CA

Crewe Advisors LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$1.2B

Reporting period: 2026-03-31 · Number of holdings: 1038

Crewe Advisors LLC disclosed 1038 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 11.8%.

Personality snowflake

Concentration
16.06
Portfolio Stability
11.82
Momentum/Contrarian
100
Sector conviction
61.11
Diversification
100
Sizing Uniformity
36.19

Recent moves

  • Trim TSLA

    -65.5%　-$12.6M

  • Trim SPY

    -0.5%　-$3.5M

  • Trim PULS

    -11.2%　-$4.3M

  • Add IJH

    +8.9%　$7.0M

  • Add IEFA

    +11.4%　$6.3M

  • Trim BRK-A

    0.0%　-$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth12.06%-0.10%+8.03%
2PACSPacs Group INCStock-Other7.55%+0.25%+28.23%
3IJHIshares Core S&p Midcap ETFETF-Other5.84%+0.40%+8.90%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth5.57%-0.52%-0.48%
5IEFAIshares Core Msci Eafe ETFETF-Other4.74%+0.37%+11.38%
6BNDVanguard Total Bond MarketETF-Other4.23%+0.26%+11.32%
7ESGVVanguard Esg US Stock ETFETF-Other3.49%+0.04%+13.08%
8BRK-ABerkshire Hathaway Inc-cl AStock-Other3.43%-0.31%—
9DBEFXtrackers Msci Eafe Hedged EETF-Other3.22%—+1.20%
10PULSPgim Ultra Short Bond ETFETF-Other2.85%-0.49%-11.24%
11MSFTMicrosoft CORPStock-Tech2.64%+0.09%+40.37%
12MDYState Street Spdr S&p MidcapETF-Other2.64%-0.04%—
13AAPLApple INCStock-Tech2.28%-0.19%+2.26%
14MUBIshares National Muni Bond EETF-Other2.13%+0.08%+9.05%
15VBVanguard Small-cap ETFETF-Other1.91%——
16IJRIshares Core S&p Small-cap EETF-Small Cap1.84%+0.27%+17.55%
17CVXChevron CORPStock-Energy1.84%+0.30%-8.88%
18IWMIshares Russell 2000 ETFETF-Small Cap1.50%—-0.54%
19MEARIshrs Short Mat Muni Act ETFETF-Other1.32%+1.32%NEW
20GOOGAlphabet Inc-cl CStock-Comm Services1.30%-0.18%-0.12%
21VGTVanguard Info Tech ETFETF-Tech1.22%-0.15%—
22BRK-BBerkshire Hathaway Inc-cl BStock-Other1.05%-0.08%+0.85%
23HELOJpmorgan Hedged Equity ETFETF-Other0.98%+0.09%+18.80%
24QQQInvesco Qqq Trust Series 1ETF-Tech0.94%-0.12%-1.79%
25VSGXVanguard Esg Intl Stock ETFETF-Other0.81%-0.08%-5.23%
26EFAIshares Msci Eafe ETFETF-Other0.70%—-0.05%
27AMDAdvanced Micro DevicesStock-Tech0.68%-0.06%+0.66%
28VCITVanguard Int-term CorporateETF-Corp Bonds0.66%—+0.15%
29IEMGIshares Core Msci EmergingETF-Emerging Markets0.61%+0.20%+51.69%
30VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.60%—+1.49%
31VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.55%+0.10%+24.86%
32NVDANvidia CORPStock-Tech0.53%-0.05%+1.03%
33GOOGLAlphabet Inc-cl AStock-Comm Services0.51%-0.27%-26.01%
34AMZNAmazon.com INCStock-Consumer Disc0.50%—+9.00%
35VVisa Inc-class A SharesStock-Financials0.44%-0.09%+0.59%
36VNQVanguard Real Estate ETFETF-Other0.44%—-2.37%
37TSLATesla INCStock-Consumer Disc0.43%-1.14%-65.47%
38VTIVanguard Total Stock Mkt ETFETF-Other0.42%—+5.38%
39EQTEqt CORPStock-Energy0.41%+0.05%+0.02%
40XOMExxon Mobil CORPStock-Energy0.36%+0.11%+7.14%
41NFLXNetflix INCStock-Comm Services0.36%—+1.26%
42JPMJpmorgan Chase & CoStock-Financials0.32%—+1.01%
43EXEExpand Energy CORPStock-Energy0.31%+0.22%+251.26%
44JAAAJanus Henderson Aaa Clo ETFETF-Other0.30%+0.25%+539.35%
45METAMeta Platforms Inc-class AStock-Comm Services0.30%-0.04%+3.63%
46RGLDRoyal Gold INCStock-Materials0.27%+0.02%—
47SCHDSchwab US Dvd Equity ETFETF-Other0.27%+0.03%+6.42%
48JPSTJpmorgan Ultra-short IncomeETF-Other0.27%—-8.67%
49SCZIshares Msci Eafe Small-capETF-Other0.25%—+2.66%
50IWFIshares Russell 1000 GrowthETF-Other0.24%-0.05%-2.20%
1–50 of 1,038

Holding changes this quarter

Crewe Advisors LLC's most significant position changes for 2026-03-31: New buy: Ishrs Short Mat Muni Act ETF (MEAR); Trim: Tesla INC (TSLA) — shares -65.47%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -0.48%; Trim: Pgim Ultra Short Bond ETF (PULS) — shares -11.24%; Add: Ishares Core S&p Midcap ETF (IJH) — shares +8.90%.

