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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
BTC
926
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$1.56K ﹤0.01%
+52
New +$1.76K
VOE icon
927
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$1.54K ﹤0.01%
8
– –
NTAP icon
928
NetApp
NTAP
$34.2B
$1.54K ﹤0.01%
15
+12
+400% +$1.22K
NNE
929
Nano Nuclear Energy
NNE
$837M
$1.54K ﹤0.01%
75
– –
ITT icon
930
ITT
ITT
$17.8B
$1.52K ﹤0.01%
8
– –
CCSO icon
931
Carbon Collective Climate Solutions US Equity ETF
CCSO
$45.9M
$1.52K ﹤0.01%
59
– –
IDV icon
932
iShares International Select Dividend ETF
IDV
$8.28B
$1.49K ﹤0.01%
35
+9
+35% +$378
SCI icon
933
Service Corp International
SCI
$11.7B
$1.49K ﹤0.01%
18
– –
SBRA icon
934
Sabra Healthcare REIT
SBRA
$5.61B
$1.48K ﹤0.01%
77
+62
+413% +$1.22K
WSO icon
935
Watsco Inc
WSO
$15.1B
$1.46K ﹤0.01%
4
– –
ICE icon
936
Intercontinental Exchange
ICE
$86.4B
$1.42K ﹤0.01%
+9
New +$1.47K
TKO icon
937
TKO Group
TKO
$13.9B
$1.41K ﹤0.01%
+7
New +$1.43K
PSKY
938
Paramount Skydance Corp
PSKY
$9.03B
$1.39K ﹤0.01%
154
– –
PCAR icon
939
PACCAR
PCAR
$72.7B
$1.39K ﹤0.01%
12
-13
-52% -$1.57K
GPC icon
940
Genuine Parts
GPC
$17.9B
$1.38K ﹤0.01%
13
+10
+333% +$1.24K
IGV icon
941
iShares Expanded Tech-Software Sector ETF
IGV
$12.3B
$1.36K ﹤0.01%
17
-276
-94% -$24.4K
BE icon
942
Bloom Energy
BE
$47.5B
$1.35K ﹤0.01%
+10
New +$1.47K
HPQ icon
943
HP
HPQ
$25.9B
$1.35K ﹤0.01%
70
+56
+400% +$1.09K
NTES icon
944
NetEase
NTES
$81.5B
$1.34K ﹤0.01%
12
– –
XIFR
945
XPLR Infrastructure LP
XIFR
$1.11B
$1.27K ﹤0.01%
120
– –
BAI
946
iShares A.I. Innovation and Tech Active ETF
BAI
$12.1B
$1.25K ﹤0.01%
38
– –
GOP
947
Unusual Whales Subversive Republican Trading ETF
GOP
$86.7M
$1.21K ﹤0.01%
32
– –
UHAL icon
948
U-Haul Holding Co
UHAL
$14.3B
$1.2K ﹤0.01%
25
– –
LOGI icon
949
Logitech
LOGI
$16B
$1.19K ﹤0.01%
13
– –
VNQI icon
950
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$1.16K ﹤0.01%
+26
New +$1.24K
36 37
38
39 40

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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.