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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) |
|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,446 shares | $834,066 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,263 shares | $828,705 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,466 shares | $808,130 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 8,467 shares | $775,916 |
| HOME DEPOT INC | COM | 437076102 | — | 2,187 shares | $771,148 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,833 shares | $750,614 |
| ABBVIE INC | COM | 00287Y109 | — | 2,981 shares | $750,139 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 8,480 shares | $730,472 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 4,009 shares | $714,479 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 1,236 shares | $712,802 |
| BLACKSTONE INC | COM | 09260D107 | — | 6,033 shares | $709,884 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,368 shares | $705,830 |
| CISCO SYS INC | COM | 17275R102 | — | 5,872 shares | $689,726 |
| BOEING CO | COM | 097023105 | — | 3,175 shares | $687,293 |
| HAMILTON INSURANCE GROUP LTD | CL B | G42706104 | — | 20,239 shares | $686,912 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 5,391 shares | $682,429 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 7,263 shares | $677,421 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 7,589 shares | $666,922 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 18,403 shares | $663,623 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 23,681 shares | $655,968 |
| GE VERNOVA INC | COM | 36828A101 | — | 558 shares | $655,587 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 1,415 shares | $649,146 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 6,328 shares | $647,355 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 11,905 shares | $639,061 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 3,889 shares | $616,960 |
| CORNING INC | COM | 219350105 | — | 2,387 shares | $609,712 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 5,973 shares | $591,208 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 2,664 shares | $584,562 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,488 shares | $573,017 |
| J P MORGAN EXCHANGE TRADED F | BETA EURO ET NE | 46641Q191 | — | 7,249 shares | $563,755 |
| ALLSTATE CORP | COM | 020002101 | — | 2,318 shares | $551,564 |
| 3M CO | COM | 88579Y101 | — | 3,336 shares | $540,132 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,565 shares | $536,188 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 11,971 shares | $532,471 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 4,494 shares | $524,816 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 4,458 shares | $523,815 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,213 shares | $517,224 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 5,072 shares | $510,599 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 3,347 shares | $509,347 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 988 shares | $509,048 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 665 shares | $507,489 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 4,319 shares | $507,270 |
| MCDONALDS CORP | COM | 580135101 | — | 1,867 shares | $504,669 |
| AMGEN INC | COM | 031162100 | — | 1,376 shares | $498,278 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,437 shares | $494,788 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 941 shares | $491,420 |
| CITIGROUP INC | COM NEW | 172967424 | — | 3,510 shares | $491,260 |
| CUMMINS INC | COM | 231021106 | — | 676 shares | $482,130 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 464 shares | $469,570 |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | 25459W458 | — | 1,750 shares | $466,743 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 926 shares | $464,266 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 7,864 shares | $463,347 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 7,950 shares | $458,079 |
| LINDE PLC | SHS | G54950103 | — | 868 shares | $450,440 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,821 shares | $441,466 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 8,134 shares | $431,997 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 668074305 | — | 5,970 shares | $427,605 |
| LOWES COS INC | COM | 548661107 | — | 1,927 shares | $424,885 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 652 shares | $416,446 |
| MCKESSON CORP | COM | 58155Q103 | — | 543 shares | $410,291 |
| GENERAL MILLS INC | COM | 370334104 | — | 11,718 shares | $407,787 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 7,374 shares | $395,321 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 3,565 shares | $393,291 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | — | 9,150 shares | $391,437 |
| JEFFERIES FINANCIAL GROUP IN | COM | 47233W109 | — | 7,546 shares | $377,150 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 2,360 shares | $370,407 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,106 shares | $348,115 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,830 shares | $336,160 |
| MONGODB INC | CL A | 60937P106 | — | 1,000 shares | $335,900 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,961 shares | $335,057 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 2,111 shares | $331,364 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 896 shares | $327,820 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 3,464 shares | $327,591 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | — | 6,623 shares | $327,110 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 33740U778 | — | 11,115 shares | $325,843 |
| ZIONS BANCORPORATION NATL AS | COM | 989701107 | — | 4,701 shares | $325,263 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,918 shares | $323,784 |
| KLA CORP | COM NEW | 482480100 | — | 1,058 shares | $319,210 |
| BP PLC | SPONSORED ADR | 055622104 | — | 8,581 shares | $317,086 |
| AUTOZONE INC | COM | 053332102 | — | 99 shares | $316,399 |
| PFIZER INC | COM | 717081103 | — | 13,048 shares | $314,197 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,691 shares | $313,959 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 3,774 shares | $309,884 |
| NUCOR CORP | COM | 670346105 | — | 1,364 shares | $303,769 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 1,215 shares | $295,233 |
| ELECTRONIC ARTS INC | COM | 285512109 | — | 1,439 shares | $295,053 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 7,200 shares | $291,672 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 6,350 shares | $290,386 |
| ENSIGN GROUP INC | COM | 29358P101 | — | 1,788 shares | $286,617 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 8,479 shares | $282,266 |
| PINNACLE WEST CAP CORP | COM | 723484101 | — | 2,618 shares | $280,141 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 563 shares | $279,659 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 3,684 shares | $277,958 |
| COMFORT SYS USA INC | COM | 199908104 | — | 140 shares | $277,473 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | — | 8,843 shares | $269,354 |
| PPL CORP | COM | 69351T106 | — | 7,270 shares | $264,279 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 3,982 shares | $261,260 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 7,699 shares | $260,539 |
| EATON CORP PLC | SHS | G29183103 | — | 610 shares | $259,934 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,165 shares | $259,656 |