Crewe Advisors Llc Portfolio Stock Holdings
Crewe Advisors Llc disclosed 1038 stock positions valued at approximately $1.2 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 March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1038
- Portfolio Value
- $1.2B
Holdings by Sector
Crewe Advisors Llc Portfolio Holdings in Q1 2026
970 holdings in the latest reporting period.
Page 1 of 10
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.06% | 216,422 | +16,080 | +8.03% | $141,368,805 |
| PACS GROUP INC | PACS | Healthcare | 7.55% | 2,754,179 | +606,364 | +28.23% | $88,464,230 |
| ISHARES TR | IJH | Other | 5.84% | 1,013,534 | +82,824 | +8.90% | $68,443,976 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.57% | 100,267 | -488 | -0.48% | $65,207,955 |
| ISHARES TR | IEFA | Other | 4.74% | 613,832 | +62,723 | +11.38% | $55,570,229 |
| VANGUARD BD INDEX FDS | BND | Other | 4.23% | 672,981 | +68,432 | +11.32% | $49,558,304 |
| VANGUARD WORLD FD | ESGV | Other | 3.49% | 364,577 | +42,169 | +13.08% | $40,931,115 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.43% | 56 | - | - | $40,215,840 |
| DBX ETF TR | DBEF | Other | 3.22% | 763,453 | +9,040 | +1.20% | $37,714,558 |
| PGIM ETF TR | PULS | Other | 2.85% | 675,334 | -85,562 | -11.24% | $33,429,010 |
| MICROSOFT CORP | MSFT | Technology | 2.64% | 83,595 | +24,042 | +40.37% | $30,944,228 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 2.64% | 50,125 | - | - | $30,915,364 |
| APPLE INC | AAPL | Technology | 2.28% | 105,084 | +2,327 | +2.26% | $26,669,222 |
| ISHARES TR | MUB | Other | 2.13% | 235,253 | +19,531 | +9.05% | $24,972,106 |
| VANGUARD INDEX FDS | VB | Other | 1.91% | 85,513 | - | - | $22,397,565 |
| ISHARES TR | IJR | Other | 1.84% | 173,848 | +25,952 | +17.55% | $21,610,991 |
| CHEVRON CORPORATION | CVX | Energy | 1.84% | 104,185 | -10,156 | -8.88% | $21,555,937 |
| ISHARES TR | IWM | Other | 1.50% | 71,080 | -384 | -0.54% | $17,627,859 |
| ISHARES U S ETF TR | MEAR | Other | 1.32% | 307,365 | +307,365 | +100.00% | $15,472,755 |
| ALPHABET INC | GOOG | Communication Services | 1.30% | 53,101 | -64 | -0.12% | $15,232,553 |
| VANGUARD WORLD FD | VGT | Other | 1.22% | 20,552 | - | - | $14,339,544 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.05% | 25,601 | +216 | +0.85% | $12,268,054 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.98% | 179,671 | +28,427 | +18.80% | $11,482,770 |
| INVESCO QQQ TR | QQQ | Other | 0.94% | 19,047 | -347 | -1.79% | $10,993,741 |
| VANGUARD WORLD FD | VSGX | Other | 0.81% | 132,896 | -7,327 | -5.23% | $9,532,656 |
| ISHARES TR | EFA | Other | 0.70% | 84,977 | -45 | -0.05% | $8,253,783 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.68% | 39,362 | +259 | +0.66% | $8,007,412 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.66% | 93,118 | +138 | +0.15% | $7,705,543 |
| ISHARES INC | IEMG | Other | 0.61% | 103,225 | +35,173 | +51.69% | $7,199,933 |
| VANGUARD INDEX FDS | VOO | Other | 0.60% | 11,754 | +172 | +1.49% | $7,023,571 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.55% | 119,211 | +23,739 | +24.86% | $6,443,361 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 35,666 | +364 | +1.03% | $6,220,119 |
| ALPHABET INC | GOOGL | Communication Services | 0.51% | 20,729 | -7,286 | -26.01% | $5,960,807 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.50% | 28,228 | +2,331 | +9.00% | $5,879,086 |
| VISA INC | V | Financial Services | 0.44% | 17,244 | +101 | +0.59% | $5,211,827 |
| VANGUARD INDEX FDS | VNQ | Other | 0.44% | 58,720 | -1,427 | -2.37% | $5,208,422 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 13,573 | -25,735 | -65.47% | $5,045,763 |
| VANGUARD INDEX FDS | VTI | Other | 0.42% | 15,190 | +775 | +5.38% | $4,873,181 |
| EQT CORP | EQT | Energy | 0.41% | 75,134 | +12 | +0.02% | $4,781,528 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 24,760 | +1,650 | +7.14% | $4,200,763 |
| NETFLIX INC. | NFLX | Communication Services | 0.36% | 43,438 | +539 | +1.26% | $4,176,517 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.32% | 12,730 | +127 | +1.01% | $3,744,713 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.31% | 33,134 | +23,701 | +251.26% | $3,637,451 |
| JANUS DETROIT STR TR | JAAA | Other | 0.30% | 69,695 | +58,794 | +539.35% | $3,510,561 |
| META PLATFORMS INC | META | Communication Services | 0.30% | 6,102 | +214 | +3.63% | $3,491,397 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.27% | 12,484 | - | - | $3,177,054 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.27% | 103,487 | +6,245 | +6.42% | $3,174,972 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.27% | 62,249 | -5,911 | -8.67% | $3,150,422 |
