Crewe Advisors LLC — 13F Holdings & Portfolio
CIK 1730033 · latest 13F-HR filed 2026-05-07
Crewe Advisors LLC manages $1.17B in 13F-reported U.S. long-equity assets across 1,038 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (12.06%), PACS (7.55%), IJH (5.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 78 new positions, exited 139, added to 370, and trimmed 319.
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.
$1.17B
Long-equity book
1,038
Distinct positions
2026-03-31
Filed 2026-05-07
+78 / −139 / ↑370 / ↓319
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$7.0M +11.4%
- ISHARES TR$6.3M +12.7%
- PACS GROUP INC$6.0M +7.3%
- VANGUARD BD INDEX FDS$4.8M +10.7%
- CHEVRON CORPORATION$4.1M +23.7%
Top Trims
- TESLA INC-$12.6M -71.5%
- PGIM ETF TR-$4.3M -11.4%
- STATE STR SPDR S&P 500 ETF T-$3.5M -5.1%
- ALPHABET INC-$2.8M -32.0%
- ALPHABET INC-$1.5M -8.7%
New Positions
- ISHARES U S ETF TR$15.5M
- ISHARES TR$310.2K
- PALLADYNE AI CORP$189.1K
- ASTRAZENECA PLC$184.8K
- ENERGOUS CORP$141.2K
Exited Positions
- ASTRAZENECA PLC$173.5K
- ASPIRE BIOPHARMA HLDGS INC$107.3K
- FIRST TR EXCHANGE-TRADED FD$59.0K
- VANGUARD BD INDEX FDS$49.4K
- PAYCOM SOFTWARE INC$44.8K
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 | $141.4M | 12.06% | 216,422 | SH |
| 2 | PACS GROUP INC | PACS | 69380Q107 | $88.5M | 7.55% | 2,754,179 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $68.4M | 5.84% | 1,013,534 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $65.2M | 5.57% | 100,267 | SH |
| 5 | ISHARES TR | IEFA | 46432F842 | $55.6M | 4.74% | 613,832 | SH |
| 6 | VANGUARD BD INDEX FDS | BND | 921937835 | $49.6M | 4.23% | 672,981 | SH |
| 7 | VANGUARD WORLD FD | ESGV | 921910733 | $40.9M | 3.49% | 364,577 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $40.2M | 3.43% | 56 | SH |
| 9 | DBX ETF TR | DBEF | 233051200 | $37.7M | 3.22% | 763,453 | SH |
| 10 | PGIM ETF TR | PULS | 69344A107 | $33.4M | 2.85% | 675,334 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $30.9M | 2.64% | 83,595 | SH |
| 12 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $30.9M | 2.64% | 50,125 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $26.7M | 2.28% | 105,084 | SH |
| 14 | ISHARES TR | MUB | 464288414 | $25.0M | 2.13% | 235,253 | SH |
| 15 | VANGUARD INDEX FDS | VB | 922908751 | $22.4M | 1.91% | 85,513 | SH |
| 16 | ISHARES TR | IJR | 464287804 | $21.6M | 1.84% | 173,848 | SH |
| 17 | CHEVRON CORPORATION | CVX | 166764100 | $21.6M | 1.84% | 104,185 | SH |
| 18 | ISHARES TR | IWM | 464287655 | $17.6M | 1.50% | 71,080 | SH |
| 19 | ISHARES U S ETF TR | MEAR | 46431W838 | $15.5M | 1.32% | 307,365 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $15.2M | 1.30% | 53,101 | SH |
| 21 | VANGUARD WORLD FD | VGT | 92204A702 | $14.3M | 1.22% | 20,552 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $12.3M | 1.05% | 25,601 | SH |
| 23 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $11.5M | 0.98% | 179,671 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $11.0M | 0.94% | 19,047 | SH |
| 25 | VANGUARD WORLD FD | VSGX | 921910725 | $9.5M | 0.81% | 132,896 | SH |
| 26 | ISHARES TR | EFA | 464287465 | $8.3M | 0.70% | 84,977 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $8.0M | 0.68% | 39,362 | SH |
| 28 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $7.7M | 0.66% | 93,118 | SH |
| 29 | ISHARES INC | IEMG | 46434G103 | $7.2M | 0.61% | 103,225 | SH |
| 30 | VANGUARD INDEX FDS | VOO | 922908363 | $7.0M | 0.60% | 11,754 | SH |
| 31 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.4M | 0.55% | 119,211 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.2M | 0.53% | 35,666 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $6.0M | 0.51% | 20,729 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $5.9M | 0.50% | 28,228 | SH |
| 35 | VISA INC | V | 92826C839 | $5.2M | 0.44% | 17,244 | SH |
| 36 | VANGUARD INDEX FDS | VNQ | 922908553 | $5.2M | 0.44% | 58,720 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $5.0M | 0.43% | 13,573 | SH |
| 38 | VANGUARD INDEX FDS | VTI | 922908769 | $4.9M | 0.42% | 15,190 | SH |
| 39 | EQT CORP | EQT | 26884L109 | $4.8M | 0.41% | 75,134 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $4.2M | 0.36% | 24,760 | SH |
| 41 | NETFLIX INC. | NFLX | 64110L106 | $4.2M | 0.36% | 43,438 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.7M | 0.32% | 12,730 | SH |
| 43 | EXPAND ENERGY CORPORATION | EXE | 165167735 | $3.6M | 0.31% | 33,134 | SH |
| 44 | JANUS DETROIT STR TR | JAAA | 47103U845 | $3.5M | 0.30% | 69,695 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $3.5M | 0.30% | 6,102 | SH |
| 46 | ROYAL GOLD INC | RGLD | 780287108 | $3.2M | 0.27% | 12,484 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.2M | 0.27% | 103,487 | SH |
| 48 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $3.2M | 0.27% | 62,249 | SH |
| 49 | ISHARES TR | SCZ | 464288273 | $3.0M | 0.25% | 38,059 | SH |
| 50 | ISHARES TR | IWF | 464287614 | $2.8M | 0.24% | 6,673 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |