Crewe Advisors LLC — 13F Holdings

2026 Q2  ·  1213 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Crewe Advisors LLC maintained a portfolio of 1213 distinct positions. The most significant new addition was HERTZ GLOBAL HLDGS INC, now representing 0.62% of the total fund value. They heavily accumulated shares in PACS GROUP INC, increasing the position by 20.1%. Conversely, Crewe Advisors LLC completely exited their position in ISHARES U S ETF TR.
Position History hover any row below to update
Loading…
Crewe Advisors LLC Salt Lake City, UT RIA AUM $1,301M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
1213
Quarter
2026 Q2
Top Holding
IVV (11.7%)
Top 10 Concentration
54.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1213
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 11.66% 12.06% #1
Prev: #1
6.5
—
-1,474 -0.7%
P
S
214,948 $160,972,665
$409.53 +87.1%
$748.89 +2.3%
2017 Q4 13F Filing 2026-06-30 2026-07-24
PACS
PACS GROUP INC
Healthcare 10.22% 7.55% #2
Prev: #2
8.0
—
553,009 20.1%
P
S
3,307,188 $141,018,497
$29.46 +50.8%
$42.64 +4.2%
2024 Q3 13F Filing 2026-06-30 2026-07-24
IJH
ISHARES TR
ETF 5.83% 5.84% #3
Prev: #3
3.8
—
29,630 2.9%
P
S
1,043,164 $80,438,378
$58.24 +31.1%
$77.11 -1.0%
2017 Q4 13F Filing 2026-06-30 2026-07-24
SPY
STATE STR SPDR ...
ETF 5.66% 5.57% #4
Prev: #4
3.3
—
4,312 4.3%
P
S
104,579 $78,096,719 2017 Q4 13F Filing 2026-06-30 2026-07-24
IEFA
ISHARES TR
ETF 4.62% 4.74% #5
Prev: #5
4.3
—
46,356 7.6%
P
S
660,188 $63,760,976 2019 Q2 13F Filing 2026-06-30 2026-07-24
BND
VANGUARD BD IND...
ETF 3.68% 4.23% #6
Prev: #6
2.0
—
18,705 2.8%
P
S
691,686 $50,776,675 2019 Q2 13F Filing 2026-06-30 2026-07-24
ESGV
VANGUARD WORLD ...
ETF 3.49% 3.49% #7
Prev: #7
1.9
—
79 0.0%
P
S
364,656 $48,222,175 2019 Q4 13F Filing 2026-06-30 2026-07-24
DBEF
DBX ETF TR
ETF 3.08% 3.22% #8 1
Prev: #9
1.7
—
15,213 2.0%
P
S
778,666 $42,538,501 2017 Q4 13F Filing 2026-06-30 2026-07-24
PULS
PGIM ETF TR
ETF 3.04% 2.85% #9 1
Prev: #10
3.7
—
171,969 25.5%
P
S
847,303 $41,985,840 2024 Q2 13F Filing 2026-06-30 2026-07-24
BRK/A
BERKSHIRE HATHA...
Financial Services 2.98% 3.43% #10 2
Prev: #8
1.7
—
-1 -1.8%
P
S
55 $41,186,750 2022 Q3 13F Filing 2026-06-30 2026-07-24
MDY
STATE STR SPDR ...
Unknown 2.55% 2.64% #11 1
Prev: #12
1.5
—
-1 -0.0%
P
S
50,124 $35,254,107 2017 Q4 13F Filing 2026-06-30 2026-07-24
MSFT
MICROSOFT CORP
Technology 2.37% 2.64% #12 1
Prev: #11
1.4
—
4,016 4.8%
P
S
87,611 $32,680,816 2017 Q4 13F Filing 2026-06-30 2026-07-24
AAPL
APPLE INC
Technology 2.15% 2.28% #13
Prev: #13
1.4
—
-2,666 -2.5%
P
S
102,418 $29,635,607 2017 Q4 13F Filing 2026-06-30 2026-07-24
MUB
ISHARES TR
ETF 2.00% 2.13% #14
Prev: #14
2.8
—
20,822 8.9%
P
S
256,075 $27,558,792 2017 Q4 13F Filing 2026-06-30 2026-07-24
IJR
ISHARES TR
ETF 1.94% 1.84% #15 1
Prev: #16
1.3
—
6,549 3.8%
P
S
180,397 $26,754,717 2019 Q2 13F Filing 2026-06-30 2026-07-24
VB
VANGUARD INDEX ...