| ISHARES TR | SCZ | Other | 0.25% | 38,059 | +987 | +2.66% | $2,984,230 |
| ISHARES TR | IWF | Other | 0.24% | 6,673 | -150 | -2.20% | $2,845,368 |
| ORACLE CORP | ORCL | Technology | 0.23% | 18,244 | +11,822 | +184.09% | $2,683,932 |
| ISHARES TR | SUB | Other | 0.21% | 23,393 | - | - | $2,491,355 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.21% | 42,625 | +4,219 | +10.99% | $2,415,981 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 10,571 | +325 | +3.17% | $2,273,428 |
| ARISTA NETWORKS INC | ANET | Other | 0.19% | 18,421 | +85 | +0.46% | $2,261,731 |
| SPDR GOLD TR | GLD | Other | 0.19% | 5,244 | +123 | +2.40% | $2,256,441 |
| ISHARES TR | DGRO | Other | 0.19% | 31,102 | +3,734 | +13.64% | $2,182,724 |
| BROADCOM INC | AVGO | Technology | 0.18% | 6,648 | +219 | +3.41% | $2,057,699 |
| ISHARES TR | EEM | Other | 0.17% | 35,868 | -15 | -0.04% | $2,036,944 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 31,766 | +919 | +2.98% | $2,035,566 |
| MOODYS CORP | MCO | Financial Services | 0.17% | 4,630 | -478 | -9.36% | $2,019,838 |
| ISHARES TR | PFF | Other | 0.17% | 64,594 | -276 | -0.43% | $1,958,490 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 1,860 | +76 | +4.26% | $1,853,287 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.16% | 13,737 | -60 | -0.43% | $1,825,607 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.15% | 3,440 | +46 | +1.36% | $1,718,871 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.15% | 5,663 | +31 | +0.55% | $1,712,904 |
| IDACORP INC | IDA | Utilities | 0.13% | 10,374 | - | - | $1,483,171 |
| ISHARES TR | IVW | Other | 0.13% | 13,029 | +2,120 | +19.43% | $1,473,711 |
| VANGUARD INDEX FDS | VO | Other | 0.12% | 4,965 | +127 | +2.63% | $1,425,849 |
| SHELL PLC | SHEL | Energy | 0.11% | 14,125 | -21 | -0.15% | $1,313,625 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.11% | 8,121 | -5,276 | -39.38% | $1,296,924 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 9,825 | +141 | +1.46% | $1,181,874 |
| RUNWAY GROWTH FINANCE CORP | RWAY | Financial Services | 0.10% | 172,002 | - | - | $1,181,654 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.10% | 45,891 | +480 | +1.06% | $1,176,651 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 8,120 | +135 | +1.69% | $1,172,829 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 1,630 | +20 | +1.24% | $1,154,790 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 4,682 | +16 | +0.34% | $1,134,870 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 8,843 | +118 | +1.35% | $1,099,024 |
| AMPHENOL CORP | APH | Technology | 0.09% | 8,632 | +150 | +1.77% | $1,090,657 |
| RTX CORPORATION | RTX | Industrials | 0.09% | 5,450 | -118 | -2.12% | $1,051,305 |
| SHOPIFY INC | SHOP | Technology | 0.09% | 8,606 | -45 | -0.52% | $1,020,844 |
| BANK AMERICA CORP | BAC | Financial Services | 0.08% | 19,954 | +297 | +1.51% | $972,758 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.08% | 5,014 | +1,614 | +47.47% | $962,333 |
| APPLIED MATLS INC | AMAT | Technology | 0.08% | 2,784 | +125 | +4.70% | $951,544 |
| AUTONATION INC | AN | Consumer Cyclical | 0.08% | 4,761 | - | - | $929,633 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.08% | 2,620 | +2,015 | +333.06% | $885,292 |
| VANGUARD INDEX FDS | VXF | Other | 0.07% | 4,207 | - | - | $865,801 |
| GE AEROSPACE | GE | Industrials | 0.07% | 2,861 | +79 | +2.84% | $811,872 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 882 | +34 | +4.01% | $810,922 |
| BLACKSTONE INC | BX | Financial Services | 0.07% | 6,919 | +295 | +4.45% | $795,562 |
| ISHARES TR | EMB | Other | 0.07% | 8,447 | +488 | +6.13% | $793,403 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.07% | 11,905 | - | - | $787,040 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.06% | 29,033 | -934 | -3.12% | $728,723 |
| INTEL CORP | INTC | Technology | 0.06% | 16,420 | +71 | +0.43% | $724,615 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.06% | 1,226 | - | - | $721,722 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 4,292 | +82 | +1.95% | $709,663 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.06% | 5,361 | +60 | +1.13% | $701,963 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 2,859 | +37 | +1.31% | $698,854 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.06% | 10,232 | +40 | +0.39% | $686,261 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.06% | 12,037 | +2,731 | +29.35% | $668,295 |