Crewe Advisors LLC

SEC CIK
0001730033

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 23, 2026.SEC

Positions
1,135
+97 vs. Q1 2026
Total value
$1.38B
+$208.59M (+17.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Crewe Advisors LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES CORE S&P 500 ETF464287200ETF214,948$160.97M11.66%−1,474−0.7%Reduced–
PACSPACS GROUP INCCOM SHS3,307,188$141.02M10.22%+553,009+20.1%AddedView
ISHARES CORE S&P MID-CAP ETF464287507ETF1,043,164$80.44M5.83%+29,630+2.9%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF104,579$78.1M5.66%+4,312+4.3%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF660,188$63.76M4.62%+46,356+7.6%Added–
VANGUARD TOTAL BOND MARKET ETF921937835ETF691,686$50.78M3.68%+18,705+2.8%Added–
VANGUARD WORLD FD921910733ESG US STK ETF364,656$48.22M3.49%+790.0%Added–
DBX ETF TR233051200XTRACK MSCI EAFE778,666$42.54M3.08%+15,213+2.0%Added–
PGIM ETF TR69344A107PGIM ULTRA SH BD847,303$41.99M3.04%+171,969+25.5%Added–
BRK.ABERKSHIRE HATHAWAY INC DELCL A55$41.19M2.98%−1−1.8%ReducedView
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF50,124$35.25M2.55%−10.0%ReducedView
MSFTMICROSOFT CORP COMStock87,611$32.68M2.37%+4,016+4.8%AddedView
AAPLAPPLE INC COMStock102,418$29.64M2.15%−2,666−2.5%ReducedView
ISHARES TR464288414NATIONAL MUN ETF256,075$27.56M2.00%+20,822+8.9%Added–
ISHARES CORE S&P SMALL CAP ETF464287804ETF180,397$26.75M1.94%+6,549+3.8%Added–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF85,513$25.92M1.88%00.0%Unchanged–
AMDADVANCED MICRO DEVICES INC COMStock40,172$23.34M1.69%+810+2.1%AddedView
ISHARES RUSSELL 2000 ETF464287655ETF69,179$20.78M1.51%−1,901−2.7%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF164,416$19.65M1.42%+143,864+700.0%Added–
GOOGALPHABET INC CAP STK CL CStock54,038$19.09M1.38%+937+1.8%AddedView
CVXCHEVRON CORPORATION COMStock105,557$17.5M1.27%+1,372+1.3%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF19,375$14.27M1.03%+328+1.7%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock26,858$13.44M0.97%+1,257+4.9%AddedView
J P MORGAN EXCHANGE TRADED F46654Q724HEDG EQU LAD ETF183,760$12.42M0.90%+4,089+2.3%Added–
VANGUARD WORLD FD921910725ESG INTL STK ETF132,891$10.94M0.79%−50.0%Reduced–
ISHARES MSCI EAFE ETF464287465ETF84,025$8.73M0.63%−952−1.1%Reduced–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF105,358$8.73M0.63%+2,133+2.1%Added–
HTZHERTZ GLOBAL HLDGS INCCOM NEW3,794,106$8.59M0.62%+3,794,106NewView
VANGUARD S&P 500 ETF922908363ETF11,876$8.16M0.59%+122+1.0%Added–
NVDANVIDIA CORPORATION COMStock40,213$8.05M0.58%+4,547+12.7%AddedView
GOOGLALPHABET INC CAP STK CL AStock21,790$7.79M0.56%+1,061+5.1%AddedView
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF93,675$7.74M0.56%+557+0.6%Added–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF121,090$7.23M0.52%+1,879+1.6%Added–
AMZNAMAZON COM INC COMStock29,559$7.05M0.51%+1,331+4.7%AddedView
VVISA INC COM CL AStock17,862$6.13M0.44%+618+3.6%AddedView
TSLATESLA INC COMStock14,032$5.9M0.43%+459+3.4%AddedView
VANGUARD REAL ESTATE ETF922908553ETF58,758$5.67M0.41%+38+0.1%Added–
JANUS DETROIT STR TR47103U845HENDRSON AAA CL105,330$5.32M0.39%+35,635+51.1%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF12,955$4.79M0.35%−2,235−14.7%Reduced–
JPMJPMORGAN CHASE & CO COMStock13,043$4.27M0.31%+313+2.5%AddedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF80,466$4.07M0.29%+18,217+29.3%Added–
EQTEQT CORP COMStock75,202$4M0.29%+68+0.1%AddedView
METAMETA PLATFORMS INC CL AStock6,659$3.75M0.27%+557+9.1%AddedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF108,015$3.43M0.25%+4,528+4.4%Added–
ISHARES TR464288273EAFE SML CP ETF39,586$3.26M0.24%+1,527+4.0%Added–
ANETARISTA NETWORKS INC COM SHSStock18,904$3.21M0.23%+483+2.6%AddedView
