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

About Crewe Advisors LLC

Investment Activity

Crewe Advisors LLC has $1.17 billion in total holdings as of March 31, 2026.
Crewe Advisors LLC owns shares of 1,038 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 9.05% of the portfolio was purchased this quarter.
About 2.15% of the portfolio was sold this quarter.
This quarter, Crewe Advisors LLC has purchased 1,099 new stocks and bought additional shares in 375 stocks.
Crewe Advisors LLC sold shares of 160 stocks and completely divested from 139 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $141,368,805
PACS GROUP INC: $88,464,230
iShares Core S&P Mid-Cap ETF: $68,443,976
SPDR S&P 500 ETF Trust: $65,207,955
iShares Core MSCI EAFE ETF: $55,570,229

Largest New Holdings this Quarter

46431W838 - iShares Short Maturity Municipal Bond Active ETF: $15,472,755 Holding
46429B598 - iShares MSCI India ETF: $310,222 Holding
80359A205 - Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock: $189,081 Holding
G0593M107 - AstraZeneca: $184,796 Holding
29272C301 - ENERGOUS CORP: $141,210 Holding

Largest Purchases this Quarter

PACS GROUP INC: 606,364 shares (about $19.48M)
iShares Short Maturity Municipal Bond Active ETF: 307,365 shares (about $15.47M)
iShares Core S&P 500 ETF: 16,080 shares (about $10.50M)
Microsoft: 24,042 shares (about $8.90M)
iShares Core MSCI EAFE ETF: 62,723 shares (about $5.68M)

Largest Sales this Quarter

Tesla: 25,735 shares (about $9.57M)
PGIM Ultra Short Bond ETF: 85,562 shares (about $4.24M)
Chevron: 10,156 shares (about $2.10M)
Alphabet: 7,286 shares (about $2.10M)
TJX Companies: 5,276 shares (about $842.58K)

