Crewe Advisors
$1.4B 13F equity value
1,207 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Crewe Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 214,948 | $161M | 11.7% |
| PACS | PACS GROUP INC | 3,307,188 | $141M | 10.2% |
| IJH | ISHARES TR | 1,043,164 | $80M | 5.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 104,579 | $78M | 5.7% |
| IEFA | ISHARES TR | 660,188 | $64M | 4.6% |
| BND | VANGUARD BD INDEX FDS | 691,686 | $51M | 3.7% |
| ESGV | VANGUARD WORLD FD | 364,656 | $48M | 3.5% |
| DBEF | DBX ETF TR | 778,666 | $43M | 3.1% |
| PULS | PGIM ETF TR | 847,303 | $42M | 3.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 55 | $41M | 3.0% |
Track Crewe Advisors's 13F portfolio: $1.4B in reported holdings, 1,207 positions. Top holdings and quarterly changes on SentiSense.
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