Crewe Advisors LLC holds a focused book of 1135 stocks worth $1.4B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +29% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730033/holdings"
Use Arkolith to show Crewe Advisors LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Crewe Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Crewe Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 80 / 80 | $3.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $542.5B |
| UBS Group AG | 79 / 80 | $170.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $111.5B |
| Creative Planning | 79 / 80 | $72.5B |
| Cetera Investment Advisers | 79 / 80 | $29.2B |
| Parallel Advisors, LLC | 79 / 80 | $2.5B |
| IFP Advisors, Inc | 79 / 80 | $1.6B |
Ranked by how many of Crewe Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 1,135 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 1,038 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 1,099 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 964 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 747 | $706.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 716 | $711.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 646 | $725.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 713 | $862.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.