Crewe Advisors
Crewe Advisors reported 1,135 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are IVV (11.7%), PACS (10.2%) and IJH (5.8%). Compared with Q1 2026, the fund opened new positions in HTZ and FLOT, added to PACS, IJH and SPY, trimmed IVV, BRK.A and AAPL and sold out of MEAR, XOM and IDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $161M | 11.7% | 215K | −1,474 (−1%) | 7 of 8 | |
| 2 |  PACS Pacs Group Inc | $141M | 10.2% | 3.3M | +553K (+20%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $80.4M | 5.8% | 1M | +30K (+3%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $78.1M | 5.7% | 105K | +4,312 (+4%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $63.8M | 4.6% | 660K | +46K (+8%) | 8 of 8 | |
| 6 |  BND Vanguard BD Index Fds | $50.8M | 3.7% | 692K | +19K (+3%) | 6 of 8 | |
| 7 |  ESGV Vanguard Esg US Stock | $48.2M | 3.5% | 365K | No change | 8 of 8 | |
| 8 |  DBEF Dbx ETF TR | $42.5M | 3.1% | 779K | +15K (+2%) | 8 of 8 | |
| 9 |  PULS Pgim ETF TR | $42M | 3.0% | 847K | +172K (+25%) | 8 of 8 | |
| 10 |  BRK.A Berkshire Hathaway Inc Dclass A | $41.2M | 3.0% | 55 | −1 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MEAR Ishs Shrt Matry Muni Bndactv ETF | $15.5M | 307K |
 XOM Exxon Mobil Corp | $4.2M | 25K |
 IDA Idacorp Inc | $1.5M | 10K |
HONEYWELL INTL INC | $340K | 1,503 |
 IQDF Flexshares TR | $276K | 8,707 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Crewe Advisors 13F FAQ
What does Crewe Advisors own?
Crewe Advisors reported 1,135 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are IVV (11.7%), PACS (10.2%) and IJH (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Crewe Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 175 new positions, 491 added to, 120 trimmed and 78 sold out. New positions include HTZ and FLOT. It sold all of MEAR, XOM and IDA.
When will Crewe Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Crewe Advisors's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.