Institutional Fund
Crewe Advisors LLC
Salt Lake City, UTCIK 17300335 filings on record
Portfolio Value
$1.17B
Q1 2026
Holdings
1,038
Reported positions
New Buys
78
Opened this quarter
QoQ Change
+3.8%
from $1.13B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.1%
- Pacs Group Inc7.5%
- Ishares Tr5.8%
- Spdr S&P 500 ETF Tr5.6%
- Ishares Tr4.7%
- Vanguard Bd Index Fds4.2%
- Other60.0%
Portfolio Holdings
1,038 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 216.4K | $141.37M | 12.1% | +16.1K | Added |
| 2 | Pacs Group Inc | 2.75M | $88.46M | 7.5% | +606.4K | Added |
| 3 | Ishares Tr | 1.01M | $68.44M | 5.8% | +82.8K | Added |
| 4 | Spdr S&P 500 ETF Tr | 100.3K | $65.21M | 5.6% | −488 | Reduced |
| 5 | Ishares Tr | 613.8K | $55.57M | 4.7% | +62.7K | Added |
| 6 | Vanguard Bd Index Fds | 673.0K | $49.56M | 4.2% | +68.4K | Added |
| 7 | Vanguard World Fd | 364.6K | $40.93M | 3.5% | +42.2K | Added |
| 8 | Berkshire Hathaway Inc Del | 56 | $40.22M | 3.4% | 0 | Held |
| 9 | Dbx ETF Tr | 763.5K | $37.71M | 3.2% | +9.0K | Added |
| 10 | Pgim ETF Tr | 675.3K | $33.43M | 2.9% | −85.6K | Reduced |
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