Q2 2026 13F · SEC CIK 1730033

Crewe Advisors LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 1,135
Top holdings a year, 3 yrs: +17.9%
Assets under management: $3.1B

Crewe Advisors LLC is a wealth manager that reported 1,135 positions worth $1.4B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 11.7%), Pacs Group Inc (PACS, 10.2%), Ishares Tr (IJH, 5.8%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Crewe Advisors LLC holdings largest 50 of 1,135 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crewe Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	11.7%	12.1%	214,948	-0.7%	$161.0M
PACSPacs Group Inc	10.2%	7.5%	3,307,188	+20.1%	$141.0M
IJHIshares Tr	5.8%	5.8%	1,043,164	+2.9%	$80.4M
SPYSpdr S&p 500 ETF Tr	5.7%	5.6%	104,579	+4.3%	$78.1M
IEFAIshares Core Msci Eafe ETF	4.6%	4.7%	660,188	+7.6%	$63.8M
BNDVanguard Total Bond Market ETF	3.7%	4.2%	691,686	+2.8%	$50.8M
ESGVVanguard World Fd	3.5%	3.5%	364,656	+0.0%	$48.2M
DBEFDbx ETF Tr	3.1%	3.2%	778,666	+2.0%	$42.5M
PULSPgim Ultra Short Bond ETF	3.0%	2.9%	847,303	+25.5%	$42.0M
BRK-ABerkshire Hathaway Inc Del	3.0%	3.4%	55	-1.8%	$41.2M
MDYState Street Spdr S&p Midcap 400 ETF Tru	2.6%	2.6%	50,124	-0.0%	$35.3M
MSFTMicrosoft Corp	2.4%	2.6%	87,611	+4.8%	$32.7M
AAPLApple Inc	2.1%	2.3%	102,418	-2.5%	$29.6M
MUBIshares National Muni Bond ETF	2.0%	2.1%	256,075	+8.9%	$27.6M
IJRIshares Core S&p Small Cap ETF	1.9%	1.8%	180,397	+3.8%	$26.8M
VBVanguard Indx Fd	1.9%	1.9%	85,513	+0.0%	$25.9M
AMDAdvanced Micro Devices Inc	1.7%	0.7%	40,172	+2.1%	$23.3M
IWMIshares	1.5%	1.5%	69,179	-2.7%	$20.8M
VGTVanguard Info Tech	1.4%	1.2%	164,416	+700.0%	$19.7M
GOOGAlphabet Inc	1.4%	1.3%	54,038	+1.8%	$19.1M
CVXChevron Corp New	1.3%	1.8%	105,557	+1.3%	$17.5M
QQQInvesco Qqq Tr	1.0%	0.9%	19,375	+1.7%	$14.3M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.0%	26,858	+4.9%	$13.4M
HELOJ P Morgan Exchange Traded F	0.9%	1.0%	183,760	+2.3%	$12.4M
VSGXVanguard ESG International Stoc	0.8%	0.8%	132,891	-0.0%	$10.9M
EFAiShs MSCI EAFE	0.6%	0.7%	84,025	-1.1%	$8.7M
IEMGIshares	0.6%	0.6%	105,358	+2.1%	$8.7M
HTZHertz Global Hldgs Inc	0.6%	—	3,794,106	—	$8.6M
VOOVanguard S&p 500 ETF	0.6%	0.6%	11,876	+1.0%	$8.2M
NVDANvidia Corporation Com	0.6%	0.5%	40,213	+12.7%	$8.0M
GOOGLAlphabet Inc	0.6%	0.5%	21,790	+5.1%	$7.8M
VCITVanguard Scottsdale Fds	0.6%	0.7%	93,675	+0.6%	$7.7M
VWOVanguard Intl Equity Index F	0.5%	0.6%	121,090	+1.6%	$7.2M
AMZNAmazon Com Inc Com	0.5%	0.5%	29,559	+4.7%	$7.0M
VVisa Inc Com Cl A	0.4%	0.4%	17,862	+3.6%	$6.1M
TSLATesla Inc Com	0.4%	0.4%	14,032	+3.4%	$5.9M
VNQVanguard Real Estate ETF	0.4%	0.4%	58,758	+0.1%	$5.7M
JAAAJanus Detroit Str Tr	0.4%	0.3%	105,330	+51.1%	$5.3M
VTIVanguard Index Fds	0.3%	0.4%	12,955	-14.7%	$4.8M
JPMJpmorgan Chase & Co	0.3%	0.3%	13,043	+2.5%	$4.3M
JPSTJ P Morgan Exchange Traded Fd	0.3%	0.3%	80,466	+29.3%	$4.1M
EQTEQT Corp	0.3%	0.4%	75,202	+0.1%	$4.0M
METAMeta Platforms Inc Class A	0.3%	0.3%	6,659	+9.1%	$3.8M
SCHDSchwab Strategic Tr	0.2%	0.3%	108,015	+4.4%	$3.4M
SCZIshares Msci Eafe Small Cap	0.2%	0.3%	39,586	+4.0%	$3.3M
ANETArista Networks Inc	0.2%	—	18,904	—	$3.2M
NFLXNetflix Inc Total	0.2%	0.4%	44,491	+2.4%	$3.2M
IWFIshares Russell 1000 Growth ETF	0.2%	0.2%	24,743	+270.8%	$3.1M
EXEExpand Energy Corporation	0.2%	0.3%	33,134	+0.0%	$3.0M
AVGOBroadcom Inc	0.2%	—	7,723	—	$2.9M

What Crewe Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.2% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	1,135
Q1 2026	$1.2B	1,038
Q4 2025	$1.1B	1,099
Q3 2025	$1.0B	964
Q2 2025	$706.9M	747
Q1 2025	$711.6M	716
Q4 2024	$725.2M	646
Q3 2024	$862.2M	713
Q2 2024	$892.4M	936
Q1 2024	$858.1M	927
Q4 2023	$632.1M	413
Q3 2023	$578.2M	580

Questions about Crewe Advisors LLC's portfolio

What stocks does Crewe Advisors LLC own?

Crewe Advisors LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 1,135 positions worth $1.4B. The largest are Ishares Core S&p 500 ETF (IVV) at 11.7%, Pacs Group Inc (PACS) at 10.2%, Ishares Tr (IJH) at 5.8%, Spdr S&p 500 ETF Tr (SPY) at 5.7% and Ishares Core Msci Eafe ETF (IEFA) at 4.6%.

What did Crewe Advisors LLC buy last quarter?

In Q2 2026, Crewe Advisors LLC added Vanguard Info Tech (VGT) (+700.0% shares), Ishares Russell 1000 Growth ETF (IWF) (+270.8% shares) and Janus Detroit Str Tr (JAAA) (+51.1% shares), compared with its Q1 2026 filing.

What did Crewe Advisors LLC sell last quarter?

In Q2 2026, Crewe Advisors LLC cut from its top 50 Ishares Short Maturity Municipal Bond Ac (MEAR), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Royal Gold Inc (RGLD) and Vanguard Index Fds (VTI) (-14.7% shares), compared with its Q1 2026 filing.

How has Crewe Advisors LLC's portfolio performed?

A portfolio copying Crewe Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.2% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Crewe Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crewe Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Crewe Advisors LLC manage?

Crewe Advisors LLC reported $3.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.