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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
ATAI icon
526
AtaiBeckley Inc
ATAI
$2.66B
$19.6K ﹤0.01%
5,540
– –
GRAL
527
GRAIL Inc
GRAL
$2.76B
$19.6K ﹤0.01%
+379
New +$29.4K
KRE icon
528
State Street SPDR S&P Regional Banking ETF
KRE
$4.55B
$19.5K ﹤0.01%
+300
New +$20.3K
BR icon
529
Broadridge
BR
$18.3B
$19.5K ﹤0.01%
120
– –
PJT icon
530
PJT Partners
PJT
$4.47B
$19.3K ﹤0.01%
138
+32
+30% +$5.04K
LULU icon
531
lululemon athletica
LULU
$13.7B
$19.1K ﹤0.01%
125
– –
SKY icon
532
Champion Homes
SKY
$4.58B
$19.1K ﹤0.01%
257
+93
+57% +$8.01K
ARES icon
533
Ares Management
ARES
$28.8B
$19.1K ﹤0.01%
175
– –
ZBRA icon
534
Zebra Technologies
ZBRA
$13.5B
$19K ﹤0.01%
91
– –
SXT icon
535
Sensient Technologies
SXT
$5.3B
$19K ﹤0.01%
220
+66
+43% +$6.18K
BMNR
536
BitMine Immersion Technologies
BMNR
$10.6B
$18.8K ﹤0.01%
950
+300
+46% +$7.07K
AUB icon
537
Atlantic Union Bankshares
AUB
$6.11B
$18.7K ﹤0.01%
524
+165
+46% +$6.21K
IP icon
538
International Paper
IP
$23.3B
$18.6K ﹤0.01%
520
+6
+1% +$249
JBTM
539
JBT Marel
JBTM
$7.59B
$18.5K ﹤0.01%
145
+45
+45% +$6.8K
SVOL icon
540
Simplify Volatility Premium ETF
SVOL
$518M
$18.3K ﹤0.01%
1,193
– –
FAST icon
541
Fastenal
FAST
$55.2B
$18.2K ﹤0.01%
392
+135
+53% +$6.06K
ESGE icon
542
iShares ESG Aware MSCI EM ETF
ESGE
$6.41B
$18K ﹤0.01%
395
– –
FSS icon
543
Federal Signal
FSS
$7.19B
$17.7K ﹤0.01%
164
+51
+45% +$5.76K
VV icon
544
Vanguard Large-Cap ETF
VV
$52B
$17.6K ﹤0.01%
59
– –
TROW icon
545
T. Rowe Price
TROW
$26.1B
$17.6K ﹤0.01%
195
+81
+71% +$7.85K
NOW icon
546
ServiceNow
NOW
$114B
$17.6K ﹤0.01%
168
+80
+91% +$9.41K
EFV icon
547
iShares MSCI EAFE Value ETF
EFV
$28.4B
$17.5K ﹤0.01%
235
– –
ACIW icon
548
ACI Worldwide
ACIW
$6.1B
$17.2K ﹤0.01%
419
+150
+56% +$6.3K
FNDC icon
549
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$17.1K ﹤0.01%
369
– –
CSW
550
CSW Industrials
CSW
$4.87B
$16.9K ﹤0.01%
65
+21
+48% +$6.1K
20 21
22
23 24

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AO
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RAM
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IC
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PFM
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RIM
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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.