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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) |
|---|---|---|---|---|---|
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 34 shares | $4,624 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 11 shares | $4,569 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 29 shares | $4,499 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 46 shares | $4,465 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 41 shares | $4,419 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | — | 192 shares | $4,347 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 48 shares | $4,343 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | — | 136 shares | $4,333 |
| QXO INC | COM NEW | 82846H405 | — | 250 shares | $4,320 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 201 shares | $4,244 |
| ENI SPA | SPONSORED ADR | 26874R108 | — | 90 shares | $4,218 |
| TYSON FOODS INC | CL A | 902494103 | — | 72 shares | $4,122 |
| GENERAC HLDGS INC | COM | 368736104 | — | 14 shares | $4,100 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 137 shares | $4,019 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | — | 76 shares | $4,017 |
| SYNOPSYS INC | COM | 871607107 | — | 9 shares | $4,015 |
| AON PLC | SHS CL A | G0403H108 | — | 12 shares | $3,981 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 7 shares | $3,925 |
| JABIL INC | COM | 466313103 | — | 10 shares | $3,855 |
| ALBEMARLE CORP | COM | 012653101 | — | 28 shares | $3,781 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | — | 1,000 shares | $3,770 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 159 shares | $3,750 |
| AMEREN CORP | COM | 023608102 | — | 33 shares | $3,731 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 150 shares | $3,722 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 71 shares | $3,659 |
| REDDIT INC | CL A | 75734B100 | — | 21 shares | $3,646 |
| ASPIRE BIOPHARMA HLDGS INC | COM | 738920305 | — | 677 shares | $3,616 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 259 shares | $3,575 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 12 shares | $3,553 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 100 shares | $3,542 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | — | 46 shares | $3,509 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 32 shares | $3,492 |
| APA CORPORATION | COM | 03743Q108 | — | 107 shares | $3,485 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 36 shares | $3,443 |
| DEXCOM INC | COM | 252131107 | — | 51 shares | $3,435 |
| ADVISOR MANAGED PORTFOLIOS | MILL VA APPR ETF | 00777X561 | — | 101 shares | $3,395 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 2 shares | $3,395 |
| TERADYNE INC | COM | 880770102 | — | 7 shares | $3,387 |
| PG&E CORP | COM | 69331C108 | — | 200 shares | $3,365 |
| BEST BUY INC | COM | 086516101 | — | 44 shares | $3,346 |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | — | 149 shares | $3,335 |
| F5 INC | COM | 315616102 | — | 8 shares | $3,328 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 77 shares | $3,320 |
| KEYCORP | COM | 493267108 | — | 143 shares | $3,297 |
| INVITATION HOMES INC | COM | 46187W107 | — | 109 shares | $3,287 |
| TRIMBLE INC | COM | 896239100 | — | 64 shares | $3,276 |
| CTS CORP | COM | 126501105 | — | 50 shares | $3,260 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 125 shares | $3,190 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 63 shares | $3,177 |
| PURPLE INNOVATION INC | COM | 74640Y106 | — | 8,849 shares | $3,160 |
| IDEXX LABS INC | COM | 45168D104 | — | 6 shares | $3,159 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 53 shares | $3,152 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 69 shares | $3,139 |
| AES CORP | COM | 00130H105 | — | 213 shares | $3,123 |
| VENTAS INC | COM | 92276F100 | — | 35 shares | $3,108 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 7 shares | $3,064 |
| TOTALENERGIES SE | ACT | F92124100 | — | 39 shares | $3,033 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 18 shares | $3,001 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 13 shares | $2,983 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 58 shares | $2,937 |
| FRANCO NEV CORP | COM | 351858105 | — | 14 shares | $2,919 |
| LITHIA MTRS INC | COM | 536797103 | — | 10 shares | $2,905 |
| COLUMBIA ETF TR II | RESEARCH ENHANCD | 19762B509 | — | 80 shares | $2,900 |
| KLARNA GROUP PLC | SHS | G5279N105 | — | 141 shares | $2,854 |
| DOW HLDGS INC | COM | 260557103 | — | 104 shares | $2,846 |
| BITZERO HOLDINGS INC | COM | 09175N109 | — | 400 shares | $2,736 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 147 shares | $2,718 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | — | 150 shares | $2,711 |
| TAPESTRY INC | COM | 876030107 | — | 18 shares | $2,635 |
| SAP SE | SPON ADR | 803054204 | — | 17 shares | $2,620 |
| WOORI FINL GROUP INC | SPONSORED ADS | 981064108 | — | 45 shares | $2,583 |
| RBC BEARINGS INC | COM | 75524B104 | — | 4 shares | $2,577 |
| ENVIROTECH VEHICLES INC | COM | 29414V308 | — | 1,470 shares | $2,499 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 53 shares | $2,488 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 26 shares | $2,469 |
| CIENA CORP | COM NEW | 171779309 | — | 5 shares | $2,453 |
| DAVITA INC | COM | 23918K108 | — | 11 shares | $2,448 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | — | 100 shares | $2,447 |
| FAIR ISAAC CORP | COM | 303250104 | — | 2 shares | $2,390 |
| TECHNIPFMC PLC | COM | G87110105 | — | 36 shares | $2,387 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 33 shares | $2,385 |
| TIDAL TRUST II | STKD 100 100 ETF | 88636R834 | — | 117 shares | $2,256 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 | — | 23 shares | $2,229 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | 78463X202 | — | 32 shares | $2,198 |
| FIRSTENERGY CORP | COM | 337932107 | — | 46 shares | $2,187 |
| VERSIGENT PLC | ORDINARY SHARES | G9600F104 | — | 52 shares | $2,185 |
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | — | 41 shares | $2,128 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 26 shares | $2,104 |
| COASTAL FINL CORP WA | COM NEW | 19046P209 | — | 27 shares | $2,093 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 155 shares | $2,059 |
| ORIX CORP | SPONSORED ADR | 686330101 | — | 54 shares | $2,055 |
| ARBOR REALTY TRUST INC | COM | 038923108 | — | 379 shares | $2,052 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 18 shares | $2,022 |
| HP INC | COM | 40434L105 | — | 91 shares | $2,009 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 25 shares | $1,981 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 50 shares | $1,937 |
| GENUINE PARTS CO | COM | 372460105 | — | 16 shares | $1,896 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 20 shares | $1,883 |
| COSTAR GROUP INC | COM | 22160N109 | — | 66 shares | $1,870 |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | — | 94 shares | $1,834 |