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Crewe Advisors Portfolio holdings
AUM
$1.38B
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
(+18%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71
Avg Time Held
6.7
quarters
Top 10 Avg Time Held
15.4
quarters
Top 20 Avg Time Held
14.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hertz
HTZ
|
+$20.7M |
| 2 |
PACS Group
PACS
|
+$19.9M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.53M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.45M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 2 |
ExxonMobil
XOM
|
+$4.2M |
| 3 |
Oracle
ORCL
|
+$1.87M |
| 4 |
Idacorp
IDA
|
+$1.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
226
Schwab Fundamental US Large Company Index ETF
FNDX
$27.9B
| $211K | 0.02% |
6,785
| – | – |
2023 Q4
10 quarters
|
|
227
Lifeway Foods
LWAY
$341M
| $209K | 0.02% |
+7,000
| New | +$178K |
2026 Q2
0 quarters
|
|
228
JPMorgan BetaBuilders Canada ETF
BBCA
$11.2B
| $209K | 0.02% |
2,100
| – | – |
2022 Q1
17 quarters
|
|
229
BranchOut Food
BOF
$50.4M
| $208K | 0.02% |
45,246
+20,246
| +81% | +$76.6K |
2025 Q4
2 quarters
|
|
230
iShares Core MSCI International Developed Markets ETF
IDEV
$32.9B
| $207K | 0.02% |
2,327
| – | – |
2022 Q1
17 quarters
|
|
231
PPG Industries
PPG
$23.1B
| $205K | 0.01% |
1,688
| – | – |
2024 Q1
9 quarters
|
|
232
Okta
OKTA
$39.7B
| $205K | 0.01% |
1,500
+500
| +50% | +$47K |
2026 Q1
1 quarter
|
|
233
iShares Morningstar Growth ETF
ILCG
$3.23B
| $204K | 0.01% |
1,740
| – | – |
2019 Q3
27 quarters
|
|
234
BlackRock US Equity Factor Rotation ETF
DYNF
$42.8B
| $203K | 0.01% |
2,988
+293
| +11% | +$19.1K |
2025 Q2
4 quarters
|
|
235
Laird Superfood
LSF
$30.4M
| $202K | 0.01% |
43,002
| – | – |
2025 Q4
2 quarters
|
|
236
Salesforce
CRM
$193B
| $200K | 0.01% |
1,274
+15
| +1% | +$2.64K |
2024 Q1
9 quarters
|
|
237
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
| $197K | 0.01% |
+1,390
| New | +$192K |
2026 Q2
0 quarters
|
|
238
Wayfair
W
$14.5B
| $194K | 0.01% |
2,100
| – | – |
2020 Q2
24 quarters
|
|
239
Palladyne AI
PDYN
$238M
| $189K | 0.01% |
31,150
| – | – |
2026 Q1
1 quarter
|
|
240
Comcast
CMCSA
$73.4B
| $189K | 0.01% |
7,705
-213
| -3% | -$5.5K |
2024 Q1
9 quarters
|
|
241
Vertiv
VRT
$92.2B
| $186K | 0.01% |
557
+31
| +6% | +$9.83K |
2024 Q4
6 quarters
|
|
242
AstraZeneca
AZN
$246B
| $183K | 0.01% |
967
+30
| +3% | +$5.64K |
2025 Q3
3 quarters
|
|
243
HEICO Corp Class A
HEI.A
$31.1B
| $181K | 0.01% |
702
+103
| +17% | +$23.5K |
2025 Q3
3 quarters
|
|
244
Uber
UBER
$146B
| $179K | 0.01% |
2,479
+381
| +18% | +$27.9K |
2024 Q1
9 quarters
|
|
245
iShares MSCI USA Momentum Factor ETF
MTUM
$19.9B
| $179K | 0.01% |
521
+28
| +6% | +$8.36K |
2022 Q1
17 quarters
|
|
246
JPMorgan Active Growth ETF
JGRO
$10.2B
| $179K | 0.01% |
1,811
| – | – |
2023 Q4
10 quarters
|
|
247
NXP Semiconductors
NXPI
$56.8B
| $177K | 0.01% |
629
+29
| +5% | +$7.99K |
2024 Q1
9 quarters
|
|
248
Capital Group International Focus Equity ETF
CGXU
$6.74B
| $176K | 0.01% |
5,089
| – | – |
2023 Q4
10 quarters
|
|
249
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
| $176K | 0.01% |
3,126
| – | – |
2023 Q4
10 quarters
|
|
250
Honeywell
HON
$66.4B
| $175K | 0.01% |
780
-723
| -48% | -$161K |
2024 Q1
9 quarters
|
|
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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.