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Crewe Advisors LLC — 13F Holdings & Portfolio

CIK 1730033 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Crewe Advisors LLC manages $1.38B in 13F-reported U.S. long-equity assets across 1,135 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (11.66%), PACS (10.22%), IJH (5.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 175 new positions, exited 78, added to 625, and trimmed 183.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
650 S. MAIN STREET
SUITE 700
SALT LAKE CITY, UT 84101
Phone
(385) 355-2700
Filing Manager
Crewe Advisors LLC
SALT LAKE CITY, UT
Signatory
Dustin Thackeray
Head of Portfolio Management
Loading holdings…
AUM

$1.38B

Long-equity book

Holdings

1,135

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+175 / −78 / ↑625 / ↓183

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PACS GROUP INC$52.6M +59.4%
  • ISHARES TR$19.6M +13.9%
  • ADVANCED MICRO DEVICES INC$15.3M +191.4%
  • STATE STR SPDR S&P 500 ETF T$12.9M +19.8%
  • ISHARES TR$12.0M +17.5%
Show all 625 →

Top Trims

  • CHEVRON CORPORATION-$4.1M -18.8%
  • ORACLE CORP-$1.5M -56.7%
  • NETFLIX INC.-$999.9K -23.9%
  • EQT CORP-$783.0K -16.4%
  • ROYAL GOLD INC-$685.1K -21.6%
Show all 183 →

New Positions

  • HERTZ GLOBAL HLDGS INC$8.6M
  • ISHARES TR$1.3M
  • SPDR SERIES TRUST$775.9K
  • SPACE EXPLORATION TECHN CORP$335.1K
  • FRANKLIN TEMPLETON ETF TR$240.6K
Show all 175 →

Exited Positions

  • ISHARES U S ETF TR$15.5M
  • EXXON MOBIL CORP$4.2M
  • IDACORP INC$1.5M
  • HONEYWELL INTL INC$339.7K
  • FLEXSHARES TR$275.8K
Show all 78 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $161.0M 11.66% 214,948 SH
2 PACS GROUP INC PACS 69380Q107 $141.0M 10.22% 3,307,188 SH
3 ISHARES TR IJH 464287507 $80.4M 5.83% 1,043,164 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $78.1M 5.66% 104,579 SH
5 ISHARES TR IEFA 46432F842 $63.8M 4.62% 660,188 SH
6 VANGUARD BD INDEX FDS BND 921937835 $50.8M 3.68% 691,686 SH
7 VANGUARD WORLD FD ESGV 921910733 $48.2M 3.49% 364,656 SH
8 DBX ETF TR DBEF 233051200 $42.5M 3.08% 778,666 SH
9 PGIM ETF TR PULS 69344A107 $42.0M 3.04% 847,303 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $41.2M 2.98% 55 SH
11 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $35.3M 2.55% 50,124 SH
12 MICROSOFT CORP MSFT 594918104 $32.7M 2.37% 87,611 SH
13 APPLE INC AAPL 037833100 $29.6M 2.15% 102,418 SH
14 ISHARES TR MUB 464288414 $27.6M 2.00% 256,075 SH
15 ISHARES TR IJR 464287804 $26.8M 1.94% 180,397 SH
16 VANGUARD INDEX FDS VB 922908751 $25.9M 1.88% 85,513 SH
17 ADVANCED MICRO DEVICES INC AMD 007903107 $23.3M 1.69% 40,172 SH
18 ISHARES TR IWM 464287655 $20.8M 1.51% 69,179 SH
19 VANGUARD WORLD FD VGT 92204A702 $19.7M 1.42% 164,416 SH
20 ALPHABET INC GOOG 02079K107 $19.1M 1.38% 54,038 SH
21 CHEVRON CORPORATION CVX 166764100 $17.5M 1.27% 105,557 SH
22 INVESCO QQQ TR QQQ 46090E103 $14.3M 1.03% 19,375 SH
23 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $13.4M 0.97% 26,858 SH
24 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $12.4M 0.90% 183,760 SH
25 VANGUARD WORLD FD VSGX 921910725 $10.9M 0.79% 132,891 SH
26 ISHARES TR EFA 464287465 $8.7M 0.63% 84,025 SH
27 ISHARES INC IEMG 46434G103 $8.7M 0.63% 105,358 SH
28 HERTZ GLOBAL HLDGS INC HTZ 42806J700 $8.6M 0.62% 3,794,106 SH
29 VANGUARD INDEX FDS VOO 922908363 $8.2M 0.59% 11,876 SH
30 NVIDIA CORPORATION NVDA 67066G104 $8.0M 0.58% 40,213 SH
31 ALPHABET INC GOOGL 02079K305 $7.8M 0.56% 21,790 SH
32 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $7.7M 0.56% 93,675 SH
33 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.2M 0.52% 121,090 SH
34 AMAZON COM INC AMZN 023135106 $7.0M 0.51% 29,559 SH
35 VISA INC V 92826C839 $6.1M 0.44% 17,862 SH
36 TESLA INC TSLA 88160R101 $5.9M 0.43% 14,032 SH
37 VANGUARD INDEX FDS VNQ 922908553 $5.7M 0.41% 58,758 SH
38 JANUS DETROIT STR TR JAAA 47103U845 $5.3M 0.39% 105,330 SH
39 VANGUARD INDEX FDS VTI 922908769 $4.8M 0.35% 12,955 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $4.3M 0.31% 13,043 SH
41 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $4.1M 0.29% 80,466 SH
42 EQT CORP EQT 26884L109 $4.0M 0.29% 75,202 SH
43 META PLATFORMS INC META 30303M102 $3.8M 0.27% 6,659 SH
44 SCHWAB STRATEGIC TR SCHD 808524797 $3.4M 0.25% 108,015 SH
45 ISHARES TR SCZ 464288273 $3.3M 0.24% 39,586 SH
46 ARISTA NETWORKS INC ANET 040413205 $3.2M 0.23% 18,904 SH
47 NETFLIX INC. NFLX 64110L106 $3.2M 0.23% 44,491 SH
48 ISHARES TR IWF 464287614 $3.1M 0.22% 24,743 SH
49 EXPAND ENERGY CORPORATION EXE 165167735 $3.0M 0.22% 33,134 SH
50 BROADCOM INC AVGO 11135F101 $2.9M 0.21% 7,723 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $1.38B 1,135 0001730033-26-000003
2026-03-31 2026-05-07 $1.17B 1,038 0001730033-26-000002
2025-12-31 2026-01-16 $1.13B 1,099 0001730033-26-000001