Crewe Advisors LLC
CIK 1730033
13F filing for Q2 2026・No. 2,100
- Holdings
- US$1.38B
- Quarter change
- +US$208.59M
- Entries
- 1,135
- Net bought (estimate)
- +US$54.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 175
- Sold out 78
- Cut 125
- Added 492
- Corporate actions 8
- Unchanged 343
Largest holdings
1,135 stocks worth US$1.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 214,948 | US$160.97M | 11.66% |
| PACS GROUP INCCOM SHS | Added | 3,307,188 | US$141.02M | 10.22% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,043,164 | US$80.44M | 5.83% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 104,579 | US$78.1M | 5.66% |
| ISHARES TRCORE MSCI EAFE | Added | 660,188 | US$63.76M | 4.62% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 691,686 | US$50.78M | 3.68% |
| VANGUARD WORLD FDESG US STK ETF | Added | 364,656 | US$48.22M | 3.49% |
| DBX ETF TRXTRACK MSCI EAFE | Added | 778,666 | US$42.54M | 3.08% |
| PULSPGIM ETF TRPGIM ULTRA SH BD | Added | 847,303 | US$41.99M | 3.04% |
| BERKSHIRE HATHAWAY INC DELCL A | Cut | 55 | US$41.19M | 2.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.