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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 | |
|---|---|---|---|---|---|---|---|
276
Trane Technologies
TT
$105B
| $145K | 0.01% |
296
+1
| +0.3% | +$468 |
2025 Q3
3 quarters
|
|
277
Tutor Perini Cor
TPC
$4.39B
| $145K | 0.01% |
1,750
| – | – |
2023 Q1
13 quarters
|
|
278
Lam Research
LRCX
$387B
| $145K | 0.01% |
335
+86
| +35% | +$26.1K |
2024 Q1
9 quarters
|
|
279
Vanguard S&P 500 Growth ETF
VOOG
$28.3B
| $142K | 0.01% |
+1,715
| New | +$136K |
2026 Q2
0 quarters
|
|
280
Enbridge
ENB
$105B
| $141K | 0.01% |
2,605
+408
| +19% | +$22.4K |
2024 Q1
9 quarters
|
|
281
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
| $140K | 0.01% |
458
| – | – |
2023 Q4
10 quarters
|
|
282
Travelers Companies
TRV
$77.5B
| $139K | 0.01% |
422
+38
| +10% | +$11.5K |
2024 Q1
9 quarters
|
|
283
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
| $139K | 0.01% |
1,841
| – | – |
2017 Q4
34 quarters
|
|
284
Toast
TOST
$18.1B
| $139K | 0.01% |
5,000
| – | – |
2024 Q1
9 quarters
|
|
285
Flex
FLEX
$43.3B
| $138K | 0.01% |
+850
| New | +$103K |
2026 Q2
0 quarters
|
|
286
Nextdoor Holdings
NXDR
$1B
| $136K | 0.01% |
+60,000
| New | +$112K |
2026 Q2
0 quarters
|
|
287
AEVEX Corp
AVEX
$994M
| $136K | 0.01% |
+6,500
| New | +$169K |
2026 Q2
0 quarters
|
|
288
PayPal
PYPL
$47.9B
| $134K | 0.01% |
3,105
+2,955
| +1,970% | +$134K |
2024 Q1
9 quarters
|
|
289
JB Hunt Transport Services
JBHT
$21.4B
| $133K | 0.01% |
460
+130
| +39% | +$33.4K |
2024 Q1
9 quarters
|
|
290
Union Pacific
UNP
$167B
| $132K | 0.01% |
484
+55
| +13% | +$14.4K |
2024 Q1
9 quarters
|
|
291
Lightpath Technologies
LPTH
$618M
| $131K | 0.01% |
8,000
| – | – |
2024 Q4
6 quarters
|
|
292
Gilead Sciences
GILD
$187B
| $130K | 0.01% |
1,032
+251
| +32% | +$33.1K |
2024 Q1
9 quarters
|
|
293
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.28B
| $129K | 0.01% |
881
| – | – |
2023 Q4
10 quarters
|
|
294
Autodesk
ADSK
$48.8B
| $128K | 0.01% |
659
+61
| +10% | +$13.9K |
2024 Q4
6 quarters
|
|
295
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.6B
| $128K | 0.01% |
1,270
| – | – |
2023 Q3
11 quarters
|
|
296
Charles Schwab
SCHW
$168B
| $126K | 0.01% |
1,371
+212
| +18% | +$19.3K |
2024 Q1
9 quarters
|
|
297
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.86B
| $125K | 0.01% |
+2,738
| New | +$125K |
2026 Q2
0 quarters
|
|
298
Brown-Forman Class A
BF.A
$12.5B
| $125K | 0.01% |
4,577
| – | – |
2025 Q3
3 quarters
|
|
299
Circle Internet Group
CRCL
$21.3B
| $125K | 0.01% |
2,000
+1,200
| +150% | +$117K |
2026 Q1
1 quarter
|
|
300
Sprott Energy Transition Materials ETF
SETM
$489M
| $125K | 0.01% |
4,005
+763
| +24% | +$27K |
2026 Q1
1 quarter
|
|
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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.