Crewe Advisors LLC
1,055 holdingsFiling period: 2026-06-30Current AUM: $1.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 214.9K | $161.0M | $166.0M | 11.76% | -1,474 | 2026-06-30 |
| 2 | PACS | Pacs Group Inc | 3.31M | $141.0M | $157.8M | 11.18% | +553.0K | 2026-06-30 |
| 3 | IJH | iShares TR | 1.04M | $80.4M | $76.2M | 5.40% | +29.6K | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 104.6K | $78.1M | $80.4M | 5.70% | +4.3K | 2026-06-30 |
| 5 | IEFA | iShares TR | 660.2K | $63.8M | $63.8M | 4.52% | +46.4K | 2026-06-30 |
| 6 | BND | Vanguard BD Index Fds | 691.7K | $50.8M | $48.9M | 3.47% | +18.7K | 2026-06-30 |
| 7 | ESGV | Vanguard World FD | 364.7K | $48.2M | $49.5M | 3.51% | +79 | 2026-06-30 |
| 8 | DBEF | Dbx ETF TR | 778.7K | $42.5M | $42.7M | 3.03% | +15.2K | 2026-06-30 |
| 9 | PULS | Pgim ETF TR | 847.3K | $42.0M | $42.0M | 2.97% | +172.0K | 2026-06-30 |
| 10 | BRK-A | Berkshire Hathaway Inc Del | 55 | $41.2M | $41.2M | 2.92% | -1 | 2026-06-30 |
| 11 | MDY | State Str Spdr S&P Midcap 40 | 50.1K | $35.3M | $33.4M | 2.37% | -1 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 87.6K | $32.7M | $46.6M | 3.30% | +4.0K | 2026-06-30 |
| 13 | AAPL | Apple Inc | 102.4K | $29.6M | $34.8M | 2.46% | -2,666 | 2026-06-30 |
| 14 | MUB | iShares TR | 256.1K | $27.6M | $26.2M | 1.86% | +20.8K | 2026-06-30 |
| 15 | IJR | iShares TR | 180.4K | $26.8M | $24.8M | 1.76% | +6.5K | 2026-06-30 |
| 16 | VB | Vanguard Index Fds | 85.5K | $25.9M | $24.6M | 1.74% | -- | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 40.2K | $23.3M | $21.5M | 1.52% | +810 | 2026-06-30 |
| 18 | IWM | iShares TR | 69.2K | $20.8M | $19.1M | 1.35% | -1,901 | 2026-06-30 |
| 19 | VGT | Vanguard World FD | 164.4K | $19.7M | $19.8M | 1.40% | +143.9K | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 54.0K | $19.1M | $18.2M | 1.29% | +937 | 2026-06-30 |
| 21 | CVX | Chevron Corporation | 105.6K | $17.5M | $23.8M | 1.69% | +1.4K | 2026-06-30 |
| 22 | QQQ | Invesco Qqq TR | 19.4K | $14.3M | $13.9M | 0.98% | +328 | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 26.9K | $13.4M | $13.4M | 0.95% | +1.3K | 2026-06-30 |
| 24 | HELO | J P Morgan Exchange Traded F | 183.8K | $12.4M | $12.8M | 0.91% | +4.1K | 2026-06-30 |
| 25 | VSGX | Vanguard World FD | 132.9K | $10.9M | $10.5M | 0.75% | -5 | 2026-06-30 |
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