ETF 1.88% 1.91% #16 1
Prev: #15
1.8
—
no change no change
P
S
85,513 $25,920,701 2021 Q1 13F Filing 2026-06-30 2026-07-24
AMD
ADVANCED MICRO ...
Technology 1.69% 0.68% #17 10
Prev: #27
1.2
—
810 2.1%
P
S
40,172 $23,336,359 2020 Q3 13F Filing 2026-06-30 2026-07-24
IWM
ISHARES TR
ETF 1.51% 1.50% #18
Prev: #18
1.1
—
-1,901 -2.7%
P
S
69,179 $20,784,854 2017 Q4 13F Filing 2026-06-30 2026-07-24
VGT
VANGUARD WORLD ...
ETF 1.42% 1.22% #19 2
Prev: #21
3.6
—
143,864 700.0%
P
S
164,416 $19,651,002 2022 Q1 13F Filing 2026-06-30 2026-07-24
GOOG
ALPHABET INC
Communication Services 1.38% 1.30% #20
Prev: #20
1.1
—
937 1.8%
P
S
54,038 $19,093,155 2017 Q4 13F Filing 2026-06-30 2026-07-24
CVX
CHEVRON CORPORA...
Energy 1.27% 1.84% #21 4
Prev: #17
1.0
—
1,372 1.3%
P
S
105,557 $17,497,129 2017 Q4 13F Filing 2026-06-30 2026-07-24
QQQ
INVESCO QQQ TR
ETF 1.03% 0.94% #22 2
Prev: #24
0.9
—
328 1.7%
P
S
19,375 $14,267,997 2017 Q4 13F Filing 2026-06-30 2026-07-24
BRK/B
BERKSHIRE HATHA...
Financial Services 0.97% 1.05% #23 1
Prev: #22
0.9
—
1,257 4.9%
P
S
26,858 $13,439,532 2018 Q3 13F Filing 2026-06-30 2026-07-24
HELO
J P MORGAN EXCH...
ETF 0.90% 0.98% #24 1
Prev: #23
0.9
—
4,089 2.3%
P
S
183,760 $12,418,523 2024 Q2 13F Filing 2026-06-30 2026-07-24
VSGX
VANGUARD WORLD ...
Bond/Debt 0.79% 0.81% #25
Prev: #25
0.8
—
-5 -0.0%
P
S
132,891 $10,942,277 2019 Q4 13F Filing 2026-06-30 2026-07-24
EFA
ISHARES TR
ETF 0.63% 0.70% #26
Prev: #26
0.8
—
-952 -1.1%
P
S
84,025 $8,728,506 2018 Q3 13F Filing 2026-06-30 2026-07-24
IEMG
ISHARES INC
ETF 0.63% 0.61% #27 2
Prev: #29
0.8
—
2,133 2.1%
P
S
105,358 $8,727,840 2018 Q2 13F Filing 2026-06-30 2026-07-24
HTZ
HERTZ GLOBAL HL...
Industrials 0.62% — #28
Prev: #—
3.7
—
3,794,106 —
NEW
 3,794,106 $8,593,651 2026 Q2 13F Filing 2026-06-30 2026-07-24
VOO
VANGUARD INDEX ...
ETF 0.59% 0.60% #29 1
Prev: #30
0.7
—
122 1.0%
P
S
11,876 $8,156,525 2018 Q3 13F Filing 2026-06-30 2026-07-24
NVDA
NVIDIA CORPORAT...
Technology 0.58% 0.53% #30 2
Prev: #32
2.2
—
4,547 12.7%
P
S
40,213 $8,046,283 2017 Q4 13F Filing 2026-06-30 2026-07-24
GOOGL
ALPHABET INC
Communication Services 0.56% 0.51% #31 2
Prev: #33
2.2
—
1,061 5.1%
P
S
21,790 $7,787,017 2017 Q4 13F Filing 2026-06-30 2026-07-24
VCIT
VANGUARD SCOTTS...
Bond/Debt 0.56% 0.66% #32 4
Prev: #28
0.7
—
557 0.6%
P
S
93,675 $7,742,229 2018 Q3 13F Filing 2026-06-30 2026-07-24
VWO
VANGUARD INTL E...
