Crewe Advisors
$1.2B Assets Reported
1,172 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 216,422 | $141M | 12.1% |
| PACS | PACS GROUP INC | 2,754,179 | $88M | 7.5% |
| IJH | ISHARES TR | 1,013,534 | $68M | 5.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 100,267 | $65M | 5.6% |
| IEFA | ISHARES TR | 613,832 | $56M | 4.7% |
| BND | VANGUARD BD INDEX FDS | 672,981 | $50M | 4.2% |
| ESGV | VANGUARD WORLD FD | 364,577 | $41M | 3.5% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 56 | $40M | 3.4% |
| DBEF | DBX ETF TR | 763,453 | $38M | 3.2% |
| PULS | PGIM ETF TR | 675,334 | $33M | 2.9% |
Track Crewe Advisors's 13F portfolio: $1.2B in reported holdings, 1,172 positions. Top holdings, AUM, and quarterly changes on SentiSense.