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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
Avg Time Held
6.7 quarters
Top 10 Avg Time Held
15.4 quarters
Top 20 Avg Time Held
14.3 quarters

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 Miscellaneous 65.24%
2 Healthcare 10.92%
3 Technology 8.88%
4 Financials 5.99%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
LYV icon
1001
Live Nation Entertainment
LYV
$39.5B
$1.83K ﹤0.01%
10
-2
-17% -$329
2025 Q4
2 quarters
IXUS icon
1002
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$1.81K ﹤0.01%
19
– –
2023 Q2
12 quarters
LEN icon
1003
Lennar Class A
LEN
$17.8B
$1.81K ﹤0.01%
20
+7
+54% +$626
2025 Q4
2 quarters
EXPD icon
1004
Expeditors International
EXPD
$25.1B
$1.79K ﹤0.01%
11
-25
-69% -$3.87K
2025 Q3
3 quarters
UBS icon
1005
UBS Group
UBS
$146B
$1.74K ﹤0.01%
+35
New +$1.59K
2026 Q2
0 quarters
VMRK icon
1006
Vivmark Residential
VMRK
$47.4B
$1.71K ﹤0.01%
25
+9
+56% +$583
2025 Q4
2 quarters
VOE icon
1007
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
$1.66K ﹤0.01%
8
– –
2024 Q3
7 quarters
CCSO icon
1008
Carbon Collective Climate Solutions US Equity ETF
CCSO
$44.9M
$1.65K ﹤0.01%
59
– –
2023 Q2
12 quarters
UHAL icon
1009
U-Haul Holding Co
UHAL
$10.9B
$1.64K ﹤0.01%
25
– –
2025 Q3
3 quarters
CDE icon
1010
Coeur Mining
CDE
$17.2B
$1.63K ﹤0.01%
100
– –
2024 Q4
6 quarters
NNE icon
1011
Nano Nuclear Energy
NNE
$767M
$1.59K ﹤0.01%
75
– –
2025 Q2
4 quarters
ITT icon
1012
ITT
ITT
$18.1B
$1.58K ﹤0.01%
8
– –
2024 Q1
9 quarters
GEN icon
1013
Gen Digital
GEN
$14B
$1.57K ﹤0.01%
+63
New +$1.41K
2026 Q2
0 quarters
BKE icon
1014
Buckle
BKE
$2.27B
$1.56K ﹤0.01%
37
+5
+16% +$247
2025 Q4
2 quarters
SWKS icon
1015
Skyworks Solutions
SWKS
$11.2B
$1.56K ﹤0.01%
+23
New +$1.56K
2026 Q2
0 quarters
SNAP icon
1016
Snap
SNAP
$11B
$1.55K ﹤0.01%
350
-500
-59% -$2.73K
2017 Q4
34 quarters
LCID icon
1017
Lucid Motors
LCID
$1.36B
$1.55K ﹤0.01%
231
– –
2021 Q4
18 quarters
IGV icon
1018
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$1.54K ﹤0.01%
17
– –
2025 Q1
5 quarters
SKYD icon
1019
Skydance Corporation
SKYD
$46.2B
$1.52K ﹤0.01%
154
– –
2025 Q3
3 quarters
IDV icon
1020
iShares International Select Dividend ETF
IDV
$8.12B
$1.49K ﹤0.01%
36
+1
+3% +$44
2023 Q1
13 quarters
B icon
1021
Barrick Mining
B
$67.2B
$1.47K ﹤0.01%
40
-76
-66% -$3.12K
2025 Q3
3 quarters
GOP icon
1022
Subversive Congressional Republicans Trading ETF
GOP
$94.2M
$1.44K ﹤0.01%
32
– –
2025 Q1
5 quarters
TTD icon
1023
Trade Desk
TTD
$5.65B
$1.43K ﹤0.01%
79
-34
-30% -$722
2025 Q3
3 quarters
XIFR icon
1024
XPLR Infrastructure LP
XIFR
$972M
$1.42K ﹤0.01%
120
– –
2025 Q2
4 quarters
DECK icon
1025
Deckers Outdoor
DECK
$11.5B
$1.39K ﹤0.01%
+14
New +$1.47K
2026 Q2
0 quarters
39 40
41
42 43

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AIM
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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
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
TAM
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XF
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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 Miscellaneous at 65% of assets, down from 68% a quarter earlier, followed by Healthcare and Technology.

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.