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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 7, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1,038
−61 vs. Q4 2025
Portfolio value
$1.17B
+$42.9M (+3.8%) vs. Q4 2025
Filed
May 7, 2026
SEC
Holdings of Crewe Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF216,422$141.4M12.1%+16,080+8.0%Added–
PACSPACS Group, Inc.COM SHS2,754,179$88.5M7.5%+606,364+28.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,013,534$68.4M5.8%+82,824+8.9%Added–
SPYSPDR S&P 500 ETF TrustETF100,267$65.2M5.6%−488−0.5%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF613,832$55.6M4.7%+62,723+11.4%Added–
Vanguard Total Bond Market ETF921937835ETF672,981$49.6M4.2%+68,432+11.3%Added–
Vanguard World FD921910733ESG US STK ETF364,577$40.9M3.5%+42,169+13.1%Added–
BRK.ABerkshire Hathaway IncCL A56$40.2M3.4%00.0%UnchangedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE763,453$37.7M3.2%+9,040+1.2%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD675,334$33.4M2.9%−85,562−11.2%Reduced–
MSFTMicrosoft CorpStock83,595$30.9M2.6%+24,042+40.4%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF50,125$30.9M2.6%00.0%UnchangedHistory
AAPLApple Inc.Stock105,084$26.7M2.3%+2,327+2.3%AddedHistory
iShares Tr464288414NATIONAL MUN ETF235,253$25.0M2.1%+19,531+9.1%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$22.4M1.9%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF173,848$21.6M1.8%+25,952+17.5%Added–
CVXChevron CorpStock104,185$21.6M1.8%−10,156−8.9%ReducedHistory
iShares Russell 2000 ETF464287655ETF71,080$17.6M1.5%−384−0.5%Reduced–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF307,365$15.5M1.3%+307,365New–
GOOGAlphabet Inc.Stock53,101$15.2M1.3%−64−0.1%ReducedHistory
Vanguard Information Technology ETF92204A702ETF20,552$14.3M1.2%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock25,601$12.3M1.0%+216+0.9%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF179,671$11.5M1.0%+28,427+18.8%Added–
Invesco QQQ Trust Series I46090E103ETF19,047$11.0M0.9%−347−1.8%Reduced–
Vanguard World FD921910725ESG INTL STK ETF132,896$9.53M0.8%−7,327−5.2%Reduced–
iShares MSCI Eafe ETF464287465ETF84,977$8.25M0.7%−45−0.1%Reduced–
AMDAdvanced Micro Devices IncStock39,362$8.01M0.7%+259+0.7%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF93,118$7.71M0.7%+138+0.1%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF103,225$7.20M0.6%+35,173+51.7%Added–
Vanguard S&P 500 ETF922908363ETF11,754$7.02M0.6%+172+1.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF119,211$6.44M0.5%+23,739+24.9%Added–
NVDANVIDIA CorpStock35,666$6.22M0.5%+364+1.0%AddedHistory
GOOGLAlphabet Inc.Stock20,729$5.96M0.5%−7,286−26.0%ReducedHistory
AMZNAmazon Com IncStock28,228$5.88M0.5%+2,331+9.0%AddedHistory
VVisa Inc.Stock17,244$5.21M0.4%+101+0.6%AddedHistory
Vanguard Real Estate ETF922908553ETF58,720$5.21M0.4%−1,427−2.4%Reduced–
TSLATesla, Inc.Stock13,573$5.05M0.4%−25,735−65.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF15,190$4.87M0.4%+775+5.4%Added–
EQTEQT CorpStock75,134$4.78M0.4%+120.0%AddedHistory
XOMExxonMobil Holdings CorpCOM24,760$4.20M0.4%+1,650+7.1%AddedHistory
NFLXNetflix IncStock43,438$4.18M0.4%+539+1.3%AddedHistory
JPMJPMorgan Chase & CoStock12,730$3.74M0.3%+127+1.0%AddedHistory
EXEExpand Energy CorpCOM33,134$3.64M0.3%+23,701+251.3%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL69,695$3.51M0.3%+58,794+539.3%Added–
METAMeta Platforms, Inc.Stock6,102$3.49M0.3%+214+3.6%AddedHistory
RGLDRoyal Gold IncStock12,484$3.18M0.3%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF103,487$3.17M0.3%+6,245+6.4%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF62,249$3.15M0.3%−5,911−8.7%Reduced–
