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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
-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
EFA icon
26
iShares MSCI EAFE ETF
EFA
$76.8B
$8.25M 0.7%
84,977
-45
-0.1% -$4.5K
AMD icon
27
Advanced Micro Devices
AMD
$807B
$8.01M 0.68%
39,362
+259
+0.7% +$55.3K
VCIT icon
28
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$7.71M 0.66%
93,118
+138
+0.1% +$11.5K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$7.2M 0.61%
103,225
+35,173
+52% +$2.54M
VOO icon
30
Vanguard S&P 500 ETF
VOO
$968B
$7.02M 0.6%
11,754
+172
+1% +$108K
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$6.44M 0.55%
119,211
+23,739
+25% +$1.33M
NVDA icon
32
NVIDIA
NVDA
$4.76T
$6.22M 0.53%
35,666
+364
+1% +$66.8K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.99T
$5.96M 0.51%
20,729
-7,286
-26% -$2.29M
AMZN icon
34
Amazon
AMZN
$2.49T
$5.88M 0.5%
28,228
+2,331
+9% +$513K
V icon
35
Visa
V
$689B
$5.21M 0.44%
17,244
+101
+0.6% +$32.5K
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$39.8B
$5.21M 0.44%
58,720
-1,427
-2% -$131K
TSLA icon
37
Tesla
TSLA
$1.22T
$5.05M 0.43%
13,573
-25,735
-65% -$10.6M
VTI icon
38
Vanguard Total Stock Market ETF
VTI
$655B
$4.87M 0.42%
15,190
+775
+5% +$260K
EQT icon
39
EQT Corp
EQT
$32.5B
$4.78M 0.41%
75,134
+12
+0% +$703
XOM icon
40
ExxonMobil
XOM
$642B
$4.2M 0.36%
24,760
+1,650
+7% +$241K
NFLX icon
41
Netflix
NFLX
$293B
$4.18M 0.36%
43,438
+539
+1% +$47.5K
JPM icon
42
JPMorgan Chase
JPM
$947B
$3.74M 0.32%
12,730
+127
+1% +$38.5K
EXE
43
Expand Energy Corp
EXE
$21.7B
$3.64M 0.31%
33,134
+23,701
+251% +$2.53M
JAAA icon
44
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$3.51M 0.3%
69,695
+58,794
+539% +$2.98M
META icon
45
Meta Platforms (Facebook)
META
$1.51T
$3.49M 0.3%
6,102
+214
+4% +$137K
RGLD icon
46
Royal Gold
RGLD
$17.1B
$3.18M 0.27%
12,484
– –
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$103B
$3.17M 0.27%
103,487
+6,245
+6% +$189K
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$3.15M 0.27%
62,249
-5,911
-9% -$299K
SCZ icon
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$2.98M 0.25%
38,059
+987
+3% +$80.3K
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$120B
$2.85M 0.24%
26,692
-600
-2% -$68.1K
1
2
3 4 5

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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.