Crewe Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Crewe Advisors LLC reported 1,033 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.1% of the portfolio, followed by Pacs (PACS, 7.6%) and iShares Core S&P Midcap ETF (IJH, 5.8%). Compared with Q4 2025, it opened 71 new positions, sold out of 134, added to 375 and reduced 163. The biggest buy was a new position in Ishrs Short Mat Muni Act ETF (MEAR) and the biggest sale Tesla (TSLA, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001730033-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 1,033 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 12.07% | 216,422 | $141.4M | Add +8.0% |
| PACS Pacs Group Inc. | 7.55% | 2,754,179 | $88.5M | Add +28.2% |
| IJH iShares Core S&P Midcap ETF | 5.84% | 1,013,534 | $68.4M | Add +8.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.57% | 100,267 | $65.2M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 4.74% | 613,832 | $55.6M | Add +11.4% |
| BND Vanguard Total Bond Market | 4.23% | 672,981 | $49.6M | Add +11.3% |
| ESGV Vanguard ESG US Stock ETF | 3.49% | 364,577 | $40.9M | Add +13.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.43% | 56 | $40.2M | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 3.22% | 763,453 | $37.7M | Add +1.2% |
| PULS Pgim Ultra Short Bond ETF | 2.85% | 675,334 | $33.4M | Reduce -11.2% |
| MSFT Microsoft Corp. | 2.64% | 83,595 | $30.9M | Add +40.4% |
| MDY State Street SPDR S&P Midcap | 2.64% | 50,125 | $30.9M | No change |
| AAPL Apple Inc. | 2.28% | 105,084 | $26.7M | Add +2.3% |
| MUB iShares National Muni Bond E | 2.13% | 235,253 | $25.0M | Add +9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.91% | 85,513 | $22.4M | No change |
| IJR iShares Core S&P Small-Cap E | 1.84% | 173,848 | $21.6M | Add +17.6% |
| CVX Chevron Corp. | 1.84% | 104,185 | $21.6M | Reduce -8.9% |
| IWM iShares Russell 2000 ETF | 1.50% | 71,080 | $17.6M | Reduce -0.5% |
| MEAR Ishrs Short Mat Muni Act ETF | 1.32% | 307,365 | $15.5M | New |
| GOOG Alphabet Inc. Class C | 1.30% | 53,101 | $15.2M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 1.22% | 20,552 | $14.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 25,601 | $12.3M | Add +0.8% |
| HELO JPMorgan Hedged Equity ETF | 0.98% | 179,671 | $11.5M | Add +18.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 19,047 | $11.0M | Reduce -1.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.81% | 132,896 | $9.5M | Reduce -5.2% |
| EFA iShares MSCI Eafe ETF | 0.70% | 84,977 | $8.3M | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.68% | 39,362 | $8.0M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 93,118 | $7.7M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.61% | 103,225 | $7.2M | Add +51.7% |
| VOO Vanguard S&P 500 ETF | 0.60% | 11,754 | $7.0M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 119,211 | $6.4M | Add +24.9% |
| NVDA Nvidia Corp. | 0.53% | 35,666 | $6.2M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.51% | 20,729 | $6.0M | Reduce -26.0% |
| AMZN Amazon.com Inc. | 0.50% | 28,228 | $5.9M | Add +9.0% |
| V Visa Inc. Class A | 0.44% | 17,244 | $5.2M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.44% | 58,720 | $5.2M | Reduce -2.4% |
| TSLA Tesla Inc. | 0.43% | 13,573 | $5.0M | Reduce -65.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 15,190 | $4.9M | Add +5.4% |
| EQT Eqt Corp. | 0.41% | 75,134 | $4.8M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.36% | 24,760 | $4.2M | Add +7.1% |
| NFLX Netflix Inc. | 0.36% | 43,438 | $4.2M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.32% | 12,730 | $3.7M | Add +1.0% |
| EXE Expand Energy Corp. | 0.31% | 33,134 | $3.6M | Add +251.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.30% | 69,695 | $3.5M | Add +539.4% |
| META Meta Platforms Inc. Class A | 0.30% | 6,102 | $3.5M | Add +3.6% |
| RGLD Royal Gold Inc. | 0.27% | 12,484 | $3.2M | No change |
| SCHD Schwab US DVD Equity ETF | 0.27% | 103,487 | $3.2M | Add +6.4% |
| JPST JPMorgan Ultra-Short Income | 0.27% | 62,249 | $3.2M | Reduce -8.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.25% | 38,059 | $3.0M | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.24% | 6,673 | $2.8M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.23% | 18,244 | $2.7M | Add +184.1% |
| SUB iShares Short-Term National | 0.21% | 23,393 | $2.5M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 42,625 | $2.4M | Add +11.0% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 10,571 | $2.3M | Add +3.2% |
| ANET Arista Networks Inc. | 0.19% | 18,421 | $2.3M | Add +0.5% |
| GLD SPDR Gold Shares | 0.19% | 5,244 | $2.3M | Add +2.4% |
| DGRO iShares Core Dividend Growth | 0.19% | 31,102 | $2.2M | Add +13.6% |
| AVGO Broadcom Inc. | 0.18% | 6,648 | $2.1M | Add +3.4% |
