Crewe Advisors Llc Portfolio Stock Holdings
Crewe Advisors Llc disclosed 1135 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, PACS GROUP INC, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1135
- Portfolio Value
- $1.4B
Holdings by Sector
Crewe Advisors Llc Portfolio Holdings in Q2 2026
1042 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.66% | 214,948 | -1,474 | -0.68% | $160,972,665 |
| PACS GROUP INC | PACS | Healthcare | 10.22% | 3,307,188 | +553,009 | +20.08% | $141,018,497 |
| ISHARES TR | IJH | Other | 5.83% | 1,043,164 | +29,630 | +2.92% | $80,438,378 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.66% | 104,579 | +4,312 | +4.30% | $78,096,719 |
| ISHARES TR | IEFA | Other | 4.62% | 660,188 | +46,356 | +7.55% | $63,760,976 |
| VANGUARD BD INDEX FDS | BND | Other | 3.68% | 691,686 | +18,705 | +2.78% | $50,776,675 |
| VANGUARD WORLD FD | ESGV | Other | 3.49% | 364,656 | +79 | +0.02% | $48,222,175 |
| DBX ETF TR | DBEF | Other | 3.08% | 778,666 | +15,213 | +1.99% | $42,538,501 |
| PGIM ETF TR | PULS | Other | 3.04% | 847,303 | +171,969 | +25.46% | $41,985,840 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.98% | 55 | -1 | -1.79% | $41,186,750 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 2.55% | 50,124 | -1 | -0.00% | $35,254,107 |
| MICROSOFT CORP | MSFT | Technology | 2.37% | 87,611 | +4,016 | +4.80% | $32,680,816 |
| APPLE INC | AAPL | Technology | 2.15% | 102,418 | -2,666 | -2.54% | $29,635,607 |
| ISHARES TR | MUB | Other | 2.00% | 256,075 | +20,822 | +8.85% | $27,558,792 |
| ISHARES TR | IJR | Other | 1.94% | 180,397 | +6,549 | +3.77% | $26,754,717 |
| VANGUARD INDEX FDS | VB | Other | 1.88% | 85,513 | - | - | $25,920,701 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.69% | 40,172 | +810 | +2.06% | $23,336,359 |
| ISHARES TR | IWM | Other | 1.51% | 69,179 | -1,901 | -2.67% | $20,784,854 |
| VANGUARD WORLD FD | VGT | Other | 1.42% | 164,416 | +143,864 | +700.00% | $19,651,002 |
| ALPHABET INC | GOOG | Communication Services | 1.38% | 54,038 | +937 | +1.76% | $19,093,155 |
| CHEVRON CORPORATION | CVX | Energy | 1.27% | 105,557 | +1,372 | +1.32% | $17,497,129 |
| INVESCO QQQ TR | QQQ | Other | 1.03% | 19,375 | +328 | +1.72% | $14,267,997 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.97% | 26,858 | +1,257 | +4.91% | $13,439,532 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.90% | 183,760 | +4,089 | +2.28% | $12,418,523 |
| VANGUARD WORLD FD | VSGX | Other | 0.79% | 132,891 | -5 | -0.00% | $10,942,277 |
| ISHARES TR | EFA | Other | 0.63% | 84,025 | -952 | -1.12% | $8,728,506 |
| ISHARES INC | IEMG | Other | 0.63% | 105,358 | +2,133 | +2.07% | $8,727,840 |
| HERTZ GLOBAL HLDGS INC | HTZ | Industrials | 0.62% | 3,794,106 | +3,794,106 | +100.00% | $8,593,651 |
| VANGUARD INDEX FDS | VOO | Other | 0.59% | 11,876 | +122 | +1.04% | $8,156,525 |
| NVIDIA CORPORATION | NVDA | Technology | 0.58% | 40,213 | +4,547 | +12.75% | $8,046,283 |
| ALPHABET INC | GOOGL | Communication Services | 0.56% | 21,790 | +1,061 | +5.12% | $7,787,017 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.56% | 93,675 | +557 | +0.60% | $7,742,229 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.52% | 121,090 | +1,879 | +1.58% | $7,227,847 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.51% | 29,559 | +1,331 | +4.72% | $7,045,139 |
| VISA INC | V | Financial Services | 0.44% | 17,862 | +618 | +3.58% | $6,128,274 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 14,032 | +459 | +3.38% | $5,901,860 |
| VANGUARD INDEX FDS | VNQ | Other | 0.41% | 58,758 | +38 | +0.06% | $5,666,001 |
| JANUS DETROIT STR TR | JAAA | Other | 0.39% | 105,330 | +35,635 | +51.13% | $5,318,121 |
| VANGUARD INDEX FDS | VTI | Other | 0.35% | 12,955 | -2,235 | -14.71% | $4,793,754 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 13,043 | +313 | +2.46% | $4,269,512 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.29% | 80,466 | +18,217 | +29.26% | $4,069,166 |
| EQT CORP | EQT | Energy | 0.29% | 75,202 | +68 | +0.09% | $3,998,491 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 6,659 | +557 | +9.13% | $3,751,222 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.25% | 108,015 | +4,528 | +4.38% | $3,425,160 |
| ISHARES TR | SCZ | Other | 0.24% | 39,586 | +1,527 | +4.01% | $3,256,771 |
| ARISTA NETWORKS INC | ANET | Other | 0.23% | 18,904 | +483 | +2.62% | $3,211,412 |
| NETFLIX INC. | NFLX | Communication Services | 0.23% | 44,491 | +1,053 | +2.42% | $3,176,623 |
