account_balance
Investment manager · 13F filer · SEC CIK 1730033
Crewe Advisors LLC
Reported value$1.38Bas of Jun 30, 2026
Positions1,135 175 new, 78 sold out
Top 10 weight54.3%IVV alone is 12%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.7%
PACSPacs Group Inc
10.2%Added +20%
IJHiShares Tr
5.8%Added +3%
SPYState STR SPDR S&P 500 ETF T
5.7%Added +4%
IEFAiShares Tr
4.6%Added +8%
BNDVanguard Bd Index FDS
3.7%Added +3%
ESGVVanguard World Fd
3.5%
DBEFDBX ETF Tr
3.1%
PULSPgim ETF Tr
3.0%Added +25%
Berkshire Hathaway Inc
3.0%
MDYState STR SPDR S&P Midcap 40
2.6%
MSFTMicrosoft Corp
2.4%Added +5%
IVViShares Tr
11.7%
PACSPacs Group Inc
10.2%Added +20%
IJH5.8%
SPY5.7%IEFAiShares Tr
4.6%Added +8%
BND3.7%
ESGV3.5%
DBEF3.1%
PULS3.0%
Berkshire Hathaway Inc3.0%
MDY2.6%MSFT2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.7% Held
PACS Pacs Group Inc 10.2% Added +20%IJH iShares Tr 5.8% Added +3%
SPY State STR SPDR S&P 500 ETF T 5.7% Added +4%IEFA iShares Tr 4.6% Added +8%
BND Vanguard Bd Index FDS 3.7% Added +3%
ESGV Vanguard World Fd 3.5% Held
DBEF DBX ETF Tr 3.1% Held
PULS Pgim ETF Tr 3.0% Added +25%
Berkshire Hathaway Inc 3.0% Held
MDY State STR SPDR S&P Midcap 40 2.6% HeldMSFT Microsoft Corp 2.4% Added +5%What changed