Crewe Advisors LLC Investment Portfolio — 13F Data

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%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "C"

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.06%	-0.10%	+8.03%
2	PACS	Pacs Group INC	Stock-Other	7.55%	+0.25%	+28.23%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.84%	+0.40%	+8.90%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.57%	-0.52%	-0.48%
5	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.74%	+0.37%	+11.38%
6	BND	Vanguard Total Bond Market	ETF-Other	4.23%	+0.26%	+11.32%
7	ESGV	Vanguard Esg US Stock ETF	ETF-Other	3.49%	+0.04%	+13.08%
8	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	3.43%	-0.31%	—
9	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	3.22%	—	+1.20%
10	PULS	Pgim Ultra Short Bond ETF	ETF-Other	2.85%	-0.49%	-11.24%
11	MSFT	Microsoft CORP	Stock-Tech	2.64%	+0.09%	+40.37%
12	MDY	State Street Spdr S&p Midcap	ETF-Other	2.64%	-0.04%	—
13	AAPL	Apple INC	Stock-Tech	2.28%	-0.19%	+2.26%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.13%	+0.08%	+9.05%
15	VB	Vanguard Small-cap ETF	ETF-Other	1.91%	—	—
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.84%	+0.27%	+17.55%
17	CVX	Chevron CORP	Stock-Energy	1.84%	+0.30%	-8.88%
18	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.50%	—	-0.54%
19	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	1.32%	+1.32%	NEW
20	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.30%	-0.18%	-0.12%
21	VGT	Vanguard Info Tech ETF	ETF-Tech	1.22%	-0.15%	—
22	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.05%	-0.08%	+0.85%
23	HELO	Jpmorgan Hedged Equity ETF	ETF-Other	0.98%	+0.09%	+18.80%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.94%	-0.12%	-1.79%
25	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	0.81%	-0.08%	-5.23%
26	EFA	Ishares Msci Eafe ETF	ETF-Other	0.70%	—	-0.05%
27	AMD	Advanced Micro Devices	Stock-Tech	0.68%	-0.06%	+0.66%
28	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.66%	—	+0.15%
29	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.61%	+0.20%	+51.69%
30	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.60%	—	+1.49%
31	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.55%	+0.10%	+24.86%
32	NVDA	Nvidia CORP	Stock-Tech	0.53%	-0.05%	+1.03%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.51%	-0.27%	-26.01%
34	AMZN	Amazon.com INC	Stock-Consumer Disc	0.50%	—	+9.00%
35	V	Visa Inc-class A Shares	Stock-Financials	0.44%	-0.09%	+0.59%
36	VNQ	Vanguard Real Estate ETF	ETF-Other	0.44%	—	-2.37%
37	TSLA	Tesla INC	Stock-Consumer Disc	0.43%	-1.14%	-65.47%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.42%	—	+5.38%
39	EQT	Eqt CORP	Stock-Energy	0.41%	+0.05%	+0.02%
40	XOM	Exxon Mobil CORP	Stock-Energy	0.36%	+0.11%	+7.14%
41	NFLX	Netflix INC	Stock-Comm Services	0.36%	—	+1.26%
42	JPM	Jpmorgan Chase & Co	Stock-Financials	0.32%	—	+1.01%
43	EXE	Expand Energy CORP	Stock-Energy	0.31%	+0.22%	+251.26%
44	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.30%	+0.25%	+539.35%
45	META	Meta Platforms Inc-class A	Stock-Comm Services	0.30%	-0.04%	+3.63%
46	RGLD	Royal Gold INC	Stock-Materials	0.27%	+0.02%	—
47	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.27%	+0.03%	+6.42%
48	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.27%	—	-8.67%
49	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.25%	—	+2.66%
50	IWF	Ishares Russell 1000 Growth	ETF-Other	0.24%	-0.05%	-2.20%

