Crewe Advisors LLC reported 815 positions worth $478.63M for the quarter ended Jun 30, 2026, up 26.4% on the prior quarter. It opened 136 new positions, added to 383, trimmed 102 and exited 59. Its largest holding is PACS Group, Inc. at 29.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| PACS PACS Group, Inc. | +553.0K +20.1% | $23.58M | 29.46% |
| HTZ Hertz Global Holdings, Inc | +3.79M | $8.59M | 1.8% |
| MSFT Microsoft Corp | +4,016 +4.8% | $1.50M | 6.83% |
| NVDA Nvidia Corp | +4,547 +12.7% | $909.82K | 1.68% |
| BRK-B Berkshire Hathaway Inc | +1,257 +4.9% | $628.99K | 2.81% |
| AMD Advanced Micro Devices Inc | +810 +2.1% | $470.54K | 4.88% |
| AVGO Broadcom Inc. | +1,075 +16.2% | $406.09K | 0.61% |
| WDC Western Digital Corp | +621 +2,003.2% | $396.65K | 0.087% |
| GOOGL Alphabet Inc. | +1,061 +5.1% | $379.17K | 1.63% |
| SPCX Space Exploration Technologies Corp | +1,961 | $335.06K | 0.07% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -24.8K -100.0% | $4.20M | Exited |
| ORCL Oracle Corp | -10.3K -56.5% | $1.51M | 0.243% |
| IDA Idacorp Inc | -10.4K -100.0% | $1.48M | Exited |
| AAPL Apple Inc. | -2,666 -2.5% | $771.43K | 6.19% |
| BRK-A Berkshire Hathaway Inc | -1 -1.8% | $748.85K | 8.61% |
| MCO Moodys Corp | -673 -14.5% | $304.82K | 0.374% |
| OBDC Blue Owl Capital Corp | -16.0K -78.3% | $173.92K | 0.01% |
| WATT Energous Corp | -9,000 -100.0% | $141.21K | Exited |
| STWD Starwood Property Trust, Inc. | -7,959 -85.6% | $133.13K | <0.01% |
| MPLX Mplx Lp | -2,211 -100.0% | $126.20K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HTZ Hertz Global Holdings, Inc | +3.79M | $8.59M | 1.8% |
| SPCX Space Exploration Technologies Corp | +1,961 | $335.06K | 0.07% |
| LWAY Lifeway Foods, Inc. | +7,000 | $208.88K | 0.044% |
| HONA Honeywell Aerospace Inc. | +776 | $171.56K | 0.036% |
| FLEX Flex Ltd. | +850 | $137.76K | 0.029% |
| NXDR Nextdoor Holdings, Inc. | +60.0K | $136.20K | 0.028% |
| AVEX AEVEX Corp. | +6,500 | $135.79K | 0.028% |
| RBRK Rubrik, Inc. | +1,500 | $120.42K | 0.025% |
| TGEN Tecogen Inc. | +23.0K | $120.06K | 0.025% |
| GLDM World Gold Trust | +1,465 | $116.35K | 0.024% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -24.8K | $4.20M | 1.11% |
| IDA Idacorp Inc | -10.4K | $1.48M | 0.392% |
| WATT Energous Corp | -9,000 | $141.21K | 0.037% |
| MPLX Mplx Lp | -2,211 | $126.20K | 0.033% |
| ATEX Anterix Inc. | -3,000 | $114.57K | 0.03% |
| NDLS NOODLES & Co | -11.0K | $94.05K | 0.025% |
| AEHR Aehr Test Systems | -2,500 | $92.70K | 0.024% |
| UAMY United States Antimony Corp | -9,000 | $78.57K | 0.021% |
| HZO Marinemax Inc | -2,000 | $54.12K | 0.014% |
| CDZI Cadiz Inc | -7,000 | $34.37K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PACS PACS Group, Inc. | Healthcare | 3.31M | $141.02M | 29.46% | +553.0K | +20.1% | Added | 2.09% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 55 | $41.19M | 8.61% | -1 | -1.8% | Reduced | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 87.6K | $32.68M | 6.83% | +4,016 | +4.8% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 102.4K | $29.64M | 6.19% | -2,666 | -2.5% | Reduced | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 40.2K | $23.34M | 4.88% | +810 | +2.1% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 54.0K | $19.09M | 3.99% | +937 | +1.8% | Added | 0% |
| 7 | CVX Chevron Corp | Energy | 105.6K | $17.50M | 3.66% | +1,372 | +1.3% | Added | 0.01% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 26.9K | $13.44M | 2.81% | +1,257 | +4.9% | Added | 0% |
| 9 | HTZ Hertz Global Holdings, Inc | Consumer Discretionary | 3.79M | $8.59M | 1.8% | +3.79M | – | New | 1.07% |
| 10 | NVDA Nvidia Corp | Technology | 40.2K | $8.05M | 1.68% | +4,547 | +12.7% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 21.8K | $7.79M | 1.63% | +1,061 | +5.1% | Added | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 29.6K | $7.05M | 1.47% | +1,331 | +4.7% | Added | 0% |
| 13 | V Visa Inc. | Financial Services | 17.9K | $6.13M | 1.28% | +618 | +3.6% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 14.0K | $5.90M | 1.23% | +459 | +3.4% | Added | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 13.0K | $4.27M | 0.892% | +313 | +2.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Crewe Advisors.
As of its Q2 2026 13F filing, Crewe Advisors LLC’s five largest positions were PACS Group, Inc. (PACS) at 29.5%, Berkshire Hathaway Inc (BRK-A) at 8.6%, Microsoft Corp (MSFT) at 6.8%, Apple Inc. (AAPL) at 6.2%, Advanced Micro Devices Inc (AMD) at 4.9% of the reported portfolio.
Crewe Advisors LLC reported a 13F portfolio worth $478.63M across 815 positions for Q2 2026. That is up 26.4% from the previous quarter.
Its largest purchases by value were PACS Group, Inc. ($23.58M), Hertz Global Holdings, Inc ($8.59M), Microsoft Corp ($1.50M). It opened 136 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($4.20M), Oracle Corp ($1.51M), Idacorp Inc ($1.48M). It exited 59 positions entirely.
From the Form 13F-HR reports Crewe Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.