Position changes disclosed by Crewe Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IJHIshares Core S&p Midcap ETF+0.4%+8.90%Add
2IEFAIshares Core Msci Eafe ETF+0.4%+11.38%Add
3CVXChevron CORP+0.3%-8.88%Trim
4IJRIshares Core S&p Small-cap E+0.3%+17.55%Add
5BNDVanguard Total Bond Market+0.3%+11.32%Add
6PACSPacs Group INC+0.3%+28.23%Add
7JAAAJanus Henderson Aaa Clo ETF+0.3%+539.35%Add
8EXEExpand Energy CORP+0.2%+251.26%Add
9IEMGIshares Core Msci Emerging+0.2%+51.69%Add
10ORCLOracle CORP+0.1%+184.09%Add
11XOMExxon Mobil CORP+0.1%+7.14%Add
12VWOVanguard Ftse Emerging Marke+0.1%+24.86%Add
13MSFTMicrosoft CORP+0.1%+40.37%Add
14HELOJpmorgan Hedged Equity ETF+0.1%+18.80%Add
15MUBIshares National Muni Bond E+0.1%+9.05%Add
16DMAXIshares Lg Cap Max Buff Dec+0.1%+100.20%Add
17TSMTaiwan Semiconductor-sp Adr+0.1%+333.06%Add
18EQTEqt CORP+0.1%+0.02%Add
19ESGVVanguard Esg US Stock ETF0%+13.08%Add
20SGOVIshares 0-3 Month Treasury B0%+515.57%Add
21EMXCIshares Msci Emr Mrk Ex Chna0%+741.94%Add
22SCHDSchwab US Dvd Equity ETF0%+6.42%Add
23RGLDRoyal Gold INC0%—Unchanged
24DBEFXtrackers Msci Eafe Hedged E—+1.20%Add
25INTUIntuit INC0%-71.41%Trim
26SHOPShopify INC - Class A0%-0.52%Trim
27AXPAmerican Express Co0%+0.55%Add
28MDYState Street Spdr S&p Midcap0%—Unchanged
29METAMeta Platforms Inc-class A0%+3.63%Add
30RWAYRunway Growth Finance CORP0%—Unchanged
31IWFIshares Russell 1000 Growth-0.1%-2.20%Trim
32NVDANvidia CORP-0.1%+1.03%Add
33HDHome Depot INC-0.1%-47.30%Trim
34MCOMoody's CORP-0.1%-9.36%Trim
35AMDAdvanced Micro Devices-0.1%+0.66%Add
36TJXTjx Companies INC-0.1%-39.38%Trim
37VSGXVanguard Esg Intl Stock ETF-0.1%-5.23%Trim
38BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.85%Add
39VVisa Inc-class A Shares-0.1%+0.59%Add
40IVVIshares Core S&p 500 ETF-0.1%+8.03%Add
41QQQInvesco Qqq Trust Series 1-0.1%-1.79%Trim
42VGTVanguard Info Tech ETF-0.2%—Unchanged
43GOOGAlphabet Inc-cl C-0.2%-0.12%Trim
44AAPLApple INC-0.2%+2.26%Add
45GOOGLAlphabet Inc-cl A-0.3%-26.01%Trim
46BRK-ABerkshire Hathaway Inc-cl A-0.3%—Unchanged
47PULSPgim Ultra Short Bond ETF-0.5%-11.24%Trim
48SPYSs Spdr S&p 500 ETF Trust-us-0.5%-0.48%Trim
49TSLATesla INC-1.1%-65.47%Trim
50MEARIshrs Short Mat Muni Act ETF—NEWNew buy

FAQ

What is Crewe Advisors LLC and what type of investor is it?
Crewe Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 1038 disclosed positions.
What are Crewe Advisors LLC's largest equity positions?
Based on the latest 13F filing, Crewe Advisors LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $141.4M (12.1%) 2. Pacs Group INC (PACS) — $88.5M (7.5%) 3. Ishares Core S&p Midcap ETF (IJH) — $68.4M (5.8%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $65.2M (5.6%) 5. Ishares Core Msci Eafe ETF (IEFA) — $55.6M (4.7%)
What changes did Crewe Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Crewe Advisors LLC made 45 notable position adjustments: 1 new positions were initiated, 30 existing holdings were added to, 14 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishrs Short Mat Muni Act ETF (MEAR); Trim: Tesla INC (TSLA) — shares -65.47%; Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -0.48%; Trim: Pgim Ultra Short Bond ETF (PULS) — shares -11.24%; Add: Ishares Core S&p Midcap ETF (IJH) — shares +8.90%
What sectors does Crewe Advisors LLC focus on?
Crewe Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.8% • Energy: 15.3% • Financials: 14.2% • Communication Services: 12.4% • Consumer Discretionary: 7.1% • Industrials: 3.8%