Crewe Advisors LLC

CIK

1730033

Location

SALT LAKE CITY, UT

Portfolio Value

Small $549,668,432

Diversification

Diversified

Filing Date

Global Rank

#2,707 / 8,700 ▼ 608

Top Industry

Medical Care Facilities 33.8%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

26 quarters · since Mar 2020

Portfolio Concentration

839 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.7%

−8.3 pts

Top 5

57.6%

+1.1 pts

Top 10

71.6%

−1.3 pts

HHI

1,023

Diversified−343

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	27.4%	$150,762,922	86
Unclassified	23.8%	$130,967,889	16
Technology	22.2%	$122,127,323	165
Financial Services	7.6%	$41,502,665	124
Energy	5.0%	$27,541,780	44
Industrials	3.9%	$21,565,766	122
Consumer Cyclical	3.6%	$19,671,301	85
Communication Services	3.3%	$18,376,021	36
Consumer Defensive	1.4%	$7,529,273	41
Basic Materials	1.0%	$5,237,231	35
Utilities	0.7%	$3,834,950	39
Real Estate	0.1%	$551,311	46

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PACS	PACS Group, Inc.	+553,009	3,307,188	$141,018,496
NRDY	Nerdy Inc.	+52,108	102,108	$93,530
CNVS	Cineverse Corp.	+29,000	50,000	$148,500
PERF	Perfect Corp.	+24,740	65,740	$109,128
BOF	BranchOut Food Inc.	+20,246	45,246	$208,131
BCHT	Birchtech Corp.	+19,000	35,600	$72,980
NVDA	Nvidia Corp	+4,547	40,213	$8,046,219
SPY	Spdr S&P 500 ETF Trust	+4,312	104,579	$78,096,459
MSFT	Microsoft Corp	+4,016	87,611	$32,680,655
BKNG	Booking Holdings Inc.	+3,857	4,009	$714,564
NEWT	NewtekOne, Inc.	+3,000	6,000	$88,860
PYPL	PayPal Holdings, Inc.	+2,955	3,105	$134,073
XBP	XBP Global Holdings, Inc.	+2,500	9,000	$20,880
CSCO	Cisco Systems, Inc.	+2,126	5,872	$689,725
NTNX	Nutanix, Inc.	+2,000	2,079	$105,945
APH	Amphenol Corp /De/	+1,814	10,446	$1,841,838
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+1,381	1,504	$115,627
CVX	Chevron Corp	+1,372	105,557	$17,497,128
AMZN	Amazon Com Inc	+1,331	29,559	$7,045,092
DBA	Invesco Db Agriculture Fund	+1,300	6,048	$161,300
BRK-B	Berkshire Hathaway Inc	+1,201	26,858	$13,439,474
CRCL	Circle Internet Group, Inc.	+1,200	2,000	$125,260
GLW	Corning Inc /Ny	+1,184	2,387	$609,711
AGNC	AGNC Investment Corp.	+1,126	3,417	$37,245
AVGO	Broadcom Inc.	+1,075	7,723	$2,917,363
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−52,040	21,790	$7,787,092
OPTX	Syntec Optics Holdings, Inc.	−33,000	10,000	$124,500
ASBP	Aspire Biopharma Holdings, Inc.	−19,658	677	$3,615
OBDC	Blue Owl Capital Corp	−16,000	4,432	$48,175
ORCL	Oracle Corp	−10,308	7,936	$1,163,020
STWD	Starwood Property Trust, Inc.	−7,959	1,334	$21,850
AAPL	Apple Inc.	−2,666	102,418	$29,635,672
BF-B	Brown Forman Corp	−2,068	4,577	$125,226
BX	Blackstone Inc.	−886	6,033	$709,903
HON	Honeywell International Inc	−723	780	$174,642
DD	DuPont de Nemours, Inc.	−704	351	$47,609
MCO	Moodys Corp /De/	−673	3,957	$1,792,204
TILE	Interface Inc	−642	150	$5,376
SHEL	Shell plc	−548	13,577	$1,052,760
SNAP	Snap Inc	−500	350	$1,554
