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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,135
+97 vs. Q1 2026
Portfolio value
$1.38B
+$208.6M (+17.8%) vs. Q1 2026
Filed
Jul 23, 2026
SEC
Holdings of Crewe Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF214,948$161.0M11.7%−1,474−0.7%Reduced–
PACSPACS Group, Inc.COM SHS3,307,188$141.0M10.2%+553,009+20.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,043,164$80.4M5.8%+29,630+2.9%Added–
SPYSPDR S&P 500 ETF TrustETF104,579$78.1M5.7%+4,312+4.3%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF660,188$63.8M4.6%+46,356+7.6%Added–
Vanguard Total Bond Market ETF921937835ETF691,686$50.8M3.7%+18,705+2.8%Added–
Vanguard World FD921910733ESG US STK ETF364,656$48.2M3.5%+790.0%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE778,666$42.5M3.1%+15,213+2.0%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD847,303$42.0M3.0%+171,969+25.5%Added–
BRK.ABerkshire Hathaway IncCL A55$41.2M3.0%−1−1.8%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF50,124$35.3M2.6%−10.0%ReducedHistory
MSFTMicrosoft CorpStock87,611$32.7M2.4%+4,016+4.8%AddedHistory
AAPLApple Inc.Stock102,418$29.6M2.1%−2,666−2.5%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF256,075$27.6M2.0%+20,822+8.9%Added–
iShares Core S&P Small Cap ETF464287804ETF180,397$26.8M1.9%+6,549+3.8%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$25.9M1.9%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock40,172$23.3M1.7%+810+2.1%AddedHistory
iShares Russell 2000 ETF464287655ETF69,179$20.8M1.5%−1,901−2.7%Reduced–
Vanguard Information Technology ETF92204A702ETF164,416$19.7M1.4%00.0%UnchangedConverted for a 8-for-1 split–
GOOGAlphabet Inc.Stock54,038$19.1M1.4%+937+1.8%AddedHistory
CVXChevron CorpStock105,557$17.5M1.3%+1,372+1.3%AddedHistory
Invesco QQQ Trust Series I46090E103ETF19,375$14.3M1.0%+328+1.7%Added–
BRK.BBerkshire Hathaway IncStock26,858$13.4M1.0%+1,257+4.9%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF183,760$12.4M0.9%+4,089+2.3%Added–
Vanguard World FD921910725ESG INTL STK ETF132,891$10.9M0.8%−50.0%Reduced–
iShares MSCI Eafe ETF464287465ETF84,025$8.73M0.6%−952−1.1%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF105,358$8.73M0.6%+2,133+2.1%Added–
HTZHertz Global Holdings, IncCOM NEW3,794,106$8.59M0.6%+3,794,106NewHistory
Vanguard S&P 500 ETF922908363ETF11,876$8.16M0.6%+122+1.0%Added–
NVDANVIDIA CorpStock40,213$8.05M0.6%+4,547+12.7%AddedHistory
GOOGLAlphabet Inc.Stock21,790$7.79M0.6%+1,061+5.1%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF93,675$7.74M0.6%+557+0.6%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF121,090$7.23M0.5%+1,879+1.6%Added–
AMZNAmazon Com IncStock29,559$7.05M0.5%+1,331+4.7%AddedHistory
VVisa Inc.Stock17,862$6.13M0.4%+618+3.6%AddedHistory
TSLATesla, Inc.Stock14,032$5.90M0.4%+459+3.4%AddedHistory
Vanguard Real Estate ETF922908553ETF58,758$5.67M0.4%+38+0.1%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL105,330$5.32M0.4%+35,635+51.1%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF12,955$4.79M0.3%−2,235−14.7%Reduced–
JPMJPMorgan Chase & CoStock13,043$4.27M0.3%+313+2.5%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF80,466$4.07M0.3%+18,217+29.3%Added–
EQTEQT CorpStock75,202$4.00M0.3%+68+0.1%AddedHistory
METAMeta Platforms, Inc.Stock6,659$3.75M0.3%+557+9.1%AddedHistory
Schwab US Dividend Equity ETF808524797ETF108,015$3.43M0.2%+4,528+4.4%Added–
iShares Tr464288273EAFE SML CP ETF39,586$3.26M0.2%+1,527+4.0%Added–
ANETArista Networks, Inc.Stock18,904$3.21M0.2%+483+2.6%AddedHistory
NFLXNetflix IncStock44,491$3.18M0.2%+1,053+2.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF24,743$3.07M0.2%−1,949−7.3%ReducedConverted for a 4-for-1 split–
