Crewe Advisors LLC holds a focused book of 1135 reported positions worth $1.4B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 6 new listings in the book), a listing rather than a purchase; they opened Hertz Global Hldgs Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Crewe Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 13 / 80 | $4.4B |
| BlueSpruce Investments, LP | 11 / 80 | $643.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $449.3M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 29 / 80 | $1.0B |
| Prospect Hill Management, LLC | 10 / 80 | $243.7M |
| Mirae Asset Global Investments Co., Ltd. | 57 / 80 | $280.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Crewe Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $161.0M | 214.9K | 11.7% | ▼−0.7% Reduced · −1K sh | |
| 2 | Pacs Group Inc COM SHS | $141.0M | 3.31M | 10.2% | ▲+20% Added · +553K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $80.4M | 1.04M | 5.8% | ▲+2.9% Added · +30K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $78.1M | 104.6K | 5.7% | ▲+4.3% Added · +4K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $63.8M | 660.2K | 4.6% | ▲+7.5% Added · +46K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $50.8M | 691.7K | 3.7% | ▲+2.8% Added · +19K sh | |
| 7 | Vanguard World FD ESG US STK ETF | $48.2M | 364.7K | 3.5% | ▲~0% Added · +79 sh | |
| 8 | DBX ETF TR XTRACK MSCI EAFE | $42.5M | 778.7K | 3.1% | ▲+2.0% Added · +15K sh | |
| 9 | Pgim ETF TR PGIM ULTRA SH BD | $42.0M | 847.3K | 3.0% | ▲+25% Added · +172K sh | |
| 10 | Berkshire Hathaway Inc Del CL A | $41.2M | 55 | 3.0% | ▼−1.8% Reduced · −1 sh | |
| 11 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $35.3M | 50.1K | 2.6% | ▼~0% Reduced · −1 sh | |
| 12 | Microsoft Corp COM | $32.7M | 87.6K | 2.4% | ▲+4.8% Added · +4K sh | |
| 13 | Apple Inc COM | $29.6M | 102.4K | 2.1% | ▼−2.5% Reduced · −3K sh | |
| 14 | Ishares TR NATIONAL MUN ETF | $27.6M | 256.1K | 2.0% | ▲+8.8% Added · +21K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $26.8M | 180.4K | 1.9% | ▲+3.8% Added · +7K sh | |
| 16 | Vanguard Index FDS SMALL CP ETF | $25.9M | 85.5K | 1.9% | —Held | |
| 17 | Advanced Micro Devices Inc COM | $23.3M | 40.2K | 1.7% | ▲+2.0% Added · +810 sh | |
| 18 | Ishares TR RUSSELL 2000 ETF | $20.8M | 69.2K | 1.5% | ▼−2.7% Reduced · −2K sh | |
| 19 | Vanguard World FD INF TECH ETF | $19.7M | 164.4K | 1.4% | ▲+700% Added · +144K sh | |
| 20 | Alphabet Inc CAP STK CL C | $19.1M | 54.0K | 1.4% | ▲+1.8% Added · +937 sh | |
| 21 | Chevron Corporation COM | $17.5M | 105.6K | 1.3% | ▲+1.3% Added · +1K sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $14.3M | 19.4K | 1.0% | ▲+1.7% Added · +328 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $13.4M | 26.9K | 1.0% | ▲+4.9% Added · +1K sh | |
| 24 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $12.4M | 183.8K | 0.9% | ▲+2.3% Added · +4K sh | |
| 25 | Vanguard World FD ESG INTL STK ETF | $10.9M | 132.9K | 0.8% | ▼~0% Reduced · −5 sh | |
| 26 | Ishares TR MSCI EAFE ETF | $8.7M | 84.0K | 0.6% | ▼−1.1% Reduced · −952 sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $8.7M | 105.4K | 0.6% | ▲+2.1% Added · +2K sh | |
| 28 | Hertz Global Hldgs Inc COM NEW | $8.6M | 3.79M | 0.6% | ▲New New position | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $8.2M | 11.9K | 0.6% | ▲+1.0% Added · +122 sh | |
| 30 | Nvidia Corporation COM | $8.0M | 40.2K | 0.6% | ▲+13% Added · +5K sh | |
| 31 | Alphabet Inc CAP STK CL A | $7.8M | 21.8K | 0.6% | ▲+5.1% Added · +1K sh | |
| 32 | Vanguard Scottsdale FDS INT-TERM CORP | $7.7M | 93.7K | 0.6% | ▲+0.6% Added · +557 sh | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.2M | 121.1K | 0.5% | ▲+1.6% Added · +2K sh | |
| 34 | Amazon Com Inc COM | $7.0M | 29.6K | 0.5% | ▲+4.7% Added · +1K sh | |
| 35 | Visa Inc COM CL A | $6.1M | 17.9K | 0.4% | ▲+3.6% Added · +618 sh | |
| 36 | Tesla Inc COM | $5.9M | 14.0K | 0.4% | ▲+3.4% Added · +459 sh | |
| 37 | Vanguard Index FDS REAL ESTATE ETF | $5.7M | 58.8K | 0.4% | ▲+0.1% Added · +38 sh | |
| 38 | Janus Detroit STR TR HENDRSON AAA CL | $5.3M | 105.3K | 0.4% | ▲+51% Added · +36K sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $4.8M | 13.0K | 0.3% | ▼−15% Reduced · −2K sh | |
| 40 | JPMorgan Chase & Co COM | $4.3M | 13.0K | 0.3% | ▲+2.5% Added · +313 sh | |
| 41 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.1M | 80.5K | 0.3% | ▲+29% Added · +18K sh | |
| 42 | Eqt Corp COM | $4.0M | 75.2K | 0.3% | ▲+0.1% Added · +68 sh | |
| 43 | Meta Platforms Inc CL A | $3.8M | 6.7K | 0.3% | ▲+9.1% Added · +557 sh | |
| 44 | Schwab Strategic TR US DIVIDEND EQ | $3.4M | 108.0K | 0.2% | ▲+4.4% Added · +5K sh | |
| 45 | Ishares TR EAFE SML CP ETF | $3.3M | 39.6K | 0.2% | ▲+4.0% Added · +2K sh | |
| 46 | Arista Networks Inc COM SHS | $3.2M | 18.9K | 0.2% | ▲+2.6% Added · +483 sh | |
| 47 | Netflix Inc. COM | $3.2M | 44.5K | 0.2% | ▲+2.4% Added · +1K sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $3.1M | 24.7K | 0.2% | ▲+271% Added · +18K sh | |
| 49 | Expand Energy Corporation COM | $3.0M | 33.1K | 0.2% | —Held | |
| 50 | Broadcom Inc COM | $2.9M | 7.7K | 0.2% | ▲+16% Added · +1K sh |
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Use Arkolith to show Crewe Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 1,135 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 1,038 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 1,099 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 964 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 747 | $706.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 716 | $711.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 646 | $725.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 713 | $862.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.