Crewe Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Crewe Advisors LLC reported 1,130 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.7% of the portfolio, followed by Pacs (PACS, 10.2%) and iShares Core S&P Midcap ETF (IJH, 5.8%). Compared with Q1 2026, it opened 166 new positions, sold out of 72, added to 497 and reduced 127. The biggest buy was Pacs (PACS, shares +20%) and the biggest sale an exit from Ishrs Short Mat Muni Act ETF (MEAR).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001730033-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 1,130 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 11.66% | 214,948 | $161.0M | Reduce -0.7% |
| PACS Pacs Group Inc. | 10.22% | 3,307,188 | $141.0M | Add +20.1% |
| IJH iShares Core S&P Midcap ETF | 5.83% | 1,043,164 | $80.4M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.66% | 104,579 | $78.1M | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.62% | 660,188 | $63.8M | Add +7.5% |
| BND Vanguard Total Bond Market | 3.68% | 691,686 | $50.8M | Add +2.8% |
| ESGV Vanguard ESG US Stock ETF | 3.49% | 364,656 | $48.2M | Add +0.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 3.08% | 778,666 | $42.5M | Add +2.0% |
| PULS Pgim Ultra Short Bond ETF | 3.04% | 847,303 | $42.0M | Add +25.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.98% | 55 | $41.2M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 2.55% | 50,124 | $35.3M | Reduce 0.0% |
| MSFT Microsoft Corp. | 2.37% | 87,611 | $32.7M | Add +4.8% |
| AAPL Apple Inc. | 2.15% | 102,418 | $29.6M | Reduce -2.5% |
| MUB iShares National Muni Bond E | 2.00% | 256,075 | $27.6M | Add +8.8% |
| IJR iShares Core S&P Small-Cap E | 1.94% | 180,397 | $26.8M | Add +3.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.88% | 85,513 | $25.9M | No change |
| AMD Advanced Micro Devices | 1.69% | 40,172 | $23.3M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 1.51% | 69,179 | $20.8M | Reduce -2.7% |
| VGT Vanguard Info Tech ETF | 1.42% | 164,416 | $19.7M | No change |
| GOOG Alphabet Inc. Class C | 1.38% | 54,038 | $19.1M | Add +1.8% |
| CVX Chevron Corp. | 1.27% | 105,557 | $17.5M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 19,375 | $14.3M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 26,858 | $13.4M | Add +4.9% |
| HELO JPMorgan Hedged Equity ETF | 0.90% | 183,760 | $12.4M | Add +2.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.79% | 132,891 | $10.9M | Reduce 0.0% |
| EFA iShares MSCI Eafe ETF | 0.63% | 84,025 | $8.7M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.63% | 105,358 | $8.7M | Add +2.1% |
| HTZ Hertz Global Hldgs Inc. | 0.62% | 3,794,106 | $8.6M | New |
| VOO Vanguard S&P 500 ETF | 0.59% | 11,876 | $8.2M | Add +1.0% |
| NVDA Nvidia Corp. | 0.58% | 40,213 | $8.0M | Add +12.8% |
| GOOGL Alphabet Inc. Class A | 0.56% | 21,790 | $7.8M | Add +5.1% |
| VCIT Vanguard Int-Term Corporate | 0.56% | 93,675 | $7.7M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.52% | 121,090 | $7.2M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.51% | 29,559 | $7.0M | Add +4.7% |
| V Visa Inc. Class A | 0.44% | 17,862 | $6.1M | Add +3.6% |
| TSLA Tesla Inc. | 0.43% | 14,032 | $5.9M | Add +3.4% |
| VNQ Vanguard Real Estate ETF | 0.41% | 58,758 | $5.7M | Add +0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.39% | 105,330 | $5.3M | Add +51.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 12,955 | $4.8M | Reduce -14.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 13,043 | $4.3M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 80,466 | $4.1M | Add +29.3% |