NFLXNETFLIX INC. COMStock44,491$3.18M0.23%+1,053+2.4%AddedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF24,743$3.07M0.22%+18,070+270.8%Added–
EXEEXPAND ENERGY CORPORATIONCOM33,134$3.02M0.22%00.0%UnchangedView
AVGOBROADCOM INC COMStock7,723$2.92M0.21%+1,075+16.2%AddedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF11,954$2.83M0.20%+1,383+13.1%Added–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF14,376$2.74M0.20%+639+4.7%Added–
ISHARES TR464287234MSCI EMG MKT ETF38,133$2.61M0.19%+2,265+6.3%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF33,384$2.53M0.18%+2,282+7.3%Added–
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM44,499$2.51M0.18%+1,874+4.4%Added–
RGLDROYAL GOLD INC COMStock12,484$2.49M0.18%00.0%UnchangedView
ISHARES TR464288158SHRT NAT MUN ETF23,393$2.49M0.18%00.0%Unchanged–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF31,991$2.28M0.17%+225+0.7%Added–
INTCINTEL CORP COMStock16,055$2.24M0.16%−365−2.2%ReducedView
AMATAPPLIED MATLS INC COMStock2,889$2.09M0.15%+105+3.8%AddedView
ISHARES TR464288687PFD AND INCM SEC67,621$2.06M0.15%+3,027+4.7%Added–
GLDSPDR GOLD SHARESETF5,248$1.93M0.14%+4+0.1%AddedView
AXPAMERICAN EXPRESS CO COMStock5,708$1.93M0.14%+45+0.8%AddedView
MAMASTERCARD INCORPORATED CL AStock3,755$1.93M0.14%+315+9.2%AddedView
APHAMPHENOL CORP NEWCL A10,446$1.84M0.13%+1,814+21.0%AddedView
ISHARES S&P 500 GROWTH ETF464287309ETF13,225$1.82M0.13%+196+1.5%Added–
CATCATERPILLAR INC COMStock1,707$1.82M0.13%+77+4.7%AddedView
MCOMOODYS CORP COMStock3,957$1.79M0.13%−673−14.5%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock1,888$1.77M0.13%+28+1.5%AddedView
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF21,322$1.72M0.12%+16,357+329.4%Added–
ISHARES TR46438G471LARG CAP DEC ETF57,241$1.56M0.11%−18,449−24.4%Reduced–
MUMICRON TECHNOLOGY INC COMStock1,306$1.51M0.11%+167+14.7%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock4,811$1.35M0.10%+129+2.8%AddedView
SCHWAB U.S. LARGE-CAP ETF808524201ETF45,910$1.35M0.10%+190.0%Added–
MRKMERCK & CO INC COMStock10,490$1.35M0.10%+665+6.8%AddedView
ISHARES TR46429B655FLTG RATE NT ETF26,050$1.33M0.10%+26,050New–
GSATGLOBALSTAR INCCOM NEW16,256$1.32M0.10%00.0%UnchangedView
TJXTJX COS INC NEW COMStock8,505$1.29M0.09%+384+4.7%AddedView
ISHARES TR46438G455LARG CAP MAR ETF47,527$1.29M0.09%−14,221−23.0%Reduced–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,616$1.25M0.09%−4−0.2%ReducedView
PGPROCTER & GAMBLE CO COMStock8,333$1.22M0.09%+213+2.6%AddedView
BACBANK OF AMER CORP COMStock20,888$1.19M0.09%+934+4.7%AddedView
ORCLORACLE CORP COMStock7,936$1.16M0.08%−10,308−56.5%ReducedView
LLYELI LILLY & CO COMStock962$1.15M0.08%+80+9.1%AddedView
GEGE AEROSPACE COM NEWStock3,040$1.14M0.08%+179+6.3%AddedView
WMTWALMART INC COMStock9,724$1.1M0.08%+881+10.0%AddedView
RTXRTX CORPORATION COMStock5,759$1.09M0.08%+309+5.7%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT5,086$1.08M0.08%+72+1.4%Added–
ISHARES TR46438G588LARG CAP SEP ETF38,118$1.06M0.08%00.0%Unchanged–
ISHARES TR46438G612LARG CAP JUN ETF36,295$1.06M0.08%00.0%Unchanged–
SHELSHELL PLC SPON ADSADR13,577$1.05M0.08%−548−3.9%ReducedView
VANGUARD INDEX FDS922908652EXTEND MKT ETF4,117$1.01M0.07%−90−2.1%Reduced–
SHOPSHOPIFY INC CL A SUB VTG SHSStock8,571$978.64K0.07%−35−0.4%ReducedView
RWAYRUNWAY GROWTH FINANCE CORPCOM172,002$964.93K0.07%00.0%UnchangedView
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203ETF15,662$962.59K0.07%+3,625+30.1%Added–
ISHARES TR464288281JPMORGAN USD EMG9,348$901.52K0.07%+901+10.7%Added–
IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock10,232$890.59K0.06%00.0%UnchangedView
ANAUTONATION INCCOM4,761$884.55K0.06%00.0%UnchangedView
ISHARES S&P 500 VALUE ETF464287408ETF3,876$880.09K0.06%+1,172+43.3%Added–
SCHWAB U.S. BROAD MARKET ETF808524102ETF29,076$842.04K0.06%+43+0.1%Added–

Sold out since Q1 2026 (78)

Positions held at the end of Q1 2026 that are no longer in this filing.

Crewe Advisors LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ISHARES U S ETF TR46431W838SHOR MAT MUN ETF307,365$15.47M1.32%
XOMEXXON MOBIL CORPCOM24,760$4.2M0.36%
IDAIDACORP INCCOM10,374$1.48M0.13%
HONHoneywell TechnologiesCOM1,503$339.69K0.03%
FLEXSHARES TR33939L837INTL QLTDV IDX8,707$275.75K0.02%
WATTENERGOUS CORPCOM NEW9,000$141.21K0.01%
MPLXMPLX LPCOM UNIT REP LTD2,211$126.2K0.01%
ATEXANTERIX INCCOM3,000$114.57K0.01%
ISHARES RUSSELL 2000 GROWTH ETF464287648ETF329$103.24K0.01%
NDLSNOODLES & COCL A NEW11,000$94.05K0.01%
AEHRAEHR TEST SYSCOM2,500$92.7K0.01%
UAMYUNITED STATES ANTIMONY CORPCOM9,000$78.57K0.01%
ISHARES TR464287630RUS 2000 VAL ETF353$66.93K0.01%
HZOMARINEMAX INCCOM2,000$54.12K0.00%
DDDUPONT DE NEMOURS INCCOM1,055$48.32K0.00%
CDZICADIZ INCCOM NEW7,000$34.37K0.00%
ROLROLLINS INCCOM545$29.11K0.00%
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF535$27.76K0.00%
WIXWIX COM LTDSHS300$27.02K0.00%
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W853ETF760$25.71K0.00%
ISHARES TR464287184CHINA LG-CAP ETF640$22.98K0.00%
OPENOPENDOOR TECHNOLOGIES INCCOM4,500$21.06K0.00%
ASBPASPIRE BIOPHARMA HLDGS INCCOM20,335$20.95K0.00%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR229$20.61K0.00%
STATE STREET SPDR S&P REGIONAL BANKING ETF78464A698ETF300$19.55K0.00%
BRCCBRC INCCOM CL A20,000$15.52K0.00%
BOXBOX INCCL A397$9.39K0.00%
SMRTSMARTRENT INCCOM CL A6,000$9K0.00%
PBHPRESTIGE CONSMR HEALTHCARE ICOM149$8.83K0.00%
CCLCARNIVAL CORPUNIT 99/99/9999333$8.62K0.00%
CHDNCHURCHILL DOWNS INCCOM93$8.36K0.00%
CHTCHUNGHWA TELECOM CO LTDSPON ADR NEW11194$8.2K0.00%
CNSCOHEN & STEERS INCCOM129$8.07K0.00%
ELFE L F BEAUTY INCCOM127$7.7K0.00%
BCEBCE INCCOM NEW269$6.79K0.00%
WTMWHITE MTNS INS GROUP LTDCOM3$6.59K0.00%
KWRQUAKER HOUGHTONCOM53$6.59K0.00%
ROPROPER TECHNOLOGIES INC COMStock18$6.37K0.00%
RRXREGAL REXNORD CORPORATIONCOM32$5.99K0.00%
VECOVEECO INSTRS INC DELCOM158$5.35K0.00%
ALPS ETF TR00162Q452ALERIAN MLP100$5.26K0.00%
BATRAATLANTA BRAVES HLDGS INCCOM SER A100$4.72K0.00%
WRBYWARBY PARKER INCCL A COM214$4.51K0.00%
GOODGLADSTONE COMMERCIAL CORPCOM393$4.49K0.00%
ACTENACT HLDGS INCCOM103$4.2K0.00%
STTSTATE STR CORPCOM30$3.8K0.00%
SEICSEI INVTS COCOM46$3.61K0.00%
IONSIONIS PHARMACEUTICALS INCCOM48$3.61K0.00%
CAGCONAGRA BRANDS INC COMStock227$3.57K0.00%
TLKTELEKOMUNIKASI INDSPONSORED ADR183$3.42K0.00%
DEIDOUGLAS EMMETT INCCOM347$3.27K0.00%
TRSTRIMAS CORPCOM NEW88$3.16K0.00%
DGICADONEGAL GROUP INCCL A180$3.09K0.00%
CECELANESE CORP DEL COMStock43$2.83K0.00%
BRBRBELLRING BRANDS INC COMMON STOCKStock170$2.74K0.00%
PROSHARES TR74347X831ULTRAPRO QQQ65$2.71K0.00%
AEGAEGON LTDAMER REG 1 CERT337$2.45K0.00%
VIVTELEFONICA BRASIL SASPONSORED ADS146$2.32K0.00%
RYNRAYONIER INCCOM112$2.31K0.00%
BCHBANCO DE CHILESPONSORED ADS58$2.15K0.00%
LNTALLIANT ENERGY CORP COMStock27$1.94K0.00%
BCMLBAYCOM CORPCOM61$1.81K0.00%
MFGMIZUHO FINANCIAL GROUP INCSPONSORED ADR215$1.71K0.00%
SNYSANOFI SASPONSORED ADR34$1.64K0.00%
ISHARES INC464286608MSCI EURZONE ETF25$1.57K0.00%
TKOTKO GROUP HOLDINGS INCCL A7$1.41K0.00%
NTESNETEASE COM INCSPONSORED ADS12$1.34K0.00%
LOGILOGITECH INTL S ASHS13$1.19K0.00%
PINSPINTEREST INCCL A32$5870.00%
TIDAL TRUST I886364876ADASINA SOCIAL30$5850.00%
XPOXPO INCCOM3$5840.00%
CLHCLEAN HARBORS INCCOM2$5740.00%
HQYHEALTHEQUITY INCCOM6$5020.00%
DOCUDOCUSIGN INC COMStock9$4270.00%
NTRANATERA INCCOM1$2000.00%
DAICCID HOLDCO INCCOM400$690.00%
SGMOQSANGAMO THERAPEUTICS INCCOM100$250.00%
VEEETwin Vee PowerCats CoCOM4$20.00%

