Universe · entity

Crewe Advisors LLC

Institutional manager (13F) · CIK 1730033
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
#IssuerValueShares
1ISHARES TR$141M216,422
2PACS GROUP INC$88M2,754,179
3ISHARES TR$68M1,013,534
4STATE STR SPDR S&P 500 ETF T$65M100,267
5ISHARES TR$56M613,832
6VANGUARD BD INDEX FDS$50M672,981
7VANGUARD WORLD FD$41M364,577
8BERKSHIRE HATHAWAY INC DEL$40M56
9DBX ETF TR$38M763,453
10PGIM ETF TR$33M675,334
11MICROSOFT CORP$31M83,595
12STATE STR SPDR S&P MIDCAP 40$31M50,125
13APPLE INC$27M105,084
14ISHARES TR$25M235,253
15VANGUARD INDEX FDS$22M85,513
16ISHARES TR$22M173,848
17CHEVRON CORPORATION$22M104,185
18ISHARES TR$18M71,080
19ISHARES U S ETF TR$15M307,365
20ALPHABET INC$15M53,101
21VANGUARD WORLD FD$14M20,552
22BERKSHIRE HATHAWAY INC DEL$12M25,601
23J P MORGAN EXCHANGE TRADED F$11M179,671
24INVESCO QQQ TR$11M19,047
25VANGUARD WORLD FD$10M132,896
26ISHARES TR$8M84,977
27ADVANCED MICRO DEVICES INC$8M39,362
28VANGUARD SCOTTSDALE FDS$8M93,118
29ISHARES INC$7M103,225
30VANGUARD INDEX FDS$7M11,754
31VANGUARD INTL EQUITY INDEX F$6M119,211
32NVIDIA CORPORATION$6M35,666
33ALPHABET INC$6M20,729
34AMAZON COM INC$6M28,228
35VISA INC$5M17,244
36VANGUARD INDEX FDS$5M58,720
37TESLA INC$5M13,573
38VANGUARD INDEX FDS$5M15,190
39EQT CORP$5M75,134
40EXXON MOBIL CORP$4M24,760
41NETFLIX INC.$4M43,438
42JPMORGAN CHASE & CO$4M12,730
43EXPAND ENERGY CORPORATION$4M33,134
44JANUS DETROIT STR TR$4M69,695
45META PLATFORMS INC$3M6,102
46ROYAL GOLD INC$3M12,484
47SCHWAB STRATEGIC TR$3M103,487
48J P MORGAN EXCHANGE TRADED F$3M62,249
49ISHARES TR$3M38,059
50ISHARES TR$3M6,673
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.