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Crewe Advisors LLC - Portfolio Stock Holdings

Crewe Advisors LLC disclosed 1205 stock positions in a recent SEC 13F filing. $1,380,014,561 of stock holdings were filed, with the largest holdings including IVV, PACS, and IJH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,050,592,310 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1205

Est. Stock Holding Value:

$1,380,014,561

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Crewe Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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