1–50 of 1,038

Portfolio Performance

Performance for Q3 2026

+6.8%

Performance Last 4 Quarters

+28.7%

Based on 70% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.87
Alpha: +2.2%
Max Drawdown: -10.6%
Annualized Perf: +18.9%
Batting Avg vs S&P: +50%
Sortino: +2.74
Stutzer: +0.42
Treynor: +0.21
Sterling: +1.09
Calmar: +1.79
Information Ratio: -0.04
Tracking Error: +5.9%
Stdev Down: +6.6%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +36.4%
Worst 12 Months: +1.6%
Efficiency Ratio: +0.58
Sharpe: +1.44
Stdev Sectors: +10.1%
Skewness: -0.22
Kurtosis: -0.43
Upside Potential: +4.3

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1038	$1.2B	12	1IVV 2PACS 3IJH Top holdings2026-03-31 1.IVV 2.PACS 3.IJH 4.SPY 5.IEFA 6.BND 7.ESGV 8.BRK-A 9.DBEF 10.PULS
2025-12-31	1099	$1.1B	13	1IVV 2PACS 3SPY Top holdings2025-12-31 1.IVV 2.PACS 3.SPY 4.IJH 5.IEFA 6.BND 7.BRK-A 8.ESGV 9.PULS 10.DBEF
2025-09-30	964	$1.0B	47	1IVV 2SPY 3IJH Top holdings2025-09-30 1.IVV 2.SPY 3.IJH 4.PULS 5.IEFA 6.BND 7.BRK-A 8.ESGV 9.DBEF 10.MSFT
2025-06-30	747	$706.9M	0	1SPY 2IJH 3IEFA Top holdings2025-06-30 1.SPY 2.IJH 3.IEFA 4.BND 5.BRK-A 6.ESGV 7.DBEF 8.PULS 9.MDY 10.AAPL
2025-03-31	716	$711.6M	100	1IVV 2SPY 3IJH Top holdings2025-03-31 1.IVV 2.SPY 3.IJH 4.BRK-A 5.IEFA 6.ESGV 7.DBEF 8.PULS 9.MDY 10.MUB
2024-12-31	646	$725.2M	0	1IVV 2SPY 3IJH Top holdings2024-12-31 1.IVV 2.SPY 3.IJH 4.BRK-A 5.IEFA 6.ESGV 7.DBEF 8.MDY 9.NVDA 10.VB
2024-09-30	713	$862.2M	0	1ENSG 2IVV 3SPY Top holdings2024-09-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.BND 7.ESGV 8.DBEF 9.MDY 10.PNTG
2024-06-30	936	$892.4M	0	1ENSG 2IVV 3SPY Top holdings2024-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.BND 7.ESGV 8.DBEF 9.MDY 10.VSGX
2024-03-31	928	$858.1M	0	1ENSG 2IVV 3SPY Top holdings2024-03-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.BND 8.DBEF 9.MDY 10.VSGX
2023-12-31	432	$632.1M	0	1ENSG 2IVV 3SPY Top holdings2023-12-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.BND 8.VSGX 9.MDY 10.DBEF
2023-09-30	580	$578.2M	0	1ENSG 2IVV 3SPY Top holdings2023-09-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.DBEF 9.BND 10.MDY
2023-06-30	868	$712.4M	0	1ENSG 2IVV 3SPY Top holdings2023-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.BND
2023-03-31	811	$685.5M	0	1ENSG 2IVV 3SPY Top holdings2023-03-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.VB
2022-12-31	1018	$630.3M	0	1ENSG 2IVV 3SPY Top holdings2022-12-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.VB
2022-09-30	1289	$553.3M	0	1ENSG 2IVV 3SPY Top holdings2022-09-30 1.ENSG 2.IVV 3.SPY 4.BRK-A 5.IJH 6.ESGV 7.DBEF 8.VSGX 9.MDY 10.VB
