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Crewe Advisors LLC - Portfolio Stock Holdings

Crewe Advisors LLC disclosed 1168 stock positions in a recent SEC 13F filing. $1,145,670,719 of stock holdings were filed, with the largest holdings including IVV, PACS, and IJH. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.

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:

March 31, 2026

No. of Stocks:

1168

Est. Stock Holding Value:

$1,145,670,719

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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