iShares Tr464288273EAFE SML CP ETF38,059$2.98M0.3%+987+2.7%Added–
iShares Russell 1000 Growth ETF464287614ETF6,673$2.85M0.2%−150−2.2%Reduced–
ORCLOracle CorpStock18,244$2.68M0.2%+11,822+184.1%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF23,393$2.49M0.2%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM42,625$2.42M0.2%+4,219+11.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF10,571$2.27M0.2%+325+3.2%Added–
ANETArista Networks, Inc.Stock18,421$2.26M0.2%+85+0.5%AddedHistory
GLDSPDR Gold TrustETF5,244$2.26M0.2%+123+2.4%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF31,102$2.18M0.2%+3,734+13.6%Added–
AVGOBroadcom Inc.Stock6,648$2.06M0.2%+219+3.4%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF35,868$2.04M0.2%−150.0%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF31,766$2.04M0.2%+919+3.0%Added–
MCOMoodys CorpStock4,630$2.02M0.2%−478−9.4%ReducedHistory
iShares Tr46438G471LARG CAP DEC ETF75,690$2.01M0.2%+37,883+100.2%Added–
iShares Tr464288687PFD AND INCM SEC64,594$1.96M0.2%−276−0.4%Reduced–
COSTCostco Wholesale CorpStock1,860$1.85M0.2%+76+4.3%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF13,737$1.83M0.2%−60−0.4%Reduced–
MAMastercard IncStock3,440$1.72M0.1%+46+1.4%AddedHistory
AXPAmerican Express CoStock5,663$1.71M0.1%+31+0.6%AddedHistory
iShares Tr46438G455LARG CAP MAR ETF61,748$1.64M0.1%00.0%Unchanged–
IDAIdacorp IncCOM10,374$1.48M0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF13,029$1.47M0.1%+2,120+19.4%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,965$1.43M0.1%+127+2.6%Added–
SHELShell plcADR14,125$1.31M0.1%−21−0.1%ReducedHistory
TJXTJX Companies IncStock8,121$1.30M0.1%−5,276−39.4%ReducedHistory
MRKMerck & Co., Inc.Stock9,825$1.18M0.1%+141+1.5%AddedHistory
RWAYRunway Growth Finance Corp.COM172,002$1.18M0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF45,891$1.18M0.1%+480+1.1%Added–
PGProcter & Gamble CoStock8,120$1.17M0.1%+135+1.7%AddedHistory
CATCaterpillar IncStock1,630$1.15M0.1%+20+1.2%AddedHistory
IBMInternational Business Machines CorpStock4,682$1.13M0.1%+16+0.3%AddedHistory
WMTWalmart Inc.Stock8,843$1.10M0.1%+118+1.4%AddedHistory
APHAmphenol CorpCL A8,632$1.09M0.1%+150+1.8%AddedHistory
GSATGlobalstar, Inc.COM NEW16,256$1.08M0.1%00.0%UnchangedHistory
RTXRTX CorpStock5,450$1.05M0.1%−118−2.1%ReducedHistory
iShares Tr46438G588LARG CAP SEP ETF38,118$1.02M0.1%00.0%Unchanged–
iShares Tr46438G612LARG CAP JUN ETF36,295$1.02M0.1%00.0%Unchanged–
SHOPShopify Inc.Stock8,606$1.02M0.1%−45−0.5%ReducedHistory
BACBank of America CorpStock19,954$972.8K0.1%+297+1.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,014$962.3K0.1%+1,614+47.5%Added–
AMATApplied Materials IncStock2,784$951.5K0.1%+125+4.7%AddedHistory
ANAutonation, Inc.COM4,761$929.6K0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,620$885.3K0.1%+2,015+333.1%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,207$865.8K0.1%00.0%Unchanged–
GEGeneral Electric CoStock2,861$811.9K0.1%+79+2.8%AddedHistory
LLYEli Lilly & CoStock882$810.9K0.1%+34+4.0%AddedHistory
BXBlackstone Inc.COM6,919$795.6K0.1%+295+4.5%AddedHistory
iShares Tr464288281JPMORGAN USD EMG8,447$793.4K0.1%+488+6.1%Added–
SUSuncor Energy IncStock11,905$787.0K0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF29,033$728.7K0.1%−934−3.1%Reduced–
INTCIntel CorpStock16,420$724.6K0.1%+71+0.4%AddedHistory
MLMMartin Marietta Materials IncCOM1,226$721.7K0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (134)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 134 by value last quarter.