2022-06-30	1165	$452.8M	0	1ENSG 2IVV 3SPY Top holdings2022-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.ESGV 6.VSGX 7.DBEF 8.IWM 9.CVX 10.PNTG
2022-03-31	503	$512.5M	0	1ENSG 2IVV 3SPY Top holdings2022-03-31 1.ENSG 2.IVV 3.SPY 4.ESGV 5.VSGX 6.IJH 7.DBEF 8.PNTG 9.IWM 10.CVX
2021-12-31	415	$491.8M	0	1ENSG 2IVV 3ESGV Top holdings2021-12-31 1.ENSG 2.IVV 3.ESGV 4.SPY 5.VSGX 6.IJH 7.PNTG 8.DBEF 9.IWM 10.CVX
2021-09-30	408	$423.2M	0	1ENSG 2IVV 3SPY Top holdings2021-09-30 1.ENSG 2.IVV 3.SPY 4.PNTG 5.ESGV 6.VSGX 7.IJH 8.DBEF 9.IWM 10.PGX
2021-06-30	473	$403.1M	100	1ENSG 2PNTG 3IVV Top holdings2021-06-30 1.ENSG 2.PNTG 3.IVV 4.SPY 5.IJH 6.DBEF 7.IWM 8.CVX 9.PGX 10.ESGV
2021-03-31	474	$403.2M	68	1ENSG 2PNTG 3IVV Top holdings2021-03-31 1.ENSG 2.PNTG 3.IVV 4.SPY 5.IJH 6.DBEF 7.IWM 8.CVX 9.PGX 10.ESGV
2020-12-31	457	$249.8M	39	172941B2SPY 3IVV Top holdings2020-12-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.IJH 6.IWM 7.ENSG 8.CVX 9.PGX 10.PNTG
2020-09-30	640	$213.2M	14	172941B2SPY 3IVV Top holdings2020-09-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.IWM 6.IJH 7.CVX 8.PGX 9.ESGV 10.AAPL
2020-06-30	231	$204.7M	25	172941B2SPY 3IVV Top holdings2020-06-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.IWM 6.CVX 7.IJH 8.PGX 9.MSFT 10.AAPL
2020-03-31	193	$167.6M	35	172941B2SPY 3IVV Top holdings2020-03-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.IJH 8.PGX 9.ESGV 10.VEA
2019-12-31	262	$228.5M	10	172941B2SPY 3IVV Top holdings2019-12-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.IJH 8.MDY 9.PGX 10.VEA
2019-09-30	225	$217.5M	38	172941B2SPY 3IVV Top holdings2019-09-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.MDY 8.IJH 9.PGX 10.VEA
2019-06-30	310	$307.6M	25	172941B2SPY 3IVV Top holdings2019-06-30 1.72941B 2.SPY 3.IVV 4.CVX 5.DBEF 6.IWM 7.MDY 8.PGX 9.VEA 10.IJH
2019-03-31	249	$317.7M	8	172941B2CVX 3SPY Top holdings2019-03-31 1.72941B 2.CVX 3.SPY 4.IVV 5.DBEF 6.MDY 7.IWM 8.VEA 9.IJH 10.EFA
2018-12-31	228	$315.6M	100	172941B2SPY 3CVX Top holdings2018-12-31 1.72941B 2.SPY 3.CVX 4.IVV 5.DBEF 6.MDY 7.IWM 8.VEA 9.EFA 10.IJH
2018-09-30	234	$118.2M	17	1CVX 2IVV 3SPY Top holdings2018-09-30 1.CVX 2.IVV 3.SPY 4.DBEF 5.MDY 6.EFA 7.AAPL 8.IWM 9.V 10.PGX
2018-06-30	279	$107.7M	19	1CVX 2SPY 3IVV Top holdings2018-06-30 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.AAPL 8.PGX 9.V 10.SEMGUSD
2018-03-31	279	$102.0M	10	1CVX 2SPY 3IVV Top holdings2018-03-31 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.73936T 8.AAPL 9.V 10.MSFT
2017-12-31	279	$102.1M	—	1CVX 2SPY 3IVV Top holdings2017-12-31 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.73936T 8.AAPL 9.SEMGUSD 10.V

