Crewe Advisors LLC
1,041 holdingsFiling period: 2026-03-31Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 216.4K | $141.4M | $162.4M | 12.16% | +16.1K | 2026-03-31 |
| 2 | PACS | PACS GROUP INC | 2.75M | $88.5M | $126.7M | 9.49% | +606.4K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 1.01M | $68.4M | $76.3M | 5.71% | +82.8K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 100.3K | $65.2M | $74.9M | 5.61% | -488 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 613.8K | $55.6M | $60.3M | 4.52% | +62.7K | 2026-03-31 |
| 6 | BND | VANGUARD BD INDEX FDS | 673.0K | $49.6M | $48.6M | 3.64% | +68.4K | 2026-03-31 |
| 7 | ESGV | VANGUARD WORLD FD | 364.6K | $40.9M | $48.1M | 3.60% | +42.2K | 2026-03-31 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 56 | $40.2M | $40.2M | 3.01% | -- | 2026-03-31 |
| 9 | DBEF | DBX ETF TR | 763.5K | $37.7M | $42.0M | 3.14% | +9.0K | 2026-03-31 |
| 10 | PULS | PGIM ETF TR | 675.3K | $33.4M | $33.5M | 2.50% | -85,562 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 83.6K | $30.9M | $38.8M | 2.91% | +24.0K | 2026-03-31 |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | 50.1K | $30.9M | $34.4M | 2.58% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 105.1K | $26.7M | $32.5M | 2.43% | +2.3K | 2026-03-31 |
| 14 | MUB | ISHARES TR | 235.3K | $25.0M | $24.9M | 1.86% | +19.5K | 2026-03-31 |
| 15 | VB | VANGUARD INDEX FDS | 85.5K | $22.4M | $25.2M | 1.89% | -- | 2026-03-31 |
| 16 | IJR | ISHARES TR | 173.8K | $21.6M | $25.3M | 1.89% | +26.0K | 2026-03-31 |
| 17 | CVX | CHEVRON CORPORATION | 104.2K | $21.6M | $20.5M | 1.54% | -10,156 | 2026-03-31 |
| 18 | IWM | ISHARES TR | 71.1K | $17.6M | $20.7M | 1.55% | -384 | 2026-03-31 |
| 19 | MEAR | ISHARES U S ETF TR | 307.4K | $15.5M | $15.4M | 1.16% | -- | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 53.1K | $15.2M | $18.9M | 1.42% | -64 | 2026-03-31 |
| 21 | VGT | VANGUARD WORLD FD | 20.6K | $14.3M | $18.6M | 1.39% | -- | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 25.6K | $12.3M | $12.3M | 0.92% | +216 | 2026-03-31 |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | 179.7K | $11.5M | $12.3M | 0.92% | +28.4K | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 19.0K | $11.0M | $13.1M | 0.98% | -347 | 2026-03-31 |
| 25 | VSGX | VANGUARD WORLD FD | 132.9K | $9.5M | $10.6M | 0.80% | -7,327 | 2026-03-31 |
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