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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
VG
976
Venture Global Inc
VG
$30.2B
$788 ﹤0.01%
+50
New +$536
ACHR icon
977
Archer Aviation
ACHR
$3.68B
$776 ﹤0.01%
150
– –
XEL icon
978
Xcel Energy
XEL
$50.1B
$715 ﹤0.01%
+9
New +$706
QUBT icon
979
Quantum Computing Inc
QUBT
$1.74B
$685 ﹤0.01%
100
– –
BABA icon
980
Alibaba
BABA
$276B
$628 ﹤0.01%
5
-2
-29% -$301
PINS icon
981
Pinterest
PINS
$13.6B
$587 ﹤0.01%
+32
New +$668
JSTC icon
982
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$585 ﹤0.01%
30
– –
XPO icon
983
XPO
XPO
$24B
$584 ﹤0.01%
+3
New +$538
ADGM
984
Adagio Medical Holdings
ADGM
$9.94M
$575 ﹤0.01%
500
– –
CLH icon
985
Clean Harbors
CLH
$16B
$574 ﹤0.01%
+2
New +$546
PEG icon
986
Public Service Enterprise Group
PEG
$39.3B
$567 ﹤0.01%
+7
New +$574
IDXX icon
987
Idexx Laboratories
IDXX
$44.9B
$562 ﹤0.01%
1
-2
-67% -$1.28K
NICE icon
988
Nice
NICE
$5.94B
$552 ﹤0.01%
5
– –
EFX icon
989
Equifax
EFX
$22B
$541 ﹤0.01%
3
-1
-25% -$199
U icon
990
Unity
U
$13.9B
$527 ﹤0.01%
+24
New +$666
LAES icon
991
SEALSQ Corp
LAES
$521M
$524 ﹤0.01%
200
– –
HQY icon
992
HealthEquity
HQY
$8.46B
$502 ﹤0.01%
+6
New +$492
DJT icon
993
Trump Media & Technology Group
DJT
$2.74B
$502 ﹤0.01%
54
– –
ZM icon
994
Zoom
ZM
$26.8B
$483 ﹤0.01%
6
– –
APAM icon
995
Artisan Partners
APAM
$2.9B
$474 ﹤0.01%
+13
New +$532
FOXA icon
996
Fox Class A
FOXA
$24.2B
$468 ﹤0.01%
+8
New +$510
ARI
997
Apollo Commercial Real Estate
ARI
$881M
$455 ﹤0.01%
+43
New +$448
GTLB icon
998
GitLab
GTLB
$5.57B
$433 ﹤0.01%
20
– –
DOCU
999
DocuSign
DOCU
$10.7B
$427 ﹤0.01%
+9
New +$460
WYNN icon
1000
Wynn Resorts
WYNN
$10.3B
$407 ﹤0.01%
4
– –
38 39
40
41 42

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PFM
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RIM
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AU
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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.