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJH	Ishares Core S&p Midcap ETF	+0.4%	+8.90%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.4%	+11.38%	Add
3	CVX	Chevron CORP	+0.3%	-8.88%	Trim
4	IJR	Ishares Core S&p Small-cap E	+0.3%	+17.55%	Add
5	BND	Vanguard Total Bond Market	+0.3%	+11.32%	Add
6	PACS	Pacs Group INC	+0.3%	+28.23%	Add
7	JAAA	Janus Henderson Aaa Clo ETF	+0.3%	+539.35%	Add
8	EXE	Expand Energy CORP	+0.2%	+251.26%	Add
9	IEMG	Ishares Core Msci Emerging	+0.2%	+51.69%	Add
10	ORCL	Oracle CORP	+0.1%	+184.09%	Add
11	XOM	Exxon Mobil CORP	+0.1%	+7.14%	Add
12	VWO	Vanguard Ftse Emerging Marke	+0.1%	+24.86%	Add
13	MSFT	Microsoft CORP	+0.1%	+40.37%	Add
14	HELO	Jpmorgan Hedged Equity ETF	+0.1%	+18.80%	Add
15	MUB	Ishares National Muni Bond E	+0.1%	+9.05%	Add
16	DMAX	Ishares Lg Cap Max Buff Dec	+0.1%	+100.20%	Add
17	TSM	Taiwan Semiconductor-sp Adr	+0.1%	+333.06%	Add
18	EQT	Eqt CORP	+0.1%	+0.02%	Add
19	ESGV	Vanguard Esg US Stock ETF	0%	+13.08%	Add
20	SGOV	Ishares 0-3 Month Treasury B	0%	+515.57%	Add
21	EMXC	Ishares Msci Emr Mrk Ex Chna	0%	+741.94%	Add
22	SCHD	Schwab US Dvd Equity ETF	0%	+6.42%	Add
23	RGLD	Royal Gold INC	0%	—	Unchanged
24	DBEF	Xtrackers Msci Eafe Hedged E	—	+1.20%	Add
25	INTU	Intuit INC	0%	-71.41%	Trim
26	SHOP	Shopify INC - Class A	0%	-0.52%	Trim
27	AXP	American Express Co	0%	+0.55%	Add
28	MDY	State Street Spdr S&p Midcap	0%	—	Unchanged
29	META	Meta Platforms Inc-class A	0%	+3.63%	Add
30	RWAY	Runway Growth Finance CORP	0%	—	Unchanged
31	IWF	Ishares Russell 1000 Growth	-0.1%	-2.20%	Trim
32	NVDA	Nvidia CORP	-0.1%	+1.03%	Add
33	HD	Home Depot INC	-0.1%	-47.30%	Trim
34	MCO	Moody's CORP	-0.1%	-9.36%	Trim
35	AMD	Advanced Micro Devices	-0.1%	+0.66%	Add
36	TJX	Tjx Companies INC	-0.1%	-39.38%	Trim
37	VSGX	Vanguard Esg Intl Stock ETF	-0.1%	-5.23%	Trim
38	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	+0.85%	Add
39	V	Visa Inc-class A Shares	-0.1%	+0.59%	Add
40	IVV	Ishares Core S&p 500 ETF	-0.1%	+8.03%	Add
41	QQQ	Invesco Qqq Trust Series 1	-0.1%	-1.79%	Trim
42	VGT	Vanguard Info Tech ETF	-0.2%	—	Unchanged
43	GOOG	Alphabet Inc-cl C	-0.2%	-0.12%	Trim
44	AAPL	Apple INC	-0.2%	+2.26%	Add
45	GOOGL	Alphabet Inc-cl A	-0.3%	-26.01%	Trim
46	BRK-A	Berkshire Hathaway Inc-cl A	-0.3%	—	Unchanged
47	PULS	Pgim Ultra Short Bond ETF	-0.5%	-11.24%	Trim
48	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	-0.48%	Trim
49	TSLA	Tesla INC	-1.1%	-65.47%	Trim
50	MEAR	Ishrs Short Mat Muni Act ETF	—	NEW	New 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%

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Crewe Advisors LLC Investment Portfolio — 13F Data

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%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "C"

