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Crewe Advisors

Crewe Advisors Portfolio holdings

AUM $1.38B Turnover 19.9%
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
+16.99%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$209M
Cap. Flow
+$61.4M
Cap. Flow %
4.45%
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71
Avg Time Held
1.7 years
Top 10 Avg Time Held
3.9 years
Top 20 Avg Time Held
3.6 years

Top Buys

Rank Stock Value
1
HTZ icon
Hertz
HTZ
+$20.7M
2
PACS icon
PACS Group
PACS
+$19.9M
3
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$8.53M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

Top Sells

Rank Stock Value
1
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
2
XOM icon
ExxonMobil
XOM
+$4.2M
3
ORCL icon
Oracle
ORCL
+$1.87M
4
IDA icon
Idacorp
IDA
+$1.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Sector Composition

Rank Sector Weight
1 Miscellaneous 65.24%
2 Healthcare 10.92%
3 Technology 8.88%
4 Financials 5.99%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IVV icon
1
iShares Core S&P 500 ETF
IVV
$880B
$161M 11.66%
214,948
-1,474
-0.7% -$1.07M
2025 Q3
3 quarters
PACS icon
2
PACS Group
PACS
$7.43B
$141M 10.22%
3,307,188
+553,009
+20% +$19.9M
2024 Q3
7 quarters
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$121B
$80.4M 5.83%
1,043,164
+29,630
+3% +$2.17M
2017 Q4
34 quarters
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$78.1M 5.66%
104,579
+4,312
+4% +$3.13M
2017 Q4
34 quarters
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$190B
$63.8M 4.62%
660,188
+46,356
+8% +$4.45M
2020 Q3
23 quarters
BND icon
6
Vanguard Total Bond Market
BND
$163B
$50.8M 3.68%
691,686
+18,705
+3% +$1.37M
2025 Q2
4 quarters
ESGV icon
7
Vanguard ESG US Stock ETF
ESGV
$13.3B
$48.2M 3.49%
364,656
+79
+0% +$10.1K
2019 Q4
26 quarters
DBEF icon
8
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.22B
$42.5M 3.08%
778,666
+15,213
+2% +$797K
2017 Q4
34 quarters
PULS icon
9
PGIM Ultra Short Bond ETF
PULS
$19.6B
$42M 3.04%
847,303
+171,969
+25% +$8.53M
2024 Q2
8 quarters
BRK.A icon
10
Berkshire Hathaway Class A
BRK.A
$1.14T
$41.2M 2.98%
55
-1
-2% -$721K
2022 Q3
15 quarters
MDY icon
11
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.3B
$35.3M 2.55%
50,124
-1
-0% -$670
2017 Q4
34 quarters
MSFT icon
12
Microsoft
MSFT
$3.93T
$32.7M 2.37%
87,611
+4,016
+5% +$1.62M
2025 Q3
3 quarters
AAPL icon
13
Apple
AAPL
$5.01T
$29.6M 2.15%
102,418
-2,666
-3% -$763K
2025 Q2
4 quarters
MUB icon
14
iShares National Muni Bond ETF
MUB
$49.2B
$27.6M 2%
256,075
+20,822
+9% +$2.23M
2017 Q4
34 quarters
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$102B
$26.8M 1.94%
180,397
+6,549
+4% +$899K
2020 Q3
23 quarters
VB icon
16
Vanguard Morningstar Small-Cap ETF
VB
$76.9B
$25.9M 1.88%
85,513
– –
2021 Q4
18 quarters
AMD icon
17
Advanced Micro Devices
AMD
$863B
$23.3M 1.69%
40,172
+810
+2% +$332K
2024 Q1
9 quarters
IWM icon
18
iShares Russell 2000 ETF
IWM
$76.2B
$20.8M 1.51%
69,179
-1,901
-3% -$534K
2017 Q4
34 quarters
VGT icon
19
Vanguard Information Technology ETF
VGT
$146B
$19.7M 1.42%
164,416
– –
2022 Q1
17 quarters
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.12T
$19.1M 1.38%
54,038
+937
+2% +$335K
2025 Q3
3 quarters
CVX icon
21
Chevron
CVX
$441B
$17.5M 1.27%
105,557
+1,372
+1% +$255K
2025 Q3
3 quarters
QQQ icon
22
Invesco QQQ Trust
QQQ
$475B
$14.3M 1.03%
19,375
+328
+2% +$226K
2017 Q4
34 quarters
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.14T
$13.4M 0.97%
26,858
+1,257
+5% +$604K
2018 Q3
31 quarters
HELO icon
24
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.85B
$12.4M 0.9%
183,760
+4,089
+2% +$275K
2025 Q2
4 quarters
VSGX icon
25
Vanguard ESG International Stock ETF
VSGX
$6.57B
$10.9M 0.79%
132,891
-5
-0% -$397
2019 Q4
26 quarters
1
2 3 4 5

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Crewe Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Crewe Advisors held 1,206 positions worth $1.38B, up 18% from $1.17B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Crewe Advisors deployed $61.4M of net new capital in Q2 2026, opening 169 new positions and adding to 494 existing holdings. Its largest new stake was Hertz: 3,794,106 shares worth $8.59M.

By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, down from 68% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Oracle, an estimated $1.87M trimmed.

  • Crewe Advisors's largest Q2 2026 buy was Hertz: 3,794,106 shares worth $8.59M.
  • Crewe Advisors added most to PACS Group in Q2 2026, an estimated $19.9M increase.
  • Crewe Advisors's biggest Q2 2026 reduction was Oracle, cutting an estimated $1.87M.
  • Crewe Advisors fully exited BlackRock Short Maturity Municipal Bond ETF in Q2 2026, selling an estimated $15.5M.
  • Crewe Advisors's ten largest holdings make up 54% of its $1.38B portfolio in Q2 2026.
  • Crewe Advisors opened 169 new positions and closed 71 in Q2 2026.
  • Crewe Advisors's portfolio value rose 18% quarter-over-quarter to $1.38B.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.