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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
+16.99%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$209M
(+18%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71
Avg Time Held
6.7
quarters
Top 10 Avg Time Held
15.4
quarters
Top 20 Avg Time Held
14.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hertz
HTZ
|
+$20.7M |
| 2 |
PACS Group
PACS
|
+$19.9M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.53M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.45M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 2 |
ExxonMobil
XOM
|
+$4.2M |
| 3 |
Oracle
ORCL
|
+$1.87M |
| 4 |
Idacorp
IDA
|
+$1.48M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.24% |
| 2 | Healthcare | 10.92% |
| 3 | Technology | 8.88% |
| 4 | Financials | 5.99% |
| 5 | Communication Services | 2.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
626
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
| $19.4K | ﹤0.01% |
+176
| New | +$19.4K |
2026 Q2
0 quarters
|
|
627
Barclays
BCS
$77.3B
| $19.4K | ﹤0.01% |
722
+8
| +1% | +$193 |
2021 Q2
20 quarters
|
|
628
LPL Financial
LPLA
$25.5B
| $19.2K | ﹤0.01% |
+68
| New | +$20.4K |
2026 Q2
0 quarters
|
|
629
Ameris Bancorp
ABCB
$5.29B
| $19.2K | ﹤0.01% |
212
-86
| -29% | -$7.31K |
2025 Q3
3 quarters
|
|
630
Coinbase
COIN
$47.8B
| $19.2K | ﹤0.01% |
131
+98
| +297% | +$17.7K |
2025 Q3
3 quarters
|
|
631
CRISPR Therapeutics
CRSP
$4.86B
| $19.1K | ﹤0.01% |
350
| – | – |
2025 Q3
3 quarters
|
|
632
VanEck Uranium + Nuclear Energy ETF
NLR
$3.37B
| $18.9K | ﹤0.01% |
163
| – | – |
2025 Q3
3 quarters
|
|
633
TransDigm Group
TDG
$60.8B
| $18.6K | ﹤0.01% |
14
+5
| +56% | +$6.14K |
2025 Q3
3 quarters
|
|
634
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.39B
| $18.1K | ﹤0.01% |
451
| – | – |
2025 Q3
3 quarters
|
|
635
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
| $17.9K | ﹤0.01% |
369
| – | – |
2025 Q2
4 quarters
|
|
636
Nuveen ESG Mid-Cap Value ETF
NUMV
$443M
| $17.8K | ﹤0.01% |
410
| – | – |
2022 Q3
15 quarters
|
|
637
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$472M
| $17.8K | ﹤0.01% |
+143
| New | +$17.3K |
2026 Q2
0 quarters
|
|
638
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
| $17.7K | ﹤0.01% |
162
+58
| +56% | +$6.32K |
2025 Q2
4 quarters
|
|
639
Zscaler
ZS
$37.6B
| $17.6K | ﹤0.01% |
125
+78
| +166% | +$10.9K |
2025 Q3
3 quarters
|
|
640
Devon Energy
DVN
$54.7B
| $17.3K | ﹤0.01% |
419
+311
| +288% | +$14.4K |
2025 Q3
3 quarters
|
|
641
Huntington Bancshares
HBAN
$30.8B
| $17.2K | ﹤0.01% |
969
+661
| +215% | +$10.9K |
2026 Q1
1 quarter
|
|
642
Eaton Vance Limited Duration Income Fund
EVV
$974M
| $17.2K | ﹤0.01% |
1,836
+47
| +3% | +$440 |
2022 Q3
15 quarters
|
|
643
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
| $17.1K | ﹤0.01% |
329
| – | – |
2022 Q3
15 quarters
|
|
644
Cardinal Health
CAH
$55.1B
| $16.9K | ﹤0.01% |
71
+54
| +318% | +$11.2K |
2026 Q1
1 quarter
|
|
645
LyondellBasell Industries
LYB
$19.3B
| $16.8K | ﹤0.01% |
320
+264
| +471% | +$18.2K |
2025 Q4
2 quarters
|
|
646
AeroVironment
AVAV
$6.42B
| $16.8K | ﹤0.01% |
102
-28
| -22% | -$5.01K |
2025 Q3
3 quarters
|
|
647
BlackRock Large Cap Core ETF
BLCR
$9.67B
| $16.8K | ﹤0.01% |
+334
| New | +$16.1K |
2026 Q2
0 quarters
|
|
648
LivaNova
LIVN
$4.23B
| $16.8K | ﹤0.01% |
204
+64
| +46% | +$4.53K |
2026 Q1
1 quarter
|
|
649
United Parcel Service
UPS
$80.3B
| $16.8K | ﹤0.01% |
156
+89
| +133% | +$9.25K |
2024 Q1
9 quarters
|
|
650
Republic Services
RSG
$67.4B
| $16.6K | ﹤0.01% |
78
+44
| +129% | +$9.2K |
2025 Q2
4 quarters
|
|
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Crewe Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Crewe Advisors held 1,206 positions worth $1.38B, up 18% from $1.17B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Crewe Advisors deployed $61.4M of net new capital in Q2 2026, opening 169 new positions and adding to 494 existing holdings. Its largest new stake was Hertz: 3,794,106 shares worth $8.59M.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, down from 68% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Oracle, an estimated $1.87M trimmed.
- Crewe Advisors's largest Q2 2026 buy was Hertz: 3,794,106 shares worth $8.59M.
- Crewe Advisors added most to PACS Group in Q2 2026, an estimated $19.9M increase.
- Crewe Advisors's biggest Q2 2026 reduction was Oracle, cutting an estimated $1.87M.
- Crewe Advisors fully exited BlackRock Short Maturity Municipal Bond ETF in Q2 2026, selling an estimated $15.5M.
- Crewe Advisors's ten largest holdings make up 54% of its $1.38B portfolio in Q2 2026.
- Crewe Advisors opened 169 new positions and closed 71 in Q2 2026.
- Crewe Advisors's portfolio value rose 18% quarter-over-quarter to $1.38B.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.