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.06%	-0.10%	+8.03%
2	PACS	Pacs Group INC	Stock-Other	7.55%	+0.25%	+28.23%
3	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.84%	+0.40%	+8.90%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.57%	-0.52%	-0.48%
5	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.74%	+0.37%	+11.38%
6	BND	Vanguard Total Bond Market	ETF-Other	4.23%	+0.26%	+11.32%
7	ESGV	Vanguard Esg US Stock ETF	ETF-Other	3.49%	+0.04%	+13.08%
8	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	3.43%	-0.31%	—
9	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	3.22%	—	+1.20%
10	PULS	Pgim Ultra Short Bond ETF	ETF-Other	2.85%	-0.49%	-11.24%
11	MSFT	Microsoft CORP	Stock-Tech	2.64%	+0.09%	+40.37%
12	MDY	State Street Spdr S&p Midcap	ETF-Other	2.64%	-0.04%	—
13	AAPL	Apple INC	Stock-Tech	2.28%	-0.19%	+2.26%
14	MUB	Ishares National Muni Bond E	ETF-Other	2.13%	+0.08%	+9.05%
15	VB	Vanguard Small-cap ETF	ETF-Other	1.91%	—	—
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.84%	+0.27%	+17.55%
17	CVX	Chevron CORP	Stock-Energy	1.84%	+0.30%	-8.88%
18	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.50%	—	-0.54%
19	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	1.32%	+1.32%	NEW
20	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.30%	-0.18%	-0.12%
21	VGT	Vanguard Info Tech ETF	ETF-Tech	1.22%	-0.15%	—
22	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.05%	-0.08%	+0.85%
23	HELO	Jpmorgan Hedged Equity ETF	ETF-Other	0.98%	+0.09%	+18.80%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.94%	-0.12%	-1.79%
25	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	0.81%	-0.08%	-5.23%
26	EFA	Ishares Msci Eafe ETF	ETF-Other	0.70%	—	-0.05%
27	AMD	Advanced Micro Devices	Stock-Tech	0.68%	-0.06%	+0.66%
28	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.66%	—	+0.15%
29	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.61%	+0.20%	+51.69%
30	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.60%	—	+1.49%
31	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.55%	+0.10%	+24.86%
32	NVDA	Nvidia CORP	Stock-Tech	0.53%	-0.05%	+1.03%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.51%	-0.27%	-26.01%
34	AMZN	Amazon.com INC	Stock-Consumer Disc	0.50%	—	+9.00%
35	V	Visa Inc-class A Shares	Stock-Financials	0.44%	-0.09%	+0.59%
36	VNQ	Vanguard Real Estate ETF	ETF-Other	0.44%	—	-2.37%
37	TSLA	Tesla INC	Stock-Consumer Disc	0.43%	-1.14%	-65.47%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.42%	—	+5.38%
39	EQT	Eqt CORP	Stock-Energy	0.41%	+0.05%	+0.02%
40	XOM	Exxon Mobil CORP	Stock-Energy	0.36%	+0.11%	+7.14%
41	NFLX	Netflix INC	Stock-Comm Services	0.36%	—	+1.26%
42	JPM	Jpmorgan Chase & Co	Stock-Financials	0.32%	—	+1.01%
43	EXE	Expand Energy CORP	Stock-Energy	0.31%	+0.22%	+251.26%
44	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.30%	+0.25%	+539.35%
45	META	Meta Platforms Inc-class A	Stock-Comm Services	0.30%	-0.04%	+3.63%
46	RGLD	Royal Gold INC	Stock-Materials	0.27%	+0.02%	—
47	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.27%	+0.03%	+6.42%
48	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.27%	—	-8.67%
49	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.25%	—	+2.66%
50	IWF	Ishares Russell 1000 Growth	ETF-Other	0.24%	-0.05%	-2.20%

1–50 of 1,038

Portfolio Performance

Performance for Q3 2026

+6.8%

Performance Last 4 Quarters

+28.7%

Based on 70% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.87
Alpha: +2.2%
Max Drawdown: -10.6%
Annualized Perf: +18.9%
Batting Avg vs S&P: +50%
Sortino: +2.74
Stutzer: +0.42
Treynor: +0.21
Sterling: +1.09
Calmar: +1.79
Information Ratio: -0.04
Tracking Error: +5.9%
Stdev Down: +6.6%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +36.4%
Worst 12 Months: +1.6%
Efficiency Ratio: +0.58
Sharpe: +1.44
Stdev Sectors: +10.1%
Skewness: -0.22
Kurtosis: -0.43
Upside Potential: +4.3

