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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
ACGL icon
951
Arch Capital
ACGL
$37.2B
$1.15K ﹤0.01%
12
– –
NANC icon
952
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
$1.14K ﹤0.01%
27
– –
LEN icon
953
Lennar Class A
LEN
$21.1B
$1.13K ﹤0.01%
13
+5
+63% +$540
MAA icon
954
Mid-America Apartment Communities
MAA
$15.8B
$1.1K ﹤0.01%
9
– –
SJM icon
955
J.M. Smucker
SJM
$13.2B
$1.06K ﹤0.01%
11
– –
NIXT
956
Research Affiliates Deletions ETF
NIXT
$41M
$1.06K ﹤0.01%
38
– –
THRO
957
iShares U.S. Thematic Rotation Active ETF
THRO
$6.34B
$1.01K ﹤0.01%
28
– –
KVUE icon
958
Kenvue
KVUE
$37.9B
$1.01K ﹤0.01%
+59
New +$1.05K
VGLT icon
959
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$997 ﹤0.01%
18
– –
EG icon
960
Everest Group
EG
$15.8B
$981 ﹤0.01%
3
– –
SLYG icon
961
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$967 ﹤0.01%
10
-55
-85% -$5.45K
SPYD icon
962
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$951 ﹤0.01%
21
– –
EQR icon
963
Equity Residential
EQR
$25.5B
$948 ﹤0.01%
16
+5
+45% +$308
EVR icon
964
Evercore
EVR
$13.2B
$896 ﹤0.01%
3
– –
THNQ icon
965
ROBO Global Artificial Intelligence ETF
THNQ
$404M
$886 ﹤0.01%
15
– –
ALHC icon
966
Alignment Healthcare
ALHC
$3.81B
$881 ﹤0.01%
50
– –
MSI icon
967
Motorola Solutions
MSI
$73.1B
$868 ﹤0.01%
+2
New +$866
SMCI icon
968
Super Micro Computer
SMCI
$18.4B
$843 ﹤0.01%
37
-8
-18% -$240
BBY icon
969
Best Buy
BBY
$18.9B
$837 ﹤0.01%
13
+10
+333% +$656
PAYX icon
970
Paychex
PAYX
$42.3B
$830 ﹤0.01%
9
+1
+13% +$99
ALC icon
971
Alcon
ALC
$33.7B
$829 ﹤0.01%
11
-8
-42% -$638
BNDX icon
972
Vanguard Total International Bond ETF
BNDX
$82.3B
$817 ﹤0.01%
17
-31
-65% -$1.5K
IGIB icon
973
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$799 ﹤0.01%
15
– –
HRL icon
974
Hormel Foods
HRL
$14.1B
$793 ﹤0.01%
35
– –
KHC icon
975
Kraft Heinz
KHC
$32.4B
$788 ﹤0.01%
35
– –
37 38
39
40 41

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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.