Crewe Advisors LLC

Q2 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
1,135
Total value ($000)
$1,380,329
Net value change ($000)
+208,593 (17.8%)
New positions
175
Sold out positions
78
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PACS 52,554 59.4%
IVV 19,604 13.9%
AMD 15,329 191.4%
SPY 12,889 19.8%
IJH 11,994 17.5%
HTZ 8,594 NEW
PULS 8,557 25.6%
IEFA 8,191 14.7%
ESGV 7,291 17.8%
VGT 5,311 37.0%
Top Reduces (Value $000, Stocks/ETFs)
MEAR -15,473 -100.0%
XOM -4,201 -100.0%
CVX -4,059 -18.8%
ORCL -1,521 -56.7%
IDA -1,483 -100.0%
NFLX -1,000 -23.9%
EQT -784 -16.4%
RGLD -685 -21.6%
EXE -616 -16.9%
DMAX -446 -22.2%
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