ETF 0.52% 0.55% #33 2
Prev: #31
0.7
—
1,879 1.6%
P
S
121,090 $7,227,847 2017 Q4 13F Filing 2026-06-30 2026-07-24
AMZN
AMAZON COM INC
Consumer Cyclical 0.51% 0.50% #34
Prev: #34
0.7
—
1,331 4.7%
P
S
29,559 $7,045,139 2017 Q4 13F Filing 2026-06-30 2026-07-24
V
VISA INC
Financial Services 0.44% 0.44% #35
Prev: #35
0.7
—
618 3.6%
P
S
17,862 $6,128,274 2017 Q4 13F Filing 2026-06-30 2026-07-24
TSLA
TESLA INC
Consumer Cyclical 0.43% 0.43% #36 1
Prev: #37
0.7
—
459 3.4%
P
S
14,032 $5,901,860 2017 Q4 13F Filing 2026-06-30 2026-07-24
VNQ
VANGUARD INDEX ...
ETF 0.41% 0.44% #37 1
Prev: #36
0.7
—
38 0.1%
P
S
58,758 $5,666,001 2017 Q4 13F Filing 2026-06-30 2026-07-24
JAAA
JANUS DETROIT S...
ETF 0.39% 0.30% #38 6
Prev: #44
3.2
—
35,635 51.1%
P
S
105,330 $5,318,121 2024 Q4 13F Filing 2026-06-30 2026-07-24
VTI
VANGUARD INDEX ...
ETF 0.35% 0.42% #39 1
Prev: #38
0.6
—
-2,235 -14.7%
P
S
12,955 $4,793,754 2017 Q4 13F Filing 2026-06-30 2026-07-24
JPM
JPMORGAN CHASE ...
Financial Services 0.31% 0.32% #40 2
Prev: #42
0.6
—
313 2.5%
P
S
13,043 $4,269,512 2017 Q4 13F Filing 2026-06-30 2026-07-24
JPST
J P MORGAN EXCH...
ETF 0.29% 0.27% #41 7
Prev: #48
2.6
—
18,217 29.3%
P
S
80,466 $4,069,166 2020 Q3 13F Filing 2026-06-30 2026-07-24
EQT
EQT CORP
Energy 0.29% 0.41% #42 3
Prev: #39
0.6
—
68 0.1%
P
S
75,202 $3,998,491 2024 Q1 13F Filing 2026-06-30 2026-07-24
META
META PLATFORMS ...
Communication Services 0.27% 0.30% #43 2
Prev: #45
2.1
—
557 9.1%
P
S
6,659 $3,751,222 2017 Q4 13F Filing 2026-06-30 2026-07-24
SCHD
SCHWAB STRATEGI...
ETF 0.25% 0.27% #44 3
Prev: #47
0.6
—
4,528 4.4%
P
S
108,015 $3,425,160 2022 Q1 13F Filing 2026-06-30 2026-07-24
SCZ
ISHARES TR
ETF 0.24% 0.25% #45 4
Prev: #49
0.6
—
1,527 4.0%
P
S
39,586 $3,256,771 2017 Q4 13F Filing 2026-06-30 2026-07-24
ANET
ARISTA NETWORKS...
Technology 0.23% 0.19% #46 9
Prev: #55
0.6
—
483 2.6%
P
S
18,904 $3,211,412 2020 Q3 13F Filing 2026-06-30 2026-07-24
NFLX
NETFLIX INC.
Communication Services 0.23% 0.36% #47 6
Prev: #41
0.6
—
1,053 2.4%
P
S
44,491 $3,176,623 2017 Q4 13F Filing 2026-06-30 2026-07-24
IWF
ISHARES TR
ETF 0.22% 0.24% #48 2
Prev: #50
3.1
—
18,070 270.8%
P
S
24,743 $3,072,339 2017 Q4 13F Filing 2026-06-30 2026-07-24
EXE
EXPAND ENERGY C...
Energy 0.22% 0.31% #49 6
Prev: #43
1.1
—
no change no change
P
S
33,134 $3,021,490 2025 Q1 13F Filing 2026-06-30 2026-07-24
AVGO
BROADCOM INC
Technology 0.21% 0.18% #50 8
Prev: #58
2.1
—
1,075 16.2%
P
S
7,723 $2,917,457 2020 Q3 13F Filing 2026-06-30 2026-07-24
Showing 1-50 of 1213 holdings

Unlock Full Crewe Advisors LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →