AI Portfolio Summary
In 2026 Q1, Crewe Advisors LLC maintained a portfolio of 1176 distinct positions. The most significant new addition to the portfolio was ISHARES U S ETF TR, which now represents 1.32% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 8.0%. The fund also reduced its exposure to TESLA INC by 65.5%.
Total Positions
1176
Quarter
2026 Q1
Top Holding
IVV (12.1%)
Top 10 Concentration
53.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1176
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 12.06% | 12.16% |
#1
Prev: #1
|
8.0 | 16,080 | 8.0% |
P
S
|
216,422 | $141,368,805 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PACS
PACS GROUP INC
|
Healthcare | 7.55% | 7.30% |
#2
Prev: #2
|
7.0 | 606,364 | 28.2% |
P
S
|
2,754,179 | $88,464,230 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IJH
ISHARES TR
|
ETF | 5.84% | 5.44% |
#3
1
Prev: #4
|
5.3 | 82,824 | 8.9% |
P
S
|
1,013,534 | $68,443,976 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 5.57% | 6.09% |
#4
1
Prev: #3
|
3.2 | -488 | -0.5% |
P
S
|
100,267 | $65,207,955 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEFA
ISHARES TR
|
ETF | 4.74% | 4.37% |
#5
Prev: #5
|
4.4 | 62,723 | 11.4% |
P
S
|
613,832 | $55,570,229 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 4.23% | 3.97% |
#6
Prev: #6
|
3.7 | 68,432 | 11.3% |
P
S
|
672,981 | $49,558,304 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 3.49% | 3.45% |
#7
1
Prev: #8
|
3.4 | 42,169 | 13.1% |
P
S
|
364,577 | $40,931,115 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.43% | 3.74% |
#8
1
Prev: #7
|
2.4 | no change | no change |
P
S
|
56 | $40,215,840 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DBEF
DBX ETF TR
|
ETF | 3.22% | 3.22% |
#9
1
Prev: #10
|
1.8 | 9,040 | 1.2% |
P
S
|
763,453 | $37,714,558 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PULS
PGIM ETF TR
|
ETF | 2.85% | 3.34% |
#10
1
Prev: #9
|
1.6 | -85,562 | -11.2% |
P
S
|
675,334 | $33,429,010 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.64% | 2.55% |
#11
1
Prev: #12
|
3.6 | 24,042 | 40.4% |
P
S
|
83,595 | $30,944,228 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 2.64% | 2.68% |
#12
1
Prev: #11
|
2.1 | no change | no change |
P
S
|
50,125 | $30,915,364 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.28% | 2.47% |
#13
Prev: #13
|
1.4 | 2,327 | 2.3% |
P
S
|
105,084 | $26,669,222 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MUB
ISHARES TR
|
ETF | 2.13% | 2.05% |
#14
Prev: #14
|
2.9 | 19,531 | 9.1% |
P
S
|
235,253 | $24,972,106 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.91% | 1.95% |
#15
Prev: #15
|
1.8 | no change | no change |
P
S
|
85,513 | $22,397,565 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IJR
ISHARES TR
|
ETF | 1.84% | 1.57% |
#16
Prev: #16
|
2.7 | 25,952 | 17.5% |
P
S
|
173,848 | $21,610,991 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.84% | 1.54% |
#17
2
Prev: #19
|
1.2 | -10,156 | -8.9% |
P
S
|
104,185 | $21,555,937 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWM
ISHARES TR
|
ETF | 1.50% | 1.56% |
#18
Prev: #18
|
1.1 | -384 | -0.5% |
P
S
|
71,080 | $17,627,859 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MEAR
ISHARES U S ETF...
|
ETF | 1.32% | — |
#19
Prev: #—
|
4.0 | 307,365 | no change |
NEW
|
307,365 | $15,472,755 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.30% | 1.48% |
#20
Prev: #20
|
1.0 | -64 | -0.1% |
P
S
|
53,101 | $15,232,553 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.22% | 1.37% |
#21
Prev: #21
|
1.5 | no change | no change |
P
S
|
20,552 | $14,339,544 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.05% | 1.13% |
#22
Prev: #22
|
0.9 | 216 | 0.9% |
P
S
|
25,601 | $12,268,054 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HELO
J P MORGAN EXCH...
