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Latest Crewe Advisors LLC Stock Portfolio

$1.38Billion | No. of Holdings #1133

Crewe Advisors LLC Performance

2026 Q2+6.95%
YTD+3.42%
2025+13.62%

About Crewe Advisors LLC and 13F Hedge Fund Stock Holdings

Crewe Advisors LLC is a hedge fund based in Salt Lake City, UT. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crewe Advisors LLC reported an equity portfolio of $1.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Crewe Advisors LLC are IJR, , IJR. The fund has invested 11.7% of it's portfolio in ISHARES TR and 10.2% of portfolio in PACS GROUP INC. <br><br> The fund managers got completely rid off ISHARES U S ETF TR (CCRV), EXXON MOBIL CORP (XOM) and IDACORP INC (IDA) stocks. They significantly reduced their stock positions in LAUDER ESTEE COS INC (EL), STARWOOD PPTY TR INC (STWD) and AZENTA INC (AZTA). Crewe Advisors LLC opened new stock positions in HERTZ GLOBAL HLDGS INC (HTZ), ISHARES TR (AMPS) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to APA CORPORATION (APA), VANGUARD STAR FDS (VXUS) and NUTANIX INC (NTNX).
Crewe Advisors LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$1.38Billion
  as of Jul 24, 2026

Crewe Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crewe Advisors LLC made a return of 6.95% in the last quarter. In trailing 12 months, it's portfolio return was 14.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
hertz global hldgs inc8,593,650
ishares tr1,329,850
spdr series trust775,916
space exploration techn corp335,057
franklin templeton etf tr240,567
harbor etf trust230,906
lifeway foods inc208,880
goldman sachs etf tr197,228
New stocks bought by Crewe Advisors LLC

Additions

Ticker% Inc.
vanguard star fds4,550
nutanix inc2,531
western digital corp2,003
paypal hldgs inc1,970
global x fds1,787
m & t bk corp1,575
invesco exch traded fd tr ii1,235
automatic data processing in1,200
Additions to existing portfolio by Crewe Advisors LLC

Reductions

Ticker% Reduced
blue owl capital corporation-78.31
oracle corp-56.5
american intl group inc-31.88
ishares tr-27.72
john hancock exchange traded-25.6
direxion shares etf trust-25.53
ishares tr-24.37
ishares tr-23.03
Crewe Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Crewe Advisors LLC

Sector Distribution

Crewe Advisors LLC has about 80.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Energy
  • Industrials
  • Consumer Cyclical
Sector%
Others80.1
Technology8.7
Communication Services2.6
Financial Services1.9
Energy1.8
Industrials1.4
Consumer Cyclical1.4

Market Cap. Distribution

Crewe Advisors LLC has about 18.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.1
MEGA-CAP14.8
LARGE-CAP3.5

Stocks belong to which Index?

About 17.6% of the stocks held by Crewe Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others81.8
S&P 50017.6
Top 5 Winners (%)%
FCEL
fuelcell energy inc
445.0 %
DRN
direxion shares etf trust
398.4 %
INTC
intel corp
214.0 %
CLOV
clover health investments co
197.6 %
MU
micron technology inc
195.9 %
Top 5 Winners ($)$
pacs group inc
31.9 M
IJR
ishares tr
20.6 M
AMD
advanced micro devices inc
15.0 M
SPY
state str spdr s&p 500 etf t
9.9 M
IJR
ishares tr
9.9 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.5 %
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.0 %
CVNA
carvana co
-69.2 %
VB
vanguard index fds
-61.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-53.5 M
IJR
ishares tr
-4.7 M
CVX
chevron corporation
-4.3 M
VB
vanguard index fds
-2.7 M
VB
vanguard index fds
-1.7 M

Crewe Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Crewe Advisors LLC

Crewe Advisors LLC has 1133 stocks in it's portfolio. About 54.3% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. was the most profitable stock for Crewe Advisors LLC last quarter.

$1.37BTotal Value
500Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Crewe Advisors LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
2%256,075
$27.56M
2%
increased 8.85 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.24%39,586
$3.26M
0.24%
increased 4.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.18%23,393
$2.49M
0.18%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.15%67,621
$2.06M
0.15%
increased 4.69 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.06%9,348
$901.5K
0.06%
increased 10.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.04%4,319
$507.3K
0.04%
increased 0.93 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.02%2,111
$331.4K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.01%2,050
$163.9K
0.01%
increased 1.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.01%744
$114.8K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Crewe Advisors LLC's holding in Ishares Tr over time
0.01%1,186
$112.1K
0.01%
increased 1.02 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Crewe Advisors LLC's holding in Etf Ser Solutions over time
0%400
$38.0K
0%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Crewe Advisors LLC's holding in Dbx Etf Tr over time
3.08%778,666
$42.54M
3.08%
increased 1.99 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Crewe Advisors LLC's holding in Ishares Tr over time
0.18%33,384
$2.53M
0.18%
increased 7.34 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Crewe Advisors LLC's holding in Ishares Tr over time
0%891
$67.0K
0%
unchanged 0 percentunchanged