Crewe Advisors LLC
1,139 holdingsFiling period: 2026-06-30Current AUM: $1.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 214.9K | $161.0M | $163.1M | 11.78% | -1,474 | 2026-06-30 |
| 2 | PACS | PACS GROUP INC | 3.31M | $141.0M | $139.2M | 10.05% | +553.0K | 2026-06-30 |
| 3 | IJH | ISHARES TR | 1.04M | $80.4M | $76.4M | 5.52% | +29.6K | 2026-06-30 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 104.6K | $78.1M | $79.2M | 5.72% | +4.3K | 2026-06-30 |
| 5 | IEFA | ISHARES TR | 660.2K | $63.8M | $64.9M | 4.69% | +46.4K | 2026-06-30 |
| 6 | BND | VANGUARD BD INDEX FDS | 691.7K | $50.8M | $49.2M | 3.55% | +18.7K | 2026-06-30 |
| 7 | ESGV | VANGUARD WORLD FD | 364.7K | $48.2M | $48.9M | 3.53% | +79 | 2026-06-30 |
| 8 | DBEF | DBX ETF TR | 778.7K | $42.5M | $42.5M | 3.07% | +15.2K | 2026-06-30 |
| 9 | PULS | PGIM ETF TR | 847.3K | $42.0M | $42.0M | 3.03% | +172.0K | 2026-06-30 |
| 10 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 55 | $41.2M | $41.2M | 2.97% | -1 | 2026-06-30 |
| 11 | MDY | STATE STR SPDR S&P MIDCAP 40 | 50.1K | $35.3M | $33.6M | 2.42% | -1 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 87.6K | $32.7M | $43.6M | 3.14% | +4.0K | 2026-06-30 |
| 13 | AAPL | APPLE INC | 102.4K | $29.6M | $33.9M | 2.45% | -2,666 | 2026-06-30 |
| 14 | MUB | ISHARES TR | 256.1K | $27.6M | $26.3M | 1.90% | +20.8K | 2026-06-30 |
| 15 | IJR | ISHARES TR | 180.4K | $26.8M | $25.3M | 1.82% | +6.5K | 2026-06-30 |
| 16 | VB | VANGUARD INDEX FDS | 85.5K | $25.9M | $24.9M | 1.80% | -- | 2026-06-30 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | 40.2K | $23.3M | $20.3M | 1.46% | +810 | 2026-06-30 |
| 18 | IWM | ISHARES TR | 69.2K | $20.8M | $19.7M | 1.42% | -1,901 | 2026-06-30 |
| 19 | VGT | VANGUARD WORLD FD | 164.4K | $19.7M | $19.5M | 1.41% | +143.9K | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 54.0K | $19.1M | $18.4M | 1.33% | +937 | 2026-06-30 |
| 21 | CVX | CHEVRON CORPORATION | 105.6K | $17.5M | $23.0M | 1.66% | +1.4K | 2026-06-30 |
| 22 | QQQ | INVESCO QQQ TR | 19.4K | $14.3M | $13.6M | 0.99% | +328 | 2026-06-30 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 26.9K | $13.4M | $13.4M | 0.97% | +1.3K | 2026-06-30 |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | 183.8K | $12.4M | $12.6M | 0.91% | +4.1K | 2026-06-30 |
| 25 | VSGX | VANGUARD WORLD FD | 132.9K | $10.9M | $10.8M | 0.78% | -5 | 2026-06-30 |
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