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1038	$1.2B	12	1IVV 2PACS 3IJH Top holdings2026-03-31 1.IVV 2.PACS 3.IJH 4.SPY 5.IEFA 6.BND 7.ESGV 8.BRK-A 9.DBEF 10.PULS
2025-12-31	1099	$1.1B	13	1IVV 2PACS 3SPY Top holdings2025-12-31 1.IVV 2.PACS 3.SPY 4.IJH 5.IEFA 6.BND 7.BRK-A 8.ESGV 9.PULS 10.DBEF
2025-09-30	964	$1.0B	47	1IVV 2SPY 3IJH Top holdings2025-09-30 1.IVV 2.SPY 3.IJH 4.PULS 5.IEFA 6.BND 7.BRK-A 8.ESGV 9.DBEF 10.MSFT
2025-06-30	747	$706.9M	0	1SPY 2IJH 3IEFA Top holdings2025-06-30 1.SPY 2.IJH 3.IEFA 4.BND 5.BRK-A 6.ESGV 7.DBEF 8.PULS 9.MDY 10.AAPL
2025-03-31	716	$711.6M	100	1IVV 2SPY 3IJH Top holdings2025-03-31 1.IVV 2.SPY 3.IJH 4.BRK-A 5.IEFA 6.ESGV 7.DBEF 8.PULS 9.MDY 10.MUB
2024-12-31	646	$725.2M	0	1IVV 2SPY 3IJH Top holdings2024-12-31 1.IVV 2.SPY 3.IJH 4.BRK-A 5.IEFA 6.ESGV 7.DBEF 8.MDY 9.NVDA 10.VB
2024-09-30	713	$862.2M	0	1ENSG 2IVV 3SPY Top holdings2024-09-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.BND 7.ESGV 8.DBEF 9.MDY 10.PNTG
2024-06-30	936	$892.4M	0	1ENSG 2IVV 3SPY Top holdings2024-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.BND 7.ESGV 8.DBEF 9.MDY 10.VSGX
2024-03-31	928	$858.1M	0	1ENSG 2IVV 3SPY Top holdings2024-03-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.BND 8.DBEF 9.MDY 10.VSGX
2023-12-31	432	$632.1M	0	1ENSG 2IVV 3SPY Top holdings2023-12-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.BND 8.VSGX 9.MDY 10.DBEF
2023-09-30	580	$578.2M	0	1ENSG 2IVV 3SPY Top holdings2023-09-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.DBEF 9.BND 10.MDY
2023-06-30	868	$712.4M	0	1ENSG 2IVV 3SPY Top holdings2023-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.BND
2023-03-31	811	$685.5M	0	1ENSG 2IVV 3SPY Top holdings2023-03-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.VB
2022-12-31	1018	$630.3M	0	1ENSG 2IVV 3SPY Top holdings2022-12-31 1.ENSG 2.IVV 3.SPY 4.IJH 5.BRK-A 6.ESGV 7.VSGX 8.MDY 9.DBEF 10.VB
2022-09-30	1289	$553.3M	0	1ENSG 2IVV 3SPY Top holdings2022-09-30 1.ENSG 2.IVV 3.SPY 4.BRK-A 5.IJH 6.ESGV 7.DBEF 8.VSGX 9.MDY 10.VB
2022-06-30	1165	$452.8M	0	1ENSG 2IVV 3SPY Top holdings2022-06-30 1.ENSG 2.IVV 3.SPY 4.IJH 5.ESGV 6.VSGX 7.DBEF 8.IWM 9.CVX 10.PNTG
2022-03-31	503	$512.5M	0	1ENSG 2IVV 3SPY Top holdings2022-03-31 1.ENSG 2.IVV 3.SPY 4.ESGV 5.VSGX 6.IJH 7.DBEF 8.PNTG 9.IWM 10.CVX