Positions of Crewe Advisors LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ASBPAspire-Lakewood Holdings, Inc.COM813,427$107.3K<0.1%History
First Tr Exchange-Traded FD336917109SHS1,330$59.0K<0.1%–
Vanguard BD Index FDS92203C303VANGUARD ULTRA991$49.4K<0.1%–
PAYCPaycom Software, Inc.Stock281$44.8K<0.1%History
AGROAdecoagro S.A.COM3,049$24.2K<0.1%History
RIORio Tinto PLCADR275$22.0K<0.1%History
SPDR Series Trust78464A664ST LON TREAS ETF786$20.8K<0.1%–
iShares Tr46434V4070-5YR HI YL CP440$18.9K<0.1%–
BMRNBiomarin Pharmaceutical IncCOM250$14.9K<0.1%History
iShares Tr464287739U.S. REAL ES ETF150$14.1K<0.1%–
TLYSTilly's, Inc.CL A6,000$11.9K<0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF115$10.5K<0.1%–
PRGOPERRIGO Co plcSHS738$10.3K<0.1%History
KNFKnife River CorpStock137$9.64K<0.1%History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF311$9.39K<0.1%–
CLSCelestica IncStock27$7.98K<0.1%History
EONREON Resources Inc.COM CL A20,000$7.68K<0.1%History
Vanguard S&P 500 Growth ETF921932505ETF16$7.11K<0.1%–
PLGPlatinum Group Metals LtdCOM2,500$5.90K<0.1%History
SMWBSimilarweb Ltd.SHS734$5.50K<0.1%History
USOUnited States Oil Fund, LPUNITS75$5.19K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS138$5.04K<0.1%History
METMetlife IncStock62$4.89K<0.1%History
iShares Tr464289867CORE 60 BALA ETF73$4.75K<0.1%–
NWGNatWest Group plcSPONS ADR267$4.67K<0.1%History
SAPSAP SEADR19$4.62K<0.1%History
ULUnilever PLCSPON ADR NEW60$3.92K<0.1%History
EPAMEPAM Systems, Inc.COM19$3.89K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR734$3.89K<0.1%History
AONAon plcCL A11$3.88K<0.1%History
CWCurtiss Wright CorpStock7$3.86K<0.1%History
SESea LtdSPONSORD ADS29$3.70K<0.1%History
TTEKTetra Tech IncCOM108$3.62K<0.1%History
Cyberark Software LtdM2682V108SHS8$3.57K<0.1%–
IBNIcici Bank LtdADR118$3.52K<0.1%History
LUVSouthwest Airlines CoCOM85$3.51K<0.1%History
ESABESAB CorpCOM30$3.35K<0.1%History
SRPTSarepta Therapeutics, Inc.COM155$3.34K<0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF152$3.19K<0.1%–
TRUTransUnionCOM37$3.17K<0.1%History
ILMNIllumina, Inc.COM24$3.15K<0.1%History
AESAES CorpStock219$3.14K<0.1%History
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN20$3.13K<0.1%–
MEDPMedpace Holdings, Inc.COM5$2.81K<0.1%History
FTITechnipFMC plcCOM63$2.81K<0.1%History
PCGPG&E CorpStock172$2.77K<0.1%History
STZConstellation Brands, Inc.Stock19$2.62K<0.1%History
NVTnVent Electric plcSHS25$2.55K<0.1%History
TUTelus CorpCOM190$2.50K<0.1%History
SWKSSkyworks Solutions, Inc.Stock39$2.47K<0.1%History
