Filed: 5/7/2026ACC: 0001730033-26-000002
📋 What this filing means
CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 1038 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1038
Positions
$1.17B
Total AUM (reported)
12.42M
Total Shares
Allocation by class
COM$187.36M16.0%
CORE S&P500 ETF$141.37M12.1%
COM SHS$90.95M7.8%
CORE S&P MCP ETF$68.44M5.8%
TR UNIT$65.21M5.6%
CORE MSCI EAFE$55.57M4.7%
TOTAL BND MRKT$49.56M4.2%
Portfolio Concentration
Top 3$298.28M25.5%
4–10$322.63M27.5%
11–25$286.02M24.4%
Rest$264.82M22.6%
Top 3 weight
25.5%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 12.42M
Sole
Full voting authority
12.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1038
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1038
Rows:
ISHARES TR
SOLEShares216.42K
TypeSH
Market value$141.37M
12.06%
Sole
216.42K
Shared
0.00
None
0.00
PACS GROUP INC
SOLEShares2.75M
TypeSH
Market value$88.46M
7.55%
Sole
2.75M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.01M
TypeSH
Market value$68.44M
5.84%
Sole
1.01M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares100.27K
TypeSH
Market value$65.21M
5.57%
Sole
100.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares613.83K
TypeSH
Market value$55.57M
4.74%
Sole
613.83K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares672.98K
TypeSH
Market value$49.56M
4.23%
Sole
672.98K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares364.58K
TypeSH
Market value$40.93M
3.49%
Sole
364.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.00
TypeSH
Market value$40.22M
3.43%
Sole
56.00
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares763.45K
TypeSH
Market value$37.71M
3.22%
Sole
763.45K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares675.33K
TypeSH
Market value$33.43M
2.85%
Sole
675.33K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83.59K
TypeSH
Market value$30.94M
2.64%
Sole
83.59K
Shared
0.00
None
0.00
STATE STR SPDR S&P MIDCAP 40
SOLEShares50.13K
TypeSH
Market value$30.92M
2.64%
Sole
50.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares105.08K
TypeSH
Market value$26.67M
2.28%
Sole
105.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares235.25K
TypeSH
Market value$24.97M
2.13%
Sole
235.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares85.51K
TypeSH
Market value$22.40M
1.91%
Sole
85.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares173.85K
TypeSH
Market value$21.61M
1.84%
Sole
173.85K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares104.19K
TypeSH
Market value$21.56M
1.84%
Sole
104.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.08K
TypeSH
Market value$17.63M
1.50%
Sole
71.08K
Shared
0.00
None
0.00
ISHARES U S ETF TR
SOLEShares307.37K
TypeSH
Market value$15.47M
1.32%
Sole
307.37K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares53.10K
TypeSH
Market value$15.23M
1.30%
Sole
53.10K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares20.55K
TypeSH
Market value$14.34M
1.22%
Sole
20.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.60K
TypeSH
Market value$12.27M
1.05%
Sole
25.60K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares179.67K
TypeSH
Market value$11.48M
0.98%
Sole
179.67K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares19.05K
TypeSH
Market value$10.99M
0.94%
Sole
19.05K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares132.90K
TypeSH
Market value$9.53M
0.81%
Sole
132.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 216.42K | SH | $141.37M 12.06% | 216.42K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 2.75M | SH | $88.46M 7.55% | 2.75M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.01M | SH | $68.44M 5.84% | 1.01M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 100.27K | SH | $65.21M 5.57% | 100.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 613.83K | SH | $55.57M 4.74% | 613.83K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 672.98K | SH | $49.56M 4.23% | 672.98K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 364.58K | SH | $40.93M 3.49% | 364.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 56.00 | SH | $40.22M 3.43% | 56.00 | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 763.45K | SH | $37.71M 3.22% | 763.45K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 675.33K | SH | $33.43M 2.85% | 675.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.59K | SH | $30.94M 2.64% | 83.59K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 50.13K | SH | $30.92M 2.64% | 50.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 105.08K | SH | $26.67M 2.28% | 105.08K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 235.25K | SH | $24.97M 2.13% | 235.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $22.40M 1.91% | 85.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 173.85K | SH | $21.61M 1.84% | 173.85K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 104.19K | SH | $21.56M 1.84% | 104.19K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 71.08K | SH | $17.63M 1.50% | 71.08K | 0.00 | 0.00 |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 307.37K | SH | $15.47M 1.32% | 307.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.10K | SH | $15.23M 1.30% | 53.10K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 20.55K | SH | $14.34M 1.22% | 20.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.60K | SH | $12.27M 1.05% | 25.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 179.67K | SH | $11.48M 0.98% | 179.67K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.05K | SH | $10.99M 0.94% | 19.05K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 132.90K | SH | $9.53M 0.81% | 132.90K | 0.00 | 0.00 |
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