|
Unknown | 0.98% | 0.89% |
#23
1
Prev: #24
|
2.4 | 28,427 | 18.8% |
P
S
|
179,671 | $11,482,770 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.94% | 1.06% |
#24
1
Prev: #23
|
0.9 | -347 | -1.8% |
P
S
|
19,047 | $10,993,741 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.81% | 0.89% |
#25
Prev: #25
|
0.8 | -7,327 | -5.2% |
P
S
|
132,896 | $9,532,656 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFA
ISHARES TR
|
ETF | 0.70% | 0.72% |
#26
2
Prev: #28
|
0.8 | -45 | -0.1% |
P
S
|
84,977 | $8,253,783 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.68% | 0.74% |
#27
Prev: #27
|
0.8 | 259 | 0.7% |
P
S
|
39,362 | $8,007,412 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.66% | 0.69% |
#28
1
Prev: #29
|
0.8 | 138 | 0.1% |
P
S
|
93,118 | $7,705,543 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEMG
ISHARES INC
|
ETF | 0.61% | 0.41% |
#29
8
Prev: #37
|
3.2 | 35,173 | 51.7% |
P
S
|
103,225 | $7,199,933 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.60% | 0.64% |
#30
Prev: #30
|
0.7 | 172 | 1.5% |
P
S
|
11,754 | $7,023,571 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.55% | 0.45% |
#31
4
Prev: #35
|
2.7 | 23,739 | 24.9% |
P
S
|
119,211 | $6,443,361 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.53% | 0.58% |
#32
1
Prev: #31
|
0.7 | 364 | 1.0% |
P
S
|
35,666 | $6,220,119 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.51% | 0.78% |
#33
7
Prev: #26
|
0.2 | -7,286 | -26.0% |
P
S
|
20,729 | $5,960,807 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.50% | 0.53% |
#34
1
Prev: #33
|
2.2 | 2,331 | 9.0% |
P
S
|
28,228 | $5,879,086 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
V
VISA INC
|
Financial Services | 0.44% | 0.53% |
#35
3
Prev: #32
|
0.7 | 101 | 0.6% |
P
S
|
17,244 | $5,211,827 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.44% | 0.47% |
#36
2
Prev: #34
|
0.7 | -1,427 | -2.4% |
P
S
|
58,720 | $5,208,422 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.43% | 1.57% |
#37
20
Prev: #17
|
0.2 | -25,735 | -65.5% |
P
S
|
13,573 | $5,045,763 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.42% | 0.43% |
#38
2
Prev: #36
|
2.2 | 775 | 5.4% |
P
S
|
15,190 | $4,873,181 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EQT
EQT CORP
|
Energy | 0.41% | 0.36% |
#39
Prev: #39
|
0.7 | 12 | 0.0% |
P
S
|
75,134 | $4,781,528 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.36% | 0.25% |
#40
5
Prev: #45
|
2.1 | 1,650 | 7.1% |
P
S
|
24,760 | $4,200,763 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.36% | 0.36% |
#41
1
Prev: #40
|
0.6 | 539 | 1.3% |
P
S
|
43,438 | $4,176,517 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.32% | 0.36% |
#42
4
Prev: #38
|
0.6 | 127 | 1.0% |
P
S
|
12,730 | $3,744,713 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 0.31% | 0.09% |
#43
34
Prev: #77
|
3.1 | 23,701 | 251.3% |
P
S
|
33,134 | $3,637,451 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 0.30% | 0.05% |
#44
73
Prev: #117
|
3.1 | 58,794 | 539.3% |
P
S
|
69,695 | $3,510,561 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.30% | 0.34% |
#45
4
Prev: #41
|
0.6 | 214 | 3.6% |
P
S
|
6,102 | $3,491,397 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RGLD
ROYAL GOLD INC
|
Basic Materials | 0.27% | 0.25% |
#46
Prev: #46
|
1.1 | no change | no change |
P
S
|
12,484 | $3,177,054 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.27% | 0.24% |
#47
Prev: #47
|
2.1 | 6,245 | 6.4% |
P
S
|
103,487 | $3,174,972 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.27% | 0.31% |
#48
6
Prev: #42
|
0.6 | -5,911 | -8.7% |
P
S
|
62,249 | $3,150,422 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SCZ
ISHARES TR
|
ETF | 0.25% | 0.25% |
#49
5
Prev: #44
|
0.6 | 987 | 2.7% |
P
S
|
38,059 | $2,984,230 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWF
ISHARES TR
|
ETF | 0.24% | 0.29% |
#50
7
Prev: #43
|
0.6 | -150 | -2.2% |
P
S
|
6,673 | $2,845,368 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 1176 holdings