13F filings by quarter

Crewe Advisors LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 23, 20261,135$1.38Bvs. Q1 2026SEC
Q1 2026May 7, 20261,038$1.17Bvs. Q4 2025SEC
Q4 2025Jan 16, 20261,099$1.13Bvs. Q3 2025SEC
Q3 2025Nov 13, 2025964$1.05Bvs. Q2 2025SEC
Q2 2025Jul 30, 2025747$706.85Mvs. Q1 2025SEC
Q1 2025Apr 23, 2025716$711.56Mvs. Q4 2024SEC
Q4 2024Jan 27, 2025646$725.23Mvs. Q3 2024SEC
Q3 2024Nov 12, 2024713$862.16Mvs. Q2 2024SEC
Q2 2024Jul 29, 2024936$892.43Mvs. Q1 2024SEC
Q1 2024May 14, 2024927$858.14Mvs. Q4 2023SEC
Q4 2023Feb 9, 2024413$632.06Mvs. Q3 2023SEC
Q3 2023Nov 9, 2023580$578.25Mvs. Q2 2023SEC
Q2 2023Jul 28, 2023868$712.36Mvs. Q1 2023SEC
Q1 2023May 12, 2023811$685.53Mvs. Q4 2022SEC
Q4 2022Feb 8, 20231,017$630.32Mvs. Q3 2022SEC
Q3 2022Nov 14, 20221,289$553.34Mvs. Q2 2022SEC
Q2 2022Aug 2, 20221,165$452.82Mvs. Q1 2022SEC
Q1 2022Apr 27, 2022503$512.49Mvs. Q4 2021SEC
Q4 2021Feb 10, 2022415$491.83Mvs. Q3 2021SEC
Q3 2021Oct 29, 2021408$423.19Mvs. Q2 2021SEC
Q2 2021Aug 11, 2021473$403.09Mvs. Q1 2021SEC
Q1 2021Apr 21, 2021474$403.16M–SEC