DIS	Walt Disney Co	−445	2,611	$251,308
DAIC	CID Holdco, Inc.	−384	16	$27
INTC	Intel Corp	−365	16,055	$2,241,759
AIG	American International Group, Inc.	−314	671	$50,009
CALX	Calix, Inc	−306	149	$5,560
YETI	YETI Holdings, Inc.	−273	106	$5,253
CXT	Crane NXT, Co.	−217	168	$8,594
APTV	Aptiv PLC	−215	158	$9,698
CMCSA	Comcast Corp	−213	7,705	$189,157
CLF	Cleveland-Cliffs Inc.	−200	1,000	$9,390
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HTZ	Hertz Global Holdings, Inc	3,794,106	$8,593,650
SPCX	Space Exploration Technologies Corp	1,961	$335,056
LWAY	Lifeway Foods, Inc.	7,000	$208,880
HONA	Honeywell Aerospace Inc.	776	$171,340
FLEX	Flex Ltd.	850	$137,759
NXDR	Nextdoor Holdings, Inc.	60,000	$136,200
AVEX	AEVEX Corp.	6,500	$135,785
RBRK	Rubrik, Inc.	1,500	$120,420
TGEN	Tecogen Inc.	23,000	$120,060
GLDM	World Gold Trust	1,465	$116,350
TOYO	TOYO Co., Ltd	15,000	$104,250
RDCM	Radcom Ltd	7,000	$98,700
VRRM	VERRA MOBILITY Corp	23,000	$97,750
LVO	LiveOne, Inc.	15,000	$96,000
DELL	Dell Technologies Inc.	216	$93,195
SEI	Solaris Energy Infrastructure, Inc.	1,100	$88,506
LBRT	Liberty Energy Inc.	3,100	$81,189
TRAK	ReposiTrak, Inc.	8,000	$72,000
—		5,000	$67,100
URI	United Rentals, Inc.	58	$65,707
FDXF	FedEx Freight Holding Company, Inc.	407	$61,457
MRLN	Merlin, Inc.	10,000	$56,900
WSM	Williams Sonoma Inc	210	$48,951
AISP	Airship AI Holdings, Inc.	17,000	$40,630
DKS	Dick's Sporting Goods, Inc.	169	$38,330
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,290,681	$387,353,859
EDV	Vanguard World Funds Extended Duration ETF	518,425	$52,357,901
BIV	Vanguard Intermediate-Term Bond ETF	673,660	$49,611,560
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	763,723	$37,720,680
VB	Vanguard Morningstar Small-Cap ETF	121,586	$35,373,738
AAAD	PGIM AAA CLO Aggregate Duration ETF	675,334	$33,429,033
BNDW	Vanguard Total World Bond ETF	93,956	$7,761,078
VIG	Vanguard Dividend Appreciation ETF	69,291	$7,481,863
FNDA	Schwab Fundamental U.S. Small Company ETF	253,303	$7,198,920
VEU	Vanguard FTSE All-World Ex-US ETF	122,032	$6,756,449
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	85,348	$4,642,992
XOM	ExxonMobil Holdings Corp	24,760	$4,200,781
JA	Janus Henderson AA-A CLO ETF	70,151	$3,531,788
BKF	iShares MSCI BIC ETF	49,707	$3,215,520
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	27,707	$3,122,931
VEA	Vanguard FTSE Developed Markets ETF	31,766	$2,035,565
IDA	Idacorp Inc	10,374	$1,483,170
ABI	VictoryShares Pioneer Asset-Based Income ETF	9,654	$1,182,825
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	11,150	$1,040,584
—		4,207	$865,800
AGNG	Global X Funds Global X Aging Population ETF	10,450	$606,375
CGUS	Capital Group Core Equity ETF	11,896	$457,044
AFK	VanEck Africa Index ETF	4,886	$455,120
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	9,658	$408,287
STT	State Street Corp	7,212	$358,371
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