| EEM iShares MSCI Emerging Market | 0.17% | 35,868 | $2.0M | Reduce -0.0% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 31,766 | $2.0M | Add +3.0% |
| MCO Moody's Corp. | 0.17% | 4,630 | $2.0M | Reduce -9.4% |
| DMAX iShares LG Cap Max Buff Dec | 0.17% | 75,690 | $2.0M | Add +100.2% |
| PFF iShares Preferred & Income S | 0.17% | 64,594 | $2.0M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.16% | 1,860 | $1.9M | Add +4.3% |
| XLK SS Technology Select Sector | 0.16% | 13,737 | $1.8M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.15% | 3,440 | $1.7M | Add +1.4% |
| AXP American Express Co. | 0.15% | 5,663 | $1.7M | Add +0.6% |
| MMAX iShares Larg CM Buff Mar ETF | 0.14% | 61,748 | $1.6M | No change |
| IDA Idacorp Inc. | 0.13% | 10,374 | $1.5M | No change |
| IVW iShares S&P 500 Growth ETF | 0.13% | 13,029 | $1.5M | Add +19.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 4,965 | $1.4M | Add +2.6% |
| SHEL Shell PLC-ADR | 0.11% | 14,125 | $1.3M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 8,121 | $1.3M | Reduce -39.4% |
| MRK Merck & Co. Inc. | 0.10% | 9,825 | $1.2M | Add +1.5% |
| RWAY Runway Growth Finance Corp. | 0.10% | 172,002 | $1.2M | No change |
| SCHX Schwab US Large-Cap ETF | 0.10% | 45,891 | $1.2M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.10% | 8,120 | $1.2M | Add +1.7% |
| CAT Caterpillar Inc. | 0.10% | 1,630 | $1.2M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,682 | $1.1M | Add +0.3% |
| WMT Walmart Inc. | 0.09% | 8,843 | $1.1M | Add +1.4% |
| APH Amphenol Corp. Class A | 0.09% | 8,632 | $1.1M | Add +1.8% |
| GSAT Globalstar Inc. | 0.09% | 16,256 | $1.1M | No change |
| RTX RTX Corp. | 0.09% | 5,450 | $1.1M | Reduce -2.1% |
| SMAX iShares L Cap MB Sep ETF | 0.09% | 38,118 | $1.0M | No change |
| MAXJ iShares LG Cap Max Buff Jun | 0.09% | 36,295 | $1.0M | No change |
| SHOP Shopify Inc. Class A | 0.09% | 8,606 | $1.0M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 19,954 | $973K | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 5,014 | $962K | Add +47.5% |
| AMAT Applied Materials Inc. | 0.08% | 2,784 | $952K | Add +4.7% |
| AN Autonation Inc. | 0.08% | 4,761 | $930K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 2,620 | $885K | Add +333.1% |
| VXF Vanguard Extended Market ETF | 0.07% | 4,207 | $866K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,861 | $812K | Add +2.8% |
| LLY Eli Lilly & Co. | 0.07% | 882 | $811K | Add +4.0% |
| BX Blackstone Inc. | 0.07% | 6,919 | $796K | Add +4.5% |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 8,447 | $793K | Add +6.1% |
| SU Suncor Energy Inc. | 0.07% | 11,905 | $787K | No change |
| SCHB Schwab US Broad Market ETF | 0.06% | 29,033 | $729K | Reduce -3.1% |
| INTC Intel Corp. | 0.06% | 16,420 | $725K | Add +0.4% |
| MLM Martin Marietta Materials | 0.06% | 1,226 | $722K | No change |
Other holdings (5): bonds, preferreds, convertibles and warrants · $42K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OPTXW Omnilit Acquisition Class A -23 | *W EXP 99/99/999 | 37,000 | $40K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $2K | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $91 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $37 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 150 | $36 | No change |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -65.5% | 0.43% | −1.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 5.57% | −0.52 |
| PULS Pgim Ultra Short Bond ETF | Reduce -11.2% | 2.85% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -26.0% | 0.51% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.30% | −0.18 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.8% | 0.94% | −0.12 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -5.2% | 0.81% | −0.08 |
| TJX TJX Companies Inc. | Reduce -39.4% | 0.11% | −0.07 |
| HD Home Depot Inc. | Reduce -47.3% | 0.06% | −0.06 |
| MCO Moody's Corp. | Reduce -9.4% | 0.17% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.5% | 1.50% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -2.2% | 0.24% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -8.7% | 0.27% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -0.5% | 0.09% | −0.04 |
| INTU Intuit Inc. | Reduce -71.4% | 0.01% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -46.5% | 0.03% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -2.4% | 0.44% | −0.03 |
| ADBE Adobe Inc. | Reduce -66.8% | 0.01% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -24.5% | 0.05% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.16% | −0.02 |
| ENSG The Ensign Group Inc. | Reduce -45.6% | 0.03% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.70% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.7% | 0.05% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -64.4% | 0.01% | −0.02 |