| EQT Eqt Corp. | 0.29% | 75,202 | $4.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.27% | 6,659 | $3.8M | Add +9.1% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 108,015 | $3.4M | Add +4.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 39,586 | $3.3M | Add +4.0% |
| ANET Arista Networks Inc. | 0.23% | 18,904 | $3.2M | Add +2.6% |
| NFLX Netflix Inc. | 0.23% | 44,491 | $3.2M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.22% | 24,743 | $3.1M | Reduce -7.3% |
| EXE Expand Energy Corp. | 0.22% | 33,134 | $3.0M | No change |
| AVGO Broadcom Inc. | 0.21% | 7,723 | $2.9M | Add +16.2% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 11,954 | $2.8M | Add +13.1% |
| XLK SS Technology Select Sector | 0.20% | 14,376 | $2.7M | Add +4.7% |
| EEM iShares MSCI Emerging Market | 0.19% | 38,133 | $2.6M | Add +6.3% |
| DGRO iShares Core Dividend Growth | 0.18% | 33,384 | $2.5M | Add +7.3% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 44,499 | $2.5M | Add +4.4% |
| RGLD Royal Gold Inc. | 0.18% | 12,484 | $2.5M | No change |
| SUB iShares Short-Term National | 0.18% | 23,393 | $2.5M | No change |
| VEA Vanguard Ftse Developed ETF | 0.17% | 31,991 | $2.3M | Add +0.7% |
| INTC Intel Corp. | 0.16% | 16,055 | $2.2M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.15% | 2,889 | $2.1M | Add +3.8% |
| PFF iShares Preferred & Income S | 0.15% | 67,621 | $2.1M | Add +4.7% |
| GLD SPDR Gold Shares | 0.14% | 5,248 | $1.9M | Add +0.1% |
| AXP American Express Co. | 0.14% | 5,708 | $1.9M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.14% | 3,755 | $1.9M | Add +9.2% |
| APH Amphenol Corp. Class A | 0.13% | 10,446 | $1.8M | Add +21.0% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 13,225 | $1.8M | Add +1.5% |
| CAT Caterpillar Inc. | 0.13% | 1,707 | $1.8M | Add +4.7% |
| MCO Moody's Corp. | 0.13% | 3,957 | $1.8M | Reduce -14.5% |
| COST Costco Wholesale Corp. | 0.13% | 1,888 | $1.8M | Add +1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 21,322 | $1.7M | Add +7.4% |
| DMAX iShares LG Cap Max Buff Dec | 0.11% | 57,241 | $1.6M | Reduce -24.4% |
| MU Micron Technology Inc. | 0.11% | 1,306 | $1.5M | Add +14.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,811 | $1.4M | Add +2.8% |
| SCHX Schwab US Large-Cap ETF | 0.10% | 45,910 | $1.4M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.10% | 10,490 | $1.3M | Add +6.8% |
| FLOT iShares Floating Rate Bond E | 0.10% | 26,050 | $1.3M | New |
| GSAT Globalstar Inc. | 0.10% | 16,256 | $1.3M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,505 | $1.3M | Add +4.7% |
| MMAX iShares Larg CM Buff Mar ETF | 0.09% | 47,527 | $1.3M | Reduce -23.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 2,616 | $1.2M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.09% | 8,333 | $1.2M | Add +2.6% |
| BAC Bank of America Corp. | 0.09% | 20,888 | $1.2M | Add +4.7% |
| ORCL Oracle Corp. | 0.08% | 7,936 | $1.2M | Reduce -56.5% |
| LLY Eli Lilly & Co. | 0.08% | 962 | $1.2M | Add +9.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,040 | $1.1M | Add +6.3% |
| WMT Walmart Inc. | 0.08% | 9,724 | $1.1M | Add +10.0% |
| RTX RTX Corp. | 0.08% | 5,759 | $1.1M | Add +5.7% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 5,086 | $1.1M | Add +1.4% |
| SMAX iShares L Cap MB Sep ETF | 0.08% | 38,118 | $1.1M | No change |
| MAXJ iShares LG Cap Max Buff Jun | 0.08% | 36,295 | $1.1M | No change |
| SHEL Shell PLC-ADR | 0.08% | 13,577 | $1.1M | Reduce -3.9% |
| VXF Vanguard Extended Market ETF | 0.07% | 4,117 | $1.0M | Reduce -2.1% |
| SHOP Shopify Inc. Class A | 0.07% | 8,571 | $979K | Reduce -0.4% |
