Crewe Advisors LLC
Long book
$1.17B
Q1 2026
Positions
1038
Top-10 weight
53%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsCrewe Advisors LLC is a wealth-management firm allocating client money, running a $1.17B US long book across 1038 positions.
The portfolio is concentrated: the top 10 names carry 53% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, PACS GROUP INC, ISHARES CORE S&P MIDCAP ETF, SS SPDR S&P 500 ETF TRUST-US, ISHARES CORE MSCI EAFE ETF.
Over the last 9 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+8.6%
Q3 2024
-1.5%
Q4 2024
-2.9%
Q1 2025
+8.7%
Q2 2025
+7.1%
Q3 2025
+5.1%
Q4 2025
-3.1%
Q1 2026
+13.9%
Sector allocation
Technology 31%
Healthcare 26%
Financials 19%
Energy 9%
Consumer discretionary 4%
Services media 4%
Industrials 4%
Utilities 1%
Long book by quarter
What does Crewe Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PACS PACS GROUP INC | Healthcare | 2.8M | $88.5M | 7.5% | +28.2% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 56 | $40.2M | 3.4% | Held |
| MSFT MICROSOFT CORP | Technology | 83.6K | $30.9M | 2.6% | +40.4% |
| AAPL APPLE INC | Technology | 105.1K | $26.7M | 2.3% | +2.3% |
| CVX CHEVRON CORP | Energy | 104.2K | $21.6M | 1.8% | -8.9% |
| GOOG ALPHABET INC-CL C | Technology | 53.1K | $15.2M | 1.3% | -0.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 25.6K | $12.3M | 1.0% | +0.9% |
| AMD ADVANCED MICRO DEVICES | Technology | 39.4K | $8.0M | 0.7% | +0.7% |
| NVDA NVIDIA CORP | Technology | 35.7K | $6.2M | 0.5% | +1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 20.7K | $6.0M | 0.5% | -26.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 28.2K | $5.9M | 0.5% | +9.0% |
| V VISA INC-CLASS A SHARES | Services media | 17.2K | $5.2M | 0.4% | +0.6% |
| TSLA TESLA INC | Industrials | 13.6K | $5.0M | 0.4% | -65.5% |
| EQT EQT CORP | Energy | 75.1K | $4.8M | 0.4% | 0.0% |
| XOM EXXON MOBIL CORP | Energy | 24.8K | $4.2M | 0.4% | +7.1% |
| NFLX NETFLIX INC | Services media | 43.4K | $4.2M | 0.4% | +1.3% |
| JPM JPMORGAN CHASE & CO | Financials | 12.7K | $3.7M | 0.3% | +1.0% |
| EXE EXPAND ENERGY CORP | Energy | 33.1K | $3.6M | 0.3% | +251.3% |
| META META PLATFORMS INC-CLASS A | Technology | 6.1K | $3.5M | 0.3% | +3.6% |
| RGLD ROYAL GOLD INC | Financials | 12.5K | $3.2M | 0.3% | Held |
| ORCL ORACLE CORP | Technology | 18.2K | $2.7M | 0.2% | +184.1% |
| ANET ARISTA NETWORKS INC | Technology | 18.4K | $2.3M | 0.2% | +0.5% |
| AVGO BROADCOM INC | Technology | 6.6K | $2.1M | 0.2% | +3.4% |
| MCO MOODY'S CORP | Services media | 4.6K | $2.0M | 0.2% | -9.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.9K | $1.9M | 0.2% | +4.3% |
| MA MASTERCARD INC - A | Services media | 3.4K | $1.7M | 0.1% | +1.4% |
| AXP AMERICAN EXPRESS CO | Financials | 5.7K | $1.7M | 0.1% | +0.6% |
| IDA IDACORP INC | Utilities | 10.4K | $1.5M | 0.1% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 8.1K | $1.3M | 0.1% | -39.4% |
| MRK MERCK & CO. INC. | Healthcare | 9.8K | $1.2M | 0.1% | +1.5% |
| RWAY RUNWAY GROWTH FINANCE CORP | — | 172.0K | $1.2M | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 8.1K | $1.2M | 0.1% | +1.7% |
| CAT CATERPILLAR INC | Industrials | 1.6K | $1.2M | 0.1% | +1.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.7K | $1.1M | 0.1% | +0.3% |
| WMT WALMART INC | Consumer discretionary | 8.8K | $1.1M | 0.1% | +1.4% |
| APH AMPHENOL CORP-CL A | Technology | 8.6K | $1.1M | 0.1% | +1.8% |
| GSAT GLOBALSTAR INC | Communications | 16.3K | $1.1M | 0.1% | Held |
| RTX RTX CORP | Industrials | 5.5K | $1.1M | 0.1% | -2.1% |
| SHOP SHOPIFY INC - CLASS A | Technology | 8.6K | $1.0M | 0.1% | -0.5% |
| BAC BANK OF AMERICA CORP | Financials | 20.0K | $973K | 0.1% | +1.5% |
| AMAT APPLIED MATERIALS INC | Technology | 2.8K | $952K | 0.1% | +4.7% |
| AN AUTONATION INC | Consumer discretionary | 4.8K | $930K | 0.1% | Held |
| GE GENERAL ELECTRIC | Industrials | 2.9K | $812K | 0.1% | +2.8% |
| LLY ELI LILLY & CO | Healthcare | 882 | $811K | 0.1% | +4.0% |
| BX BLACKSTONE INC | Financials | 6.9K | $796K | 0.1% | +4.5% |
| SU SUNCOR ENERGY INC | Energy | 11.9K | $787K | 0.1% | Held |
| INTC INTEL CORP | Technology | 16.4K | $725K | 0.1% | +0.4% |
| MLM MARTIN MARIETTA MATERIALS | Materials | 1.2K | $722K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 1038 | $1.17B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 1099 | $1.13B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 964 | $1.05B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 747 | $706.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 716 | $711.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 646 | $725.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 713 | $862.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 936 | $892.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 928 | $858.1M | canonical | SEC ↗ |