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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
ZION icon
176
Zions Bancorporation
ZION
$10B
$325K 0.02%
4,701
+3
+0.1% +$189
WFC icon
177
Wells Fargo
WFC
$258B
$324K 0.02%
3,918
+360
+10% +$28.9K
KLAC icon
178
KLA
KLAC
$239B
$319K 0.02%
1,058
+758
+253% +$150K
BP icon
179
BP
BP
$110B
$317K 0.02%
8,581
+74
+0.9% +$3.25K
AZO icon
180
AutoZone
AZO
$48.8B
$316K 0.02%
99
+7
+8% +$23.3K
PFE icon
181
Pfizer
PFE
$162B
$314K 0.02%
13,048
+762
+6% +$19.9K
PLTR icon
182
Palantir
PLTR
$423B
$314K 0.02%
2,691
+83
+3% +$11.3K
SHY icon
183
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$310K 0.02%
3,774
+1,380
+58% +$113K
NUE icon
184
Nucor
NUE
$57.5B
$304K 0.02%
1,364
-121
-8% -$27.4K
VBR icon
185
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$295K 0.02%
1,215
– –
EA
186
DELISTED
Electronic Arts
EA
$295K 0.02%
1,439
+120
+9% +$24.3K
MFC icon
187
Manulife Financial
MFC
$71.9B
$292K 0.02%
7,200
– –
IREN icon
188
Iris Energy
IREN
$14.3B
$290K 0.02%
6,350
– –
ENSG icon
189
The Ensign Group
ENSG
$10.5B
$287K 0.02%
1,788
– –
IBIT icon
190
iShares Bitcoin Trust
IBIT
$59.1B
$282K 0.02%
8,479
+132
+2% +$5.37K
PNW icon
191
Pinnacle West Capital
PNW
$11.9B
$280K 0.02%
2,618
+22
+0.8% +$2.25K
VRTX icon
192
Vertex Pharmaceuticals
VRTX
$140B
$280K 0.02%
563
+63
+13% +$27.9K
GDX icon
193
VanEck Gold Miners ETF
GDX
$32B
$278K 0.02%
3,684
+498
+16% +$44K
FIX icon
194
Comfort Systems
FIX
$56.5B
$277K 0.02%
140
+76
+119% +$138K
FNDB icon
195
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.49B
$269K 0.02%
8,843
– –
PPL
196
PPL Corp
PPL
$26.5B
$264K 0.02%
7,270
+158
+2% +$5.84K
AIQ icon
197
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$261K 0.02%
3,982
+3,771
+1,787% +$225K
SCHG icon
198
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$261K 0.02%
7,699
– –
ETN icon
199
Eaton
ETN
$162B
$260K 0.02%
610
+73
+14% +$29.4K
WM icon
200
Waste Management
WM
$88.5B
$260K 0.02%
1,165
-95
-8% -$21.1K
6 7
8
9 10

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AIM
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TCA
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DP
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RG
Rakuten Group Setagaya-Ku, Tokyo, Japan $1.38B AUM 89.78% 1-Year Est. Return
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.