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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
J icon
601
Jacobs Solutions
J
$16.6B
$12K ﹤0.01%
94
+19
+25% +$2.58K
ACWV icon
602
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$12K ﹤0.01%
100
– –
SPG icon
603
Simon Property Group
SPG
$76.8B
$11.9K ﹤0.01%
64
+48
+300% +$9.15K
GRNY
604
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.28B
$11.9K ﹤0.01%
500
– –
TEL icon
605
TE Connectivity
TEL
$62.1B
$11.9K ﹤0.01%
57
+41
+256% +$9.05K
GERN icon
606
Geron
GERN
$930M
$11.8K ﹤0.01%
7,950
– –
NTSX icon
607
WisdomTree US Efficient Core Fund
NTSX
$1.35B
$11.8K ﹤0.01%
227
– –
HUBB icon
608
Hubbell
HUBB
$25.6B
$11.8K ﹤0.01%
24
+1
+4% +$491
BILL icon
609
BILL Holdings
BILL
$4.62B
$11.8K ﹤0.01%
307
– –
MAIN icon
610
Main Street Capital
MAIN
$5.14B
$11.6K ﹤0.01%
219
– –
SPSM icon
611
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$11.6K ﹤0.01%
240
-260
-52% -$12.9K
ARR
612
Armour Residential REIT
ARR
$2.32B
$11.5K ﹤0.01%
690
– –
LQD icon
613
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$11.3K ﹤0.01%
104
– –
OLLI icon
614
Ollie's Bargain Outlet
OLLI
$4.17B
$11.3K ﹤0.01%
123
-16
-12% -$1.73K
NANR icon
615
State Street SPDR S&P North American Natural Resources ETF
NANR
$741M
$11.3K ﹤0.01%
134
– –
HLT icon
616
Hilton Worldwide
HLT
$72.6B
$11.3K ﹤0.01%
37
+24
+185% +$7.28K
EVRG icon
617
Evergy
EVRG
$19.7B
$11.1K ﹤0.01%
136
+93
+216% +$7.35K
INSG icon
618
Inseego
INSG
$111M
$11.1K ﹤0.01%
1,000
– –
FTV icon
619
Fortive
FTV
$19.5B
$11.1K ﹤0.01%
200
– –
RY icon
620
Royal Bank of Canada
RY
$295B
$11K ﹤0.01%
68
– –
LTC
621
LTC Properties
LTC
$2.14B
$11K ﹤0.01%
295
– –
MPWR icon
622
Monolithic Power Systems
MPWR
$63B
$10.9K ﹤0.01%
10
– –
PRFZ icon
623
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$10.9K ﹤0.01%
238
– –
SPLV icon
624
Invesco S&P 500 Low Volatility ETF
SPLV
$7.28B
$10.9K ﹤0.01%
149
– –
GAIN icon
625
Gladstone Investment Corp
GAIN
$655M
$10.9K ﹤0.01%
766
– –
23 24
25
26 27

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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.