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Crewe Advisors LLC
Period ended Jun 30, 2026 · Latest filing Jul 24, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,380,328,637
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $160,972,665
- PACS GROUP INC · COM SHS · 69380Q107 · shares: $141,018,497
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $80,438,378
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $78,096,719
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $63,760,976
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $50,776,675
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $48,222,175
- DBX ETF TR · XTRACK MSCI EAFE · 233051200 · shares: $42,538,501
- PGIM ETF TR · PGIM ULTRA SH BD · 69344A107 · shares: $41,985,840
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $41,186,750
Reported holdings
1,135 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 214,948 shares | $160,972,665 |
| PACS GROUP INC | COM SHS | 69380Q107 | — | 3,307,188 shares | $141,018,497 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,043,164 shares | $80,438,378 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 104,579 shares | $78,096,719 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 660,188 shares | $63,760,976 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 691,686 shares | $50,776,675 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 364,656 shares | $48,222,175 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 778,666 shares | $42,538,501 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 847,303 shares | $41,985,840 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 55 shares | $41,186,750 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 50,124 shares | $35,254,107 |
| MICROSOFT CORP | COM | 594918104 | — | 87,611 shares | $32,680,816 |
| APPLE INC | COM | 037833100 | — | 102,418 shares | $29,635,607 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 256,075 shares | $27,558,792 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 180,397 shares | $26,754,717 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 85,513 shares | $25,920,701 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 40,172 shares | $23,336,359 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 69,179 shares | $20,784,854 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 164,416 shares | $19,651,002 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 54,038 shares | $19,093,155 |
| CHEVRON CORPORATION | COM | 166764100 | — | 105,557 shares | $17,497,129 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 19,375 shares | $14,267,997 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 26,858 shares | $13,439,532 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | — | 183,760 shares | $12,418,523 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 132,891 shares | $10,942,277 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 84,025 shares | $8,728,506 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 105,358 shares | $8,727,840 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | — | 3,794,106 shares | $8,593,651 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 11,876 shares | $8,156,525 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 40,213 shares | $8,046,283 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 21,790 shares | $7,787,017 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 93,675 shares | $7,742,229 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 121,090 shares | $7,227,847 |
| AMAZON COM INC | COM | 023135106 | — | 29,559 shares | $7,045,139 |
| VISA INC | COM CL A | 92826C839 | — | 17,862 shares | $6,128,274 |
| TESLA INC | COM | 88160R101 | — | 14,032 shares | $5,901,860 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 58,758 shares | $5,666,001 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 105,330 shares | $5,318,121 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 12,955 shares | $4,793,754 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 13,043 shares | $4,269,512 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 80,466 shares | $4,069,166 |
| EQT CORP | COM | 26884L109 | — | 75,202 shares | $3,998,491 |
| META PLATFORMS INC | CL A | 30303M102 | — | 6,659 shares | $3,751,222 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 108,015 shares | $3,425,160 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 39,586 shares | $3,256,771 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 18,904 shares | $3,211,412 |
| NETFLIX INC. | COM | 64110L106 | — | 44,491 shares | $3,176,623 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 24,743 shares | $3,072,339 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 33,134 shares | $3,021,490 |
| BROADCOM INC | COM | 11135F101 | — | 7,723 shares | $2,917,457 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 11,954 shares | $2,828,591 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 14,376 shares | $2,738,871 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 38,133 shares | $2,608,679 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 33,384 shares | $2,530,170 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 44,499 shares | $2,513,306 |
| ROYAL GOLD INC | COM | 780287108 | — | 12,484 shares | $2,491,932 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 23,393 shares | $2,490,653 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 31,991 shares | $2,279,359 |
| INTEL CORP | COM | 458140100 | — | 16,055 shares | $2,241,760 |
| APPLIED MATLS INC | COM | 038222105 | — | 2,889 shares | $2,088,747 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 67,621 shares | $2,061,778 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,248 shares | $1,933,259 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 5,708 shares | $1,930,720 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 3,755 shares | $1,928,658 |
| AMPHENOL CORP | CL A | 032095101 | — | 10,446 shares | $1,842,279 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 13,225 shares | $1,818,835 |
| CATERPILLAR INC | COM | 149123101 | — | 1,707 shares | $1,817,785 |
| MOODYS CORP | COM | 615369105 | — | 3,957 shares | $1,792,205 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,888 shares | $1,766,105 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 21,322 shares | $1,717,914 |
| ISHARES TR | LARG CAP DEC ETF | 46438G471 | — | 57,241 shares | $1,564,958 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,306 shares | $1,507,465 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,811 shares | $1,352,902 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 45,910 shares | $1,351,137 |
| MERCK & CO INC | COM | 58933Y105 | — | 10,490 shares | $1,348,196 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 26,050 shares | $1,329,853 |
| GLOBALSTAR INC | COM NEW | 378973507 | — | 16,256 shares | $1,321,451 |
| TJX COS INC NEW | COM | 872540109 | — | 8,505 shares | $1,288,508 |
| ISHARES TR | LARG CAP MAR ETF | 46438G455 | — | 47,527 shares | $1,285,843 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,616 shares | $1,249,345 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 8,333 shares | $1,221,910 |
| BANK OF AMER CORP | COM | 060505104 | — | 20,888 shares | $1,190,199 |
| ORACLE CORP | COM | 68389X105 | — | 7,936 shares | $1,163,081 |
| ELI LILLY & CO | COM | 532457108 | — | 962 shares | $1,153,667 |
| GE AEROSPACE | COM NEW | 369604301 | — | 3,040 shares | $1,136,140 |
| WALMART INC | COM | 931142103 | — | 9,724 shares | $1,101,347 |
| RTX CORPORATION | COM | 75513E101 | — | 5,759 shares | $1,092,656 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 5,086 shares | $1,082,096 |
| ISHARES TR | LARG CAP SEP ETF | 46438G588 | — | 38,118 shares | $1,062,159 |
| ISHARES TR | LARG CAP JUN ETF | 46438G612 | — | 36,295 shares | $1,057,274 |
| SHELL PLC | SPON ADS | 780259305 | — | 13,577 shares | $1,052,761 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 4,117 shares | $1,013,647 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 8,571 shares | $978,637 |
| RUNWAY GROWTH FINANCE CORP | COM | 78163D100 | — | 172,002 shares | $964,932 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 15,662 shares | $962,587 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 9,348 shares | $901,519 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 10,232 shares | $890,594 |
| AUTONATION INC | COM | 05329W102 | — | 4,761 shares | $884,547 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 3,876 shares | $880,085 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 29,076 shares | $842,041 |