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 Tr (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 Tr	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
SPYState Str Spdr S&p 500 ETF T	5.7%	5.6%	104,579	+4.3%	$78.1M
IEFAIshares Tr	4.6%	4.7%	660,188	+7.6%	$63.8M
BNDVanguard Bd Index Fds	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 ETF Tr	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 Str Spdr S&p Midcap 40	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 Tr	2.0%	2.1%	256,075	+8.9%	$27.6M
IJRIshares Tr	1.9%	1.8%	180,397	+3.8%	$26.8M
VBVanguard Index Fds	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 Tr	1.5%	1.5%	69,179	-2.7%	$20.8M
VGTVanguard World Fd	1.4%	1.2%	164,416	+700.0%	$19.7M
GOOGAlphabet Inc	1.4%	1.3%	54,038	+1.8%	$19.1M
CVXChevron Corporation	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 World Fd	0.8%	0.8%	132,891	-0.0%	$10.9M
EFAIshares Tr	0.6%	0.7%	84,025	-1.1%	$8.7M
IEMGIshares Inc	0.6%	0.6%	105,358	+2.1%	$8.7M
HTZHertz Global Hldgs Inc	0.6%	—	3,794,106	—	$8.6M
VOOVanguard Index Fds	0.6%	0.6%	11,876	+1.0%	$8.2M
NVDANvidia Corporation	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	0.5%	0.5%	29,559	+4.7%	$7.0M
VVisa Inc	0.4%	0.4%	17,862	+3.6%	$6.1M
TSLATesla Inc	0.4%	0.4%	14,032	+3.4%	$5.9M
VNQVanguard Index Fds	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 F	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	0.3%	0.3%	6,659	+9.1%	$3.8M
SCHDSchwab Strategic Tr	0.2%	0.3%	108,015	+4.4%	$3.4M
SCZIshares Tr	0.2%	0.3%	39,586	+4.0%	$3.3M
ANETArista Networks Inc	0.2%	—	18,904	—	$3.2M
NFLXNetflix Inc.	0.2%	0.4%	44,491	+2.4%	$3.2M
IWFIshares Tr	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.

Added to

VGT Vanguard World Fd+700.0% shares
IWF Ishares Tr+270.8% shares
JAAA Janus Detroit Str Tr+51.1% shares
JPST J P Morgan Exchange Traded F+29.3% shares
PULS Pgim ETF Tr+25.5% shares
PACS Pacs Group Inc+20.1% shares
NVDA Nvidia Corporation+12.7% shares
META Meta Platforms Inc+9.1% shares

Reduced

VTI Vanguard Index Fds-14.7% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IVV) at 11.7%, Pacs Group Inc (PACS) at 10.2%, Ishares Tr (IJH) at 5.8%, State Str Spdr S&p 500 ETF T (SPY) at 5.7% and Ishares Tr (IEFA) at 4.6%.

What did Crewe Advisors LLC buy last quarter?

In Q2 2026, Crewe Advisors LLC added Vanguard World Fd (VGT) (+700.0% shares), Ishares Tr (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 U S ETF Tr (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.