PMTPennyMac Mortgage Investment TrustCOM195$2.45K<0.1%History
VMIValmont Industries IncCOM6$2.41K<0.1%History
AMSFAmerisafe IncCOM62$2.38K<0.1%History
FDSFactset Research Systems IncStock8$2.32K<0.1%History
TELFYTelefonica S ASPONSORED ADR573$2.32K<0.1%History
AMHAmerican Homes 4 RentCL A72$2.31K<0.1%History
CYTKCytokinetics IncCOM NEW36$2.29K<0.1%History
CHDChurch & Dwight Co IncCOM27$2.26K<0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM25$2.25K<0.1%History
RACEFerrari N.V.COM6$2.22K<0.1%History
APLSApellis Pharmaceuticals, Inc.COM88$2.21K<0.1%History
ICLRIcon PLCCOM12$2.19K<0.1%History
SLVMSylvamo CorpCOMMON STOCK44$2.12K<0.1%History
CNCCentene CorpStock50$2.06K<0.1%History
HALOHalozyme Therapeutics, Inc.COM30$2.02K<0.1%History
PODDInsulet CorpStock7$1.99K<0.1%History
TNCTennant CoCOM27$1.99K<0.1%History
TMETencent Music Entertainment GroupSPON ADS112$1.96K<0.1%History
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS25$1.95K<0.1%History
QGENQiagen N.V.COMMON STOCK43$1.93K<0.1%History
PENPenumbra IncCOM6$1.87K<0.1%History
KRMNKarman Holdings Inc.COMMON STOCK25$1.83K<0.1%History
MNDYmonday.com Ltd.SHS12$1.77K<0.1%History
SPDR Series Trust78464A821ST STR SP400GRW19$1.76K<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS20$1.71K<0.1%History
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF20$1.69K<0.1%–
LECOLincoln Electric Holdings IncCOM7$1.68K<0.1%History
NUNu Holdings Ltd.ORD SHS CL A98$1.64K<0.1%History
THTarget Hospitality Corp.COM200$1.60K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A26$1.58K<0.1%History
STESTERIS plcSHS USD6$1.52K<0.1%History
RRCRange Resources CorpCOM43$1.52K<0.1%History
LKFTLakefront Biotherapeutics NVSPON ADR46$1.50K<0.1%History
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS22$1.49K<0.1%History
VSTSVestis CorpCOM SHS223$1.49K<0.1%History
EXLSExlService Holdings, Inc.COM35$1.49K<0.1%History
VanEck ETF Trust92189H748CLO ETF27$1.43K<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A59$1.42K<0.1%History
HWKNHawkins IncCOM10$1.42K<0.1%History
UTZUtz Brands, Inc.COM CL A136$1.41K<0.1%History
ELMEElme CommunitiesSH BEN INT80$1.39K<0.1%History
AGNTAGNT, Inc.COM152$1.38K<0.1%History
LXULSB Industries, Inc.COM149$1.27K<0.1%History
MNSOMINISO Group Holding LtdSPONSORED ADS67$1.26K<0.1%History
COOCooper Companies, Inc.COM15$1.23K<0.1%History
CDWCDW CorpCOM9$1.23K<0.1%History
BMIBadger Meter IncCOM7$1.22K<0.1%History
KNSLKinsale Capital Group, Inc.Stock3$1.17K<0.1%History
SPSCSPS Commerce IncCOM13$1.16K<0.1%History
TDCTeradata CorpStock37$1.13K<0.1%History