Holders — by stockHoldings — by fund
Crewe Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1730033
$1.38B
disclosed book value
1,135
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 100 of 1,135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 214,948 | $161.0M | 11.7% |
| 2 | PACSPACS GROUP INC | 3.3M | $141.0M | 10.2% |
| 3 | IJHISHARES TR | 1.0M | $80.4M | 5.8% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 104,579 | $78.1M | 5.7% |
| 5 | IEFAISHARES TR | 660,188 | $63.8M | 4.6% |
| 6 | BNDVANGUARD BD INDEX FDS | 691,686 | $50.8M | 3.7% |
| 7 | ESGVVANGUARD WORLD FD | 364,656 | $48.2M | 3.5% |
| 8 | DBEFDBX ETF TR | 778,666 | $42.5M | 3.1% |
| 9 | PULSPGIM ETF TR | 847,303 | $42.0M | 3% |
| 10 | BRK/ABERKSHIRE HATHAWAY INC DEL | 55 | $41.2M | 3% |
| 11 | MDYSTATE STR SPDR S&P MIDCAP 40 | 50,124 | $35.3M | 2.6% |
| 12 | MSFTMICROSOFT CORP | 87,611 | $32.7M | 2.4% |
| 13 | AAPLAPPLE INC | 102,418 | $29.6M | 2.1% |
| 14 | MUBISHARES TR | 256,075 | $27.6M | 2% |
| 15 | IJRISHARES TR | 180,397 | $26.8M | 1.9% |
| 16 | VBVANGUARD INDEX FDS | 85,513 | $25.9M | 1.9% |
| 17 | AMDADVANCED MICRO DEVICES INC | 40,172 | $23.3M | 1.7% |
| 18 | IWMISHARES TR | 69,179 | $20.8M | 1.5% |
| 19 | VGTVANGUARD WORLD FD | 164,416 | $19.7M | 1.4% |
| 20 | GOOGALPHABET INC | 54,038 | $19.1M | 1.4% |
| 21 | CVXCHEVRON CORPORATION | 105,557 | $17.5M | 1.3% |
| 22 | QQQINVESCO QQQ TR | 19,375 | $14.3M | 1% |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,858 | $13.4M | 1% |
| 24 | HELOJ P MORGAN EXCHANGE TRADED F | 183,760 | $12.4M | 0.9% |
| 25 | VSGXVANGUARD WORLD FD | 132,891 | $10.9M | 0.8% |
| 26 | EFAISHARES TR | 84,025 | $8.7M | 0.6% |
| 27 | IEMGISHARES INC | 105,358 | $8.7M | 0.6% |
| 28 | HTZHERTZ GLOBAL HLDGS INC | 3.8M | $8.6M | 0.6% |
| 29 | VOOVANGUARD INDEX FDS | 11,876 | $8.2M | 0.6% |
| 30 | NVDANVIDIA CORPORATION | 40,213 | $8.0M | 0.6% |
| 31 | GOOGLALPHABET INC | 21,790 | $7.8M | 0.6% |
| 32 | VCITVANGUARD SCOTTSDALE FDS | 93,675 | $7.7M | 0.6% |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 121,090 | $7.2M | 0.5% |
| 34 | AMZNAMAZON COM INC | 29,559 | $7.0M | 0.5% |
| 35 | VVISA INC | 17,862 | $6.1M | 0.4% |
| 36 | TSLATESLA INC | 14,032 | $5.9M | 0.4% |
| 37 | VNQVANGUARD INDEX FDS | 58,758 | $5.7M | 0.4% |
| 38 | JAAAJANUS DETROIT STR TR | 105,330 | $5.3M | 0.4% |
| 39 | VTIVANGUARD INDEX FDS | 12,955 | $4.8M | 0.3% |
| 40 | JPMJPMORGAN CHASE & CO | 13,043 | $4.3M | 0.3% |
| 41 | JPSTJ P MORGAN EXCHANGE TRADED F | 80,466 | $4.1M | 0.3% |
| 42 | EQTEQT CORP | 75,202 | $4.0M | 0.3% |
| 43 | METAMETA PLATFORMS INC | 6,659 | $3.8M | 0.3% |
| 44 | SCHDSCHWAB STRATEGIC TR | 108,015 | $3.4M | 0.2% |
| 45 | SCZISHARES TR | 39,586 | $3.3M | 0.2% |
| 46 | ANETARISTA NETWORKS INC | 18,904 | $3.2M | 0.2% |
| 47 | NFLXNETFLIX INC. | 44,491 | $3.2M | 0.2% |
| 48 | IWFISHARES TR | 24,743 | $3.1M | 0.2% |
