Crewe Advisors LLC

Est. AUM

$1.17B

13F long equity, this entity only

Positions

1,038

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$141.4M	216422	12.06%	SOLE
2	PACS GROUP INC	COM SHS	$88.5M	2754179	7.55%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$68.4M	1013534	5.84%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$65.2M	100267	5.56%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$55.6M	613832	4.74%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$49.6M	672981	4.23%	SOLE
7	VANGUARD WORLD FD	ESG US STK ETF	$40.9M	364577	3.49%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL A	$40.2M	56	3.43%	SOLE
9	DBX ETF TR	XTRACK MSCI EAFE	$37.7M	763453	3.22%	SOLE
10	PGIM ETF TR	PGIM ULTRA SH BD	$33.4M	675334	2.85%	SOLE
11	MICROSOFT CORP	COM	$30.9M	83595	2.64%	SOLE
12	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$30.9M	50125	2.64%	SOLE
13	APPLE INC	COM	$26.7M	105084	2.28%	SOLE
14	ISHARES TR	NATIONAL MUN ETF	$25.0M	235253	2.13%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$22.4M	85513	1.91%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$21.6M	173848	1.84%	SOLE
17	CHEVRON CORPORATION	COM	$21.6M	104185	1.84%	SOLE
18	ISHARES TR	RUSSELL 2000 ETF	$17.6M	71080	1.50%	SOLE
19	ISHARES U S ETF TR	SHORT MATURITY M	$15.5M	307365	1.32%	SOLE
20	ALPHABET INC	CAP STK CL C	$15.2M	53101	1.30%	SOLE
21	VANGUARD WORLD FD	INF TECH ETF	$14.3M	20552	1.22%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.3M	25601	1.05%	SOLE
23	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$11.5M	179671	0.98%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$11.0M	19047	0.94%	SOLE
25	VANGUARD WORLD FD	ESG INTL STK ETF	$9.5M	132896	0.81%	SOLE
26	ISHARES TR	MSCI EAFE ETF	$8.3M	84977	0.70%	SOLE
27	ADVANCED MICRO DEVICES INC	COM	$8.0M	39362	0.68%	SOLE
28	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.7M	93118	0.66%	SOLE
29	ISHARES INC	CORE MSCI EMKT	$7.2M	103225	0.61%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.0M	11754	0.60%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.4M	119211	0.55%	SOLE
32	NVIDIA CORPORATION	COM	$6.2M	35666	0.53%	SOLE
33	ALPHABET INC	CAP STK CL A	$6.0M	20729	0.51%	SOLE
34	AMAZON COM INC	COM	$5.9M	28228	0.50%	SOLE
35	VISA INC	COM CL A	$5.2M	17244	0.44%	SOLE
36	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.2M	58720	0.44%	SOLE
37	TESLA INC	COM	$5.0M	13573	0.43%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$4.9M	15190	0.42%	SOLE
39	EQT CORP	COM	$4.8M	75134	0.41%	SOLE
40	EXXON MOBIL CORP	COM	$4.2M	24760	0.36%	SOLE
41	NETFLIX INC.	COM	$4.2M	43438	0.36%	SOLE
42	JPMORGAN CHASE & CO	COM	$3.7M	12730	0.32%	SOLE
43	EXPAND ENERGY CORPORATION	COM	$3.6M	33134	0.31%	SOLE
44	JANUS DETROIT STR TR	HENDRSON AAA CL	$3.5M	69695	0.30%	SOLE
45	META PLATFORMS INC	CL A	$3.5M	6102	0.30%	SOLE
46	ROYAL GOLD INC	COM	$3.2M	12484	0.27%	SOLE
47	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.2M	103487	0.27%	SOLE
48	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.1M	62249	0.27%	SOLE
49	ISHARES TR	EAFE SML CP ETF	$3.0M	38059	0.25%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$2.8M	6673	0.24%	SOLE

1–50 of 1,038

1 / 21

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.