839 tracked positions · $549,668,432 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 839 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PACS	PACS Group, Inc. Healthcare	Added	3,307,188	+553,009	$141,018,496	+59.4%	25.66%
SPY	Spdr S&P 500 ETF Trust	Added	104,579	+4,312	$78,096,459	+19.8%	14.21%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	50,124	-1	$35,254,214	+14.0%	6.41%
MSFT	Microsoft Corp Technology	Added	87,611	+4,016	$32,680,655	+5.6%	5.95%
AAPL	Apple Inc. Technology	Reduced	102,418	-2,666	$29,635,672	+11.1%	5.39%
AMD	Advanced Micro Devices Inc Technology	Added	40,172	+810	$23,336,316	+191.4%	4.25%
CVX	Chevron Corp Energy	Added	105,557	+1,372	$17,497,128	−18.8%	3.18%
QQQ	Invesco Qqq Trust, Series 1	Added	19,375	+328	$14,267,750	+29.8%	2.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	26,858	+1,201	$13,439,474	−74.4%	2.45%
HTZ	Hertz Global Holdings, Inc Industrials	NEW	3,794,106	NEW	$8,593,650	NEW	1.56%
NVDA	Nvidia Corp Technology	Added	40,213	+4,547	$8,046,219	+29.4%	1.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,790	-52,040	$7,787,092	−63.3%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,559	+1,331	$7,045,092	+19.8%	1.28%
V	Visa Inc. Financial Services	Added	17,862	+618	$6,128,273	+17.6%	1.11%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,032	+459	$5,901,859	+17.0%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,043	+313	$4,269,365	+14.0%	0.78%
EQT	EQT Corp Energy	Added	75,202	+68	$3,998,490	−16.4%	0.73%
META	Meta Platforms, Inc. Communication Services	Added	6,659	+557	$3,750,948	+7.4%	0.68%
ANET	Arista Networks, Inc. Technology	Added	18,904	+483	$3,211,411	+42.0%	0.58%
NFLX	Netflix Inc Communication Services	Added	44,491	+1,053	$3,176,657	−23.9%	0.58%
EXE	EXPAND ENERGY Corp Energy	Held	33,134	0	$3,021,489	−16.9%	0.55%
AVGO	Broadcom Inc. Technology	Added	7,723	+1,075	$2,917,363	+41.8%	0.53%
RGLD	Royal Gold Inc Basic Materials	Held	12,484	0	$2,491,931	−21.6%	0.45%
INTC	Intel Corp Technology	Reduced	16,055	-365	$2,241,759	+209.4%	0.41%
AMAT	Applied Materials Inc /De Technology	Added	2,889	+105	$2,088,747	+119.5%	0.38%
GLD	Spdr Gold Trust	Added	5,248	+4	$1,933,258	−14.3%	0.35%
AXP	American Express Co Financial Services	Added	5,708	+45	$1,930,731	+12.7%	0.35%
MA	Mastercard Inc Financial Services	Added	3,755	+315	$1,928,568	+12.2%	0.35%
APH	Amphenol Corp /De/ Technology	Added	10,446	+1,814	$1,841,838	−15.6%	0.34%
CAT	Caterpillar Inc Industrials	Added	1,707	+77	$1,817,784	+57.4%	0.33%
MCO	Moodys Corp /De/ Financial Services	Reduced	3,957	-673	$1,792,204	−11.3%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,888	+28	$1,766,167	−4.7%	0.32%
MU	Micron Technology Inc Technology	Added	1,306	+167	$1,507,502	+291.8%	0.27%
IBM	International Business Machines Corp Technology	Added	4,811	+129	$1,352,901	+19.2%	0.25%
MRK	Merck & Co., Inc. Healthcare	Added	10,490	+665	$1,347,965	+14.1%	0.25%
GSAT	Globalstar, Inc. Communication Services	Held	16,256	0	$1,321,450	+22.4%	0.24%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,505	+384	$1,288,507	−0.6%	0.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,616	-4	$1,249,323	+41.1%	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,333	+213	$1,221,951	+4.2%	0.22%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,888	+934	$1,190,198	+22.4%	0.22%
ORCL	Oracle Corp Technology	Reduced	7,936	-10,308	$1,163,020	−56.7%	0.21%
LLY	ELI LILLY & Co Healthcare	Added	962	+80	$1,153,851	+42.2%	0.21%
GE	General Electric Co Industrials	Added	3,040	+179	$1,136,139	+39.9%	0.21%
WMT	Walmart Inc. Consumer Defensive	Added	9,724	+881	$1,101,340	+0.2%	0.20%
RTX	RTX Corp Industrials	Added	5,759	+309	$1,092,655	+3.9%	0.20%
SHEL	Shell plc Energy	Reduced	13,577	-548	$1,052,760	−19.9%	0.19%
SHOP	Shopify Inc. Technology	Reduced	8,571	-35	$978,636	−4.1%	0.18%
RWAY	Runway Growth Finance Corp. Financial Services	Held	172,002	0	$964,931	−18.3%	0.18%
IBKR	Interactive Brokers Group, Inc. Financial Services	Held	10,232	0	$890,593	+29.8%	0.16%
AN	Autonation, Inc. Consumer Cyclical	Held	4,761	0	$884,546	−4.8%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.