2021-12-31	415	$491.8M	0	1ENSG 2IVV 3ESGV Top holdings2021-12-31 1.ENSG 2.IVV 3.ESGV 4.SPY 5.VSGX 6.IJH 7.PNTG 8.DBEF 9.IWM 10.CVX
2021-09-30	408	$423.2M	0	1ENSG 2IVV 3SPY Top holdings2021-09-30 1.ENSG 2.IVV 3.SPY 4.PNTG 5.ESGV 6.VSGX 7.IJH 8.DBEF 9.IWM 10.PGX
2021-06-30	473	$403.1M	100	1ENSG 2PNTG 3IVV Top holdings2021-06-30 1.ENSG 2.PNTG 3.IVV 4.SPY 5.IJH 6.DBEF 7.IWM 8.CVX 9.PGX 10.ESGV
2021-03-31	474	$403.2M	68	1ENSG 2PNTG 3IVV Top holdings2021-03-31 1.ENSG 2.PNTG 3.IVV 4.SPY 5.IJH 6.DBEF 7.IWM 8.CVX 9.PGX 10.ESGV
2020-12-31	457	$249.8M	39	172941B2SPY 3IVV Top holdings2020-12-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.IJH 6.IWM 7.ENSG 8.CVX 9.PGX 10.PNTG
2020-09-30	640	$213.2M	14	172941B2SPY 3IVV Top holdings2020-09-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.IWM 6.IJH 7.CVX 8.PGX 9.ESGV 10.AAPL
2020-06-30	231	$204.7M	25	172941B2SPY 3IVV Top holdings2020-06-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.IWM 6.CVX 7.IJH 8.PGX 9.MSFT 10.AAPL
2020-03-31	193	$167.6M	35	172941B2SPY 3IVV Top holdings2020-03-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.IJH 8.PGX 9.ESGV 10.VEA
2019-12-31	262	$228.5M	10	172941B2SPY 3IVV Top holdings2019-12-31 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.IJH 8.MDY 9.PGX 10.VEA
2019-09-30	225	$217.5M	38	172941B2SPY 3IVV Top holdings2019-09-30 1.72941B 2.SPY 3.IVV 4.DBEF 5.CVX 6.IWM 7.MDY 8.IJH 9.PGX 10.VEA
2019-06-30	310	$307.6M	25	172941B2SPY 3IVV Top holdings2019-06-30 1.72941B 2.SPY 3.IVV 4.CVX 5.DBEF 6.IWM 7.MDY 8.PGX 9.VEA 10.IJH
2019-03-31	249	$317.7M	8	172941B2CVX 3SPY Top holdings2019-03-31 1.72941B 2.CVX 3.SPY 4.IVV 5.DBEF 6.MDY 7.IWM 8.VEA 9.IJH 10.EFA
2018-12-31	228	$315.6M	100	172941B2SPY 3CVX Top holdings2018-12-31 1.72941B 2.SPY 3.CVX 4.IVV 5.DBEF 6.MDY 7.IWM 8.VEA 9.EFA 10.IJH
2018-09-30	234	$118.2M	17	1CVX 2IVV 3SPY Top holdings2018-09-30 1.CVX 2.IVV 3.SPY 4.DBEF 5.MDY 6.EFA 7.AAPL 8.IWM 9.V 10.PGX
2018-06-30	279	$107.7M	19	1CVX 2SPY 3IVV Top holdings2018-06-30 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.AAPL 8.PGX 9.V 10.SEMGUSD
2018-03-31	279	$102.0M	10	1CVX 2SPY 3IVV Top holdings2018-03-31 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.73936T 8.AAPL 9.V 10.MSFT
2017-12-31	279	$102.1M	—	1CVX 2SPY 3IVV Top holdings2017-12-31 1.CVX 2.SPY 3.IVV 4.DBEF 5.MDY 6.IWM 7.73936T 8.AAPL 9.SEMGUSD 10.V

