Crews Bank & Trust
CIK 0002052279 · WAUCHULA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$766.0M
2026 Q2
Positions
662
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
State Street SPDR Port S&P 500 Large Cap ETF
13.6%
VIG
Vanguard Dividend Appreciation ETF
5.6%
SLQD
iShares 0-5 Year Investment Grade ETF
5.2%
VYM
Vanguard High Dividend Yield ETF
5.1%
VUG
Vanguard Growth ETF
4.8%
SPIB
State Street SPDR Intermediate Corp Bond ETF
3.5%
SPSM
State Street SPDR Port S&P 600 Small Cap ETF
3.4%
SPMD
State Street SPDR Port S&P 400 Mid Cap ETF
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.