We are live on ! Find out more
CA

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
VRTX icon
201
Vertex Pharmaceuticals
VRTX
$122B
$223K 0.02%
500
-4
-0.8% -$1.86K
SPB icon
202
Spectrum Brands
SPB
$2.04B
$222K 0.02%
3,009
– –
PRF icon
203
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$221K 0.02%
4,640
– –
BKH icon
204
Black Hills Corp
BKH
$5.68B
$219K 0.02%
3,153
+13
+0.4% +$936
SONY icon
205
Sony
SONY
$131B
$218K 0.02%
10,550
-46
-0.4% -$1.03K
IREN icon
206
Iris Energy
IREN
$13B
$218K 0.02%
6,350
– –
NSC icon
207
Norfolk Southern
NSC
$77.1B
$198K 0.02%
689
+12
+2% +$3.57K
XLY icon
208
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$198K 0.02%
1,814
– –
SHY icon
209
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$198K 0.02%
2,394
+80
+3% +$6.62K
BBCA icon
210
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
$198K 0.02%
2,100
– –
SPGI icon
211
S&P Global
SPGI
$130B
$197K 0.02%
464
+29
+7% +$13.5K
IAU icon
212
iShares Gold Trust
IAU
$63.4B
$196K 0.02%
2,227
+1,212
+119% +$111K
IDEV icon
213
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$194K 0.02%
2,327
– –
ETN icon
214
Eaton
ETN
$155B
$192K 0.02%
537
+30
+6% +$10.7K
VT icon
215
Vanguard Total World Stock ETF
VT
$76.4B
$192K 0.02%
1,388
– –
PDYN icon
216
Palladyne AI
PDYN
$244M
$189K 0.02%
+31,150
New +$211K
FNDX icon
217
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$189K 0.02%
6,785
– –
KR icon
218
Kroger
KR
$35.5B
$186K 0.02%
2,572
-15
-0.6% -$1.01K
AZN icon
219
AstraZeneca
AZN
$263B
$185K 0.02%
937
-7
-0.7% -$1.35K
T icon
220
AT&T
T
$167B
$183K 0.02%
6,298
-35
-0.6% -$935
PPG icon
221
PPG Industries
PPG
$26.4B
$180K 0.02%
1,688
– –
VZ icon
222
Verizon
VZ
$198B
$172K 0.01%
3,421
+250
+8% +$11.6K
ILCG icon
223
iShares Morningstar Growth ETF
ILCG
$3.09B
$166K 0.01%
1,740
– –
NOBL icon
224
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$166K 0.01%
3,126
– –
GLW icon
225
Corning
GLW
$123B
$164K 0.01%
1,203
+25
+2% +$3.02K
7 8
9
10 11

Similar funds

JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.38B AUM
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 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 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.