1y return+21.6%S&P 500 +20.9%
3y return+62.2%S&P 500 +68.5%
5y return+51.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $169 against $280 in the S&P 500.2
Crewe Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $161.0M | 11.7% | |
| PACSPacs Group Inc | $141.0M | 10.2% | +20.1% |
| IJHIshares Tr | $80.4M | 5.8% | +2.9% |
| SPYState Str Spdr S&p 500 Etf T | $78.1M | 5.7% | +4.3% |
| IEFAIshares Tr | $63.8M | 4.6% | +7.6% |
| BNDVanguard Bd Index Fds | $50.8M | 3.7% | +2.8% |
| ESGVVanguard World Fd | $48.2M | 3.5% | |
| DBEFDbx Etf Tr | $42.5M | 3.1% | +2.0% |
| PULSPgim Etf Tr | $42.0M | 3.0% | +25.5% |
| BRK/ABerkshire Hathaway Inc Del | $41.2M | 3.0% | −1.8% |
| MDYState Str Spdr S&p Midcap 40 | $35.3M | 2.6% | |
| MSFTMicrosoft Corp | $32.7M | 2.4% | +4.8% |
| AAPLApple Inc | $29.6M | 2.1% | −2.5% |
| MUBIshares Tr | $27.6M | 2.0% | +8.9% |
| IJRIshares Tr | $26.8M | 1.9% | +3.8% |
| VBVanguard Index Fds | $25.9M | 1.9% | |
| AMDAdvanced Micro Devices Inc | $23.3M | 1.7% | +2.1% |
| IWMIshares Tr | $20.8M | 1.5% | −2.7% |
| VGTVanguard World Fd | $19.7M | 1.4% | |
| GOOGAlphabet Inc | $19.1M | 1.4% | +1.8% |
| CVXChevron Corporation | $17.5M | 1.3% | +1.3% |
| QQQInvesco Qqq Tr | $14.3M | 1.0% | +1.7% |
| BRK/BBerkshire Hathaway Inc Del | $13.4M | 1.0% | +4.9% |
| HELOJ P Morgan Exchange Traded F | $12.4M | 0.9% | +2.3% |
| VSGXVanguard World Fd | $10.9M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $23.3M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $14.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $13.4M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $8.2M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $78.1M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $5.9M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $4.8M |
| ESGVVanguard World Fd | June 30, 2020 | +134.5% | $48.2M |
| VGTVanguard World Fd | March 31, 2022 | +129.6% | $19.7M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $80.4M |
Sold off last quarter
- MEARIshares U S Etf Tr was $15.5M
- Exxon Mobil CorpCUSIP 30231G102 was $4.2M
- IDAIdacorp Inc was $1.5M
- Honeywell Intl IncCUSIP 438516106 was $340K
- IQDFFlexshares Tr was $276K
- WATTEnergous Corp was $141K
- MPLXMplx LP was $126K
- ATEXAnterix Inc was $115K
- IWOIshares Tr was $103K
- NDLSNoodles & Co was $94K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +8.2% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +9.4% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −2.8% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −7.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crewe Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730033&type=13F-HR&dateb=&owner=include&count=40CIK 1730033
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730033/000173003326000003/Filed July 24, 2026 · accession 0001730033-26-000003