Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crewe Advisors LLC (CIK 1730033) reported $1.17B across 1,027 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($141.4M, 12.06%), PACS ($88.5M, 7.55%), IJH ($68.4M, 5.84%), SPY ($65.2M, 5.57%), IEFA ($55.6M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $141.4M | 12.06% | 216,422 | Added |
| 2 | PACS | PACS GROUP INC | $88.5M | 7.55% | 2.8M | Added |
| 3 | IJH | ISHARES TR | $68.4M | 5.84% | 1.0M | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $65.2M | 5.57% | 100,267 | Trimmed |
| 5 | IEFA | ISHARES TR | $55.6M | 4.74% | 613,832 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $49.6M | 4.23% | 672,981 | Added |
| 7 | ESGV | VANGUARD WORLD FD | $40.9M | 3.49% | 364,577 | Added |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $40.2M | 3.43% | 56 | Hold |
| 9 | DBEF | DBX ETF TR | $37.7M | 3.22% | 763,453 | Added |
| 10 | PULS | PGIM ETF TR | $33.4M | 2.85% | 675,334 | Trimmed |
| 11 | MDY | STATE STR SPDR S&P MIDCAP 40 | $30.9M | 2.64% | 50,125 | Hold |
| 12 | MSFT | MICROSOFT CORP | $30.9M | 2.64% | 83,595 | Added |
| 13 | AAPL | APPLE INC | $26.7M | 2.28% | 105,084 | Added |
| 14 | MUB | ISHARES TR | $25.0M | 2.13% | 235,253 | Added |
| 15 | VB | VANGUARD INDEX FDS | $22.4M | 1.91% | 85,513 | Hold |
| 16 | IJR | ISHARES TR | $21.6M | 1.84% | 173,848 | Added |
| 17 | CVX | CHEVRON CORPORATION | $21.6M | 1.84% | 104,185 | Trimmed |
| 18 | IWM | ISHARES TR | $17.6M | 1.50% | 71,080 | Trimmed |
| 19 | MEAR | ISHARES U S ETF TR | $15.5M | 1.32% | 307,365 | New |
| 20 | GOOG | ALPHABET INC | $15.2M | 1.30% | 53,101 | Trimmed |
| 21 | VGT | VANGUARD WORLD FD | $14.3M | 1.22% | 20,552 | Hold |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.3M | 1.05% | 25,601 | Added |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $11.5M | 0.98% | 179,671 | Added |
| 24 | QQQ | INVESCO QQQ TR | $11.0M | 0.94% | 19,047 | Trimmed |
| 25 | VSGX | VANGUARD WORLD FD | $9.5M | 0.81% | 132,896 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31