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	$141,368,805	$10,503,601 â–²	8.0%	216,422	12.1%	ETF
PACS GROUP INC	$88,464,230	$19,476,412 â–²	28.2%	2,754,179	7.5%	COM SHS
IJH iShares Core S&P Mid-Cap ETF	$68,443,976	$5,593,107 â–²	8.9%	1,013,534	5.8%	ETF
SPY SPDR S&P 500 ETF Trust	$65,207,955	$317,367 â–¼	-0.5%	100,267	5.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$55,570,229	$5,678,315 â–²	11.4%	613,832	4.7%	ETF
BND Vanguard Total Bond Market ETF	$49,558,304	$5,039,331 â–²	11.3%	672,981	4.2%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$40,931,115	$4,734,320 â–²	13.1%	364,577	3.5%	ETF
BRK.A Berkshire Hathaway	$40,215,840		0.0%	56	3.4%	Finance
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$37,714,558	$446,576 â–²	1.2%	763,453	3.2%	ETF
PULS PGIM Ultra Short Bond ETF	$33,429,010	$4,235,316 â–¼	-11.2%	675,334	2.9%	ETF
MSFT Microsoft	$30,944,228	$8,899,589 â–²	40.4%	83,595	2.6%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$30,915,364		0.0%	50,125	2.6%	ETF
AAPL Apple	$26,669,222	$590,568 â–²	2.3%	105,084	2.3%	Computer and Technology
MUB iShares National Muni Bond ETF	$24,972,106	$2,073,216 â–²	9.1%	235,253	2.1%	ETF
VB Vanguard Small-Cap ETF	$22,397,565		0.0%	85,513	1.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$21,610,991	$3,226,085 â–²	17.5%	173,848	1.8%	ETF
CVX Chevron	$21,555,937	$2,101,282 â–¼	-8.9%	104,185	1.8%	Energy
IWM iShares Russell 2000 ETF	$17,627,859	$95,232 â–¼	-0.5%	71,080	1.5%	Finance
MEAR iShares Short Maturity Municipal Bond Active ETF	$15,472,755	$15,472,755 â–²	New Holding	307,365	1.3%	ETF
GOOG Alphabet	$15,232,553	$18,359 â–¼	-0.1%	53,101	1.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$14,339,544		0.0%	20,552	1.2%	ETF
BRK.B Berkshire Hathaway	$12,268,054	$103,508 â–²	0.9%	25,601	1.0%	Finance
J P MORGAN EXCHANGE TRADED F	$11,482,770	$1,816,769 â–²	18.8%	179,671	1.0%	HEDGED EQUITY LA
QQQ Invesco QQQ	$10,993,741	$200,285 â–¼	-1.8%	19,047	0.9%	Finance
VSGX Vanguard ESG International Stock ETF	$9,532,656	$525,567 â–¼	-5.2%	132,896	0.8%	ETF
EFA iShares MSCI EAFE ETF	$8,253,783	$4,371 â–¼	-0.1%	84,977	0.7%	Finance
AMD Advanced Micro Devices	$8,007,412	$52,688 â–²	0.7%	39,362	0.7%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$7,705,543	$11,420 â–²	0.1%	93,118	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$7,199,933	$2,453,313 â–²	51.7%	103,225	0.6%	ETF
VOO Vanguard S&P 500 ETF	$7,023,571	$102,778 â–²	1.5%	11,754	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$6,443,361	$1,283,094 â–²	24.9%	119,211	0.5%	ETF
NVDA NVIDIA	$6,220,119	$63,481 â–²	1.0%	35,666	0.5%	Computer and Technology
GOOGL Alphabet	$5,960,807	$2,095,154 â–¼	-26.0%	20,729	0.5%	Computer and Technology
AMZN Amazon.com	$5,879,086	$485,481 â–²	9.0%	28,228	0.5%	Retail/Wholesale
V Visa	$5,211,827	$30,526 â–²	0.6%	17,244	0.4%	Business Services
VNQ Vanguard Real Estate ETF	$5,208,422	$126,574 â–¼	-2.4%	58,720	0.4%	ETF
TSLA Tesla	$5,045,763	$9,566,987 â–¼	-65.5%	13,573	0.4%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$4,873,181	$248,632 â–²	5.4%	15,190	0.4%	ETF
EQT EQT	$4,781,528	$764 â–²	0.0%	75,134	0.4%	Energy
XOM ExxonMobil	$4,200,763	$279,938 â–²	7.1%	24,760	0.4%	Energy
NFLX Netflix	$4,176,517	$51,824 â–²	1.3%	43,438	0.4%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$3,744,713	$37,359 â–²	1.0%	12,730	0.3%	Finance
EXPAND ENERGY CORPORATION	$3,637,451	$2,601,896 â–²	251.3%	33,134	0.3%	COM
JAAA Janus Henderson AAA CLO ETF	$3,510,561	$2,961,474 â–²	539.3%	69,695	0.3%	ETF
META Meta Platforms	$3,491,397	$122,445 â–²	3.6%	6,102	0.3%	Computer and Technology
RGLD Royal Gold	$3,177,054		0.0%	12,484	0.3%	Basic Materials
SCHD Schwab US Dividend Equity ETF	$3,174,972	$191,596 â–²	6.4%	103,487	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,150,422	$299,156 â–¼	-8.7%	62,249	0.3%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$2,984,230	$77,391 â–²	2.7%	38,059	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$2,845,368	$63,960 â–¼	-2.2%	6,673	0.2%	ETF
