Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $161M | 11.7% |
| Pacs Group Inc.COM SHS | COM SHS | $141M | 10.2% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $80.4M | 5.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $78.1M | 5.7% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $63.8M | 4.6% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $50.8M | 3.7% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $48.2M | 3.5% |
| Dbx ETF TRXTRACK MSCI EAFE | XTRACK MSCI EAFE | $42.5M | 3.1% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $42M | 3.0% |
| Berkshire Hathaway Inc. DelCL A | CL A | $41.2M | 3.0% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $35.3M | 2.6% |
| Microsoft Corp.COM | COM | $32.7M | 2.4% |
| Apple Inc.COM | COM | $29.6M | 2.1% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $27.6M | 2.0% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $26.8M | 1.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $25.9M | 1.9% |
| Advanced Micro Devices Inc.COM | COM | $23.3M | 1.7% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $20.8M | 1.5% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $19.7M | 1.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $19.1M | 1.4% |
| Chevron CorporationCOM | COM | $17.5M | 1.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $14.3M | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $13.4M | 1.0% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $12.4M | 0.9% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $10.9M | 0.8% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $8.73M | 0.6% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $8.73M | 0.6% |
| Hertz Global Hldgs Inc.COM NEW | COM NEW | $8.59M | 0.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $8.16M | 0.6% |
| Nvidia CorporationCOM | COM | $8.05M | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $7.79M | 0.6% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $7.74M | 0.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $7.23M | 0.5% |
| Amazon Com Inc.COM | COM | $7.05M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $6.13M | 0.4% |
| Tesla Inc.COM | COM | $5.9M | 0.4% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $5.67M | 0.4% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $5.32M | 0.4% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.79M | 0.3% |
| JPMORGAN Chase & COCOM | COM | $4.27M | 0.3% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $4.07M | 0.3% |
| EQT Corp.COM | COM | $4M | 0.3% |
| Meta Platforms Inc.CL A | CL A | $3.75M | 0.3% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $3.43M | 0.2% |
| iShares TREAFE SML CP ETF | EAFE SML CP ETF | $3.26M | 0.2% |
| Arista Networks Inc.COM SHS | COM SHS | $3.21M | 0.2% |
| Netflix Inc..COM | COM | $3.18M | 0.2% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $3.07M | 0.2% |
| Expand Energy CorporationCOM | COM | $3.02M | 0.2% |
| Broadcom Inc.COM | COM | $2.92M | 0.2% |
iShares TRCORE S&P500 ETF$161M
- Class
- CORE S&P500 ETF
- Share
- 11.7%
Pacs Group Inc.COM SHS$141M
- Class
- COM SHS
- Share
- 10.2%
iShares TRCORE S&P MCP ETF$80.4M
- Class
- CORE S&P MCP ETF
- Share
- 5.8%
State Str SPDR S&P 500 ETF TTR UNIT$78.1M
- Class
- TR UNIT
- Share
- 5.7%
iShares TRCORE MSCI EAFE$63.8M
- Class
- CORE MSCI EAFE
- Share
- 4.6%
Vanguard BD Index FdsTOTAL BND MRKT$50.8M
- Class
- TOTAL BND MRKT
- Share
- 3.7%
Vanguard World FDESG US STK ETF$48.2M
- Class
- ESG US STK ETF
- Share
- 3.5%
Dbx ETF TRXTRACK MSCI EAFE$42.5M
- Class
- XTRACK MSCI EAFE
- Share
- 3.1%
Pgim ETF TRPGIM ULTRA SH BD$42M
- Class
- PGIM ULTRA SH BD
- Share
- 3.0%
Berkshire Hathaway Inc. DelCL A$41.2M
- Class
- CL A
- Share
