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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
TMO icon
151
Thermo Fisher Scientific
TMO
$234B
$464K 0.03%
926
+68
+8% +$32.6K
PAVE icon
152
Global X US Infrastructure Development ETF
PAVE
$13.8B
$463K 0.03%
7,864
+1,319
+20% +$74K
BMY icon
153
Bristol-Myers Squibb
BMY
$138B
$458K 0.03%
7,950
+135
+2% +$7.75K
LIN icon
154
Linde
LIN
$227B
$450K 0.03%
868
+116
+15% +$58.8K
IWD icon
155
iShares Russell 1000 Value ETF
IWD
$84.3B
$441K 0.03%
1,821
-58
-3% -$13.5K
XLE icon
156
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
$432K 0.03%
8,134
+1,912
+31% +$109K
NWE icon
157
NorthWestern Energy
NWE
$4.38B
$428K 0.03%
5,970
+54
+0.9% +$3.83K
LOW icon
158
Lowe's Companies
LOW
$119B
$425K 0.03%
1,927
+19
+1% +$4.32K
WDC icon
159
Western Digital
WDC
$167B
$416K 0.03%
652
+621
+2,003% +$302K
MCK icon
160
McKesson
MCK
$104B
$410K 0.03%
543
+13
+2% +$10.3K
GIS icon
161
General Mills
GIS
$21.4B
$408K 0.03%
11,718
-83
-0.7% -$2.87K
XLF icon
162
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$395K 0.03%
7,374
+192
+3% +$9.98K
IWR icon
163
iShares Russell Mid-Cap ETF
IWR
$57.6B
$393K 0.03%
3,565
+16
+0.5% +$1.68K
EPI icon
164
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$391K 0.03%
9,150
– –
JEF icon
165
Jefferies Financial Group
JEF
$12.3B
$377K 0.03%
7,546
– –
VT icon
166
Vanguard Total World Stock ETF
VT
$81.1B
$370K 0.03%
2,360
+972
+70% +$148K
SYK icon
167
Stryker
SYK
$127B
$348K 0.03%
1,106
+24
+2% +$7.56K
NEE icon
168
NextEra Energy
NEE
$176B
$336K 0.02%
3,830
+206
+6% +$18.6K
MDB icon
169
MongoDB
MDB
$32.3B
$336K 0.02%
1,000
– –
SPCX
170
SpaceX
SPCX
$1.8T
$335K 0.02%
+1,961
New +$333K
ACWI icon
171
iShares MSCI ACWI ETF
ACWI
$33.2B
$331K 0.02%
2,111
– –
OEF icon
172
iShares S&P 100 ETF
OEF
$20.2B
$328K 0.02%
896
-30
-3% -$10.7K
IEF icon
173
iShares 7-10 Year Treasury Bond ETF
IEF
$43B
$328K 0.02%
3,464
+2,894
+508% +$274K
INDA icon
174
iShares MSCI India ETF
INDA
$6.64B
$327K 0.02%
6,623
– –
BUFG icon
175
FT Vest Buffered Allocation Growth ETF
BUFG
$330M
$326K 0.02%
11,115
– –
5 6
7
8 9

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AIM
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TCA
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DP
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RG
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KL
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PIMJS
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TAM
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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 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.