EdgeMarket › What Crewe Advisors Llc reported owning
What Crewe Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
1,038Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 141.4M | 12.1% | 216.4K | 769.31 | +20.0% |
| PACS PACS Group, Inc. | 88.5M | 7.5% | 2.8M | 44.25 | +271.2% |
| IJH iShares Core S&P Mid-Cap ETF | 68.4M | 5.8% | 1.0M | 76.77 | +20.8% |
| SPY SPDR S&P 500 ETF TRUST | 65.2M | 5.6% | 100.3K | 765.72 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 55.6M | 4.7% | 613.8K | 100.85 | +16.8% |
| BND Vanguard Total Bond Market ETF | 49.6M | 4.2% | 673.0K | 72.23 | -1.8% |
| ESGV Vanguard ESG U.S. Stock ETF | 40.9M | 3.5% | 364.6K | 135.75 | +20.1% |
| unmapped CUSIP 084670108 | 40.2M | 3.4% | 56 | — | — |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 37.7M | 3.2% | 763.5K | 55.82 | +21.1% |
| PULS PGIM Ultra Short Bond ETF | 33.4M | 2.9% | 675.3K | 49.67 | -0.2% |
| MSFT MICROSOFT CORP | 30.9M | 2.6% | 83.6K | 483.24 | -4.4% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 30.9M | 2.6% | 50.1K | 699.60 | +20.6% |
| AAPL Apple Inc. | 26.7M | 2.3% | 105.1K | 309.35 | +36.9% |
| MUB iShares National Muni Bond ETF | 25.0M | 2.1% | 235.3K | 105.34 | +1.2% |
| VB Vanguard Morningstar Small-Cap ETF | 22.4M | 1.9% | 85.5K | 304.76 | +24.4% |
| IJR iShares Core S&P Small-Cap ETF | 21.6M | 1.8% | 173.8K | 147.31 | +29.0% |
| CVX CHEVRON CORP | 21.6M | 1.8% | 104.2K | 205.27 | +34.0% |
| IWM iShares Russell 2000 ETF | 17.6M | 1.5% | 71.1K | 299.96 | +33.1% |
| MEAR iShares Short Maturity Municipal Bond Active E | 15.5M | 1.3% | 307.4K | 50.22 | -0.4% |
| GOOG Alphabet Inc. | 15.2M | 1.3% | 53.1K | 341.75 | +70.7% |
| VGT Vanguard Information Tech ETF | 14.3M | 1.2% | 20.6K | 118.42 | +38.5% |
| unmapped CUSIP 084670702 | 12.3M | 1.0% | 25.6K | — | — |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 11.5M | 1.0% | 179.7K | 69.41 | +8.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 11.0M | 0.9% | 19.0K | 713.44 | +26.1% |
| VSGX Vanguard ESG International Stock ETF | 9.5M | 0.8% | 132.9K | 83.52 | +23.2% |
| EFA iShares MSCI EAFE ETF | 8.3M | 0.7% | 85.0K | 108.24 | +17.1% |
| AMD ADVANCED MICRO DEVICES INC | 8.0M | 0.7% | 39.4K | 473.25 | +186.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 7.7M | 0.7% | 93.1K | 81.05 | -2.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 7.2M | 0.6% | 103.2K | 81.57 | +31.9% |
| VOO Vanguard S&P 500 ETF | 7.0M | 0.6% | 11.8K | 703.71 | +20.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 6.4M | 0.5% | 119.2K | 60.45 | +17.7% |
| NVDA NVIDIA CORP | 6.2M | 0.5% | 35.7K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 6.0M | 0.5% | 20.7K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 5.9M | 0.5% | 28.2K | 258.63 | +15.6% |
| V VISA INC. | 5.2M | 0.4% | 17.2K | 371.04 | +7.9% |
| VNQ Vanguard Real Estate ETF | 5.2M | 0.4% | 58.7K | 98.50 | +8.6% |
| TSLA Tesla, Inc. | 5.0M | 0.4% | 13.6K | 362.86 | +12.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 4.9M | 0.4% | 15.2K | 378.24 | +20.5% |
| EQT EQT Corp | 4.8M | 0.4% | 75.1K | 53.72 | +4.6% |
| XOM ExxonMobil Holdings Corp | 4.2M | 0.4% | 24.8K | 165.11 | +52.1% |
| NFLX NETFLIX INC | 4.2M | 0.4% | 43.4K | 79.59 | -34.4% |
| JPM JPMORGAN CHASE & CO | 3.7M | 0.3% | 12.7K | 351.58 | +20.3% |
| EXE EXPAND ENERGY Corp | 3.6M | 0.3% | 33.1K | 96.09 | +2.2% |
| JAAA Janus Henderson AAA CLO ETF | 3.5M | 0.3% | 69.7K | 50.67 | -0.1% |
| META Meta Platforms, Inc. | 3.5M | 0.3% | 6.1K | 549.90 | -26.5% |
| RGLD ROYAL GOLD INC | 3.2M | 0.3% | 12.5K | 259.01 | +52.6% |
| SCHD Schwab US Dividend Equity ETF | 3.2M | 0.3% | 103.5K | 35.11 | +27.6% |
| JPST JPMorgan Ultra-Short Income ETF | 3.2M | 0.3% | 62.2K | 50.53 | -0.3% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 3.0M | 0.3% | 38.1K | 86.60 | +14.8% |
| IWF iShares Russell 1000 Growth Fund | 2.8M | 0.2% | 6.7K | 122.39 | +11.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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