We are live on ! Find out more
CA

Crewe Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDF icon
426
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$32.3K ﹤0.01%
661
– –
PRIM icon
427
Primoris Services
PRIM
$4.28B
$32.3K ﹤0.01%
226
+62
+38% +$9.08K
CFG icon
428
Citizens Financial Group
CFG
$30.8B
$32.2K ﹤0.01%
537
+12
+2% +$738
BNY
429
Bank of New York Mellon
BNY
$106B
$32.1K ﹤0.01%
271
+114
+73% +$13.6K
IDCC icon
430
InterDigital
IDCC
$6.72B
$32K ﹤0.01%
106
+33
+45% +$11.2K
VRSN icon
431
VeriSign
VRSN
$25.4B
$31.8K ﹤0.01%
128
-1
-0.8% -$238
MPC icon
432
Marathon Petroleum
MPC
$89.3B
$31.7K ﹤0.01%
130
-10
-7% -$2.02K
BCHT
433
Birchtech Corp
BCHT
$36.8M
$31.5K ﹤0.01%
+16,600
New +$36.3K
VGIT icon
434
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$31.5K ﹤0.01%
529
– –
NVS icon
435
Novartis
NVS
$304B
$31.5K ﹤0.01%
206
– –
F icon
436
Ford
F
$59.6B
$31.3K ﹤0.01%
2,709
+63
+2% +$830
SNOW icon
437
Snowflake
SNOW
$93.7B
$31.2K ﹤0.01%
207
+36
+21% +$6.66K
LITE icon
438
Lumentum
LITE
$50.7B
$30.9K ﹤0.01%
+44
New +$24.2K
SCHH icon
439
Schwab US REIT ETF
SCHH
$11.7B
$30.1K ﹤0.01%
1,402
– –
BSX icon
440
Boston Scientific
BSX
$68.5B
$30.1K ﹤0.01%
479
+59
+14% +$4.72K
XLP icon
441
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$29.6K ﹤0.01%
361
-59
-14% -$4.97K
RIOT icon
442
Riot Platforms
RIOT
$8.03B
$29.5K ﹤0.01%
2,384
– –
XBI icon
443
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$29.4K ﹤0.01%
230
+80
+53% +$9.99K
ROL icon
444
Rollins
ROL
$18.8B
$29.1K ﹤0.01%
545
– –
ASTS icon
445
AST SpaceMobile
ASTS
$16.9B
$28.8K ﹤0.01%
347
– –
SMH icon
446
VanEck Semiconductor ETF
SMH
$63.8B
$28.8K ﹤0.01%
75
-5
-6% -$1.99K
DE icon
447
Deere & Co
DE
$173B
$28.7K ﹤0.01%
51
– –
SPOT icon
448
Spotify
SPOT
$105B
$28.6K ﹤0.01%
59
-1
-2% -$502
XBP icon
449
XBP Global Holdings
XBP
$42.7M
$28.6K ﹤0.01%
+6,500
New +$44.5K
HOOD icon
450
Robinhood
HOOD
$83.3B
$28.5K ﹤0.01%
411
+396
+2,640% +$34.8K
16 17
18
19 20

Similar funds

JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.38B AUM
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.