ORCL Oracle	$2,683,932	$1,739,171 â–²	184.1%	18,244	0.2%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$2,491,355		0.0%	23,393	0.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,415,981	$239,133 â–²	11.0%	42,625	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,273,428	$69,895 â–²	3.2%	10,571	0.2%	ETF
ARISTA NETWORKS INC	$2,261,731	$10,436 â–²	0.5%	18,421	0.2%	COM SHS
GLD SPDR Gold Shares	$2,256,441	$52,926 â–²	2.4%	5,244	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$2,182,724	$262,050 â–²	13.6%	31,102	0.2%	ETF
AVGO Broadcom	$2,057,699	$67,785 â–²	3.4%	6,648	0.2%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,036,944	$852 â–¼	0.0%	35,868	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,035,566	$58,890 â–²	3.0%	31,766	0.2%	ETF
MCO Moody's	$2,019,838	$208,528 â–¼	-9.4%	4,630	0.2%	Finance
ISHARES TR	$2,011,144	$1,006,582 â–²	100.2%	75,690	0.2%	LARGE CAP MAX BU
PFF iShares Preferred and Income Securities ETF	$1,958,490	$8,368 â–¼	-0.4%	64,594	0.2%	ETF
COST Costco Wholesale	$1,853,287	$75,726 â–²	4.3%	1,860	0.2%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$1,825,607	$7,974 â–¼	-0.4%	13,737	0.2%	ETF
MA Mastercard	$1,718,871	$22,985 â–²	1.4%	3,440	0.1%	Business Services
AXP American Express	$1,712,904	$9,377 â–²	0.6%	5,663	0.1%	Finance
ISHARES TR	$1,640,954		0.0%	61,748	0.1%	LARGE CAP MAX BU
IDA IDACORP	$1,483,171		0.0%	10,374	0.1%	Utilities
IVW iShares S&P 500 Growth ETF	$1,473,711	$239,793 â–²	19.4%	13,029	0.1%	ETF
VO Vanguard Mid-Cap ETF	$1,425,849	$36,472 â–²	2.6%	4,965	0.1%	ETF
SHEL Shell	$1,313,625	$1,953 â–¼	-0.1%	14,125	0.1%	Energy
TJX TJX Companies	$1,296,924	$842,577 â–¼	-39.4%	8,121	0.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,181,874	$16,961 â–²	1.5%	9,825	0.1%	Medical
RWAY Runway Growth Finance	$1,181,654		0.0%	172,002	0.1%	Finance
SCHX Schwab US Large-Cap ETF	$1,176,651	$12,307 â–²	1.1%	45,891	0.1%	ETF
PG Procter & Gamble	$1,172,829	$19,499 â–²	1.7%	8,120	0.1%	Consumer Staples
CAT Caterpillar	$1,154,790	$14,169 â–²	1.2%	1,630	0.1%	Industrials
IBM International Business Machines	$1,134,870	$3,878 â–²	0.3%	4,682	0.1%	Computer and Technology
WALMART INC	$1,099,024	$14,665 â–²	1.4%	8,843	0.1%	COM
APH Amphenol	$1,090,657	$18,953 â–²	1.8%	8,632	0.1%	Computer and Technology
GLOBALSTAR INC	$1,079,724		0.0%	16,256	0.1%	COM NEW
RTX RTX	$1,051,305	$22,762 â–¼	-2.1%	5,450	0.1%	Aerospace
ISHARES TR	$1,022,405		0.0%	38,118	0.1%	LARGE CAP MAX BU
ISHARES TR	$1,022,053		0.0%	36,295	0.1%	LARGE CAP MAX BU
SHOPIFY INC	$1,020,844	$5,338 â–¼	-0.5%	8,606	0.1%	CL A SUB VTG SHS
BAC Bank of America	$972,758	$14,479 â–²	1.5%	19,954	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$962,333	$309,774 â–²	47.5%	5,014	0.1%	ETF
AMAT Applied Materials	$951,544	$42,724 â–²	4.7%	2,784	0.1%	Computer and Technology
AN AutoNation	$929,633		0.0%	4,761	0.1%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$885,292	$680,864 â–²	333.1%	2,620	0.1%	Computer and Technology
VXF Vanguard Extended Market ETF	$865,801		0.0%	4,207	0.1%	ETF
GE GE Aerospace	$811,872	$22,418 â–²	2.8%	2,861	0.1%	Aerospace
LLY Eli Lilly and Company	$810,922	$31,260 â–²	4.0%	882	0.1%	Medical
BX Blackstone	$795,562	$33,920 â–²	4.5%	6,919	0.1%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$793,403	$45,836 â–²	6.1%	8,447	0.1%	ETF
SU Suncor Energy	$787,040		0.0%	11,905	0.1%	Energy
SCHB Schwab US Broad Market ETF	$728,723	$23,443 â–¼	-3.1%	29,033	0.1%	ETF
INTC Intel	$724,615	$3,133 â–²	0.4%	16,420	0.1%	Computer and Technology
MLM Martin Marietta Materials	$721,722		0.0%	1,226	0.1%	Construction

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

Stock Ideas and Recommendations

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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