| RWAY Runway Growth Finance Corp. | 0.07% | 172,002 | $965K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 15,662 | $963K | Add +30.1% |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 9,348 | $902K | Add +10.7% |
| IBKR Interactive Brokers Gro Class A | 0.06% | 10,232 | $891K | No change |
| AN Autonation Inc. | 0.06% | 4,761 | $885K | No change |
| IVE iShares S&P 500 Value ETF | 0.06% | 3,876 | $880K | Add +43.3% |
| SCHB Schwab US Broad Market ETF | 0.06% | 29,076 | $842K | Add +0.1% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $239K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OPTXW Omnilit Acquisition Class A -23 | *W EXP 99/99/999 | 93,000 | $237K | Add +151.3% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $1K | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $75 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $43 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $36 | No change |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q1 2026 → Q2 2026
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −1.32 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.8% | 2.98% | −0.45 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 11.66% | −0.40 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.36 |
| ORCL Oracle Corp. | Reduce -56.5% | 0.08% | −0.14 |
| AAPL Apple Inc. | Reduce -2.5% | 2.15% | −0.13 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.13 |
| MDY State Street SPDR S&P Midcap | Reduce 0.0% | 2.55% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -1.1% | 0.63% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.7% | 0.35% | −0.07 |
| DMAX iShares LG Cap Max Buff Dec | Reduce -24.4% | 0.11% | −0.06 |
| MMAX iShares Larg CM Buff Mar ETF | Reduce -23.0% | 0.09% | −0.05 |
| MCO Moody's Corp. | Reduce -14.5% | 0.13% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -3.9% | 0.08% | −0.04 |
| IQDF NT Intl Qual Div ETF | Sold out | 0.00% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce 0.0% | 0.79% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -7.3% | 0.22% | −0.02 |
| BX Blackstone Inc. | Reduce -12.8% | 0.05% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -0.4% | 0.07% | −0.02 |
| OBDC Blue Owl Capital Corp. | Reduce -78.3% | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.04% | −0.01 |
| WATT Energous Corp. | Sold out | 0.00% | −0.01 |
| STWD Starwood Property Trust Inc. | Reduce -85.7% | 0.00% | −0.01 |
| MPLX MPLX LP | Sold out | 0.00% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.7% | 0.04% | −0.01 |
| ATEX Anterix Inc. | Sold out | 0.00% | −0.01 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.01 |
| NDLS Noodles & Co. | Sold out | 0.00% | −0.01 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -0.7% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -14.6% | 0.02% | −0.01 |
| UAMY United States Antimony Corp. | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -7.5% | 0.02% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.7% | 0.01% | −0.01 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -74.1% | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.01% | −0.01 |
| BA The Boeing Co. | Reduce -1.1% | 0.05% | −0.00 |
| HZO Marinemax Inc. | Sold out | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -8.8% | 0.00% | −0.00 |
| TIP iShares Tips Bond ETF | Reduce -27.7% | 0.01% | −0.00 |
| YUM Yum! Brands Inc. | Reduce -2.7% | 0.02% | −0.00 |
| CDZI Cadiz Inc. | Sold out | 0.00% | −0.00 |
| AIG American International Group | Reduce -31.9% | 0.00% | −0.00 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.1% | 0.03% | −0.00 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.00 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.00 |