- 3.0%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$35.3M
- Class
- UTSER1 S&PDCRP
- Share
- 2.6%
Microsoft Corp.COM$32.7M
- Class
- COM
- Share
- 2.4%
Apple Inc.COM$29.6M
- Class
- COM
- Share
- 2.1%
iShares TRNATIONAL MUN ETF$27.6M
- Class
- NATIONAL MUN ETF
- Share
- 2.0%
iShares TRCORE S&P SCP ETF$26.8M
- Class
- CORE S&P SCP ETF
- Share
- 1.9%
Vanguard Index FdsSMALL CP ETF$25.9M
- Class
- SMALL CP ETF
- Share
- 1.9%
Advanced Micro Devices Inc.COM$23.3M
- Class
- COM
- Share
- 1.7%
iShares TRRUSSELL 2000 ETF$20.8M
- Class
- RUSSELL 2000 ETF
- Share
- 1.5%
Vanguard World FDINF TECH ETF$19.7M
- Class
- INF TECH ETF
- Share
- 1.4%
Alphabet Inc.CAP STK CL C$19.1M
- Class
- CAP STK CL C
- Share
- 1.4%
Chevron CorporationCOM$17.5M
- Class
- COM
- Share
- 1.3%
Invesco Qqq TRUNIT SER 1$14.3M
- Class
- UNIT SER 1
- Share
- 1.0%
Berkshire Hathaway Inc. DelCL B NEW$13.4M
- Class
- CL B NEW
- Share
- 1.0%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$12.4M
- Class
- HEDG EQU LAD ETF
- Share
- 0.9%
Vanguard World FDESG INTL STK ETF$10.9M
- Class
- ESG INTL STK ETF
- Share
- 0.8%
iShares TRMSCI EAFE ETF$8.73M
- Class
- MSCI EAFE ETF
- Share
- 0.6%
iShares Inc.CORE MSCI EMKT$8.73M
- Class
- CORE MSCI EMKT
- Share
- 0.6%
Hertz Global Hldgs Inc.COM NEW$8.59M
- Class
- COM NEW
- Share
- 0.6%
Vanguard Index FdsS&P 500 ETF SHS$8.16M
- Class
- S&P 500 ETF SHS
- Share
- 0.6%
Nvidia CorporationCOM$8.05M
- Class
- COM
- Share
- 0.6%
Alphabet Inc.CAP STK CL A$7.79M
- Class
- CAP STK CL A
- Share
- 0.6%
Vanguard Scottsdale FdsINT-TERM CORP$7.74M
- Class
- INT-TERM CORP
- Share
- 0.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$7.23M
- Class
- FTSE EMR MKT ETF
- Share
- 0.5%
Amazon Com Inc.COM$7.05M
- Class
- COM
- Share
- 0.5%
Visa Inc.COM CL A$6.13M
- Class
- COM CL A
- Share
- 0.4%
Tesla Inc.COM$5.9M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsREAL ESTATE ETF$5.67M
- Class
- REAL ESTATE ETF
- Share
- 0.4%
Janus Detroit Str TRHENDRSON AAA CL$5.32M
- Class
- HENDRSON AAA CL
- Share
- 0.4%
Vanguard Index FdsTOTAL STK MKT$4.79M
- Class
- TOTAL STK MKT
- Share
- 0.3%
JPMORGAN Chase & COCOM$4.27M
- Class
- COM
- Share
- 0.3%
J P Morgan Exchange Traded FULTRA SHRT ETF$4.07M
- Class
- ULTRA SHRT ETF
- Share
- 0.3%
EQT Corp.COM$4M
- Class
- COM
- Share
- 0.3%
Meta Platforms Inc.CL A$3.75M
- Class
- CL A
- Share
- 0.3%
Schwab Strategic TRUS DIVIDEND EQ$3.43M
- Class
- US DIVIDEND EQ
- Share
- 0.2%
iShares TREAFE SML CP ETF$3.26M
- Class
- EAFE SML CP ETF
- Share
- 0.2%
Arista Networks Inc.COM SHS$3.21M
- Class
- COM SHS
- Share
- 0.2%
Netflix Inc..COM$3.18M
- Class
- COM
- Share
- 0.2%
iShares TRRUS 1000 GRW ETF$3.07M
- Class
- RUS 1000 GRW ETF
- Share
- 0.2%
Expand Energy CorporationCOM$3.02M
- Class
- COM
- Share
- 0.2%
Broadcom Inc.COM$2.92M
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 1,135 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1730033
- File number
- 028-18317
- Options
- 0 call, 0 put
- In the 25 largest
- 78.1%
- Prior quarter
- $1.17B at 31 March 2026
- Positions opened
- 175
- Positions closed
- 78
Common questions
What are Crewe Advisors’ 13F holdings worth?
$1.38 billion across 1,135 positions for the quarter ended 30 June 2026.
What is Crewe Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $161 million, or 11.7% of reported 13F value, as of 30 June 2026.
How concentrated is Crewe Advisors’ 13F portfolio?
The ten largest positions accounted for 54.3% of reported value and the twenty-five largest for 78.1%, across 1,135 positions as of 30 June 2026.
Does Form 13F show everything Crewe Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Crewe Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.