Crewe Advisors LLC

Q1 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
1,038
Total value ($000)
$1,171,736
Net value change ($000)
+42,864 (3.8%)
New positions
77
Sold out positions
139
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MEAR 15,473 NEW
IJH 7,017 11.4%
IEFA 6,268 12.7%
PACS 6,009 7.3%
BND 4,779 10.7%
IVV 4,147 3.0%
CVX 4,129 23.7%
IJR 3,837 21.6%
JAAA 2,960 537.2%
IEMG 2,626 57.4%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -12,632 -71.5%
PULS -4,304 -11.4%
SPY -3,499 -5.1%
GOOGL -2,808 -32.0%
BRK-B -2,053 -4.9%
GOOGL -1,450 -8.7%
AAPL -1,267 -4.5%
VGT -1,152 -7.4%
QQQ -920 -7.7%
V -800 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type