Universe · entity
Crewe Advisors LLC
Institutional manager (13F) · CIK 1730033
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $141M | 216,422 |
| 2 | PACS GROUP INC | $88M | 2,754,179 |
| 3 | ISHARES TR | $68M | 1,013,534 |
| 4 | STATE STR SPDR S&P 500 ETF T | $65M | 100,267 |
| 5 | ISHARES TR | $56M | 613,832 |
| 6 | VANGUARD BD INDEX FDS | $50M | 672,981 |
| 7 | VANGUARD WORLD FD | $41M | 364,577 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $40M | 56 |
| 9 | DBX ETF TR | $38M | 763,453 |
| 10 | PGIM ETF TR | $33M | 675,334 |
| 11 | MICROSOFT CORP | $31M | 83,595 |
| 12 | STATE STR SPDR S&P MIDCAP 40 | $31M | 50,125 |
| 13 | APPLE INC | $27M | 105,084 |
| 14 | ISHARES TR | $25M | 235,253 |
| 15 | VANGUARD INDEX FDS | $22M | 85,513 |
| 16 | ISHARES TR | $22M | 173,848 |
| 17 | CHEVRON CORPORATION | $22M | 104,185 |
| 18 | ISHARES TR | $18M | 71,080 |
| 19 | ISHARES U S ETF TR | $15M | 307,365 |
| 20 | ALPHABET INC | $15M | 53,101 |
| 21 | VANGUARD WORLD FD | $14M | 20,552 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $12M | 25,601 |
| 23 | J P MORGAN EXCHANGE TRADED F | $11M | 179,671 |
| 24 | INVESCO QQQ TR | $11M | 19,047 |
| 25 | VANGUARD WORLD FD | $10M | 132,896 |
| 26 | ISHARES TR | $8M | 84,977 |
| 27 | ADVANCED MICRO DEVICES INC | $8M | 39,362 |
| 28 | VANGUARD SCOTTSDALE FDS | $8M | 93,118 |
| 29 | ISHARES INC | $7M | 103,225 |
| 30 | VANGUARD INDEX FDS | $7M | 11,754 |
| 31 | VANGUARD INTL EQUITY INDEX F | $6M | 119,211 |
| 32 | NVIDIA CORPORATION | $6M | 35,666 |
| 33 | ALPHABET INC | $6M | 20,729 |
| 34 | AMAZON COM INC | $6M | 28,228 |
| 35 | VISA INC | $5M | 17,244 |
| 36 | VANGUARD INDEX FDS | $5M | 58,720 |
| 37 | TESLA INC | $5M | 13,573 |
| 38 | VANGUARD INDEX FDS | $5M | 15,190 |
| 39 | EQT CORP | $5M | 75,134 |
| 40 | EXXON MOBIL CORP | $4M | 24,760 |
| 41 | NETFLIX INC. | $4M | 43,438 |
| 42 | JPMORGAN CHASE & CO | $4M | 12,730 |
| 43 | EXPAND ENERGY CORPORATION | $4M | 33,134 |
| 44 | JANUS DETROIT STR TR | $4M | 69,695 |
| 45 | META PLATFORMS INC | $3M | 6,102 |
| 46 | ROYAL GOLD INC | $3M | 12,484 |
| 47 | SCHWAB STRATEGIC TR | $3M | 103,487 |
| 48 | J P MORGAN EXCHANGE TRADED F | $3M | 62,249 |
| 49 | ISHARES TR | $3M | 38,059 |
| 50 | ISHARES TR | $3M | 6,673 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.