Crewe Advisors LLC: 13F holdings
CIK 17300332026Q2
| Positions | 1,135 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 1,135 (+97 vs prior quarter) |
|---|
| Reported value | $1.4bn (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 214,948 | $161.0m | 11.7% |
| PACS PACS GROUP INC | 3,307,188 | $141.0m | 10.2% |
| IJH ISHARES TR | 1,043,164 | $80.4m | 5.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 104,579 | $78.1m | 5.7% |
| IEFA ISHARES TR | 660,188 | $63.8m | 4.6% |
| BND VANGUARD BD INDEX FDS | 691,686 | $50.8m | 3.7% |
| ESGV VANGUARD WORLD FD | 364,656 | $48.2m | 3.5% |
| DBEF DBX ETF TR | 778,666 | $42.5m | 3.1% |
| PULS PGIM ETF TR | 847,303 | $42.0m | 3.0% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 55 | $41.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730033")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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