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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
PUK icon
1076
Prudential
PUK
$35.2B
$456 ﹤0.01%
+17
New +$496
NICE icon
1077
Nice
NICE
$5.87B
$455 ﹤0.01%
5
– –
MRP
1078
Millrose Properties Inc
MRP
$5.11B
$451 ﹤0.01%
+15
New +$434
APAM icon
1079
Artisan Partners
APAM
$3.07B
$449 ﹤0.01%
13
– –
FOXA icon
1080
Fox Class A
FOXA
$29.3B
$418 ﹤0.01%
8
– –
DJT icon
1081
Trump Media & Technology Group
DJT
$2.57B
$418 ﹤0.01%
54
– –
EWY icon
1082
iShares MSCI South Korea ETF
EWY
$28B
$404 ﹤0.01%
+2
New +$353
PBR icon
1083
Petrobras
PBR
$116B
$404 ﹤0.01%
+25
New +$488
EL icon
1084
Estee Lauder
EL
$38B
$395 ﹤0.01%
5
-59
-92% -$4.77K
XAUG icon
1085
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$23.7M
$391 ﹤0.01%
10
– –
WYNN icon
1086
Wynn Resorts
WYNN
$10.1B
$389 ﹤0.01%
4
– –
DOC icon
1087
Healthpeak Properties
DOC
$14.9B
$386 ﹤0.01%
+18
New +$336
JCPB icon
1088
JPMorgan Core Plus Bond ETF
JCPB
$14.5B
$385 ﹤0.01%
8
– –
NWG icon
1089
NatWest
NWG
$74.5B
$353 ﹤0.01%
+20
New +$322
NYT icon
1090
New York Times
NYT
$11.1B
$350 ﹤0.01%
+5
New +$386
EWT icon
1091
iShares MSCI Taiwan ETF
EWT
$11.6B
$326 ﹤0.01%
+3
New +$281
ADGM
1092
Adagio Medical Holdings
ADGM
$11.9M
$326 ﹤0.01%
500
– –
INFQ
1093
Infleqtion Inc
INFQ
$3B
$320 ﹤0.01%
+24
New +$330
PATH icon
1094
UiPath
PATH
$8.63B
$316 ﹤0.01%
+29
New +$310
TWST icon
1095
Twist Bioscience
TWST
$9.54B
$309 ﹤0.01%
3
– –
SPYI icon
1096
NEOS S&P 500 High Income ETF
SPYI
$11.6B
$266 ﹤0.01%
+5
New +$263
IIPR icon
1097
Innovative Industrial Properties
IIPR
$1.58B
$254 ﹤0.01%
+4
New +$225
VELO
1098
Velo3D Inc
VELO
$403M
$246 ﹤0.01%
+14
New +$243
MRAM icon
1099
Everspin Technologies
MRAM
$434M
$242 ﹤0.01%
+10
New +$224
CIM
1100
Chimera Investment
CIM
$962M
$214 ﹤0.01%
16
– –
42 43
44
45 46

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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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

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.