| PRIM Primoris Services Corp. | Reduce -67.3% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| PACS Pacs Group Inc. | Add +20.1% | 10.22% | +2.67 |
| AMD Advanced Micro Devices | Add +2.1% | 1.69% | +1.01 |
| HTZ Hertz Global Hldgs Inc. | New | 0.62% | +0.62 |
| PULS Pgim Ultra Short Bond ETF | Add +25.5% | 3.04% | +0.19 |
| FLOT iShares Floating Rate Bond E | New | 0.10% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 1.03% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 1.94% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 5.66% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +51.1% | 0.39% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 1.38% | +0.08 |
| MU Micron Technology Inc. | Add +14.7% | 0.11% | +0.08 |
| AMAT Applied Materials Inc. | Add +3.8% | 0.15% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +5.1% | 0.56% | +0.06 |
| NVDA Nvidia Corp. | Add +12.8% | 0.58% | +0.05 |
| XLK SS Technology Select Sector | Add +4.7% | 0.20% | +0.04 |
| APH Amphenol Corp. Class A | Add +21.0% | 0.13% | +0.04 |
| ANET Arista Networks Inc. | Add +2.6% | 0.23% | +0.04 |
| AVGO Broadcom Inc. | Add +16.2% | 0.21% | +0.04 |
| CAT Caterpillar Inc. | Add +4.7% | 0.13% | +0.03 |
| GLW Corning Inc. | Add +98.4% | 0.04% | +0.03 |
| WDC Western Digital Corp. | Add +2003.2% | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +3.3% | 0.06% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +29.3% | 0.29% | +0.03 |
| CSCO Cisco Systems Inc. | Add +56.8% | 0.05% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +89.6% | 0.05% | +0.02 |
| KLAC KLA Corp. | Add +252.7% | 0.02% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +507.7% | 0.02% | +0.02 |
| AIQ Global X Art Intel & Tech | Add +1787.2% | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.63% | +0.02 |
| FLJP Franklin Ftse Japan ETF | New | 0.02% | +0.02 |
| HGER Harbor Commodity All Weather | New | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +6.3% | 0.19% | +0.02 |
| LWAY Lifeway Foods Inc. | New | 0.02% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +43.3% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Add +9.1% | 0.08% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +5.0% | 0.05% | +0.01 |
| GE General Electric | Add +6.3% | 0.08% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +30.1% | 0.07% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +118.8% | 0.02% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +4550.0% | 0.01% | +0.01 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +13.1% | 0.20% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +70.0% | 0.03% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.01% | +0.01 |
| FLEX Flex Ltd. | New | 0.01% | +0.01 |
| NXDR Nextdoor Holdings Inc. | New | 0.01% | +0.01 |
| AVEX Aevex Corp. Class A | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| OPTXW Omnilit Acquisition Class A -23 | *W EXP 99/99/999 | Add +151.3% | 93,000 | $237K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,130 | $1.4B | IVV, PACS, IJH, SPY, IEFA |
| Q1 2026 | 1,033 | $1.2B | IVV, PACS, IJH, SPY, IEFA |
| Q4 2025 | 1,095 | $1.1B | IVV, PACS, SPY, IJH, IEFA |
| Q3 2025 | 963 | $1.0B | IVV, SPY, IJH, PULS, IEFA |
| Q2 2025 | 746 | $706.8M | SPY, IJH, IEFA, BND, BRK.A |
| Q1 2025 | 715 | $711.6M | IVV, SPY, IJH, BRK.A, IEFA |
| Q4 2024 | 645 | $725.2M | IVV, SPY, IJH, BRK.A, IEFA |
| Q3 2024 | 712 | $862.2M | ENSG, IVV, SPY, IJH, BRK.A |
| Q2 2024 | 935 | $892.4M | ENSG, IVV, SPY, IJH, BRK.A |
| Q1 2024 | 926 | $858.1M | ENSG, IVV, SPY, IJH, BRK.A |