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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
+15.28%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$81M
Cap. Flow
+$17.2M
Cap. Flow %
1.52%
Top 10 Hldgs %
53.08%
Holding
1,139
New
174
Increased
328
Reduced
136
Closed
40
Avg Time Held
1.4 years
Top 10 Avg Time Held
3.4 years
Top 20 Avg Time Held
3.2 years

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.7M
2
RGLD icon
Royal Gold
RGLD
+$2.48M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

Rank Stock Value
1
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$8.88M
2
SAND icon
Sandstorm Gold
SAND
+$2.5M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

Rank Sector Weight
1 Miscellaneous 65.85%
2 Healthcare 8.07%
3 Technology 7.93%
4 Financials 7.31%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.18T
$8.77M 0.78%
28,015
-1,062
-4% -$303K
2025 Q3
1 quarter
AMD icon
27
Advanced Micro Devices
AMD
$874B
$8.37M 0.74%
39,103
-95
-0.2% -$21.3K
2024 Q1
7 quarters
EFA icon
28
iShares MSCI EAFE ETF
EFA
$76.9B
$8.16M 0.72%
85,022
-13
-0% -$1.23K
2018 Q3
29 quarters
VCIT icon
29
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$7.79M 0.69%
92,980
+1,567
+2% +$132K
2025 Q2
2 quarters
VOO icon
30
Vanguard S&P 500 ETF
VOO
$1.04T
$7.26M 0.64%
11,582
-642
-5% -$399K
2018 Q3
29 quarters
NVDA icon
31
NVIDIA
NVDA
$5.21T
$6.58M 0.58%
35,302
+158
+0.4% +$29.4K
2024 Q4
4 quarters
V icon
32
Visa
V
$754B
$6.01M 0.53%
17,143
+89
+0.5% +$30.3K
2025 Q3
1 quarter
AMZN icon
33
Amazon
AMZN
$2.69T
$5.98M 0.53%
25,897
-1,287
-5% -$294K
2025 Q2
2 quarters
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$36.8B
$5.32M 0.47%
60,147
+4,196
+7% +$377K
2017 Q4
32 quarters
VWO icon
35
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$5.13M 0.45%
95,472
+4,607
+5% +$250K
2017 Q4
32 quarters
VTI icon
36
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$4.83M 0.43%
14,415
-3
-0% -$998
2017 Q4
32 quarters
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$4.57M 0.41%
68,052
+2,863
+4% +$192K
2020 Q3
21 quarters
JPM icon
38
JPMorgan Chase
JPM
$900B
$4.06M 0.36%
12,603
+86
+0.7% +$26.6K
2025 Q3
1 quarter
EQT icon
39
EQT Corp
EQT
$33.9B
$4.03M 0.36%
75,122
+2
+0% +$112
2024 Q1
7 quarters
NFLX icon
40
Netflix
NFLX
$294B
$4.02M 0.36%
42,899
+169
+0.4% +$18.2K
2025 Q3
1 quarter
META icon
41
Meta Platforms (Facebook)
META
$1.81T
$3.89M 0.34%
5,888
+26
+0.4% +$17.4K
2025 Q2
2 quarters
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
$3.45M 0.31%
68,160
-22,938
-25% -$1.16M
2020 Q3
21 quarters
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$125B
$3.23M 0.29%
27,292
-660
-2% -$78.2K
2022 Q1
15 quarters
SCZ icon
44
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.8B
$2.87M 0.25%
37,072
+3,783
+11% +$290K
2017 Q4
32 quarters
XOM icon
45
ExxonMobil
XOM
$732B
$2.78M 0.25%
23,110
-1,169
-5% -$136K
2024 Q1
7 quarters
RGLD icon
46
Royal Gold
RGLD
$20.1B
$2.78M 0.25%
+12,484
New +$2.48M
2025 Q4
0 quarters
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$115B
$2.67M 0.24%
97,242
+2,065
+2% +$56.1K
2022 Q1
15 quarters
MCO icon
48
Moody's
MCO
$83.5B
$2.61M 0.23%
5,108
-312
-6% -$152K
2024 Q1
7 quarters
SUB icon
49
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
$2.5M 0.22%
23,393
-234
-1% -$24.9K
2023 Q4
8 quarters
ANET icon
50
Arista Networks
ANET
$225B
$2.4M 0.21%
18,336
+18
+0.1% +$2.48K
2025 Q3
1 quarter
1
2
3 4 5

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Crewe Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Crewe Advisors held 1,139 positions worth $1.13B, up 7.7% from $1.05B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors's Q4 2025 filing shows 174 new, 328 increased, 136 reduced and 40 closed positions. Its largest new stake was Royal Gold: 12,484 shares worth $2.78M. The largest sale was PGIM Ultra Short Bond ETF, an estimated $8.88M.

By sector, the portfolio is most concentrated in Miscellaneous at 66% of assets, down from 70% a quarter earlier, followed by Healthcare and Technology.

  • Crewe Advisors's largest Q4 2025 buy was Royal Gold: 12,484 shares worth $2.78M.
  • Crewe Advisors added most to PACS Group in Q4 2025, an estimated $22.7M increase.
  • Crewe Advisors's biggest Q4 2025 reduction was PGIM Ultra Short Bond ETF, cutting an estimated $8.88M.
  • Crewe Advisors fully exited Sandstorm Gold in Q4 2025, selling an estimated $2.5M.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.13B portfolio in Q4 2025.
  • Crewe Advisors opened 174 new positions and closed 40 in Q4 2025.
  • Crewe Advisors's portfolio value rose 7.7% quarter-over-quarter to $1.13B.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.