Filed: 7/24/2026ACC: 0001730033-26-000003
📋 What this filing means
CREWE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 1135 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1135
Positions
$1.38B
Total AUM (reported)
17.43M
Total Shares
Allocation by class
COM$209.71M15.2%
CORE S&P500 ETF$160.97M11.7%
COM SHS$144.57M10.5%
CORE S&P MCP ETF$80.44M5.8%
TR UNIT$78.10M5.7%
CORE MSCI EAFE$63.76M4.6%
CL A$52.14M3.8%
Portfolio Concentration
Top 3$382.43M27.7%
4–10$366.57M26.6%
11–25$329.24M23.9%
Rest$302.10M21.9%
Top 3 weight
27.7%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 17.43M
Sole
Full voting authority
17.43M
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)
Sole1135
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1135
Rows:
ISHARES TR
SOLEShares214.95K
TypeSH
Market value$160.97M
11.66%
Sole
214.95K
Shared
0.00
None
0.00
PACS GROUP INC
SOLEShares3.31M
TypeSH
Market value$141.02M
10.22%
Sole
3.31M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.04M
TypeSH
Market value$80.44M
5.83%
Sole
1.04M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares104.58K
TypeSH
Market value$78.10M
5.66%
Sole
104.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares660.19K
TypeSH
Market value$63.76M
4.62%
Sole
660.19K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares691.69K
TypeSH
Market value$50.78M
3.68%
Sole
691.69K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares364.66K
TypeSH
Market value$48.22M
3.49%
Sole
364.66K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares778.67K
TypeSH
Market value$42.54M
3.08%
Sole
778.67K
Shared
0.00
None
0.00
PGIM ETF TR
SOLEShares847.30K
TypeSH
Market value$41.99M
3.04%
Sole
847.30K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares55.00
TypeSH
Market value$41.19M
2.98%
Sole
55.00
Shared
0.00
None
0.00
STATE STR SPDR S&P MIDCAP 40
SOLEShares50.12K
TypeSH
Market value$35.25M
2.55%
Sole
50.12K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares87.61K
TypeSH
Market value$32.68M
2.37%
Sole
87.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares102.42K
TypeSH
Market value$29.64M
2.15%
Sole
102.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares256.07K
TypeSH
Market value$27.56M
2.00%
Sole
256.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares180.40K
TypeSH
Market value$26.75M
1.94%
Sole
180.40K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares85.51K
TypeSH
Market value$25.92M
1.88%
Sole
85.51K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares40.17K
TypeSH
Market value$23.34M
1.69%
Sole
40.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares69.18K
TypeSH
Market value$20.78M
1.51%
Sole
69.18K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares164.42K
TypeSH
Market value$19.65M
1.42%
Sole
164.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares54.04K
TypeSH
Market value$19.09M
1.38%
Sole
54.04K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares105.56K
TypeSH
Market value$17.50M
1.27%
Sole
105.56K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares19.38K
TypeSH
Market value$14.27M
1.03%
Sole
19.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.86K
TypeSH
Market value$13.44M
0.97%
Sole
26.86K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares183.76K
TypeSH
Market value$12.42M
0.90%
Sole
183.76K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares132.89K
TypeSH
Market value$10.94M
0.79%
Sole
132.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 214.95K | SH | $160.97M 11.66% | 214.95K | 0.00 | 0.00 |
PACS GROUP INCSOLE | COM SHS | 3.31M | SH | $141.02M 10.22% | 3.31M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.04M | SH | $80.44M 5.83% | 1.04M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 104.58K | SH | $78.10M 5.66% | 104.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 660.19K | SH | $63.76M 4.62% | 660.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 691.69K | SH | $50.78M 3.68% | 691.69K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 364.66K | SH | $48.22M 3.49% | 364.66K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 778.67K | SH | $42.54M 3.08% | 778.67K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 847.30K | SH | $41.99M 3.04% | 847.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 55.00 | SH | $41.19M 2.98% | 55.00 | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 50.12K | SH | $35.25M 2.55% | 50.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 87.61K | SH | $32.68M 2.37% | 87.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 102.42K | SH | $29.64M 2.15% | 102.42K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 256.07K | SH | $27.56M 2.00% | 256.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 180.40K | SH | $26.75M 1.94% | 180.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.51K | SH | $25.92M 1.88% | 85.51K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.17K | SH | $23.34M 1.69% | 40.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 69.18K | SH | $20.78M 1.51% | 69.18K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 164.42K | SH | $19.65M 1.42% | 164.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 54.04K | SH | $19.09M 1.38% | 54.04K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 105.56K | SH | $17.50M 1.27% | 105.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.38K | SH | $14.27M 1.03% | 19.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.86K | SH | $13.44M 0.97% | 26.86K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDG EQU LAD ETF | 183.76K | SH | $12.42M 0.90% | 183.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 132.89K | SH | $10.94M 0.79% | 132.89K | 0.00 | 0.00 |
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