Crewe Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.17B
Q ending 2026-03-31
Prior quarter
$1.13B
Q ending 2025-12-31
Change
+3.8% QoQ · +64.7% YoY
Positions
1,038
reported holdings
Largest positions
Top 100 of 1,038 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $141.4M | 216K |
| Pacs Group Inc | PACS | Shares | $88.5M | 2.8M |
| Ishares Tr | IJH | Shares | $68.4M | 1.0M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $65.2M | 100K |
| Ishares Tr | IEFA | Shares | $55.6M | 614K |
| Vanguard Bd Index Fds | BND | Shares | $49.6M | 673K |
| Vanguard World Fd | ESGV | Shares | $40.9M | 365K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $40.2M | 56 |
| Dbx Etf Tr | DBEF | Shares | $37.7M | 763K |
| Pgim Etf Tr | PULS | Shares | $33.4M | 675K |
| Microsoft Corp | MSFT | Shares | $30.9M | 84K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $30.9M | 50K |
| Apple Inc | AAPL | Shares | $26.7M | 105K |
| Ishares Tr | MUB | Shares | $25.0M | 235K |
| Vanguard Index Fds | VB | Shares | $22.4M | 86K |
| Ishares Tr | IJR | Shares | $21.6M | 174K |
| Chevron Corporation | CVX | Shares | $21.6M | 104K |
| Ishares Tr | IWM | Shares | $17.6M | 71K |
| Ishares U S Etf Tr | MEAR | Shares | $15.5M | 307K |
| Alphabet Inc | GOOG | Shares | $15.2M | 53K |
| Vanguard World Fd | VGT | Shares | $14.3M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.3M | 26K |
| J P Morgan Exchange Traded F | HELO | Shares | $11.5M | 180K |
| Invesco Qqq Tr | QQQ | Shares | $11.0M | 19K |
| Vanguard World Fd | VSGX | Shares | $9.5M | 133K |
| Ishares Tr | EFA | Shares | $8.3M | 85K |
| Advanced Micro Devices Inc | AMD | Shares | $8.0M | 39K |
| Vanguard Scottsdale Fds | VCIT | Shares | $7.7M | 93K |
| Ishares Inc | IEMG | Shares | $7.2M | 103K |
| Vanguard Index Fds | VOO | Shares | $7.0M | 12K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.4M | 119K |
| Nvidia Corporation | NVDA | Shares | $6.2M | 36K |
| Alphabet Inc | GOOGL | Shares | $6.0M | 21K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 28K |
| Visa Inc | V | Shares | $5.2M | 17K |
| Vanguard Index Fds | VNQ | Shares | $5.2M | 59K |
| Tesla Inc | TSLA | Shares | $5.0M | 14K |
| Vanguard Index Fds | VTI | Shares | $4.9M | 15K |
| Eqt Corp | EQT | Shares | $4.8M | 75K |
| Exxon Mobil Corp | XOM | Shares | $4.2M | 25K |
| Netflix Inc. | NFLX | Shares | $4.2M | 43K |
| Jpmorgan Chase & Co | JPM | Shares | $3.7M | 13K |
| Expand Energy Corporation | EXE | Shares | $3.6M | 33K |
| Janus Detroit Str Tr | JAAA | Shares | $3.5M | 70K |
| Meta Platforms Inc | META | Shares | $3.5M | 6K |
| Royal Gold Inc | RGLD | Shares | $3.2M | 12K |
| Schwab Strategic Tr | SCHD | Shares | $3.2M | 103K |
| J P Morgan Exchange Traded F | JPST | Shares | $3.2M | 62K |
| Ishares Tr | SCZ | Shares | $3.0M | 38K |
| Ishares Tr | IWF | Shares | $2.8M | 7K |
| Oracle Corp | ORCL | Shares | $2.7M | 18K |
| Ishares Tr | SUB | Shares | $2.5M | 23K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.4M | 43K |
| Vanguard Specialized Funds | VIG | Shares | $2.3M | 11K |
| Arista Networks Inc | ANET | Shares | $2.3M | 18K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Ishares Tr | DGRO | Shares | $2.2M | 31K |
| Broadcom Inc | AVGO | Shares | $2.1M | 7K |
| Ishares Tr | EEM | Shares | $2.0M | 36K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.0M | 32K |
| Moodys Corp | MCO | Shares | $2.0M | 5K |
| Ishares Tr | DMAX | Shares | $2.0M | 76K |
| Ishares Tr | PFF | Shares | $2.0M | 65K |
| Costco Wholesale Corporation | COST | Shares | $1.9M | 2K |
| Select Sector Spdr Tr | XLK | Shares | $1.8M | 14K |
| Mastercard Incorporated | MA | Shares | $1.7M | 3K |
| American Express Co | AXP | Shares | $1.7M | 6K |
| Ishares Tr | MMAX | Shares | $1.6M | 62K |
| Idacorp Inc | IDA | Shares | $1.5M | 10K |
| Ishares Tr | IVW | Shares | $1.5M | 13K |
| Vanguard Index Fds | VO | Shares | $1.4M | 5K |
| Shell Plc | SHEL | Shares | $1.3M | 14K |
| Tjx Cos Inc New | TJX | Shares | $1.3M | 8K |
| Merck & Co Inc | MRK | Shares | $1.2M | 10K |
| Runway Growth Finance Corp | RWAY | Shares | $1.2M | 172K |
| Schwab Strategic Tr | SCHX | Shares | $1.2M | 46K |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| International Business Machs | IBM | Shares | $1.1M | 5K |
| Walmart Inc | WMT | Shares | $1.1M | 9K |
| Amphenol Corp | APH | Shares | $1.1M | 9K |
| Globalstar Inc | GSAT | Shares | $1.1M | 16K |
| Rtx Corporation | RTX | Shares | $1.1M | 5K |
| Ishares Tr | SMAX | Shares | $1.0M | 38K |
| Ishares Tr | MAXJ | Shares | $1.0M | 36K |
| Shopify Inc | SHOP | Shares | $1.0M | 9K |
| Bank America Corp | BAC | Shares | $973K | 20K |
| Invesco Exchange Traded Fd T | RSP | Shares | $962K | 5K |
| Applied Matls Inc | AMAT | Shares | $952K | 3K |
| Autonation Inc | AN | Shares | $930K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $885K | 3K |
| Vanguard Index Fds | VXF | Shares | $866K | 4K |
| Ge Aerospace | GE | Shares | $812K | 3K |
| Eli Lilly & Co | LLY | Shares | $811K | 882 |
| Blackstone Inc | BX | Shares | $796K | 7K |
| Ishares Tr | EMB | Shares | $793K | 8K |
| Suncor Energy Inc New | SU | Shares | $787K | 12K |
| Schwab Strategic Tr | SCHB | Shares | $729K | 29K |
| Intel Corp | INTC | Shares | $725K | 16K |
| Martin Marietta Matls Inc | MLM | Shares | $722K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.