berkshire Hathaway: 1 shares (about $748.85K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$160,972,665	$1,103,866 â–¼	-0.7%	214,948	11.7%	ETF
PACS GROUP INC	$141,018,497	$23,580,304 â–²	20.1%	3,307,188	10.2%	COM SHS
IJH iShares Core S&P Mid-Cap ETF	$80,438,378	$2,284,769 â–²	2.9%	1,043,164	5.8%	ETF
SPY SPDR S&P 500 ETF Trust	$78,096,719	$3,220,083 â–²	4.3%	104,579	5.7%	Finance
IEFA iShares Core MSCI EAFE ETF	$63,760,976	$4,477,064 â–²	7.6%	660,188	4.6%	ETF
BND Vanguard Total Bond Market ETF	$50,776,675	$1,373,134 â–²	2.8%	691,686	3.7%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$48,222,175	$10,447 â–²	0.0%	364,656	3.5%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$42,538,501	$831,086 â–²	2.0%	778,666	3.1%	ETF
PULS PGIM Ultra Short Bond ETF	$41,985,840	$8,521,465 â–²	25.5%	847,303	3.0%	ETF
BRK.A Berkshire Hathaway	$41,186,750	$748,850 â–¼	-1.8%	55	3.0%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$35,254,107	$703 â–¼	0.0%	50,124	2.6%	ETF
MSFT Microsoft	$32,680,816	$1,498,056 â–²	4.8%	87,611	2.4%	Computer and Technology
AAPL Apple	$29,635,607	$771,432 â–¼	-2.5%	102,418	2.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$27,558,792	$2,240,864 â–²	8.9%	256,075	2.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$26,754,717	$971,284 â–²	3.8%	180,397	1.9%	ETF
VB Vanguard Small-Cap ETF	$25,920,701		0.0%	85,513	1.9%	ETF
AMD Advanced Micro Devices	$23,336,359	$470,538 â–²	2.1%	40,172	1.7%	Computer and Technology
IWM iShares Russell 2000 ETF	$20,784,854	$571,156 â–¼	-2.7%	69,179	1.5%	Finance
VGT Vanguard Information Technology ETF	$19,651,002	$17,194,627 â–²	700.0%	164,416	1.4%	ETF
GOOG Alphabet	$19,093,155	$331,069 â–²	1.8%	54,038	1.4%	Computer and Technology
CVX Chevron	$17,497,129	$227,423 â–²	1.3%	105,557	1.3%	Energy
QQQ Invesco QQQ	$14,267,997	$241,543 â–²	1.7%	19,375	1.0%	Finance
BRK.B Berkshire Hathaway	$13,439,532	$628,993 â–²	4.9%	26,858	1.0%	Finance
J P MORGAN EXCHANGE TRADED F	$12,418,523	$276,335 â–²	2.3%	183,760	0.9%	HEDG EQU LAD ETF
VSGX Vanguard ESG International Stock ETF	$10,942,277	$412 â–¼	0.0%	132,891	0.8%	ETF
EFA iShares MSCI EAFE ETF	$8,728,506	$98,894 â–¼	-1.1%	84,025	0.6%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$8,727,840	$176,697 â–²	2.1%	105,358	0.6%	ETF
HTZ Hertz Global	$8,593,651	$8,593,651 â–²	New Holding	3,794,106	0.6%	Transportation
VOO Vanguard S&P 500 ETF	$8,156,525	$83,791 â–²	1.0%	11,876	0.6%	ETF
NVDA NVIDIA	$8,046,283	$909,816 â–²	12.7%	40,213	0.6%	Computer and Technology
GOOGL Alphabet	$7,787,017	$379,166 â–²	5.1%	21,790	0.6%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$7,742,229	$46,036 â–²	0.6%	93,675	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,227,847	$112,157 â–²	1.6%	121,090	0.5%	ETF
AMZN Amazon.com	$7,045,139	$317,233 â–²	4.7%	29,559	0.5%	Retail/Wholesale
V Visa	$6,128,274	$212,030 â–²	3.6%	17,862	0.4%	Business Services
TSLA Tesla	$5,901,860	$193,055 â–²	3.4%	14,032	0.4%	Auto/Tires/Trucks
VNQ Vanguard Real Estate ETF	$5,666,001	$3,664 â–²	0.1%	58,758	0.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$5,318,121	$1,799,214 â–²	51.1%	105,330	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$4,793,754	$827,020 â–¼	-14.7%	12,955	0.3%	ETF
JPM JPMorgan Chase & Co.	$4,269,512	$102,458 â–²	2.5%	13,043	0.3%	Finance
JPST JPMorgan Ultra-Short Income ETF	$4,069,166	$921,234 â–²	29.3%	80,466	0.3%	ETF
EQT EQT	$3,998,491	$3,616 â–²	0.1%	75,202	0.3%	Energy
META Meta Platforms	$3,751,222	$313,775 â–²	9.1%	6,659	0.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$3,425,160	$143,583 â–²	4.4%	108,015	0.2%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$3,256,771	$125,627 â–²	4.0%	39,586	0.2%	ETF
ARISTA NETWORKS INC	$3,211,412	$82,052 â–²	2.6%	18,904	0.2%	COM SHS
NFLX Netflix	$3,176,623	$75,183 â–²	2.4%	44,491	0.2%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$3,072,339	$2,243,752 â–²	270.8%	24,743	0.2%	ETF
EXPAND ENERGY CORPORATION	$3,021,490		0.0%	33,134	0.2%	COM