| RDVY First Trust Rising Dividend | Reduce -75.0% | 0.00% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -50.7% | 0.01% | −0.01 |
| GIS General Mills Inc. | Reduce -0.2% | 0.04% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.4% | 0.17% | −0.01 |
| IQDF NT Intl Qual Div ETF | Reduce -31.6% | 0.02% | −0.01 |
| DASH DoorDash Inc. Class A | Reduce -72.9% | 0.00% | −0.01 |
| ASPIRE BIOPHARMA HLDGS INC | Sold out | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -3.1% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.7% | 0.03% | −0.01 |
| NUE Nucor Corp. | Reduce -21.7% | 0.02% | −0.01 |
| XLF SS Financial Select Sector | Reduce -2.7% | 0.03% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -36.0% | 0.01% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.4% | 0.02% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -3.3% | 0.04% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -0.6% | 0.05% | −0.00 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -40.8% | 0.00% | −0.00 |
| TRI Thomson Reuters Corp. | Reduce -56.3% | 0.00% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Sold out | 0.00% | −0.00 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -3.1% | 0.03% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -10.3% | 0.02% | −0.00 |
| CPRT Copart Inc. | Reduce -43.4% | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -33.2% | 0.01% | −0.00 |
| ADSK Autodesk Inc. | Reduce -1.0% | 0.01% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.7% | 0.04% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| MEAR Ishrs Short Mat Muni Act ETF | New | 1.32% | +1.32 |
| IJH iShares Core S&P Midcap ETF | Add +8.9% | 5.84% | +0.40 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.4% | 4.74% | +0.38 |
| IJR iShares Core S&P Small-Cap E | Add +17.6% | 1.84% | +0.27 |
| BND Vanguard Total Bond Market | Add +11.3% | 4.23% | +0.26 |
| JAAA Janus Henderson Aaa Clo ETF | Add +539.4% | 0.30% | +0.25 |
| PACS Pacs Group Inc. | Add +28.2% | 7.55% | +0.25 |
| EXE Expand Energy Corp. | Add +251.3% | 0.31% | +0.22 |
| IEMG iShares Core MSCI Emerging | Add +51.7% | 0.61% | +0.21 |
| ORCL Oracle Corp. | Add +184.1% | 0.23% | +0.12 |
| XOM Exxon Mobil Corp. | Add +7.1% | 0.36% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +24.9% | 0.55% | +0.10 |
| HELO JPMorgan Hedged Equity ETF | Add +18.8% | 0.98% | +0.09 |
| MSFT Microsoft Corp. | Add +40.4% | 2.64% | +0.09 |
| MUB iShares National Muni Bond E | Add +9.1% | 2.13% | +0.08 |
| DMAX iShares LG Cap Max Buff Dec | Add +100.2% | 0.17% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +333.1% | 0.08% | +0.06 |
| EQT Eqt Corp. | Add +0.0% | 0.41% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +515.6% | 0.05% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +13.1% | 3.49% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +741.9% | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +6.4% | 0.27% | +0.03 |
| INDA iShares MSCI India ETF | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +47.5% | 0.08% | +0.02 |
| COST Costco Wholesale Corp. | Add +4.3% | 0.16% | +0.02 |
| AMAT Applied Materials Inc. | Add +4.7% | 0.08% | +0.02 |
| XLE SS Energy Select Sector | Add +71.6% | 0.03% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +13.6% | 0.19% | +0.02 |
| CAT Caterpillar Inc. | Add +1.2% | 0.10% | +0.02 |
| PDYN Palladyne AI Corp. | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +118.3% | 0.03% | +0.01 |
| GLD SPDR Gold Shares | Add +2.4% | 0.19% | +0.01 |
| WATT Energous Corp. | New | 0.01% | +0.01 |
| COPX Global X Copper Miners ETF | New | 0.01% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +11.0% | 0.21% | +0.01 |
| DBA Invesco DB Agriculture Fund | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.5% | 0.10% | +0.01 |
| ATEX Anterix Inc. | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | Add +119.4% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | Add +3.3% | 0.04% | +0.01 |
| SETM Sprott Critical Material ETF | New | 0.01% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +29.4% | 0.06% | +0.01 |
| INTC Intel Corp. | Add +0.4% | 0.06% | +0.01 |
| BP BP PLC-Spons ADR | Add +0.2% | 0.03% | +0.01 |
| NDLS Noodles & Co. | New | 0.01% | +0.01 |
| AEHR Aehr Test Systems | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +1.3% | 0.06% | +0.01 |
| WMT Walmart Inc. | Add +1.4% | 0.09% | +0.01 |
| GSBD Goldman Sachs BDC Inc. | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +19.4% | 0.13% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| OPTXW Omnilit Acquisition Class A -23 | *W EXP 99/99/999 | New | 37,000 | $40K |
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 |