Holding changes this quarter

Position changes disclosed by Crewe Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJH	Ishares Core S&p Midcap ETF	+0.4%	+8.90%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.4%	+11.38%	Add
3	CVX	Chevron CORP	+0.3%	-8.88%	Trim
4	IJR	Ishares Core S&p Small-cap E	+0.3%	+17.55%	Add
5	BND	Vanguard Total Bond Market	+0.3%	+11.32%	Add
6	PACS	Pacs Group INC	+0.3%	+28.23%	Add
7	JAAA	Janus Henderson Aaa Clo ETF	+0.3%	+539.35%	Add
8	EXE	Expand Energy CORP	+0.2%	+251.26%	Add
9	IEMG	Ishares Core Msci Emerging	+0.2%	+51.69%	Add
10	ORCL	Oracle CORP	+0.1%	+184.09%	Add
11	XOM	Exxon Mobil CORP	+0.1%	+7.14%	Add
12	VWO	Vanguard Ftse Emerging Marke	+0.1%	+24.86%	Add
13	MSFT	Microsoft CORP	+0.1%	+40.37%	Add
14	HELO	Jpmorgan Hedged Equity ETF	+0.1%	+18.80%	Add
15	MUB	Ishares National Muni Bond E	+0.1%	+9.05%	Add
16	DMAX	Ishares Lg Cap Max Buff Dec	+0.1%	+100.20%	Add
17	TSM	Taiwan Semiconductor-sp Adr	+0.1%	+333.06%	Add
18	EQT	Eqt CORP	+0.1%	+0.02%	Add
19	ESGV	Vanguard Esg US Stock ETF	0%	+13.08%	Add
20	SGOV	Ishares 0-3 Month Treasury B	0%	+515.57%	Add
21	EMXC	Ishares Msci Emr Mrk Ex Chna	0%	+741.94%	Add
22	SCHD	Schwab US Dvd Equity ETF	0%	+6.42%	Add
23	RGLD	Royal Gold INC	0%	—	Unchanged
24	DBEF	Xtrackers Msci Eafe Hedged E	—	+1.20%	Add
25	INTU	Intuit INC	0%	-71.41%	Trim
26	SHOP	Shopify INC - Class A	0%	-0.52%	Trim
27	AXP	American Express Co	0%	+0.55%	Add
28	MDY	State Street Spdr S&p Midcap	0%	—	Unchanged
29	META	Meta Platforms Inc-class A	0%	+3.63%	Add
30	RWAY	Runway Growth Finance CORP	0%	—	Unchanged
31	IWF	Ishares Russell 1000 Growth	-0.1%	-2.20%	Trim
32	NVDA	Nvidia CORP	-0.1%	+1.03%	Add
33	HD	Home Depot INC	-0.1%	-47.30%	Trim
34	MCO	Moody's CORP	-0.1%	-9.36%	Trim
35	AMD	Advanced Micro Devices	-0.1%	+0.66%	Add
36	TJX	Tjx Companies INC	-0.1%	-39.38%	Trim
37	VSGX	Vanguard Esg Intl Stock ETF	-0.1%	-5.23%	Trim
38	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	+0.85%	Add
39	V	Visa Inc-class A Shares	-0.1%	+0.59%	Add
40	IVV	Ishares Core S&p 500 ETF	-0.1%	+8.03%	Add
41	QQQ	Invesco Qqq Trust Series 1	-0.1%	-1.79%	Trim
42	VGT	Vanguard Info Tech ETF	-0.2%	—	Unchanged
43	GOOG	Alphabet Inc-cl C	-0.2%	-0.12%	Trim
44	AAPL	Apple INC	-0.2%	+2.26%	Add
45	GOOGL	Alphabet Inc-cl A	-0.3%	-26.01%	Trim
46	BRK-A	Berkshire Hathaway Inc-cl A	-0.3%	—	Unchanged
47	PULS	Pgim Ultra Short Bond ETF	-0.5%	-11.24%	Trim
48	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	-0.48%	Trim
49	TSLA	Tesla INC	-1.1%	-65.47%	Trim
50	MEAR	Ishrs Short Mat Muni Act ETF	—	NEW	New buy