Crewe Advisors LLC

CIK 0001730033 · Q2 2026

13F Equity AUM

$1.4B

+17.8% QoQ

Positions

1,062

+81 QoQ

AUM Rank

#1,970

Top 22%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #4,513 · Top 54%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 38.0%Top 10: 54.3%Top 20: 73.2%

IVV11.7%

PACS10.2%

IJH5.8%

SPY5.7%

IEFA4.6%

BND3.7%

ESGV3.5%

DBEF3.1%

PULS3.0%

BRK/A3.0%

Others (1052)45.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.8%

Technology8.9%

Financials3.0%

Communication Services2.7%

Energy2.0%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1062Median: 0.00%Avg: 0.09%

0–0.5%

1028(16.7%)

0.5–1%

12(7.9%)

1–3%

13(24.2%)

3–5%

5(17.9%)

5%+

4(33.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,062vs 20 funds

0%Low

1,062

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New175Increased497Decreased123Exited78

New Positions

HTZ0.6%

+3.8M

FLOT0.1%

+26K

BIL0.1%

+8K

SPACE EXPLORATION TE…0.0%

+2K

HGER0.0%

+8K

LWAY0.0%

+7K

FLJP0.0%

+6K

HONEYWELL INTL INC0.0%

+780

FLEX0.0%

+850

PJ4A0.0%

+8K

Increased

PACS10.2%

+553K(+20%)

PULS3.0%

+172K(+25%)

VGT1.4%

+144K(+700%)

OPTXW0.0%

+56K(+151%)

NRDY0.0%

+52K(+104%)

IEFA4.6%

+46K(+8%)

JAAA0.4%

+36K(+51%)

IJH5.8%

+30K(+3%)

IQ500.0%

+29K(+138%)

PERF-WT0.0%

+25K(+60%)

Decreased

DMAX0.1%

-18,449(-24%)

OBDC0.0%

-16,000(-78%)

MMAX0.1%

-14,221(-23%)

ORCL0.1%

-10,308(-57%)

STWD0.0%

-7,959(-86%)

PGX0.0%

-5,429(-74%)

AAPL2.1%

-2,666(-3%)

VTI0.3%

-2,235(-15%)

IWM1.5%

-1,901(-3%)

IVV11.7%

-1,474(-1%)

Exited

-307,365

-24,760

-10,374

-1,503

-8,707

-9,000

-9,000

-2,500

NOODLES & CO

-11,000

IWO

-329

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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