Crewe Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Crewe Advisors Llc disclosed 1066 stock positions valued at approximately $1.38B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, PACS GROUP INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 1066
- Portfolio Value
- $1.38B
Holdings by Sector
Crewe Advisors Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,066 holdings in the latest reporting period.