Crewe Advisors LLC
Crewe Advisors LLC reported 1,135 positions worth $1.38B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $161.0M | 11.66% | 214,948 | — | — | |
| ▸ 2 | PACS | SH | $141.0M | 10.22% | 3,307,188 | — | — | |
| ▸ 3 | IJH | SH | $80.4M | 5.83% | 1,043,164 | — | — | |
| ▸ 4 | SPY | SH | $78.1M | 5.66% | 104,579 | — | — | |
| ▸ 5 | IEFA | SH | $63.8M | 4.62% | 660,188 | — | — | |
| ▸ 6 | BND | SH | $50.8M | 3.68% | 691,686 | — | — | |
| ▸ 7 | ESGV | SH | $48.2M | 3.49% | 364,656 | — | — | |
| ▸ 8 | DBEF | SH | $42.5M | 3.08% | 778,666 | — | — | |
| ▸ 9 | PULS | SH | $42.0M | 3.04% | 847,303 | — | — | |
| ▸ 10 | BRK-A | SH | $41.2M | 2.98% | 55 | — | — |
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Frequently Asked Questions
What stocks does Crewe Advisors LLC hold as of Q2 2026?
Crewe Advisors LLC reported 1135 positions worth $1.38B in its Q2 2026 13F filing. Largest positions: IVV (11.7%), PACS (10.2%), IJH (5.8%), SPY (5.7%) and IEFA (4.6%).
What did Crewe Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Crewe Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.