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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) |
|---|---|---|---|---|---|
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 10 shares | $1,832 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 19 shares | $1,813 |
| LENNAR CORP | CL A | 526057104 | — | 20 shares | $1,810 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 11 shares | $1,793 |
| UBS GROUP AG | SHS | H42097107 | — | 35 shares | $1,735 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | — | 25 shares | $1,712 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 8 shares | $1,655 |
| TIDAL TRUST II | CARBON CLCTV CLM | 88634T105 | — | 59 shares | $1,651 |
| U HAUL HOLDING COMPANY | COM | 023586100 | — | 25 shares | $1,636 |
| COEUR MNG INC | COM NEW | 192108504 | — | 100 shares | $1,632 |
| NANO NUCLEAR ENERGY INC | COM | 63010H108 | — | 75 shares | $1,586 |
| ITT INC | COM | 45073V108 | — | 8 shares | $1,583 |
| GEN DIGITAL INC | COM | 668771108 | — | 63 shares | $1,569 |
| BUCKLE INC | COM | 118440106 | — | 37 shares | $1,562 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | — | 23 shares | $1,560 |
| SNAP INC | CL A | 83304A106 | — | 350 shares | $1,554 |
| LUCID GROUP INC | COM NEW | 549498202 | — | 231 shares | $1,546 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 17 shares | $1,541 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 154 shares | $1,521 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 36 shares | $1,492 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 40 shares | $1,470 |
| TIDAL TRUST I | UNUSUAL WHALE SU | 886364181 | — | 32 shares | $1,436 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 79 shares | $1,429 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 120 shares | $1,418 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 14 shares | $1,391 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | 301505731 | — | 15 shares | $1,369 |
| SERVICE CORP INTL | COM | 817565104 | — | 18 shares | $1,368 |
| TIDAL TRUST I | UNUSUAL SUBVERSI | 886364199 | — | 27 shares | $1,367 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 52 shares | $1,350 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 16 shares | $1,319 |
| OMNICOM GROUP INC | COM | 681919106 | — | 18 shares | $1,311 |
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 674599162 | — | 47 shares | $1,252 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 9 shares | $1,251 |
| EA SERIES TRUST | RESH AFF DEL ETF | 02072L227 | — | 39 shares | $1,250 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 11 shares | $1,238 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 5 shares | $1,196 |
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | — | 50 shares | $1,191 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 7 shares | $1,181 |
| FIRST SOLAR INC | COM | 336433107 | — | 5 shares | $1,180 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 26 shares | $1,167 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 26 shares | $1,145 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 11 shares | $1,133 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 6 shares | $1,131 |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 | — | 214 shares | $1,122 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 3 shares | $1,072 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 5 shares | $1,060 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 11 shares | $1,055 |
| COMTECH TELECOMMUNICATIONS C | COM NEW | 205826209 | — | 500 shares | $1,050 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 43 shares | $1,030 |
| EVERCORE INC | CLASS A | 29977A105 | — | 3 shares | $1,025 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 21 shares | $1,008 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 18 shares | $994 |
| PAYCHEX INC | COM | 704326107 | — | 10 shares | $984 |
| HORMEL FOODS CORP | COM | 440452100 | — | 35 shares | $869 |
| AZENTA INC | COM | 114340102 | — | 33 shares | $843 |
| KRAFT HEINZ CO | COM | 500754106 | — | 35 shares | $827 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 17 shares | $824 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 15 shares | $798 |
| ALCON AG | ORD SHS | H01301128 | — | 11 shares | $739 |
| XCEL ENERGY INC | COM | 98389B100 | — | 9 shares | $729 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 150 shares | $710 |
| CARTERS INC | COM | 146229109 | — | 17 shares | $700 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 24 shares | $686 |
| EQUIFAX INC | COM | 294429105 | — | 4 shares | $635 |
| SEALSQ CORP | ORD SHS | G79483106 | — | 200 shares | $630 |
| NEWS CORP NEW | CL A | 65249B109 | — | 25 shares | $621 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 20 shares | $611 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 7 shares | $569 |
| GLOBE LIFE INC | COM | 37959E102 | — | 3 shares | $537 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 | — | 47 shares | $524 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 6 shares | $518 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 5 shares | $480 |
| ERIE INDTY CO | CL A | 29530P102 | — | 2 shares | $480 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 13 shares | $476 |
| APOLLO COML REAL ESTATE FIN | COM | 03762U105 | — | 43 shares | $460 |
| PRUDENTIAL PLC | ADR | 74435K204 | — | 17 shares | $456 |
| NICE LTD | SPONSORED ADR | 653656108 | — | 5 shares | $455 |
| MILLROSE PPTYS INC | COM CL A | 601137102 | — | 15 shares | $451 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | — | 13 shares | $449 |
| FOX CORP | CL A COM | 35137L105 | — | 8 shares | $418 |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 25400Q105 | — | 54 shares | $418 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 2 shares | $404 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 25 shares | $404 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 5 shares | $395 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F391 | — | 10 shares | $391 |
| WYNN RESORTS LTD | COM | 983134107 | — | 4 shares | $389 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 18 shares | $386 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 8 shares | $385 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 20 shares | $353 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 5 shares | $350 |
| ADAGIO MED HLDGS INC | COM | 00534B100 | — | 500 shares | $326 |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | — | 3 shares | $326 |
| INFLEQTION INC | COM SHS | 45676K103 | — | 24 shares | $320 |
| UIPATH INC | CL A | 90364P105 | — | 29 shares | $316 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 3 shares | $309 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | — | 5 shares | $266 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 | — | 4 shares | $254 |
| VELO3D INC | COM NEW | 92259N302 | — | 14 shares | $246 |
| EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | — | 10 shares | $242 |
| CHIMERA INVT CORP | COM SHS | 16934Q802 | — | 16 shares | $214 |