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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 Miscellaneous 67.56%
2 Healthcare 8.3%
3 Technology 7.75%
4 Financials 6.58%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
476
Occidental Petroleum
OXY
$58.8B
$24.8K ﹤0.01%
381
– –
VGK icon
477
Vanguard FTSE Europe ETF
VGK
$29.9B
$24.7K ﹤0.01%
300
+1
+0.3% +$86
DASH icon
478
DoorDash
DASH
$83.6B
$24.6K ﹤0.01%
164
-442
-73% -$81.7K
AWI icon
479
Armstrong World Industries
AWI
$6.75B
$24.2K ﹤0.01%
147
– –
MCHP icon
480
Microchip Technology
MCHP
$39.8B
$23.9K ﹤0.01%
370
+17
+5% +$1.22K
AKAM icon
481
Akamai
AKAM
$15B
$23.9K ﹤0.01%
208
– –
AVAV icon
482
AeroVironment
AVAV
$8.13B
$23.8K ﹤0.01%
130
+27
+26% +$7.11K
PGR icon
483
Progressive
PGR
$124B
$23.8K ﹤0.01%
120
+34
+40% +$7.02K
STM icon
484
STMicroelectronics
STM
$44.8B
$23.8K ﹤0.01%
688
– –
TPYP icon
485
Tortoise North American Pipeline ETF
TPYP
$875M
$23.8K ﹤0.01%
561
– –
POST icon
486
Post Holdings
POST
$3.47B
$23.7K ﹤0.01%
240
– –
MC icon
487
Moelis & Co
MC
$4.42B
$23.7K ﹤0.01%
415
– –
RMBS icon
488
Rambus
RMBS
$9.5B
$23.5K ﹤0.01%
273
+49
+22% +$4.89K
VLUE icon
489
iShares MSCI USA Value Factor ETF
VLUE
$9.57B
$23.5K ﹤0.01%
165
– –
ABCB icon
490
Ameris Bancorp
ABCB
$5.6B
$23.2K ﹤0.01%
298
+93
+45% +$7.38K
VCSH icon
491
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$23.1K ﹤0.01%
291
-12
-4% -$956
WRB icon
492
W.R. Berkley
WRB
$26B
$23.1K ﹤0.01%
348
– –
DMLP icon
493
Dorchester Minerals
DMLP
$1.46B
$23.1K ﹤0.01%
851
+122
+17% +$3.1K
AGNC icon
494
AGNC Investment
AGNC
$11.7B
$23K ﹤0.01%
2,291
+1,086
+90% +$12K
FXI icon
495
iShares China Large-Cap ETF
FXI
$4.09B
$23K ﹤0.01%
640
-800
-56% -$30.4K
LMAT icon
496
LeMaitre Vascular
LMAT
$1.8B
$22.8K ﹤0.01%
209
+66
+46% +$6.29K
IUSB icon
497
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$22.7K ﹤0.01%
491
– –
CDNS icon
498
Cadence Design Systems
CDNS
$77.9B
$22.5K ﹤0.01%
81
+30
+59% +$8.95K
CALX icon
499
Calix
CALX
$2.22B
$22.3K ﹤0.01%
455
+129
+40% +$6.77K
QCOM icon
500
Qualcomm
QCOM
$190B
$22.2K ﹤0.01%
172
+55
+47% +$8.03K
18 19
20
21 22

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AIM
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TCA
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DP
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RG
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KL
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PIMJS
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TAM
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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 Miscellaneous at 68% of assets, up from 66% a quarter earlier, followed by Healthcare and Technology.

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.