§ 13F · FUND PROFILE
Crewe Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 964Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 216K | $141M | 12.1% | +8% |
| 2 | PACS | PACS GROUP INC | 2.75M | $88M | 7.5% | +28% |
| 3 | IJH | ISHARES TR | 1.01M | $68M | 5.8% | +9% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 100K | $65M | 5.6% | ±0% |
| 5 | IEFA | ISHARES TR | 614K | $56M | 4.7% | +11% |
| 6 | BND | VANGUARD BD INDEX FDS | 673K | $50M | 4.2% | +11% |
| 7 | ESGV | VANGUARD WORLD FD | 365K | $41M | 3.5% | +13% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 56 | $40M | 3.4% | ±0% |
| 9 | DBEF | DBX ETF TR | 763K | $38M | 3.2% | +1% |
| 10 | PULS | PGIM ETF TR | 675K | $33M | 2.9% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CREWE SIGNAL
AC read
Crewe Advisors LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 964 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed