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

TickerCompanySharesValueWeight
IVVISHARES TR214,948$161M11.7%
PACSPACS GROUP INC3,307,188$141M10.2%
IJHISHARES TR1,043,164$80M5.8%
SPYSTATE STR SPDR S&P 500 ETF T104,579$78M5.7%
IEFAISHARES TR660,188$64M4.6%
BNDVANGUARD BD INDEX FDS691,686$51M3.7%
ESGVVANGUARD WORLD FD364,656$48M3.5%
DBEFDBX ETF TR778,666$43M3.1%
PULSPGIM ETF TR847,303$42M3.0%
BRKABERKSHIRE HATHAWAY INC DEL55$41M3.0%

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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