StockDriftsStockDriftsTop 50 Crewe Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.66% | 214.9K | $161.0M | -0.68%(-1.47K) | $403.23(+93.17%) | 2026-06-30 | |
| PACS | PACS GROUP INC | 10.22% | 3.31M | $141.0M | +20.08%(+553.01K) | $29.66(+51.69%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.83% | 1.04M | $80.4M | +2.92%(+29.63K) | $51.36(+52.94%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.66% | 104.6K | $78.1M | +4.30%(+4.31K) | $347.20(+123.32%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.62% | 660.2K | $63.8M | +7.55%(+46.36K) | $72.93(+38.93%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.68% | 691.7K | $50.8M | +2.78%(+18.70K) | $73.57(-1.79%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 3.49% | 364.7K | $48.2M | +0.02%(+79) | $82.00(+66.63%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 3.08% | 778.7K | $42.5M | +1.99%(+15.21K) | $34.67(+62.44%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.04% | 847.3K | $42.0M | +25.46%(+171.97K) | $49.69(-0.11%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.98% | 55 | $41.2M | -1.79%(-1) | $437260.64(+70.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.16% | +64.97% | +8.68% | +51.64% |
| Top 20 Holdings Unweighted | +21.09% | +77.55% | +10.13% | +62.00% |
Crewe Advisors LLC reports $1.38B in US-listed equity holdings across 1,135 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.7%), PACS (10.2%) and IJH (5.8%). The top 20 holdings account for 73.15% of reported assets. Its disclosed equity book has returned +64.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crewe Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730033). View Crewe Advisors LLC’s 13F filings on SEC