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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
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
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 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
TMO icon
151
Thermo Fisher Scientific
TMO
$245B
$464K 0.03%
926
+68
+8% +$32.6K
2025 Q3
3 quarters
PAVE icon
152
Global X US Infrastructure Development ETF
PAVE
$13.6B
$463K 0.03%
7,864
+1,319
+20% +$74K
2022 Q1
17 quarters
BMY icon
153
Bristol-Myers Squibb
BMY
$118B
$458K 0.03%
7,950
+135
+2% +$7.75K
2025 Q3
3 quarters
LIN icon
154
Linde
LIN
$225B
$450K 0.03%
868
+116
+15% +$58.8K
2025 Q3
3 quarters
IWD icon
155
iShares Russell 1000 Value ETF
IWD
$83.2B
$441K 0.03%
1,821
-58
-3% -$13.5K
2017 Q4
34 quarters
XLE icon
156
State Street Energy Select Sector SPDR ETF
XLE
$42.5B
$432K 0.03%
8,134
+1,912
+31% +$109K
2021 Q4
18 quarters
NWE icon
157
NorthWestern Energy
NWE
$4.58B
$428K 0.03%
5,970
+54
+0.9% +$3.83K
2017 Q4
34 quarters
LOW icon
158
Lowe's Companies
LOW
$104B
$425K 0.03%
1,927
+19
+1% +$4.32K
2025 Q3
3 quarters
WDC icon
159
Western Digital
WDC
$145B
$416K 0.03%
652
+621
+2,003% +$302K
2025 Q4
2 quarters
MCK icon
160
McKesson
MCK
$111B
$410K 0.03%
543
+13
+2% +$10.3K
2024 Q1
9 quarters
GIS icon
161
General Mills
GIS
$17.5B
$408K 0.03%
11,718
-83
-0.7% -$2.87K
2024 Q1
9 quarters
XLF icon
162
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$395K 0.03%
7,374
+192
+3% +$9.98K
2021 Q4
18 quarters
IWR icon
163
iShares Russell Mid-Cap ETF
IWR
$56.6B
$393K 0.03%
3,565
+16
+0.5% +$1.68K
2024 Q3
7 quarters
EPI icon
164
WisdomTree India Earnings Fund ETF
EPI
$1.78B
$391K 0.03%
9,150
– –
2024 Q1
9 quarters
JEF icon
165
Jefferies Financial Group
JEF
$10.4B
$377K 0.03%
7,546
– –
2020 Q2
24 quarters
VT icon
166
Vanguard Total World Stock ETF
VT
$82.7B
$370K 0.03%
2,360
+972
+70% +$148K
2022 Q1
17 quarters
SYK icon
167
Stryker
SYK
$108B
$348K 0.03%
1,106
+24
+2% +$7.56K
2024 Q1
9 quarters
NEE icon
168
NextEra Energy
NEE
$164B
$336K 0.02%
3,830
+206
+6% +$18.6K
2024 Q1
9 quarters
MDB icon
169
MongoDB
MDB
$30.7B
$336K 0.02%
1,000
– –
2024 Q1
9 quarters
SPCX icon
170
SpaceX
SPCX
$2.15T
$335K 0.02%
+1,961
New +$333K
2026 Q2
0 quarters
ACWI icon
171
iShares MSCI ACWI ETF
ACWI
$33.2B
$331K 0.02%
2,111
– –
2022 Q3
15 quarters
OEF icon
172
iShares S&P 100 ETF
OEF
$20.8B
$328K 0.02%
896
-30
-3% -$10.7K
2022 Q1
17 quarters
IEF icon
173
iShares 7-10 Year Treasury Bond ETF
IEF
$41.3B
$328K 0.02%
3,464
+2,894
+508% +$274K
2023 Q4
10 quarters
INDA icon
174
iShares MSCI India ETF
INDA
$5.74B
$327K 0.02%
6,623
– –
2026 Q1
1 quarter
BUFG icon
175
FT Vest Buffered Allocation Growth ETF
BUFG
$338M
$326K 0.02%
11,115
– –
2025 Q2
4 quarters
5 6
7
8 9

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TCA
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DP
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RG
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PIMJS
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TAM
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XF
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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.