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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) |
|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 182 shares | $21,515 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 342 shares | $21,509 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 563 shares | $21,451 |
| BRINKER INTL INC | COM | 109641100 | — | 127 shares | $21,336 |
| NOVANTA INC | COM | 67000B104 | — | 131 shares | $21,254 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 824596100 | — | 335 shares | $21,189 |
| XBP GLOBAL HOLDINGS INC | COM NEW | 98400V200 | — | 9,000 shares | $20,880 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 25 shares | $20,747 |
| CENCORA INC | COM | 03073E105 | — | 73 shares | $20,658 |
| CHAMPION HOMES INC | COM | 830830105 | — | 234 shares | $20,621 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 1,898 shares | $20,575 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 21 shares | $20,541 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 270 shares | $20,534 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | — | 245 shares | $20,529 |
| WELLTOWER INC | COM | 95040Q104 | — | 90 shares | $20,428 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 | — | 880 shares | $20,374 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 59 shares | $20,291 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 708 shares | $20,228 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 66 shares | $19,979 |
| FERVO ENERGY CO | CL A COM | 31556C106 | — | 678 shares | $19,818 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 98 shares | $19,758 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 488 shares | $19,623 |
| EXELON CORP | COM | 30161N101 | — | 419 shares | $19,534 |
| REALTY INCOME CORP | COM | 756109104 | — | 315 shares | $19,521 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 | — | 1,217 shares | $19,521 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 176 shares | $19,422 |
| BARCLAYS PLC | ADR | 06738E204 | — | 722 shares | $19,401 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 68 shares | $19,155 |
| AMERIS BANCORP | COM | 03076K108 | — | 212 shares | $19,152 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 131 shares | $19,151 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 350 shares | $19,089 |
| VANECK ETF TRUST | URANI NUCLE ETF | 92189F601 | — | 163 shares | $18,903 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 14 shares | $18,649 |
| PACER FDS TR | US LRG CP CASH | 69374H360 | — | 451 shares | $18,114 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | — | 369 shares | $17,919 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | — | 410 shares | $17,831 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 | — | 143 shares | $17,763 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 162 shares | $17,670 |
| ZSCALER INC | COM | 98980G102 | — | 125 shares | $17,644 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 419 shares | $17,314 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 969 shares | $17,239 |
| EATON VANCE LIMITED DURATION | COM | 27828H105 | — | 1,836 shares | $17,206 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 329 shares | $17,148 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 71 shares | $16,867 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 320 shares | $16,848 |
| AEROVIRONMENT INC | COM | 008073108 | — | 102 shares | $16,838 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 334 shares | $16,824 |
| LIVANOVA PLC | SHS | G5509L101 | — | 204 shares | $16,775 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 156 shares | $16,770 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 78 shares | $16,621 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 171 shares | $16,454 |
| SEMPRA | COM | 816851109 | — | 176 shares | $16,430 |
| QORVO INC | COM | 74736K101 | — | 175 shares | $16,323 |
| VERICEL CORP | COM | 92346J108 | — | 366 shares | $16,284 |
| UFP TECHNOLOGIES INC | COM | 902673102 | — | 61 shares | $16,173 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 602 shares | $16,050 |
| KIRBY CORP | COM | 497266106 | — | 118 shares | $16,045 |
| PUBLIC STORAGE | COM | 74460D109 | — | 50 shares | $15,916 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 375 shares | $15,867 |
| LEMAITRE VASCULAR INC | COM | 525558201 | — | 164 shares | $15,738 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 127 shares | $15,658 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 517 shares | $15,614 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | — | 94 shares | $15,546 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 339 shares | $15,301 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | — | 905 shares | $15,214 |
| IMAX CORP | COM | 45245E109 | — | 381 shares | $15,187 |
| REPLIGEN CORP | COM | 759916109 | — | 111 shares | $15,145 |
| ISHARES INC | MSCI MEXICO ETF | 464286822 | — | 200 shares | $15,054 |
| PJT PARTNERS INC | COM CL A | 69343T107 | — | 99 shares | $14,944 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 267 shares | $14,915 |
| CARGURUS INC | COM CL A | 141788109 | — | 431 shares | $14,693 |
| COHERENT CORP | COM | 19247G107 | — | 37 shares | $14,596 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 51 shares | $14,511 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | — | 494 shares | $14,475 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 755 shares | $14,436 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 600 shares | $14,394 |
| ROCKET LAB CORP | COM | 773121108 | — | 141 shares | $14,333 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 125 shares | $14,273 |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | 67092P409 | — | 303 shares | $14,229 |
| ROYAL BK CDA | COM | 780087102 | — | 68 shares | $14,074 |
| VITESSE ENERGY INC | COMMON STOCK | 92852X103 | — | 888 shares | $14,004 |
| SSGA ACTIVE ETF TR | ST STR REAL ETF | 78467V103 | — | 405 shares | $13,977 |
| RAMBUS INC DEL | COM | 750917106 | — | 105 shares | $13,938 |
| AMPLITECH GROUP INC | COM NEW | 03211Q200 | — | 2,000 shares | $13,920 |
| JFROG LTD | ORD SHS | M6191J100 | — | 153 shares | $13,905 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 264 shares | $13,839 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 306 shares | $13,807 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 122 shares | $13,497 |
| WISDOMTREE TR | US EFFIC CORE FD | 97717Y790 | — | 227 shares | $13,405 |
| SFL CORPORATION LTD | SHS | G7738W106 | — | 1,314 shares | $13,398 |
| APTARGROUP INC | COM | 038336103 | — | 107 shares | $13,397 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 304 shares | $13,389 |
| BALCHEM CORP | COM | 057665200 | — | 79 shares | $13,348 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | — | 238 shares | $13,274 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | — | 821 shares | $13,038 |
| SOUTHERN CO | COM | 842587107 | — | 136 shares | $13,017 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 39 shares | $12,888 |
| CSX CORP | COM | 126408103 | — | 271 shares | $12,881 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 56 shares | $12,819 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 33 shares | $12,763 |