# Crewe Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730033. Source: https://holderbook.com/funds/1730033-crewe-advisors-llc/

- Reported value: $1.4B
- Positions: 1,135
- Weight of the ten largest: 54.3%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $161.0M | 214,948 | 11.7% | 4 |
| PACS GROUP INC | [PACS](https://holderbook.com/stocks/PACS/) | $141.0M | 3,307,188 | 10.2% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $80.4M | 1,043,164 | 5.8% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $78.1M | 104,579 | 5.7% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $63.8M | 660,188 | 4.6% | 24 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $50.8M | 691,686 | 3.7% | 5 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $48.2M | 364,656 | 3.5% | 27 |
| DBX ETF TR | [DBEF](https://holderbook.com/stocks/DBEF/) | $42.5M | 778,666 | 3.1% | 31 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $42.0M | 847,303 | 3.0% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $41.2M | 55 | 3.0% | 16 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $35.3M | 50,124 | 2.6% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $32.7M | 87,611 | 2.4% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $29.6M | 102,418 | 2.1% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $27.6M | 256,075 | 2.0% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $26.8M | 180,397 | 1.9% | 24 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $25.9M | 85,513 | 1.9% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $23.3M | 40,172 | 1.7% | 10 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $20.8M | 69,179 | 1.5% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $19.7M | 164,416 | 1.4% | 18 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $19.1M | 54,038 | 1.4% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $17.5M | 105,557 | 1.3% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $14.3M | 19,375 | 1.0% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $13.4M | 26,858 | 1.0% | 31 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $12.4M | 183,760 | 0.9% | 5 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $10.9M | 132,891 | 0.8% | 27 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $8.7M | 84,025 | 0.6% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $8.7M | 105,358 | 0.6% | 24 |
| HERTZ GLOBAL HLDGS INC | [HTZ](https://holderbook.com/stocks/HTZ/) | $8.6M | 3,794,106 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $8.2M | 11,876 | 0.6% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.0M | 40,213 | 0.6% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.8M | 21,790 | 0.6% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $7.7M | 93,675 | 0.6% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $7.2M | 121,090 | 0.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.0M | 29,559 | 0.5% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.1M | 17,862 | 0.4% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.9M | 14,032 | 0.4% | 10 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $5.7M | 58,758 | 0.4% | 31 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $5.3M | 105,330 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.8M | 12,955 | 0.3% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.3M | 13,043 | 0.3% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $4.1M | 80,466 | 0.3% | 24 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $4.0M | 75,202 | 0.3% | 10 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.8M | 6,659 | 0.3% | 5 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.4M | 108,015 | 0.2% | 18 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $3.3M | 39,586 | 0.2% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.2M | 18,904 | 0.2% | 4 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.2M | 44,491 | 0.2% | 4 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $3.1M | 24,743 | 0.2% | 18 |
| EXPAND ENERGY CORPORATION | [EXE](https://holderbook.com/stocks/EXE/) | $3.0M | 33,134 | 0.2% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.9M | 7,723 | 0.2% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.8M | 11,954 | 0.2% | 4 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.7M | 14,376 | 0.2% | 19 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $2.6M | 38,133 | 0.2% | 31 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $2.5M | 33,384 | 0.2% | 24 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $2.5M | 44,499 | 0.2% | 17 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $2.5M | 12,484 | 0.2% | 3 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $2.5M | 23,393 | 0.2% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.3M | 31,991 | 0.2% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.2M | 16,055 | 0.2% | 10 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.1M | 2,889 | 0.2% | 4 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $2.1M | 67,621 | 0.1% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.9M | 5,248 | 0.1% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.9M | 5,708 | 0.1% | 10 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.9M | 3,755 | 0.1% | 4 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.8M | 10,446 | 0.1% | 4 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.8M | 13,225 | 0.1% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.8M | 1,707 | 0.1% | 4 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $1.8M | 3,957 | 0.1% | 10 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,888 | 0.1% | 10 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.7M | 21,322 | 0.1% | 27 |
| ISHARES TR | [DMAX](https://holderbook.com/stocks/DMAX/) | $1.6M | 57,241 | 0.1% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.5M | 1,306 | 0.1% | 10 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.4M | 4,811 | 0.1% | 10 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.4M | 45,910 | 0.1% | 21 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.3M | 10,490 | 0.1% | 10 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $1.3M | 26,050 | 0.1% | 1 |
| GLOBALSTAR INC | [GSAT](https://holderbook.com/stocks/GSAT/) | $1.3M | 16,256 | 0.1% | 4 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.3M | 8,505 | 0.1% | 7 |
| ISHARES TR | [MMAX](https://holderbook.com/stocks/MMAX/) | $1.3M | 47,527 | 0.1% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.2M | 2,616 | 0.1% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.2M | 8,333 | 0.1% | 10 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 20,888 | 0.1% | 4 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.2M | 7,936 | 0.1% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.2M | 962 | 0.1% | 4 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.1M | 3,040 | 0.1% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.1M | 9,724 | 0.1% | 10 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.1M | 5,759 | 0.1% | 10 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.1M | 5,086 | 0.1% | 18 |
| ISHARES TR | [SMAX](https://holderbook.com/stocks/SMAX/) | $1.1M | 38,118 | 0.1% | 6 |
| ISHARES TR | [MAXJ](https://holderbook.com/stocks/MAXJ/) | $1.1M | 36,295 | 0.1% | 4 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $1.1M | 13,577 | 0.1% | 10 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.0M | 4,117 | 0.1% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $978.6K | 8,571 | 0.1% | 4 |
| RUNWAY GROWTH FINANCE CORP | [RWAY](https://holderbook.com/stocks/RWAY/) | $964.9K | 172,002 | 0.1% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $962.6K | 15,662 | 0.1% | 4 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $901.5K | 9,348 | 0.1% | 31 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $890.6K | 10,232 | 0.1% | 25 |
| AUTONATION INC | [AN](https://holderbook.com/stocks/AN/) | $884.5K | 4,761 | 0.1% | 25 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $880.1K | 3,876 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $842.0K | 29,076 | 0.1% | 21 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.2% | +14.8% | -1.6% | 100% |
| Q1 2026 | -3.4% | -4.6% | +1.3% | 100% |
| Q4 2025 | +4.4% | +2.4% | +2.1% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.1% | 100% |
| Q2 2025 | +8.1% | +10.5% | -2.3% | 100% |
| Q1 2025 | -3.1% | -4.6% | +1.4% | 100% |
| Q4 2024 | -2.0% | +2.1% | -4.1% | 100% |
| Q3 2024 | +8.3% | +5.4% | +2.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 1,135 |
| Q1 2026 | $1.2B | 1,038 |
| Q4 2025 | $1.1B | 1,099 |
| Q3 2025 | $1.0B | 964 |
| Q2 2025 | $706.9M | 747 |
| Q1 2025 | $711.6M | 716 |
| Q4 2024 | $725.2M | 646 |
| Q3 2024 | $862.2M | 713 |
| Q2 2024 | $892.4M | 936 |
| Q1 2024 | $858.1M | 927 |
| Q4 2023 | $632.1M | 413 |
| Q3 2023 | $578.2M | 580 |