AVGO Broadcom	$2,917,457	$406,094 â–²	16.2%	7,723	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$2,828,591	$327,250 â–²	13.1%	11,954	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$2,738,871	$121,740 â–²	4.7%	14,376	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,608,679	$154,949 â–²	6.3%	38,133	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$2,530,170	$172,953 â–²	7.3%	33,384	0.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,513,306	$105,844 â–²	4.4%	44,499	0.2%	ETF
RGLD Royal Gold	$2,491,932		0.0%	12,484	0.2%	Basic Materials
SUB iShares Short-Term National Muni Bond ETF	$2,490,653		0.0%	23,393	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,279,359	$16,031 â–²	0.7%	31,991	0.2%	ETF
INTC Intel	$2,241,760	$50,965 â–¼	-2.2%	16,055	0.2%	Computer and Technology
AMAT Applied Materials	$2,088,747	$75,915 â–²	3.8%	2,889	0.2%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$2,061,778	$92,294 â–²	4.7%	67,621	0.1%	ETF
GLD SPDR Gold Shares	$1,933,259	$1,474 â–²	0.1%	5,248	0.1%	Finance
AXP American Express	$1,930,720	$15,221 â–²	0.8%	5,708	0.1%	Finance
MA Mastercard	$1,928,658	$161,792 â–²	9.2%	3,755	0.1%	Business Services
APH Amphenol	$1,842,279	$319,921 â–²	21.0%	10,446	0.1%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,818,835	$26,956 â–²	1.5%	13,225	0.1%	ETF
CAT Caterpillar	$1,817,785	$81,997 â–²	4.7%	1,707	0.1%	Industrials
MCO Moody's	$1,792,205	$304,815 â–¼	-14.5%	3,957	0.1%	Finance
COST Costco Wholesale	$1,766,105	$26,192 â–²	1.5%	1,888	0.1%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$1,717,914	$1,317,884 â–²	329.4%	21,322	0.1%	ETF
ISHARES TR	$1,564,958	$504,392 â–¼	-24.4%	57,241	0.1%	LARG CAP DEC ETF
MU Micron Technology	$1,507,465	$192,762 â–²	14.7%	1,306	0.1%	Computer and Technology
IBM International Business Machines	$1,352,902	$36,276 â–²	2.8%	4,811	0.1%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$1,351,137	$559 â–²	0.0%	45,910	0.1%	ETF
MRK Merck & Co., Inc.	$1,348,196	$85,467 â–²	6.8%	10,490	0.1%	Medical
FLOT iShares Floating Rate Bond ETF	$1,329,853	$1,329,853 â–²	New Holding	26,050	0.1%	ETF
GLOBALSTAR INC	$1,321,451		0.0%	16,256	0.1%	COM NEW
TJX TJX Companies	$1,288,508	$58,176 â–²	4.7%	8,505	0.1%	Retail/Wholesale
ISHARES TR	$1,285,843	$384,749 â–¼	-23.0%	47,527	0.1%	LARG CAP MAR ETF
TSM Taiwan Semiconductor Manufacturing	$1,249,345	$1,910 â–¼	-0.2%	2,616	0.1%	Computer and Technology
PG Procter & Gamble	$1,221,910	$31,233 â–²	2.6%	8,333	0.1%	Consumer Staples
BAC Bank of America	$1,190,199	$53,219 â–²	4.7%	20,888	0.1%	Finance
ORCL Oracle	$1,163,081	$1,510,716 â–¼	-56.5%	7,936	0.1%	Computer and Technology
LLY Eli Lilly and Company	$1,153,667	$95,939 â–²	9.1%	962	0.1%	Medical
GE GE Aerospace	$1,136,140	$66,898 â–²	6.3%	3,040	0.1%	Aerospace
WALMART INC	$1,101,347	$99,783 â–²	10.0%	9,724	0.1%	COM
RTX RTX	$1,092,656	$58,627 â–²	5.7%	5,759	0.1%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$1,082,096	$15,319 â–²	1.4%	5,086	0.1%	ETF
ISHARES TR	$1,062,159		0.0%	38,118	0.1%	LARG CAP SEP ETF
ISHARES TR	$1,057,274		0.0%	36,295	0.1%	LARG CAP JUN ETF
SHEL Shell	$1,052,761	$42,492 â–¼	-3.9%	13,577	0.1%	Energy
VXF Vanguard Extended Market ETF	$1,013,647	$22,159 â–¼	-2.1%	4,117	0.1%	ETF
SHOPIFY INC	$978,637	$3,996 â–¼	-0.4%	8,571	0.1%	CL A SUB VTG SHS
RWAY Runway Growth Finance	$964,932		0.0%	172,002	0.1%	Finance
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$962,587	$222,793 â–²	30.1%	15,662	0.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$901,519	$86,892 â–²	10.7%	9,348	0.1%	ETF
IBKR Interactive Brokers Group	$890,594		0.0%	10,232	0.1%	Finance
AN AutoNation	$884,547		0.0%	4,761	0.1%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$880,085	$266,114 â–²	43.3%	3,876	0.1%	ETF
SCHB Schwab US Broad Market ETF	$842,041	$1,245 â–²	0.1%	29,076	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Crewe Advisors LLC Top Holdings and 13F Report (2026)

About Crewe Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Crewe Advisors LLC Top Holdings and 13F Report (2026)

About Crewe Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrewe Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools