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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
(+18%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
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 |
Hertz
HTZ
|
+$20.7M |
| 2 |
PACS Group
PACS
|
+$19.9M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.53M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.45M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 2 |
ExxonMobil
XOM
|
+$4.2M |
| 3 |
Oracle
ORCL
|
+$1.87M |
| 4 |
Idacorp
IDA
|
+$1.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
1076
Prudential
PUK
$29.3B
| $456 | ﹤0.01% |
+17
| New | +$496 |
2026 Q2
0 quarters
|
|
1077
Nice
NICE
$6.74B
| $455 | ﹤0.01% |
5
| – | – |
2024 Q1
9 quarters
|
|
1078
Millrose Properties Inc
MRP
$3.7B
| $451 | ﹤0.01% |
+15
| New | +$434 |
2026 Q2
0 quarters
|
|
1079
Artisan Partners
APAM
$2.3B
| $449 | ﹤0.01% |
13
| – | – |
2026 Q1
1 quarter
|
|
1080
Fox Class A
FOXA
$26.4B
| $418 | ﹤0.01% |
8
| – | – |
2026 Q1
1 quarter
|
|
1081
Trump Media & Technology Group
DJT
$2.22B
| $418 | ﹤0.01% |
54
| – | – |
2022 Q2
16 quarters
|
|
1082
iShares MSCI South Korea ETF
EWY
$24.2B
| $404 | ﹤0.01% |
+2
| New | +$353 |
2026 Q2
0 quarters
|
|
1083
Petrobras
PBR
$164B
| $404 | ﹤0.01% |
+25
| New | +$488 |
2026 Q2
0 quarters
|
|
1084
Estee Lauder
EL
$36.2B
| $395 | ﹤0.01% |
5
-59
| -92% | -$4.77K |
2024 Q1
9 quarters
|
|
1085
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$26M
| $391 | ﹤0.01% |
10
| – | – |
2025 Q4
2 quarters
|
|
1086
Wynn Resorts
WYNN
$7.72B
| $389 | ﹤0.01% |
4
| – | – |
2020 Q3
23 quarters
|
|
1087
Healthpeak Properties
DOC
$13.1B
| $386 | ﹤0.01% |
+18
| New | +$336 |
2026 Q2
0 quarters
|
|
1088
JPMorgan Core Plus Bond ETF
JCPB
$15.6B
| $385 | ﹤0.01% |
8
| – | – |
2025 Q4
2 quarters
|
|
1089
NatWest
NWG
$68.3B
| $353 | ﹤0.01% |
+20
| New | +$322 |
2026 Q2
0 quarters
|
|
1090
New York Times
NYT
$10.7B
| $350 | ﹤0.01% |
+5
| New | +$386 |
2026 Q2
0 quarters
|
|
1091
iShares MSCI Taiwan ETF
EWT
$12.5B
| $326 | ﹤0.01% |
+3
| New | +$281 |
2026 Q2
0 quarters
|
|
1092
Adagio Medical Holdings
ADGM
$3.59M
| $326 | ﹤0.01% |
500
| – | – |
2025 Q4
2 quarters
|
|
1093
Infleqtion Inc
INFQ
$2.34B
| $320 | ﹤0.01% |
+24
| New | +$330 |
2026 Q2
0 quarters
|
|
1094
UiPath
PATH
$6.94B
| $316 | ﹤0.01% |
+29
| New | +$310 |
2026 Q2
0 quarters
|
|
1095
Twist Bioscience
TWST
$10.1B
| $309 | ﹤0.01% |
3
| – | – |
2025 Q2
4 quarters
|
|
1096
NEOS S&P 500 High Income ETF
SPYI
$12.5B
| $266 | ﹤0.01% |
+5
| New | +$263 |
2026 Q2
0 quarters
|
|
1097
Innovative Industrial Properties
IIPR
$1.41B
| $254 | ﹤0.01% |
+4
| New | +$225 |
2026 Q2
0 quarters
|
|
1098
Velo3D Inc
VELO
$257M
| $246 | ﹤0.01% |
+14
| New | +$243 |
2026 Q2
0 quarters
|
|
1099
Everspin Technologies
MRAM
$372M
| $242 | ﹤0.01% |
+10
| New | +$224 |
2026 Q2
0 quarters
|
|
1100
Chimera Investment
CIM
$733M
| $214 | ﹤0.01% |
16
| – | – |
2024 Q4
6 quarters
|
|
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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.