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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 Miscellaneous 67.56%
2 Healthcare 8.3%
3 Technology 7.75%
4 Financials 6.58%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDL icon
1076
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.83B
– –
-1,330
Closed -$59K
FDS icon
1077
Factset
FDS
$10.1B
– –
-8
Closed -$2.32K
FLJP icon
1078
Franklin FTSE Japan ETF
FLJP
$4.13B
– –
-32
Closed -$1.1K
FND icon
1079
Floor & Decor
FND
$5.03B
– –
-26
Closed -$1.58K
FTI icon
1080
TechnipFMC
FTI
$28.2B
– –
-63
Closed -$2.81K
GLDM icon
1081
SPDR Gold MiniShares Trust
GLDM
$32B
– –
-20
Closed -$1.71K
GLNG icon
1082
Golar LNG
GLNG
$5.29B
– –
-27
Closed -$1K
GLOB icon
1083
Globant
GLOB
$1.54B
– –
-12
Closed -$785
LKFT
1084
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.87B
– –
-46
Closed -$1.5K
HALO icon
1085
Halozyme
HALO
$12.8B
– –
-30
Closed -$2.02K
HDB icon
1086
HDFC Bank
HDB
$119B
– –
-138
Closed -$5.04K
HWKN icon
1087
Hawkins
HWKN
$2.55B
– –
-10
Closed -$1.42K
IBN icon
1088
ICICI Bank
IBN
$101B
– –
-118
Closed -$3.52K
ICLR icon
1089
Icon
ICLR
$12.7B
– –
-12
Closed -$2.19K
ILMN icon
1090
Illumina
ILMN
$36.2B
– –
-24
Closed -$3.15K
IYR icon
1091
iShares US Real Estate ETF
IYR
$4.21B
– –
-150
Closed -$14.1K
JNK icon
1092
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.8B
– –
-10
Closed -$973
KNF icon
1093
Knife River
KNF
$3.09B
– –
-137
Closed -$9.64K
KNSL icon
1094
Kinsale Capital Group
KNSL
$8.13B
– –
-3
Closed -$1.17K
KSPI icon
1095
Kaspi.kz JSC
KSPI
$18.5B
– –
-25
Closed -$1.95K
LECO icon
1096
Lincoln Electric
LECO
$14B
– –
-7
Closed -$1.68K
LUV icon
1097
Southwest Airlines
LUV
$20B
– –
-85
Closed -$3.51K
LXU icon
1098
LSB Industries
LXU
$795M
– –
-149
Closed -$1.27K
LYG icon
1099
Lloyds Banking Group
LYG
$83.9B
– –
-734
Closed -$3.89K
MDYG icon
1100
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.78B
– –
-19
Closed -$1.76K
42 43
44
45 46

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DPI
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AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
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 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 Miscellaneous at 68% of assets, up from 66% a quarter earlier, followed by Healthcare and Technology.

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.