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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
Cap. Flow
+$61.4M
Cap. Flow %
4.45%
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71

Top Buys

Rank Stock Value
1
HTZ icon
Hertz
HTZ
+$20.7M
2
PACS icon
PACS Group
PACS
+$19.9M
3
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$8.53M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

Top Sells

Rank Stock Value
1
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
2
XOM icon
ExxonMobil
XOM
+$4.2M
3
ORCL icon
Oracle
ORCL
+$1.87M
4
IDA icon
Idacorp
IDA
+$1.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M

Sector Composition

Rank Sector Weight
1 Healthcare 10.92%
2 Technology 8.88%
3 Financials 5.99%
4 Communication Services 2.71%
5 Energy 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYV icon
1001
Live Nation Entertainment
LYV
$43B
$1.83K ﹤0.01%
10
-2
-17% -$329
IXUS icon
1002
iShares Core MSCI Total International Stock ETF
IXUS
$61.1B
$1.81K ﹤0.01%
19
– –
LEN icon
1003
Lennar Class A
LEN
$21.2B
$1.81K ﹤0.01%
20
+7
+54% +$626
EXPD icon
1004
Expeditors International
EXPD
$24.9B
$1.79K ﹤0.01%
11
-25
-69% -$3.87K
UBS icon
1005
UBS Group
UBS
$167B
$1.74K ﹤0.01%
+35
New +$1.59K
VMRK
1006
Vivmark Residential
VMRK
$26.9B
$1.71K ﹤0.01%
25
+9
+56% +$583
VOE icon
1007
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$1.66K ﹤0.01%
8
– –
CCSO icon
1008
Carbon Collective Climate Solutions US Equity ETF
CCSO
$48.1M
$1.65K ﹤0.01%
59
– –
UHAL icon
1009
U-Haul Holding Co
UHAL
$13.5B
$1.64K ﹤0.01%
25
– –
CDE icon
1010
Coeur Mining
CDE
$21.9B
$1.63K ﹤0.01%
100
– –
NNE
1011
Nano Nuclear Energy
NNE
$989M
$1.59K ﹤0.01%
75
– –
ITT icon
1012
ITT
ITT
$18.8B
$1.58K ﹤0.01%
8
– –
GEN icon
1013
Gen Digital
GEN
$17.5B
$1.57K ﹤0.01%
+63
New +$1.41K
BKE icon
1014
Buckle
BKE
$2.3B
$1.56K ﹤0.01%
37
+5
+16% +$247
SWKS icon
1015
Skyworks Solutions
SWKS
$9.82B
$1.56K ﹤0.01%
+23
New +$1.56K
SNAP icon
1016
Snap
SNAP
$9.22B
$1.55K ﹤0.01%
350
-500
-59% -$2.73K
LCID icon
1017
Lucid Motors
LCID
$1.93B
$1.55K ﹤0.01%
231
– –
IGV icon
1018
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$1.54K ﹤0.01%
17
– –
PSKY
1019
Paramount Skydance Corp
PSKY
$11.8B
$1.52K ﹤0.01%
154
– –
IDV icon
1020
iShares International Select Dividend ETF
IDV
$8.67B
$1.49K ﹤0.01%
36
+1
+3% +$44
B
1021
Barrick Mining
B
$78.3B
$1.47K ﹤0.01%
40
-76
-66% -$3.12K
GOP
1022
Subversive Congressional Republicans Trading ETF
GOP
$91.6M
$1.44K ﹤0.01%
32
– –
TTD icon
1023
Trade Desk
TTD
$6.13B
$1.43K ﹤0.01%
79
-34
-30% -$722
XIFR
1024
XPLR Infrastructure LP
XIFR
$1.1B
$1.42K ﹤0.01%
120
– –
DECK icon
1025
Deckers Outdoor
DECK
$12.1B
$1.39K ﹤0.01%
+14
New +$1.47K
39 40
41
42 43

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AIM
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TCA
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DP
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RG
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KL
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PIMJS
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TAM
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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 Healthcare at 11% of assets, up from 8.3% a quarter earlier, followed by Technology and Financials.

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.