| 49 | EXEEXPAND ENERGY CORPORATION | 33,134 | $3.0M | 0.2% |
| 50 | AVGOBROADCOM INC | 7,723 | $2.9M | 0.2% |
| 51 | VIGVANGUARD SPECIALIZED FUNDS | 11,954 | $2.8M | 0.2% |
| 52 | XLKSELECT SECTOR SPDR TR | 14,376 | $2.7M | 0.2% |
| 53 | EEMISHARES TR | 38,133 | $2.6M | 0.2% |
| 54 | DGROISHARES TR | 33,384 | $2.5M | 0.2% |
| 55 | JEPIJ P MORGAN EXCHANGE TRADED F | 44,499 | $2.5M | 0.2% |
| 56 | RGLDROYAL GOLD INC | 12,484 | $2.5M | 0.2% |
| 57 | SUBISHARES TR | 23,393 | $2.5M | 0.2% |
| 58 | VEAVANGUARD TAX-MANAGED FDS | 31,991 | $2.3M | 0.2% |
| 59 | INTCINTEL CORP | 16,055 | $2.2M | 0.2% |
| 60 | AMATAPPLIED MATLS INC | 2,889 | $2.1M | 0.2% |
| 61 | PFFISHARES TR | 67,621 | $2.1M | 0.1% |
| 62 | GLDSPDR GOLD TR | 5,248 | $1.9M | 0.1% |
| 63 | AXPAMERICAN EXPRESS CO | 5,708 | $1.9M | 0.1% |
| 64 | MAMASTERCARD INCORPORATED | 3,755 | $1.9M | 0.1% |
| 65 | APHAMPHENOL CORP | 10,446 | $1.8M | 0.1% |
| 66 | IVWISHARES TR | 13,225 | $1.8M | 0.1% |
| 67 | CATCATERPILLAR INC | 1,707 | $1.8M | 0.1% |
| 68 | MCOMOODYS CORP | 3,957 | $1.8M | 0.1% |
| 69 | COSTCOSTCO WHOLESALE CORPORATION | 1,888 | $1.8M | 0.1% |
| 70 | VOVANGUARD INDEX FDS | 21,322 | $1.7M | 0.1% |
| 71 | ISHARES TR | 57,241 | $1.6M | 0.1% |
| 72 | MUMICRON TECHNOLOGY INC | 1,306 | $1.5M | 0.1% |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 4,811 | $1.4M | 0.1% |
| 74 | SCHXSCHWAB STRATEGIC TR | 45,910 | $1.4M | 0.1% |
| 75 | MRKMERCK & CO INC | 10,490 | $1.3M | 0.1% |
| 76 | FLOTISHARES TR | 26,050 | $1.3M | 0.1% |
| 77 | GSATGLOBALSTAR INC | 16,256 | $1.3M | 0.1% |
| 78 | TJXTJX COS INC NEW | 8,505 | $1.3M | 0.1% |
| 79 | ISHARES TR | 47,527 | $1.3M | 0.1% |
| 80 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,616 | $1.2M | 0.1% |
| 81 | PGPROCTER & GAMBLE CO | 8,333 | $1.2M | 0.1% |
| 82 | BACBANK OF AMER CORP | 20,888 | $1.2M | 0.1% |
| 83 | ORCLORACLE CORP | 7,936 | $1.2M | 0.1% |
| 84 | LLYELI LILLY & CO | 962 | $1.2M | 0.1% |
| 85 | GEGE AEROSPACE | 3,040 | $1.1M | 0.1% |
| 86 | WMTWALMART INC | 9,724 | $1.1M | 0.1% |
| 87 | RTXRTX CORPORATION | 5,759 | $1.1M | 0.1% |
| 88 | RSPINVESCO EXCHANGE TRADED FD T | 5,086 | $1.1M | 0.1% |
| 89 | ISHARES TR | 38,118 | $1.1M | 0.1% |
| 90 | ISHARES TR | 36,295 | $1.1M | 0.1% |
| 91 | SHELSHELL PLC | 13,577 | $1.1M | 0.1% |
| 92 | VXFVANGUARD INDEX FDS | 4,117 | $1.0M | 0.1% |
| 93 | SHOPSHOPIFY INC | 8,571 | $978,637 | 0.1% |
| 94 | RUNWAY GROWTH FINANCE CORP | 172,002 | $964,932 | 0.1% |
| 95 | JEPQJ P MORGAN EXCHANGE TRADED F | 15,662 | $962,587 | 0.1% |
| 96 | EMBISHARES TR | 9,348 | $901,519 | 0.1% |
| 97 | IBKRINTERACTIVE BROKERS GROUP IN | 10,232 | $890,594 | 0.1% |
| 98 | ANAUTONATION INC | 4,761 | $884,547 | 0.1% |
| 99 | IVEISHARES TR | 3,876 | $880,085 | 0.1% |
| 100 | SCHBSCHWAB STRATEGIC TR | 29,076 | $842,041 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.