EXEExpand Energy CorpCOM33,134$3.02M0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock7,723$2.92M0.2%+1,075+16.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF11,954$2.83M0.2%+1,383+13.1%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF14,376$2.74M0.2%+639+4.7%Added–
iShares Tr464287234MSCI EMG MKT ETF38,133$2.61M0.2%+2,265+6.3%Added–
iShares Core Dividend Growth ETF46434V621ETF33,384$2.53M0.2%+2,282+7.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM44,499$2.51M0.2%+1,874+4.4%Added–
RGLDRoyal Gold IncStock12,484$2.49M0.2%00.0%UnchangedHistory
iShares Tr464288158SHRT NAT MUN ETF23,393$2.49M0.2%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF31,991$2.28M0.2%+225+0.7%Added–
INTCIntel CorpStock16,055$2.24M0.2%−365−2.2%ReducedHistory
AMATApplied Materials IncStock2,889$2.09M0.2%+105+3.8%AddedHistory
iShares Tr464288687PFD AND INCM SEC67,621$2.06M0.1%+3,027+4.7%Added–
GLDSPDR Gold TrustETF5,248$1.93M0.1%+4+0.1%AddedHistory
AXPAmerican Express CoStock5,708$1.93M0.1%+45+0.8%AddedHistory
MAMastercard IncStock3,755$1.93M0.1%+315+9.2%AddedHistory
APHAmphenol CorpCL A10,446$1.84M0.1%+1,814+21.0%AddedHistory
iShares S&P 500 Growth ETF464287309ETF13,225$1.82M0.1%+196+1.5%Added–
CATCaterpillar IncStock1,707$1.82M0.1%+77+4.7%AddedHistory
MCOMoodys CorpStock3,957$1.79M0.1%−673−14.5%ReducedHistory
COSTCostco Wholesale CorpStock1,888$1.77M0.1%+28+1.5%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF21,322$1.72M0.1%+1,462+7.4%AddedConverted for a 4-for-1 split–
iShares Tr46438G471LARG CAP DEC ETF57,241$1.56M0.1%−18,449−24.4%Reduced–
MUMicron Technology IncStock1,306$1.51M0.1%+167+14.7%AddedHistory
IBMInternational Business Machines CorpStock4,811$1.35M0.1%+129+2.8%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF45,910$1.35M0.1%+190.0%Added–
MRKMerck & Co., Inc.Stock10,490$1.35M0.1%+665+6.8%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF26,050$1.33M0.1%+26,050New–
GSATGlobalstar, Inc.COM NEW16,256$1.32M0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock8,505$1.29M0.1%+384+4.7%AddedHistory
iShares Tr46438G455LARG CAP MAR ETF47,527$1.29M0.1%−14,221−23.0%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,616$1.25M0.1%−4−0.2%ReducedHistory
PGProcter & Gamble CoStock8,333$1.22M0.1%+213+2.6%AddedHistory
BACBank of America CorpStock20,888$1.19M0.1%+934+4.7%AddedHistory
ORCLOracle CorpStock7,936$1.16M0.1%−10,308−56.5%ReducedHistory
LLYEli Lilly & CoStock962$1.15M0.1%+80+9.1%AddedHistory
GEGeneral Electric CoStock3,040$1.14M0.1%+179+6.3%AddedHistory
WMTWalmart Inc.Stock9,724$1.10M0.1%+881+10.0%AddedHistory
RTXRTX CorpStock5,759$1.09M0.1%+309+5.7%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,086$1.08M0.1%+72+1.4%Added–
iShares Tr46438G588LARG CAP SEP ETF38,118$1.06M0.1%00.0%Unchanged–
iShares Tr46438G612LARG CAP JUN ETF36,295$1.06M0.1%00.0%Unchanged–
SHELShell plcADR13,577$1.05M0.1%−548−3.9%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,117$1.01M0.1%−90−2.1%Reduced–
SHOPShopify Inc.Stock8,571$978.6K0.1%−35−0.4%ReducedHistory
RWAYRunway Growth Finance Corp.COM172,002$964.9K0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF15,662$962.6K0.1%+3,625+30.1%Added–
iShares Tr464288281JPMORGAN USD EMG9,348$901.5K0.1%+901+10.7%Added–
IBKRInteractive Brokers Group, Inc.Stock10,232$890.6K0.1%00.0%UnchangedHistory
ANAutonation, Inc.COM4,761$884.5K0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF3,876$880.1K0.1%+1,172+43.3%Added–
Schwab U.S. Broad Market ETF808524102ETF29,076$842.0K0.1%+43+0.1%Added–

Sold out since Q1 2026 (74)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares U S ETF Tr46431W838SHOR MAT MUN ETF307,365$15.5M1.3%–
