account_balance

Investment manager · 13F filer · SEC CIK 2052279

Crews Bank & Trust

Reported value$766Mas of Jun 30, 2026
Positions662 51 new, 62 sold out
Top 10 weight49.3%SPYM alone is 14%
FiledJul 1616 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM State Street SPDR Port S&P 500 Large Cap ETF 13.6% Added +3%
VIG Vanguard Dividend Appreciation ETF 5.6% Added +4%
SLQD iShares 0-5 Year Investment Grade ETF 5.2% Added +4%
VYM Vanguard High Dividend Yield ETF 5.1% Held
VUG Vanguard Growth ETF 4.8% Added +526%
SPIB State Street SPDR Intermediate Corp Bond ETF 3.5% Added +3%
SPSM State Street SPDR Port S&P 600 Small Cap ETF 3.4% Trimmed −6%
SPMD State Street SPDR Port S&P 400 Mid Cap ETF 2.8% Trimmed −3%
AAPL Apple Inc 2.7% Held
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2.6% Held
RSP Invesco S&P 500 Equal Weight ETF 2.3% Added +2%
EUSA iShares MSCI USA Equal Weighted ETF 2.1% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 16, 2026, compared with the May 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • VUG +526%
  • HDV +390%
  • MGC +17%
  • FLOT +12%
arrow_downwardTrimmed
  • AMD −23%
  • VYMI −21%
  • IBDV −7%
  • SPSM −6%
remove_circleSold out
  • HONZZZZ $1.73M
  • WDIV $142K
  • RDIV $125K
  • DLS $99.4K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast