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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
VIGI icon
776
Vanguard International Dividend Appreciation ETF
VIGI
$8.98B
$5.04K ﹤0.01%
57
– –
KMB icon
777
Kimberly-Clark
KMB
$32.5B
$5.02K ﹤0.01%
52
+26
+100% +$2.66K
BITB icon
778
Bitwise Bitcoin ETF
BITB
$3.01B
$5.01K ﹤0.01%
136
– –
DOV icon
779
Dover
DOV
$25.2B
$5K ﹤0.01%
24
+15
+167% +$3.21K
PGY icon
780
Pagaya Technologies
PGY
$1.7B
$4.99K ﹤0.01%
+428
New +$6.77K
CLX icon
781
Clorox
CLX
$10B
$4.97K ﹤0.01%
48
– –
EQIX icon
782
Equinix
EQIX
$101B
$4.9K ﹤0.01%
5
– –
QXO
783
QXO Inc
QXO
$11.8B
$4.86K ﹤0.01%
250
– –
WISE icon
784
Themes Generative Artificial Intelligence ETF
WISE
$27.5M
$4.82K ﹤0.01%
150
– –
HBAN icon
785
Huntington Bancshares
HBAN
$32.1B
$4.82K ﹤0.01%
+308
New +$5.26K
SBAC icon
786
SBA Communications
SBAC
$18.9B
$4.82K ﹤0.01%
28
– –
B
787
Barrick Mining
B
$71.3B
$4.73K ﹤0.01%
116
-56
-33% -$2.59K
TIGO icon
788
Millicom
TIGO
$15.8B
$4.72K ﹤0.01%
63
– –
BATRA icon
789
Atlanta Braves Holdings Series A
BATRA
$3.58B
$4.71K ﹤0.01%
100
– –
PDD icon
790
Pinduoduo
PDD
$112B
$4.7K ﹤0.01%
46
– –
MMYT icon
791
MakeMyTrip
MMYT
$4.51B
$4.66K ﹤0.01%
125
-205
-62% -$11.9K
EL icon
792
Estee Lauder
EL
$33.8B
$4.59K ﹤0.01%
64
– –
FER icon
793
Ferrovial N.V. Ordinary Shares
FER
$39.7B
$4.55K ﹤0.01%
71
– –
OC icon
794
Owens Corning
OC
$9.79B
$4.55K ﹤0.01%
42
– –
TEM
795
Tempus AI
TEM
$14.1B
$4.52K ﹤0.01%
100
– –
LYB icon
796
LyondellBasell Industries
LYB
$20B
$4.51K ﹤0.01%
56
+19
+51% +$1.13K
WRBY icon
797
Warby Parker
WRBY
$2.78B
$4.51K ﹤0.01%
214
– –
GOOD
798
Gladstone Commercial Corp
GOOD
$610M
$4.49K ﹤0.01%
393
– –
GLPI icon
799
Gaming and Leisure Properties
GLPI
$11.5B
$4.39K ﹤0.01%
99
+81
+450% +$3.75K
SCHI icon
800
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$4.36K ﹤0.01%
192
– –
30 31
32
33 34

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DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.38B AUM 26.45% 1-Year Est. Return
DP
Dundas Partners Edinburgh, United Kingdom $1.38B AUM 28.73% 1-Year Est. Return
RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

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.