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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 | |
|---|---|---|---|---|---|---|---|
676
D-Wave Quantum Inc
QBTS
$5.09B
| $14.4K | ﹤0.01% |
600
| – | – |
2025 Q3
3 quarters
|
|
677
Rocket Lab Corp
RKLB
$40.8B
| $14.3K | ﹤0.01% |
141
+42
| +42% | +$4.18K |
2025 Q3
3 quarters
|
|
678
lululemon athletica
LULU
$10.9B
| $14.3K | ﹤0.01% |
125
| – | – |
2025 Q3
3 quarters
|
|
679
Nuveen ESG Mid-Cap Growth ETF
NUMG
$354M
| $14.2K | ﹤0.01% |
303
| – | – |
2022 Q3
15 quarters
|
|
680
Royal Bank of Canada
RY
$269B
| $14.1K | ﹤0.01% |
68
| – | – |
2025 Q3
3 quarters
|
|
681
Vitesse Energy
VTS
$739M
| $14K | ﹤0.01% |
888
| – | – |
2023 Q1
13 quarters
|
|
682
State Street Multi-Asset Real Return ETF
RLY
$1.44B
| $14K | ﹤0.01% |
+405
| New | +$14.7K |
2026 Q2
0 quarters
|
|
683
Rambus
RMBS
$10.6B
| $13.9K | ﹤0.01% |
105
-168
| -62% | -$21.8K |
2025 Q3
3 quarters
|
|
684
AmpliTech
AMPG
$79.6M
| $13.9K | ﹤0.01% |
+2,000
| New | +$8.37K |
2026 Q2
0 quarters
|
|
685
JFrog
FROG
$12.5B
| $13.9K | ﹤0.01% |
153
+61
| +66% | +$3.96K |
2026 Q1
1 quarter
|
|
686
GSK
GSK
$92.7B
| $13.8K | ﹤0.01% |
264
| – | – |
2024 Q1
9 quarters
|
|
687
ASE Group
ASX
$123B
| $13.8K | ﹤0.01% |
306
| – | – |
2025 Q3
3 quarters
|
|
688
Consolidated Edison
ED
$39.6B
| $13.5K | ﹤0.01% |
122
-24
| -16% | -$2.61K |
2024 Q4
6 quarters
|
|
689
WisdomTree US Efficient Core Fund
NTSX
$1.37B
| $13.4K | ﹤0.01% |
227
| – | – |
2025 Q2
4 quarters
|
|
690
SFL Corp
SFL
$1.88B
| $13.4K | ﹤0.01% |
1,314
+33
| +3% | +$375 |
2023 Q1
13 quarters
|
|
691
AptarGroup
ATR
$7.62B
| $13.4K | ﹤0.01% |
107
+24
| +29% | +$2.91K |
2025 Q3
3 quarters
|
|
692
CenterPoint Energy
CNP
$25.8B
| $13.4K | ﹤0.01% |
304
+146
| +92% | +$6.25K |
2024 Q1
9 quarters
|
|
693
Balchem Corp
BCPC
$5.39B
| $13.3K | ﹤0.01% |
79
-41
| -34% | -$6.81K |
2025 Q3
3 quarters
|
|
694
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
| $13.3K | ﹤0.01% |
238
| – | – |
2025 Q2
4 quarters
|
|
695
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$8B
| $13K | ﹤0.01% |
+821
| New | +$14.4K |
2026 Q2
0 quarters
|
|
696
Southern Company
SO
$101B
| $13K | ﹤0.01% |
136
+112
| +467% | +$10.5K |
2024 Q3
7 quarters
|
|
697
Hilton Worldwide
HLT
$73.3B
| $12.9K | ﹤0.01% |
39
+2
| +5% | +$657 |
2025 Q2
4 quarters
|
|
698
CSX Corp
CSX
$87.9B
| $12.9K | ﹤0.01% |
271
+218
| +411% | +$9.84K |
2025 Q4
2 quarters
|
|
699
Arthur J. Gallagher & Co
AJG
$59.9B
| $12.8K | ﹤0.01% |
56
+23
| +70% | +$4.88K |
2024 Q1
9 quarters
|
|
700
Elevance Health
ELV
$92.6B
| $12.8K | ﹤0.01% |
33
+3
| +10% | +$1.11K |
2024 Q1
9 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.