XOMExxonMobil Holdings CorpCOM24,760$4.20M0.4%History
IDAIdacorp IncCOM10,374$1.48M0.1%History
HONHoneywell International IncCOM1,503$339.7K<0.1%History
Flexshares Tr33939L837INTL QLTDV IDX8,707$275.8K<0.1%–
WATTEnergous CorpCOM NEW9,000$141.2K<0.1%History
MPLXMPLX LPCOM UNIT REP LTD2,211$126.2K<0.1%History
ATEXAnterix Inc.COM3,000$114.6K<0.1%History
iShares Russell 2000 Growth ETF464287648ETF329$103.2K<0.1%–
NDLSNOODLES & CoCL A NEW11,000$94.0K<0.1%History
AEHRAehr Test SystemsCOM2,500$92.7K<0.1%History
UAMYUnited States Antimony CorpCOM9,000$78.6K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF353$66.9K<0.1%–
HZOMarinemax IncCOM2,000$54.1K<0.1%History
CDZICadiz IncCOM NEW7,000$34.4K<0.1%History
ROLRollins IncCOM545$29.1K<0.1%History
iShares Flexible Income Active ETF092528603ETF535$27.8K<0.1%–
WIXWix.com Ltd.SHS300$27.0K<0.1%History
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF760$25.7K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF640$23.0K<0.1%–
OPENOpendoor Technologies Inc.COM4,500$21.1K<0.1%History
ASBPAspire-Lakewood Holdings, Inc.COM20,335$20.9K<0.1%History
TRIThomson Reuters CorpCOM NO PAR229$20.6K<0.1%History
State Street SPDR S&P Regional Banking ETF78464A698ETF300$19.5K<0.1%–
BRCCBRC Inc.COM CL A20,000$15.5K<0.1%History
BOXBox IncCL A397$9.39K<0.1%History
SMRTSmartRent, Inc.COM CL A6,000$9.00K<0.1%History
PBHPrestige Consumer Healthcare Inc.COM149$8.83K<0.1%History
CHDNChurchill Downs IncCOM93$8.36K<0.1%History
CHTChunghwa Telecom Co LtdSPON ADR NEW11194$8.20K<0.1%History
CNSCohen & Steers, Inc.COM129$8.07K<0.1%History
ELFe.l.f. Beauty, Inc.COM127$7.70K<0.1%History
BCEBce IncCOM NEW269$6.79K<0.1%History
WTMWhite Mountains Insurance Group LtdCOM3$6.59K<0.1%History
KWRQuaker Chemical CorpCOM53$6.58K<0.1%History
ROPRoper Technologies IncStock18$6.37K<0.1%History
RRXRegal Rexnord CorpCOM32$5.99K<0.1%History
VECOVeeco Instruments IncCOM158$5.35K<0.1%History
Alps ETF Tr00162Q452ALERIAN MLP100$5.26K<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM SER A100$4.71K<0.1%History
WRBYWarby Parker Inc.CL A COM214$4.51K<0.1%History
GOODGladstone Commercial CorpCOM393$4.49K<0.1%History
ACTEnact Holdings, Inc.COM103$4.20K<0.1%History
STTState Street CorpCOM30$3.80K<0.1%History
SEICSEI Investments CoCOM46$3.61K<0.1%History
IONSIonis Pharmaceuticals IncCOM48$3.60K<0.1%History
CAGConagra Brands Inc.Stock227$3.57K<0.1%History
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR183$3.42K<0.1%History
DEIDouglas Emmett IncCOM347$3.27K<0.1%History
TRSTrimas CorpCOM NEW88$3.16K<0.1%History
DGICADonegal Group IncCL A180$3.09K<0.1%History
CECelanese CorpStock43$2.83K<0.1%History
BRBRBellring Brands, Inc.Stock170$2.74K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ65$2.71K<0.1%–
AEGAegon Ltd.AMER REG 1 CERT337$2.45K<0.1%History
VIVTelefonica Brasil S.A.SPONSORED ADS146$2.32K<0.1%History
RYNRayonier IncCOM112$2.31K<0.1%History
BCHBank of ChileSPONSORED ADS58$2.15K<0.1%History
LNTAlliant Energy CorpStock27$1.94K<0.1%History
BCMLBayCom CorpCOM61$1.81K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR215$1.71K<0.1%History
SNYSanofiSPONSORED ADR34$1.64K<0.1%History
iShares Inc464286608MSCI EURZONE ETF25$1.57K<0.1%–
TKOTKO Group Holdings, Inc.CL A7$1.41K<0.1%History
NTESNetEase, Inc.SPONSORED ADS12$1.34K<0.1%History
LOGILogitech International S.A.SHS13$1.19K<0.1%History
PINSPinterest, Inc.CL A32$587<0.1%History
Tidal Trust I886364876ADASINA SOCIAL30$585<0.1%–
XPOXPO, Inc.COM3$584<0.1%History
CLHClean Harbors IncCOM2$574<0.1%History
HQYHealthequity, Inc.COM6$502<0.1%History
DOCUDocuSign, Inc.Stock9$427<0.1%History
NTRANatera, Inc.COM1$200<0.1%History
SGMOQSangamo Therapeutics, IncCOM100$25<0.1%History