| ISHARES TR | IWF | Other | 0.22% | 24,743 | +18,070 | +270.79% | $3,072,339 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.22% | 33,134 | - | - | $3,021,490 |
| BROADCOM INC | AVGO | Technology | 0.21% | 7,723 | +1,075 | +16.17% | $2,917,457 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 11,954 | +1,383 | +13.08% | $2,828,591 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.20% | 14,376 | +639 | +4.65% | $2,738,871 |
| ISHARES TR | EEM | Other | 0.19% | 38,133 | +2,265 | +6.31% | $2,608,679 |
| ISHARES TR | DGRO | Other | 0.18% | 33,384 | +2,282 | +7.34% | $2,530,170 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.18% | 44,499 | +1,874 | +4.40% | $2,513,306 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.18% | 12,484 | - | - | $2,491,932 |
| ISHARES TR | SUB | Other | 0.18% | 23,393 | - | - | $2,490,653 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 31,991 | +225 | +0.71% | $2,279,359 |
| INTEL CORP | INTC | Technology | 0.16% | 16,055 | -365 | -2.22% | $2,241,760 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 2,889 | +105 | +3.77% | $2,088,747 |
| ISHARES TR | PFF | Other | 0.15% | 67,621 | +3,027 | +4.69% | $2,061,778 |
| SPDR GOLD TR | GLD | Other | 0.14% | 5,248 | +4 | +0.08% | $1,933,259 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.14% | 5,708 | +45 | +0.79% | $1,930,720 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.14% | 3,755 | +315 | +9.16% | $1,928,658 |
| AMPHENOL CORP | APH | Technology | 0.13% | 10,446 | +1,814 | +21.01% | $1,842,279 |
| ISHARES TR | IVW | Other | 0.13% | 13,225 | +196 | +1.50% | $1,818,835 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 1,707 | +77 | +4.72% | $1,817,785 |
| MOODYS CORP | MCO | Financial Services | 0.13% | 3,957 | -673 | -14.54% | $1,792,205 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 1,888 | +28 | +1.51% | $1,766,105 |
| VANGUARD INDEX FDS | VO | Other | 0.12% | 21,322 | +16,357 | +329.45% | $1,717,914 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 1,306 | +167 | +14.66% | $1,507,465 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 4,811 | +129 | +2.76% | $1,352,902 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.10% | 45,910 | +19 | +0.04% | $1,351,137 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 10,490 | +665 | +6.77% | $1,348,196 |
| ISHARES TR | FLOT | Other | 0.10% | 26,050 | +26,050 | +100.00% | $1,329,853 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.09% | 8,505 | +384 | +4.73% | $1,288,508 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.09% | 2,616 | -4 | -0.15% | $1,249,345 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.09% | 8,333 | +213 | +2.62% | $1,221,910 |
| BANK OF AMER CORP | BAC | Financial Services | 0.09% | 20,888 | +934 | +4.68% | $1,190,199 |
| ORACLE CORP | ORCL | Technology | 0.08% | 7,936 | -10,308 | -56.50% | $1,163,081 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 962 | +80 | +9.07% | $1,153,667 |
| GE AEROSPACE | GE | Industrials | 0.08% | 3,040 | +179 | +6.26% | $1,136,140 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 9,724 | +881 | +9.96% | $1,101,347 |
| RTX CORPORATION | RTX | Industrials | 0.08% | 5,759 | +309 | +5.67% | $1,092,656 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.08% | 5,086 | +72 | +1.44% | $1,082,096 |
| SHELL PLC | SHEL | Energy | 0.08% | 13,577 | -548 | -3.88% | $1,052,761 |
| VANGUARD INDEX FDS | VXF | Other | 0.07% | 4,117 | -90 | -2.14% | $1,013,647 |
| SHOPIFY INC | SHOP | Technology | 0.07% | 8,571 | -35 | -0.41% | $978,637 |
| RUNWAY GROWTH FINANCE CORP | RWAY | Financial Services | 0.07% | 172,002 | - | - | $964,932 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.07% | 15,662 | +3,625 | +30.12% | $962,587 |
| ISHARES TR | EMB | Other | 0.07% | 9,348 | +901 | +10.67% | $901,519 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.06% | 10,232 | - | - | $890,594 |
| AUTONATION INC | AN | Consumer Cyclical | 0.06% | 4,761 | - | - | $884,547 |
| ISHARES TR | IVE | Other | 0.06% | 3,876 | +1,172 | +43.34% | $880,085 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.06% | 29,076 | +43 | +0.15% | $842,041 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.06% | 2,446 | +78 | +3.29% | $834,066 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 3,263 | +404 | +14.13% | $828,705 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 4,466 | +174 | +4.05% | $808,130 |
| SPDR SERIES TRUST | BIL | Other | 0.06% | 8,467 | +8,352 | +7262.61% | $775,916 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.06% | 2,187 | +189 | +9.46% | $771,148 |