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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 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QUAL icon
126
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$505K 0.04%
2,632
-18
-0.7% -$3.61K
ITOT icon
127
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$496K 0.04%
3,480
+8
+0.2% +$1.19K
SDY icon
128
State Street SPDR S&P Dividend ETF
SDY
$22B
$488K 0.04%
3,347
-20
-0.6% -$2.98K
MMM icon
129
3M
MMM
$91.9B
$477K 0.04%
3,281
+30
+0.9% +$4.78K
BMY icon
130
Bristol-Myers Squibb
BMY
$128B
$474K 0.04%
7,815
+58
+0.7% +$3.38K
AMGN icon
131
Amgen
AMGN
$203B
$470K 0.04%
1,335
+30
+2% +$10.7K
EMXC icon
132
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$464K 0.04%
5,902
+5,201
+742% +$418K
MCK icon
133
McKesson
MCK
$99.5B
$459K 0.04%
530
+1
+0.2% +$893
CGUS icon
134
Capital Group Core Equity ETF
CGUS
$11.1B
$457K 0.04%
11,896
-409
-3% -$16.5K
LOW icon
135
Lowe's Companies
LOW
$119B
$451K 0.04%
1,908
+23
+1% +$6K
IWV icon
136
iShares Russell 3000 ETF
IWV
$19.5B
$450K 0.04%
1,213
-4
-0.3% -$1.55K
IJK icon
137
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$449K 0.04%
4,458
– –
GEV icon
138
GE Vernova
GEV
$265B
$444K 0.04%
509
+16
+3% +$12.5K
GIS icon
139
General Mills
GIS
$19.5B
$439K 0.04%
11,801
-24
-0.2% -$1.04K
TXN icon
140
Texas Instruments
TXN
$255B
$438K 0.04%
2,256
+16
+0.7% +$3.24K
DIA icon
141
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$436K 0.04%
941
-6
-0.6% -$2.91K
TMO icon
142
Thermo Fisher Scientific
TMO
$208B
$422K 0.04%
858
+2
+0.2% +$1.08K
ALL icon
143
Allstate
ALL
$67.3B
$421K 0.04%
2,031
+11
+0.5% +$2.25K
IWD icon
144
iShares Russell 1000 Value ETF
IWD
$81.5B
$401K 0.03%
1,879
– –
BP icon
145
BP
BP
$109B
$400K 0.03%
8,507
+18
+0.2% +$705
SHW icon
146
Sherwin-Williams
SHW
$80.7B
$392K 0.03%
1,223
-1,062
-46% -$366K
NWE icon
147
NorthWestern Energy
NWE
$4.44B
$390K 0.03%
5,916
+61
+1% +$4.13K
GS icon
148
Goldman Sachs
GS
$309B
$387K 0.03%
458
+8
+2% +$7.14K
MU icon
149
Micron Technology
MU
$1.02T
$385K 0.03%
1,139
+24
+2% +$9.4K
PLTR icon
150
Palantir
PLTR
$315B
$381K 0.03%
2,608
+143
+6% +$21.9K
4 5
6
7 8

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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 Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

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.